Position in LRCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$510,896
+$258,991 QoQ
Shares Held
1,179
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,285
of 3,103 holders
Holding Since
Jun 2020
25 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, 2026TOTH FINANCIAL ADVISORY CORP holds $1,542,926 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,179 | $510,896 | |
| 2 | AMAT |
Applied Materials Inc /De
|
494 | $357,162 | |
| 3 | ASML |
Asml Holding NV
|
167 | $332,236 | |
| 4 | KLAC |
Kla Corp
|
1,010 | $304,727 | |
| 5 | Q |
Qnity Electronics, Inc.
|
100 | $16,331 | |
| 6 | INTT |
Intest Corp
|
500 | $9,085 | |
| 7 | FORM |
Formfactor Inc
|
30 | $4,797 | |
| 8 | AMBA |
Ambarella Inc
|
35 | $3,003 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,896 | 1,179 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $251,905 | 1,179 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $201,136 | 1,175 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $147,290 | 1,100 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $97,340 | 1,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $72,700 | 1,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $72,230 | 1,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $81,608 | 100 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $106,485 | 100 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $97,157 | 100 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $84,592 | 108 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $67,691 | 108 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $64,286 | 100 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $53,012 | 100 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $42,030 | 100 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $37,332 | 102 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $43,467 | 102 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $53,761 | 100 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $71,915 | 100 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $56,915 | 100 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $65,070 | 100 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $59,524 | 100 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $25,974 | 55 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $18,246 | 55 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $17,790 | 55 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||