Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,382,699
+$2,171,959 QoQ
Shares Held
10,114
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,161
of 3,103 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NBC SECURITIES, INC. holds $13,356,899 across 13 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
8,697 | $6,287,931 | |
| 2 | LRCX |
Lam Research Corp
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|
10,114 | $4,382,699 | |
| 3 | IPGP |
Ipg Photonics Corp
|
8,763 | $1,028,075 | |
| 4 | VECO |
Veeco Instruments Inc
|
5,435 | $411,973 | |
| 5 | Q |
Qnity Electronics, Inc.
|
2,310 | $377,246 | |
| 6 | AEHR |
Aehr Test Systems
|
2,489 | $239,093 | |
| 7 | ASML |
Asml Holding NV
|
101 | $200,933 | |
| 8 | KLAC |
Kla Corp
|
593 | $178,914 |
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,382,699 | 10,114 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,210,740 | 10,347 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,514,258 | 8,846 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,359,620 | 10,154 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $832,646 | 8,554 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $422,677 | 5,814 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $72 | 1 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $54,677 | 67 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $61,761 | 58 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $78,697 | 81 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $63,444 | 81 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $91,508 | 146 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||