TWIN CAPITAL MANAGEMENT INC

Position in KLAC — Kla Corp

CIK 1059187 MCMURRAY, PA

Position in KLAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,753,982

+$2,798,318 QoQ

Shares Held

32,329

-31.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#677

of 2,471 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

TWIN CAPITAL MANAGEMENT INC holds $32,480,210 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	16,369	$11,834,787
2	KLAC	Kla Corp This page	32,329	$9,753,982
3	LRCX	Lam Research Corp	22,162	$9,603,459
4	TER	Teradyne, Inc	2,662	$1,287,982

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,753,982	32,329	+584.4%	Shares	Sole	2026-08-06
2026-03-31	$6,955,664	4,724	-16.6%	Shares	Sole	2026-05-05
2025-12-31	$6,882,213	5,664	-1.2%	Shares	Sole	2026-02-06
2025-09-30	$6,184,692	5,734	+3.4%	Shares	Sole	2025-11-05
2025-06-30	$4,965,086	5,543	-12.1%	Shares	Sole	2025-08-06
2025-03-31	$4,286,818	6,306	+326.4%	Shares	Sole	2025-05-05
2024-12-31	$931,947	1,479	-3.0%	Shares	Sole	2025-02-13
2024-09-30	$1,180,975	1,525	-76.9%	Shares	Sole	2024-11-12
2022-09-30	$1,994,029	6,589	-1.0%	Shares	Sole	2022-10-21
2022-06-30	$2,124,115	6,657	+0.1%	Shares	Sole	2022-08-02
2022-03-31	$2,435,397	6,653	-13.9%	Shares	Sole	2022-05-06
2021-12-31	$3,322,169	7,724	+3.2%	Shares	Sole	2022-02-07
2021-09-30	$2,502,803	7,482	-8.6%	Shares	Sole	2021-10-29
2021-06-30	$2,653,658	8,185	-6.8%	Shares	Sole	2021-08-09
2021-03-31	$2,902,564	8,785	+56.7%	Shares	Sole	2021-05-06
2020-12-31	$1,451,190	5,605	-57.9%	Shares	Sole	2021-02-11
2020-09-30	$2,581,585	13,325	+0.6%	Shares	Sole	2020-11-05
2020-06-30	$2,575,887	13,245	-2.1%	Shares	Sole	2020-08-04
2020-03-31	$1,944,802	13,530	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.