Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,483,565
+$8,878,195 QoQ
Shares Held
40,347
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#664
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CAPITAL ADVISORS INC/OK holds $254,327,537 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
324,097 | $234,322,131 | |
| 2 | LRCX |
Lam Research Corp
This page
|
40,347 | $17,483,565 | |
| 3 | ASML |
Asml Holding NV
|
423 | $841,533 | |
| 4 | TER |
Teradyne, Inc
|
1,057 | $511,418 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,106 | $507,240 | |
| 6 | KLAC |
Kla Corp
|
1,480 | $446,530 | |
| 7 | VECO |
Veeco Instruments Inc
|
2,838 | $215,120 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,483,565 | 40,347 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,605,370 | 40,276 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,575,194 | 38,411 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,018,740 | 30,013 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,933,243 | 30,134 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,175,692 | 29,927 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,148,409 | 29,744 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,427,021 | 2,974 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,170,058 | 2,977 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,876,818 | 2,961 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,309,050 | 2,948 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,852,732 | 2,956 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,895,151 | 2,948 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,503,950 | 2,837 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,192,391 | 2,837 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,038,342 | 2,837 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,208,987 | 2,837 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,525,199 | 2,837 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,199,160 | 3,058 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,775,178 | 3,119 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,983,333 | 3,048 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,777,981 | 2,987 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,410,670 | 2,987 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $996,245 | 3,003 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $955,824 | 2,955 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $699,600 | 2,915 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||