BALDWIN WEALTH PARTNERS LLC/MA

Position in KLAC — Kla Corp

CIK 1021258 Marion, MA

Position in KLAC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$67,079,787

+$27,984,357 QoQ

Shares Held

222,332

-16.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

5.35%

of 13F equity value

Holder Rank

#315

of 2,471 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Technology · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $97,706,444 across 6 Semiconductor Equipment & Materials names. KLAC ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	222,332	$67,079,787
2	ASML	Asml Holding NV	14,435	$28,717,564
3	LRCX	Lam Research Corp	2,461	$1,066,425
4	Q	Qnity Electronics, Inc.	1,968	$321,394
5	TER	Teradyne, Inc	650	$314,496
6	AMAT	Applied Materials Inc /De	286	$206,778

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,079,787	222,332	+737.3%	Shares	Sole	2026-07-14
2026-03-31	$39,095,430	26,552	-13.4%	Shares	Sole	2026-04-14
2025-12-31	$37,259,213	30,664	-17.6%	Shares	Sole	2026-01-07
2025-09-30	$40,148,727	37,223	-2.4%	Shares	Sole	2025-10-14
2025-06-30	$34,159,044	38,135	-1.1%	Shares	Sole	2025-07-24
2025-03-31	$26,225,324	38,578	+1.2%	Shares	Sole	2025-04-14
2024-12-31	$24,011,982	38,107	+6.5%	Shares	Sole	2025-01-22
2024-09-30	$27,700,645	35,770	+1.0%	Shares	Sole	2024-10-16
2024-06-30	$29,214,862	35,433	-6.1%	Shares	Sole	2024-07-12
2024-03-31	$26,371,017	37,750	-3.0%	Shares	Sole	2024-04-12
2023-12-31	$22,623,033	38,918	-0.5%	Shares	Sole	2024-01-08
2023-09-30	$17,938,192	39,110	-1.2%	Shares	Sole	2023-10-10
2023-06-30	$19,197,576	39,581	+0.8%	Shares	Sole	2023-07-14
2023-03-31	$15,673,410	39,265	+0.0%	Shares	Sole	2023-04-21
2022-12-31	$14,799,181	39,252	-0.2%	Shares	Sole	2023-01-27
2022-09-30	$11,900,622	39,324	+104.1%	Shares	Sole	2022-10-14
2022-06-30	$6,148,352	19,269	+2005.9%	Shares	Sole	2022-07-18
2022-03-31	$334,944	915	+37.6%	Shares	Sole	2022-04-13
2021-12-31	$286,023	665	0.0%	Shares	Sole	2022-01-14
2021-09-30	$222,449	665	0.0%	Shares	Sole	2021-10-27
2021-06-30	$215,599	665	-23.1%	Shares	Sole	2021-07-30
2021-03-31	$285,796	865	+30.1%	Shares	Sole	2021-04-08
2020-12-31	$172,175	665	+4333.3%	Shares	Sole	2021-01-12
2020-09-30	$2,906	15	—	Shares	Sole	2020-10-16
No filing history on record for this holder in this stock.