LRCXLAM Research Corp
What Values First Advisors, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1913608 · Filed Aug 4, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 173.8K | +5.8% | $10.1M | 4.6% |
SCHWAB STRATEGIC TRSHT TM US TRES | 296.7K | New | $7.2M | 3.3% |
ISHARES TRCORE 1 5 YR USD | 144.7K | +3.2% | $7M | 3.2% |
ISHARES TR3 7 YR TREAS BD | 49.3K |
| +6.7% |
| $5.8M |
| 2.6% |
ISHARES TR7-10 YR TRSY BD | 60.5K | +6.5% | $5.7M | 2.6% |
PIMCO ETF TRENHAN SHRT MA AC | 46.9K | +0.2% | $4.7M | 2.2% |
VANGUARD INSTL INDEX FDULTRA-SHORT TREA | 56.9K | New | $4.3M | 2% |
SPDR SERIES TRUSTSTATE STREET SPD | 44.1K | +8.4% | $4M | 1.8% |
LRCXLAM Research Corp | 8.4K | −3.9% | $3.7M | 1.7% |
ISHARES TR0-3 MNTH TREASRY | 35.1K | +2.9% | $3.5M | 1.6% |
AVGOBroadcom Inc. | 8.5K | +109.2% | $3.2M | 1.5% |
XMTRXometry, Inc. | 32K | −14.1% | $3.1M | 1.4% |
MAAMid America Apartment Communities Inc. | 20.9K | +34.8% | $2.9M | 1.3% |
NNNNNN Reit, Inc. | 61.3K | +6.9% | $2.9M | 1.3% |
TECHBIO-TECHNE Corp | 40.3K | +19.6% | $2.8M | 1.3% |
ENSGEnsign Group, Inc | 17.4K | −6.1% | $2.8M | 1.3% |
APHAmphenol Corp | 15.7K | −23.9% | $2.8M | 1.3% |
MPWRMonolithic Power Systems, Inc. | 1.9K | −43.3% | $2.6M | 1.2% |
LOWLowe's Companies Inc | 11.5K | +11.6% | $2.5M | 1.2% |
EBSEmergent BioSolutions Inc. | 301.5K | −2.1% | $2.5M | 1.2% |
GHGuardant Health, Inc. | 16.5K | −20.7% | $2.5M | 1.1% |
TTTrane Technologies plc | 4.9K | +1.6% | $2.4M | 1.1% |
BMIBadger Meter Inc | 16.1K | +123.4% | $2.4M | 1.1% |
GEVGE Vernova Inc. | 2K | −16.3% | $2.3M | 1.1% |
CINFCincinnati Financial Corp | 12.1K | +3.5% | $2.2M | 1% |
SRCE1ST Source Corp | 27.2K | −2.7% | $2.2M | 1% |
ISHARES TR20 YR TR BD ETF | 25.1K | +12.0% | $2.2M | 1% |
ISHARES TR10-20 YR TRS ETF | 21.6K | +11.5% | $2.2M | 1% |
COKECoca-Cola Consolidated, Inc. | 11.3K | +101.8% | $2.1M | 1% |
CGNXCognex Corp | 29.6K | −49.4% | $2.1M | 1% |
AFGAmerican Financial Group Inc | 15.1K | +11.0% | $2.1M | 1% |
GNTXGentex Corp | 83.6K | +8.9% | $2.1M | 1% |
EXPDExpeditors International of Washington Inc | 12.7K | −18.0% | $2.1M | 0.9% |
DCIDONALDSON Co INC | 22.6K | −10.2% | $2M | 0.9% |
TTCToro Co | 20.6K | −12.8% | $2M | 0.9% |
NVDANVIDIA Corp | 9.9K | −12.2% | $2M | 0.9% |
HCKTHackett Group, Inc. | 182.8K | +188.6% | $2M | 0.9% |
ASMLASML Holding NV | 976 | New | $1.9M | 0.9% |
EOGEOG Resources Inc | 14.7K | −4.3% | $1.9M | 0.9% |
MCHPMicrochip Technology Inc | 20.8K | −42.5% | $1.9M | 0.9% |
GGGGraco Inc | 25K | +22.6% | $1.9M | 0.9% |
SPDR SERIES TRUSTSTATE STREET SPD | 18.8K | +11.5% | $1.9M | 0.9% |
IAUiShares Gold Trust | 24.6K | +2.9% | $1.9M | 0.8% |
LMATLemaitre Vascular Inc | 19K | −6.1% | $1.8M | 0.8% |
GLDSPDR Gold Trust | 4.9K | +3.0% | $1.8M | 0.8% |
URIUnited Rentals, Inc. | 1.6K | ±0% | $1.8M | 0.8% |
EGYVaalco Energy Inc | 351.8K | −0.9% | $1.8M | 0.8% |
FIZZNational Beverage Corp | 56K | +48.5% | $1.7M | 0.8% |
LOPEGrand Canyon Education, Inc. | 12K | +35.3% | $1.7M | 0.8% |
ODFLOld Dominion Freight Line, Inc. | 7.2K | +5.6% | $1.6M | 0.7% |
SKTTanger Inc. | 39.2K | −5.3% | $1.5M | 0.7% |
PANWPalo Alto Networks Inc | 4.4K | +6.7% | $1.5M | 0.7% |
HWKNHawkins Inc | 9.7K | −2.0% | $1.4M | 0.6% |
ORLYO Reilly Automotive Inc | 14.8K | +3.0% | $1.4M | 0.6% |
STRATEGY SHSEVENTIDE US MRKT | 39.6K | +30.5% | $1.2M | 0.6% |
LINLinde PLC | 2.3K | +0.7% | $1.2M | 0.5% |
LSCCLattice Semiconductor Corp | 7.8K | +4.5% | $1.2M | 0.5% |
RPRXRoyalty Pharma plc | 21K | +1.1% | $1.2M | 0.5% |
LQDTLiquidity Services Inc | 29.6K | −2.0% | $1.2M | 0.5% |
DDOGDatadog, Inc. | 4.3K | +49.0% | $1.1M | 0.5% |
GNRCGenerac Holdings Inc. | 3.8K | +75.1% | $1.1M | 0.5% |
MIRMMirum Pharmaceuticals, Inc. | 9.5K | +0.9% | $1.1M | 0.5% |
SRRKScholar Rock Holding Corp | 19.5K | +3.3% | $1.1M | 0.5% |
ELANElanco Animal Health Inc | 43.3K | −2.1% | $1.1M | 0.5% |
DELLDell Technologies Inc. | 2.3K | +15.6% | $997.3K | 0.5% |
MTDMettler Toledo International Inc | 765 | +22.4% | $977K | 0.4% |
ALNYAlnylam Pharmaceuticals, Inc. | 3.2K | −2.1% | $956.6K | 0.4% |
AXPAmerican Express Co | 2.8K | −24.9% | $942.5K | 0.4% |
STRATEGY SHSEVENTIDE HIGH DI | 28.6K | +87.6% | $941K | 0.4% |
ARGXArgenx SE | 999 | New | $926.9K | 0.4% |
COLDAmericold Realty Trust | 58K | +165.1% | $911.4K | 0.4% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 1.9K | New | $892.3K | 0.4% |
TOSTToast, Inc. | 31.3K | +2.7% | $870.9K | 0.4% |
KLACKLA Corp | 2.9K | +906.3% | $865.2K | 0.4% |
DHIHorton D R Inc | 5.2K | +0.5% | $843.5K | 0.4% |
AMDAdvanced Micro Devices Inc | 1.4K | +0.8% | $831.8K | 0.4% |
RBARB Global Inc. | 7K | +5.6% | $814.8K | 0.4% |
AXSMAxsome Therapeutics, Inc. | 3.3K | −27.6% | $812.6K | 0.4% |
BBNXBeta Bionics, Inc. | 50.9K | +7.0% | $797.6K | 0.4% |
NORTHERN LTS FD TR IVINSPIRE 100 ETF | 13.8K | −5.4% | $796.4K | 0.4% |
NEOGNeogen Corp | 88.3K | −2.1% | $794.1K | 0.4% |
WELLWelltower Inc. | 3.5K | −48.7% | $790.8K | 0.4% |
TIMOTHY PLANUS LRGMD CP CORE | 15.6K | +15.9% | $785K | 0.4% |
OHIOmega Healthcare Investors Inc | 16.5K | −26.7% | $784.8K | 0.4% |
EXELExelixis, Inc. | 14.4K | −2.4% | $783.3K | 0.4% |
KIMKimco Realty Corp | 30.8K | +1.1% | $781.3K | 0.4% |
TRGPTarga Resources Corp. | 2.8K | +3.3% | $756.7K | 0.3% |
SITMSITIME Corp | 996 | +8.1% | $742.4K | 0.3% |
EXRExtra Space Storage Inc. | 5.1K | +21.2% | $735.6K | 0.3% |
WMBWilliams Companies, Inc. | 9.9K | +0.3% | $732.9K | 0.3% |
NLYAnnaly Capital Management Inc | 32.7K | −14.2% | $730.3K | 0.3% |
STAGSTAG Industrial, Inc. | 19.1K | +17.7% | $728K | 0.3% |
IRTCiRhythm Holdings, Inc. | 6.1K | +2.9% | $726.8K | 0.3% |
WYWeyerhaeuser Co | 30.3K | +67.1% | $724.5K | 0.3% |
VSTVistra Corp. | 4.5K | +5.4% | $711K | 0.3% |
ITRNIturan Location & Control Ltd. | 11.3K | +0.4% | $686.8K | 0.3% |
COLLCollegium Pharmaceutical, Inc | 18K | +5.4% | $652.1K | 0.3% |
VMCVulcan Materials CO | 2.2K | +5.2% | $637.6K | 0.3% |
MDBMongoDB, Inc. | 1.9K | +70.7% | $629.1K | 0.3% |
AMSFAmerisafe Inc | 18.1K | +167.7% | $613K | 0.3% |
CEGConstellation Energy Corp | 2.5K | +0.2% | $611.9K | 0.3% |
SLViShares Silver Trust | 11.4K | +3.0% | $607.1K | 0.3% |
MGMistras Group, Inc. | 34.6K | −2.1% | $604.4K | 0.3% |
DGDollar General Corp | 5.2K | −1.6% | $600.4K | 0.3% |
PWRQuanta Services, Inc. | 832 | −1.9% | $599.3K | 0.3% |
CDNSCadence Design Systems Inc | 1.6K | +0.7% | $593.7K | 0.3% |
UAUnder Armour, Inc. | 91.6K | −2.1% | $569.8K | 0.3% |
IRDMIridium Communications Inc. | 10.1K | −1.5% | $556.6K | 0.3% |
BEBloom Energy Corp | 1.8K | +7.2% | $552.1K | 0.3% |
CSVCarriage Services Inc | 14.1K | −1.8% | $541.8K | 0.2% |
GBXGreenbrier Companies Inc | 10.9K | −1.5% | $534.9K | 0.2% |
LBRTLiberty Energy Inc. | 19.8K | +45.3% | $518.4K | 0.2% |
ISHARES TR1 3 YR TREAS BD | 6.1K | −93.2% | $500.5K | 0.2% |
ANETArista Networks, Inc. | 2.9K | −0.5% | $494.9K | 0.2% |
NEENextEra Energy Inc | 5.6K | +1.5% | $492.4K | 0.2% |
SOSouthern Co | 5.1K | −0.4% | $489.6K | 0.2% |
FTDRFrontdoor, Inc. | 6.3K | +2.8% | $489.2K | 0.2% |
AXONAxon Enterprise, Inc. | 832 | −2.1% | $466.5K | 0.2% |
ISHARES U S ETF TRSHORT DURATION B | 9.2K | −90.0% | $463.9K | 0.2% |
FASTFastenal Co | 9.2K | −19.5% | $439.7K | 0.2% |
INODInnodata Inc | 5.8K | −2.2% | $435.5K | 0.2% |
CTRECareTrust REIT, Inc. | 10.8K | −1.2% | $434.8K | 0.2% |
DGIIDigi International Inc | 5.7K | −2.0% | $424.9K | 0.2% |
MSIMotorola Solutions, Inc. | 1K | +0.7% | $419.7K | 0.2% |
MDTMedtronic plc | 5.4K | +0.9% | $418.6K | 0.2% |
SPGIS&P Global Inc. | 1K | −30.9% | $416.6K | 0.2% |
WMWaste Management Inc | 1.9K | ±0% | $413.1K | 0.2% |
HDHome Depot, Inc. | 1.2K | +0.8% | $410.1K | 0.2% |
TMDXTransMedics Group, Inc. | 6.1K | +3.1% | $406.9K | 0.2% |
ETREntergy Corp | 3.5K | +1.1% | $401.6K | 0.2% |
PCVXVaxcyte, Inc. | 6.8K | +2.3% | $393.4K | 0.2% |
VRTVertiv Holdings Co | 1.2K | +12.5% | $386.8K | 0.2% |
COHRCoherent Corp. | 973 | New | $383.8K | 0.2% |
RELYRemitly Global, Inc. | 17.1K | New | $382.2K | 0.2% |
TLNTalen Energy Corp | 956 | −2.3% | $367.4K | 0.2% |
CHWYChewy, Inc. | 18.4K | +5.8% | $361.4K | 0.2% |
CENTCentral Garden & Pet Co | 8.1K | −2.1% | $360.4K | 0.2% |
VANGUARD WORLD FDINF TECH ETF | 2.9K | +700.0% | $350K | 0.2% |
LLYELI LILLY & Co | 291 | −31.7% | $348.6K | 0.2% |
NDAQNasdaq, Inc. | 4.4K | New | $347.4K | 0.2% |
NINisource Inc. | 7.2K | +9.7% | $341K | 0.2% |
ISHARES TRTRUST ISHARE 0-1 | 3.1K | +1.6% | $339.2K | 0.2% |
TRINTrinity Capital Inc. | 18.6K | +0.8% | $332.7K | 0.2% |
ISRGIntuitive Surgical Inc | 834 | +22.3% | $331.6K | 0.2% |
WCNWaste Connections, Inc. | 2K | −49.6% | $329.5K | 0.2% |
ROKRockwell Automation, Inc | 664 | −2.4% | $328.5K | 0.2% |
DTMDT Midstream, Inc. | 2.2K | +7.5% | $321.5K | 0.1% |
FIXComfort Systems USA Inc | 162 | New | $321.2K | 0.1% |
FITBFifth Third Bancorp | 5.5K | New | $312.7K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 621 | ±0% | $310.7K | 0.1% |
CATCaterpillar Inc | 290 | ±0% | $309K | 0.1% |
FERGFerguson Enterprises Inc. | 1.3K | +0.8% | $307.9K | 0.1% |
SHWSherwin Williams Co | 879 | −23.1% | $302.8K | 0.1% |
TIMOTHY PLANU S SM CP CORE | 6.2K | +43.2% | $295.8K | 0.1% |
UNIFIED SER TRONEASCENT INTL | 5.9K | ±0% | $281K | 0.1% |
CSCOCisco Systems, Inc. | 2.3K | New | $272K | 0.1% |
CRDOCredo Technology Group Holding Ltd | 985 | New | $267.8K | 0.1% |
RXRXRecursion Pharmaceuticals, Inc. | 72.6K | −2.1% | $266.6K | 0.1% |
OLNOLIN Corp | 12.7K | −1.3% | $252.5K | 0.1% |
INSMINSMED Inc | 2.4K | +6.8% | $250.7K | 0.1% |
GOLDMAN SACHS ETF TRACCES TREASURY | 2.5K | +0.9% | $250.6K | 0.1% |
TERTeradyne, Inc | 498 | New | $240.9K | 0.1% |
UNPUnion Pacific Corp | 876 | New | $238.3K | 0.1% |
WGSGeneDx Holdings Corp. | 3.4K | New | $236.7K | 0.1% |
TIMOTHY PLANINTL ETF | 6.3K | +102.7% | $234.8K | 0.1% |
SSYSStratasys Ltd. | 26.4K | −2.0% | $225.7K | 0.1% |
VANGUARD INSTL INDEX FD0-3 MO TREAS BIL | 2.9K | New | $223K | 0.1% |
RBRKRubrik, Inc. | 2.8K | New | $222K | 0.1% |
STRATEGY SHSEVENTIDE LARGE C | 7.7K | +145.0% | $219.4K | 0.1% |
AMGNAmgen Inc | 584 | +1.0% | $211.5K | 0.1% |
STRATEGY SHSEVENTIDE SMALL C | 6.1K | +47.0% | $195.1K | 0.1% |
UNIFIED SER TRONEASCENT LARGE | 4.5K | −37.5% | $184.9K | 0.1% |
LCUTLifetime Brands, Inc | 18.8K | −1.4% | $160.7K | 0.1% |
STRATEGY SHSEVENTIDE INTL | 5.2K | New | $155.1K | 0.1% |
STRATEGY SHSEVENTIDE LARGE C | 5K | +197.8% | $144.7K | 0.1% |
TLFTandy Leather Factory Inc | 57.8K | −0.0% | $134.6K | 0.1% |
CRMTAmericas Carmart Inc | 42.8K | New | $119.5K | 0.1% |
ANGXAngel Studios, Inc. | 25.5K | −2.6% | $93.6K | 0.1% |
TLPHTalphera, Inc. | 79.7K | −2.2% | $82.1K | 0.1% |
CENTACentral Garden & Pet Co | 2K | −2.1% | $78.7K | 0.1% |
AGENAgenus Inc | 11K | −1.8% | $33.6K | 0.1% |
UNIFIED SER TRONEASCENT ENHANC | 479 | −42.2% | $17.2K | 0.1% |
NORTHERN LTS FD TR IVINSPIRE SML/ MID | 309 | −25.7% | $15.4K | 0.1% |
TAT&T Inc. | 610 | New | $12.6K | 0.1% |
SPDR SERIES TRUSTSTATE STREET SPD | 6 | ±0% | $171 | 0.1% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 2 | ±0% | $166 | 0.1% |
DOCHealthpeak Properties, Inc. | 0 | New | $8 | 0% |
