LAM RESEARCH CORP

CUSIP: 512807108 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (7)

KKM Financial LLC

Value ($000) $12,847 Shares 75,048

Cardano Asset Management N.V.

Value ($000) $116 Shares 6,780,520

Rheos Capital Works Inc.

Value ($000) $17 Shares 99,500

Carter Financial Group, INC.

Value ($000) $202 Shares 1,180

Archer Investment Corp

Value ($000) $466 Shares 2,723

Promethos Capital, LLC

Value ($000) $336 Shares 1,960

RMG Wealth Management LLC

Value ($000) $2 Shares 10

Institution	Shares	Value ($000)
KKM Financial LLC	75,048	$12,847
Cardano Asset Management N.V.	6,780,520	$116
Rheos Capital Works Inc.	99,500	$17
Carter Financial Group, INC.	1,180	$202
Archer Investment Corp	2,723	$466
Promethos Capital, LLC	1,960	$336
RMG Wealth Management LLC	10	$2

Increased Positions (6)

Mediolanum International Funds Ltd

Value ($000) $73,505 (+113.6%) Shares 422,978 (+61.1%)

Harvest Fund Management Co., Ltd

Value ($000) $27 (+64.5%) Shares 156,451 (+28.7%)

Ironwood Investment Counsel, LLC

Value ($000) $1,111 (+43.7%) Shares 6,491 (+12.4%)

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

Value ($000) $1,613 (+78.5%) Shares 9,424 (+39.6%)

49 WEALTH MANAGEMENT, LLC

Value ($000) $507 (+40.8%) Shares 2,964 (+10.1%)

NBT BANK N A /NY

Value ($000) $223 (+27.8%) Shares 171 (+27.6%)

Institution	Prev Shares	Curr Shares	Change
Mediolanum International Funds Ltd	262,544	422,978	+160,434 (+61.1%)
Harvest Fund Management Co., Ltd	121,545	156,451	+34,906 (+28.7%)
Ironwood Investment Counsel, LLC	5,774	6,491	+717 (+12.4%)
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	6,750	9,424	+2,674 (+39.6%)
49 WEALTH MANAGEMENT, LLC	2,691	2,964	+273 (+10.1%)
NBT BANK N A /NY	134	171	+37 (+27.6%)

Decreased Positions (8)

Covington Investment Advisors Inc.

Value ($000) $26 (+13.2%) Shares 152,604 (-11.4%)

Joseph Group Capital Management

Value ($000) $7,789 (+23.2%) Shares 45,501 (-3.7%)

MONETARY MANAGEMENT GROUP INC

Value ($000) $6,697 (+19.1%) Shares 39,120 (-6.8%)

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Value ($000) $3,784 (+24.2%) Shares 22,105 (-2.8%)

KEYNOTE FINANCIAL SERVICES LLC

Value ($000) $869 (+13.8%) Shares 5,076 (-11.0%)

Byrne Asset Management LLC

Value ($000) $125 (+10.4%) Shares 730 (-13.6%)

Greenwich Wealth Management LLC

Value ($000) $0 (+5.1%) Shares 1,449 (-17.9%)

OGOREK ANTHONY JOSEPH /NY/ /ADV

Value ($000) $0 (+8.3%) Shares 233 (-15.6%)

Institution	Prev Shares	Curr Shares	Change
Covington Investment Advisors Inc.	172,280	152,604	-19,676 (-11.4%)
Joseph Group Capital Management	47,227	45,501	-1,726 (-3.7%)
MONETARY MANAGEMENT GROUP INC	41,985	39,120	-2,865 (-6.8%)
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC	22,749	22,105	-644 (-2.8%)
KEYNOTE FINANCIAL SERVICES LLC	5,704	5,076	-628 (-11.0%)
Byrne Asset Management LLC	845	730	-115 (-13.6%)
Greenwich Wealth Management LLC	1,764	1,449	-315 (-17.9%)
OGOREK ANTHONY JOSEPH /NY/ /ADV	276	233	-43 (-15.6%)

Exited Positions (9)

ODDO BHF ASSET MANAGEMENT SAS

Value ($000) $16,811 Shares 125,552

nVerses Capital, LLC

Value ($000) $979 Shares 1,200

BARCLAYS PLC

Value ($000) $540,939 Shares 662,850

KLCM Advisors, Inc.

Value ($000) $2,021 Shares 15,097

CIBC WORLD MARKETS CORP

Value ($000) $24,556 Shares 252,268

Commonwealth Bank of Australia

Value ($000) $6,537 Shares 34,830

Cascades Capital Asset Management, LLC

Value ($000) $281 Shares 2,098

Strengthening Families & Communities, LLC

Value ($000) $84 Shares 103

Itau Unibanco Holding S.A.

Value ($000) $136 Shares 1,018

Institution	Prev Shares	Prev Value ($000)
ODDO BHF ASSET MANAGEMENT SAS	125,552	$16,811
nVerses Capital, LLC	1,200	$979
BARCLAYS PLC	662,850	$540,939
KLCM Advisors, Inc.	15,097	$2,021
CIBC WORLD MARKETS CORP	252,268	$24,556
Commonwealth Bank of Australia	34,830	$6,537
Cascades Capital Asset Management, LLC	2,098	$281
Strengthening Families & Communities, LLC	103	$84
Itau Unibanco Holding S.A.	1,018	$136