CONNING INC.

Position in LRCX — Lam Research Corp

CIK 801051 HARTFORD, CT

Position in LRCX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$8,502,367

+$2,762,392 QoQ

Shares Held

19,621

-27.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#907

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CONNING INC. holds $26,944,601 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,183	$9,531,309
2	KLAC	Kla Corp	28,510	$8,601,752
3	LRCX	Lam Research Corp This page	19,621	$8,502,367
4	TER	Teradyne, Inc	639	$309,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,502,367	19,621	-27.0%	Shares	Sole	2026-07-30
2026-03-31	$5,739,975	26,865	-21.0%	Shares	Sole	2026-04-30
2025-12-31	$5,824,057	34,023	-26.5%	Shares	Sole	2026-02-05
2025-09-30	$6,196,222	46,275	-21.0%	Shares	Sole	2025-10-28
2025-06-30	$5,705,097	58,610	-3.3%	Shares	Sole	2025-07-24
2025-03-31	$4,406,565	60,613	-10.9%	Shares	Sole	2025-04-29
2024-12-31	$4,915,684	68,056	+901.9%	Shares	Sole	2025-01-28
2024-09-30	$5,543,631	6,793	+26.4%	Shares	Sole	2024-10-29
2024-06-30	$5,721,439	5,373	-7.1%	Shares	Sole	2024-07-26
2024-03-31	$5,617,617	5,782	-12.1%	Shares	Sole	2024-04-26
2023-12-31	$5,152,284	6,578	-1.3%	Shares	Sole	2024-01-30
2023-09-30	$4,176,795	6,664	-10.3%	Shares	Sole	2023-10-26
2023-06-30	$4,773,878	7,426	-22.2%	Shares	Sole	2023-07-21
2023-03-31	$5,061,055	9,547	-12.6%	Shares	Sole	2023-04-27
2022-12-31	$4,589,676	10,920	-18.3%	Shares	Sole	2023-02-08
2022-09-30	$4,892,688	13,368	+0.6%	Shares	Sole	2022-10-31
2022-06-30	$5,661,828	13,286	+3.7%	Shares	Sole	2022-07-20
2022-03-31	$6,890,547	12,817	+19.5%	Shares	Sole	2022-05-02
2021-12-31	$7,712,883	10,725	-15.8%	Shares	Sole	2022-01-27
2021-09-30	$7,252,678	12,743	+2.1%	Shares	Sole	2021-11-05
2021-06-30	$8,123,989	12,485	-1.9%	Shares	Sole	2021-07-29
2021-03-31	$7,573,833	12,724	+505.0%	Shares	Sole	2021-04-23
2020-12-31	$993,183	2,103	-0.5%	Shares	Sole	2021-01-28
2020-09-30	$700,987	2,113	+1.2%	Shares	Sole	2020-10-21
2020-06-30	$675,384	2,088	-6.2%	Shares	Sole	2020-08-07
2020-03-31	$534,000	2,225	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.