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Disclosed positions
McBroom & Associates, LLC: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP
- Ticker
- LRCX
- Class
- COM NEW
- Reported value
- $24,007,641
- Reported amount
- 55,403
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000672Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| LAM RESEARCH CORP | LRCX | COM NEW | $24,007,641 | 55,403 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,934,667 | 89,633 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $10,425,788 | 31,851 | SH | None |
| APPLE INC | AAPL | COM | $10,265,058 | 35,475 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $10,242,802 | 111,226 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $9,778,468 | 10,453 | SH | None |
| TESLA INC | TSLA | COM | $9,368,444 | 22,274 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $9,367,825 | 36,886 | SH | None |
| TJX COS INC NEW | TJX | COM | $8,519,603 | 56,235 | SH | None |
| DICKS SPORTING GOODS INC | DKS | COM | $8,397,187 | 37,023 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $8,243,552 | 70,657 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $6,768,246 | 18,373 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,537,476 | 17,526 | SH | None |
| VISTRA CORP | VST | COM | $6,484,160 | 40,876 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $6,460,017 | 19,295 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $5,734,149 | 137,115 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $4,820,279 | 12,121 | SH | None |
| HOME DEPOT INC | HD | COM | $4,767,695 | 13,518 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $4,307,167 | 7,683 | SH | None |
| SPROUTS FMRS MKT INC | SFM | COM | $4,294,380 | 50,773 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $3,507,247 | 97,078 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,353,819 | 3,152 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $2,149,097 | 20,185 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,912,491 | 3,822 | SH | None |
| MCKESSON CORP | MCK | COM | $1,821,752 | 2,411 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,650,595 | 1,550 | SH | None |
| WILLIAMS COS INC | WMB | COM | $1,429,930 | 19,235 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,399,339 | 7,735 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $1,305,667 | 25,819 | SH | None |
| SPDR SERIES TRUST | FLRN | ST STR RATE ETF | $1,221,444 | 39,593 | SH | None |
| WILLIAMS SONOMA INC | WSM | COM | $973,892 | 4,178 | SH | None |
| CAL MAINE FOODS INC | CALM | COM NEW | $713,439 | 8,856 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $596,239 | 3,597 | SH | None |
| COCA COLA CO | KO | COM | $325,080 | 4,000 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $321,610 | 7,250 | SH | None |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $264,190 | 3,624 | SH | None |
| US BANCORP | USB | COM NEW | $214,722 | 3,555 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.