KCM INVESTMENT ADVISORS LLC

Position in KLAC — Kla Corp

CIK 1109228 GREENBRAE, CA

Position in KLAC

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

Position Value

$42,995,786

+$21,136,388 QoQ

Shares Held

142,507

-4.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.92%

of 13F equity value

Holder Rank

#372

of 2,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $80,810,669 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	142,507	$42,995,786
2	AMAT	Applied Materials Inc /De	42,903	$31,018,869
3	LRCX	Lam Research Corp	13,487	$5,844,321
4	ASML	Asml Holding NV	277	$551,074
5	TER	Teradyne, Inc	828	$400,619

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,995,786	142,507	+859.9%	Shares	Sole	2026-08-14
2026-03-31	$21,859,398	14,846	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$18,333,127	15,088	-3.8%	Shares	Sole	2026-02-13
2025-09-30	$16,925,391	15,692	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$14,035,350	15,669	-1.0%	Shares	Sole	2025-08-06
2025-03-31	$10,760,554	15,829	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$10,046,003	15,943	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$12,608,169	16,281	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$13,183,090	15,989	-2.1%	Shares	Sole	2024-07-29
2024-03-31	$11,406,949	16,329	+0.2%	Shares	Sole	2024-05-07
2023-12-31	$9,473,446	16,297	-10.1%	Shares	Sole	2024-02-13
2023-09-30	$8,310,919	18,120	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$8,748,305	18,037	-2.6%	Shares	Sole	2023-08-09
2023-03-31	$7,391,830	18,518	+1.1%	Shares	Sole	2023-05-09
2022-12-31	$6,905,681	18,316	-1.6%	Shares	Sole	2023-01-31
2022-09-30	$5,632,246	18,611	+1.3%	Shares	Sole	2022-11-10
2022-06-30	$5,862,456	18,373	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$6,737,700	18,406	-1.0%	Shares	Sole	2022-05-13
2021-12-31	$7,993,164	18,584	+11.5%	Shares	Sole	2022-02-14
2021-09-30	$5,575,947	16,669	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$5,112,467	15,769	+15.6%	Shares	Sole	2021-10-21
2021-03-31	$4,507,647	13,643	+16.7%	Shares	Sole	2021-05-13
2020-12-31	$3,027,952	11,695	+2.8%	Shares	Sole	2021-02-19
2020-09-30	$2,203,211	11,372	+5.8%	Shares	Sole	2020-11-16
2020-06-30	$2,090,076	10,747	+6.0%	Shares	Sole	2020-08-14
2020-03-31	$1,457,236	10,138	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.