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Disclosed positions
Brentview Investment Management LLC: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP COM NEW
- Ticker
- LRCX
- Class
- CS
- Reported value
- $16,686,221
- Reported amount
- 38,507
- 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: 0002052564-26-000005Open 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 COM NEW | LRCX | CS | $16,686,221 | 38,507 | SH | None |
| MICROSOFT CORP | MSFT | CS | $13,974,945 | 37,464 | SH | None |
| APPLE INC COM | AAPL | CS | $13,786,243 | 47,644 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | CS | $10,874,121 | 30,428 | SH | None |
| TRANE TECHNOLOGIES PLC SHS | TT | CS | $9,677,635 | 19,704 | SH | None |
| CME GROUP INC | CME | CS | $9,547,584 | 43,235 | SH | None |
| J P MORGAN CHASE AND CO | JPM | CS | $9,226,517 | 28,187 | SH | None |
| BROADCOM INC COM | AVGO | CS | $7,640,688 | 20,227 | SH | None |
| PHILIP MORRIS INTL INC | PM | CS | $7,515,882 | 41,545 | SH | None |
| CHEVRON CORPORATION COM | CVX | CS | $7,415,364 | 44,736 | SH | None |
| MORGAN STANLEY | MS | CS | $7,300,720 | 34,925 | SH | None |
| JOHNSON AND JOHNSON | JNJ | CS | $7,284,328 | 28,682 | SH | None |
| LINDE PLC SHS | LIN | CS | $7,174,367 | 13,825 | SH | None |
| LILLY ELI AND CO | LLY | CS | $7,084,346 | 5,906 | SH | None |
| TARGA RESOURCES CORP | TRGP | CS | $6,548,544 | 24,422 | SH | None |
| NEXTERA ENERGY INC | NEE | CS | $6,422,737 | 73,177 | SH | None |
| PARKER HANNIFIN CORP | PH | CS | $6,394,172 | 6,537 | SH | None |
| MUELLER INDS INC | MLI | CS | $6,165,988 | 50,159 | SH | None |
| UNION PAC CORP | UNP | CS | $6,103,996 | 22,441 | SH | None |
| TJX COS INC | TJX | CS | $6,083,900 | 40,158 | SH | None |
| WEC ENERGY GROUP INC COM | WEC | CS | $5,896,332 | 50,495 | SH | None |
| VISA INC | V | CS | $5,821,383 | 16,968 | SH | None |
| GSK PLC SPONSORED ADR | GSK | ADR | $5,600,848 | 106,846 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | ADR | $5,540,767 | 11,602 | SH | None |
| WASTE MGMT INC DEL | WM | CS | $5,448,186 | 24,444 | SH | None |
| WELLTOWER INC | WELL | CS | $5,236,233 | 23,070 | SH | None |
| LOWES COS INC | LOW | CS | $5,155,051 | 23,380 | SH | None |
| COSTCO WHSL CORP | COST | CS | $4,907,950 | 5,247 | SH | None |
| MCKESSON CORP | MCK | CS | $4,715,175 | 6,240 | SH | None |
| CONSTELLATION ENERGY CORP | CEG | CS | $4,216,833 | 16,978 | SH | None |
| CRH PLC ORD | CRH | CS | $4,114,313 | 38,452 | SH | None |
| BLACKROCK INC COM | BLK | CS | $3,995,858 | 4,156 | SH | None |
| CBOE GLOBAL MARKETS INC | CBOE | CS | $3,882,720 | 16,000 | SH | None |
| PEPSICO INC | PEP | CS | $3,456,266 | 25,526 | SH | None |
| REALTY INCOME CORP | O | CS | $3,397,599 | 54,835 | SH | None |
| T MOBILE US INC | TMUS | CS | $3,278,089 | 19,544 | SH | None |
| MARSH COM | MRSH | CS | $3,274,344 | 19,646 | SH | None |
| SPDR SER TR SPDR BLOOMBERG | BIL | ETF | $274,920 | 3,000 | SH | None |
| RBB FD INC US TREASY 2 YR | UTWO | ETF | $191,840 | 4,000 | SH | None |
| SAP SE SPON ADR | SAP | ADR | $116,353 | 755 | SH | None |
| LLOYDS TSB GROUP PLC | LYG | ADR | $111,400 | 19,108 | SH | None |
| SELECT SECTOR SPDR TR SBI INT | XLU | ETF | $90,680 | 2,000 | SH | None |
| TORONTO DOMINION BK ONT | TD | CS | $81,480 | 671 | SH | None |
| ISHARES TR SMLL VAL INDX | ISCV | ETF | $78,319 | 1,000 | SH | None |
| J P MORGAN EXCHANGE TRADED F U | JPST | ETF | $75,855 | 1,500 | SH | None |
| NOVO NORDISK A S ADR | NVO | ADR | $75,697 | 1,579 | SH | None |
| SELECT SECTOR SPDR TR SBI INT | XLE | ETF | $74,354 | 1,400 | SH | None |
| ISHARES TR DJ MED DEVICES | IHI | ETF | $74,115 | 1,500 | SH | None |
| ORIX CORP | IX | ADR | $66,950 | 1,760 | SH | None |
| ISHARES MSCI CHILE INDEX FUND | ECH | ETF | $59,550 | 1,500 | 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.