BURNEY CO/

Position in LRCX — Lam Research Corp

CIK 940445 RESTON, VA

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$88,475,586

+$38,287,066 QoQ

Shares Held

204,176

-13.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

3.72%

of 13F equity value

Holder Rank

#319

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Technology · as of Jun 30, 2026

BURNEY CO/ holds $152,361,219 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	204,176	$88,475,586
2	KLAC	Kla Corp	107,927	$32,562,655
3	AMAT	Applied Materials Inc /De	38,070	$27,524,610
4	FORM	Formfactor Inc	17,780	$2,843,555
5	NVMI	Nova Ltd.	690	$374,628
6	ASML	Asml Holding NV	185	$368,046
7	Q	Qnity Electronics, Inc.	1,299	$212,139

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,475,586	204,176	-13.1%	Shares	Sole	2026-07-15
2026-03-31	$50,188,520	234,899	-28.1%	Shares	Sole	2026-04-29
2025-12-31	$55,890,098	326,499	-13.2%	Shares	Sole	2026-01-23
2025-09-30	$50,384,025	376,281	+16.0%	Shares	Sole	2025-10-16
2025-06-30	$31,568,724	324,314	+10.4%	Shares	Sole	2025-08-05
2025-03-31	$21,364,930	293,878	+62.7%	Shares	Sole	2025-05-06
2024-12-31	$13,047,482	180,638	+920.0%	Shares	Sole	2025-01-14
2024-09-30	$14,452,776	17,710	-3.2%	Shares	Sole	2024-10-18
2024-06-30	$19,487,819	18,301	-5.1%	Shares	Defined	2024-07-29
2024-03-31	$18,735,755	19,284	-1.8%	Shares	Defined	2024-05-22
2023-12-31	$15,388,708	19,647	-2.4%	Shares	Defined	2024-02-12
2023-09-30	$12,616,879	20,130	-15.7%	Shares	Sole	2023-11-08
2023-06-30	$15,356,639	23,888	-8.0%	Shares	Sole	2023-08-09
2023-03-31	$13,768,806	25,973	-2.5%	Shares	Sole	2023-05-10
2022-12-31	$11,201,415	26,651	-3.9%	Shares	Sole	2023-02-06
2022-09-30	$10,148,448	27,728	-5.6%	Shares	Sole	2022-11-15
2022-06-30	$12,511,764	29,360	+17.7%	Shares	Sole	2022-08-12
2022-03-31	$13,410,143	24,944	-10.5%	Shares	Sole	2022-05-09
2021-12-31	$20,039,833	27,866	-2.6%	Shares	Sole	2022-02-11
2021-09-30	$16,286,227	28,615	-3.0%	Shares	Sole	2021-11-12
2021-06-30	$19,191,095	29,493	-1.5%	Shares	Sole	2021-08-06
2021-03-31	$17,825,652	29,947	-23.5%	Shares	Sole	2021-05-13
2020-12-31	$18,486,064	39,143	-9.7%	Shares	Sole	2021-02-11
2020-09-30	$14,383,021	43,355	-4.7%	Shares	Defined	2020-12-14
2020-06-30	$14,712,901	45,486	-8.1%	Shares	Defined	2020-08-13
2020-03-31	$11,883,840	49,516	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.