PROFESSIONAL ADVISORY SERVICES INC

Position in LRCX — Lam Research Corp

CIK 894205 VERO BEACH, FL

Position in LRCX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$13,477,429

+$2,993,133 QoQ

Shares Held

31,102

-36.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#745

of 3,103 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PROFESSIONAL ADVISORY SERVICES INC holds $31,696,782 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	31,102	$13,477,429
2	AMAT	Applied Materials Inc /De	13,230	$9,565,290
3	ASML	Asml Holding NV	4,350	$8,654,063

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,477,429	31,102	-36.6%	Shares	Sole	2026-07-08
2026-03-31	$10,484,296	49,070	-27.1%	Shares	Sole	2026-04-15
2025-12-31	$11,524,522	67,324	-7.5%	Shares	Sole	2026-01-12
2025-09-30	$9,749,259	72,810	-16.1%	Shares	Sole	2025-10-29
2025-06-30	$8,446,094	86,769	-3.6%	Shares	Sole	2025-07-11
2025-03-31	$6,542,200	89,989	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.