Position in NVMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,429
+$1,087 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 340 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LRI Investments, LLC holds $4,767,814 across 13 Semiconductor Equipment & Materials names. NVMI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
765 | $1,521,921 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,650 | $1,192,950 | |
| 3 | LRCX |
Lam Research Corp
|
2,355 | $1,020,491 | |
| 4 | TER |
Teradyne, Inc
|
679 | $328,526 | |
| 5 | KLAC |
Kla Corp
|
990 | $298,692 | |
| 6 | ONTO |
Onto Innovation Inc.
|
525 | $198,686 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,038 | $169,515 | |
| 8 | ENTG |
Entegris Inc
|
129 | $23,201 |
All Filings in NVMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,429 | 10 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,342 | 10 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||