CULLINAN ASSOCIATES INC

Position in KLAC — Kla Corp

CIK 1161670 LOUISVILLE, KY

Position in KLAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$17,994,889

+$7,406,789 QoQ

Shares Held

59,643

-17.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#523

of 2,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CULLINAN ASSOCIATES INC holds $56,741,383 across 3 Semiconductor Equipment & Materials names. KLAC ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	46,437	$33,573,951
2	KLAC	Kla Corp This page	59,643	$17,994,889
3	ASML	Asml Holding NV	2,600	$5,172,543

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,994,889	59,643	+729.4%	Shares	Sole	2026-07-29
2026-03-31	$10,588,100	7,191	-15.6%	Shares	Sole	2026-05-01
2025-12-31	$10,353,696	8,521	-5.0%	Shares	Sole	2026-01-30
2025-09-30	$9,672,884	8,968	-8.1%	Shares	Sole	2025-10-27
2025-06-30	$8,743,318	9,761	-2.9%	Shares	Sole	2025-07-22
2025-03-31	$6,833,349	10,052	-0.7%	Shares	Sole	2025-04-22
2024-12-31	$6,376,814	10,120	-18.7%	Shares	Sole	2025-01-24
2024-09-30	$9,640,630	12,449	-8.6%	Shares	Sole	2024-10-23
2024-06-30	$11,230,650	13,621	+4.1%	Shares	Sole	2024-07-10
2024-03-31	$9,137,994	13,081	+249.9%	Shares	Sole	2024-04-18
2023-12-31	$2,173,480	3,739	-17.6%	Shares	Sole	2024-01-24
2023-09-30	$2,080,940	4,537	-24.7%	Shares	Sole	2023-10-11
2023-06-30	$2,923,700	6,028	-70.5%	Shares	Sole	2023-07-14
2023-03-31	$8,146,261	20,408	+24.5%	Shares	Sole	2023-04-05
2022-12-31	$6,181,406	16,395	+6.8%	Shares	Sole	2023-01-11
2022-09-30	$4,645,370	15,350	+3.0%	Shares	Sole	2022-10-19
2022-06-30	$4,755,887	14,905	+14.1%	Shares	Sole	2022-07-08
2022-03-31	$4,780,743	13,060	+18.9%	Shares	Sole	2022-04-21
2021-12-31	$4,722,607	10,980	-13.1%	Shares	Sole	2022-01-07
2021-09-30	$4,224,861	12,630	+19.2%	Shares	Sole	2021-10-08
2021-06-30	$3,435,004	10,595	+601.7%	Shares	Sole	2021-07-07
2021-03-31	$498,904	1,510	-83.9%	Shares	Sole	2021-04-20
2020-12-31	$2,433,754	9,400	+6.8%	Shares	Sole	2021-01-14
2020-09-30	$1,704,912	8,800	+23.9%	Shares	Sole	2020-10-09
2020-06-30	$1,380,808	7,100	0.0%	Shares	Sole	2020-07-07
2020-03-31	$1,020,554	7,100	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.