Position in KLAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,569,105
+$6,316,014 QoQ
Shares Held
44,974
-8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#590
of 2,471 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Ironwood Investment Counsel, LLC holds $28,907,601 across 8 Semiconductor Equipment & Materials names. KLAC ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
44,974 | $13,569,105 | |
| 2 | TER |
Teradyne, Inc
|
22,848 | $11,054,776 | |
| 3 | LRCX |
Lam Research Corp
|
5,567 | $2,412,348 | |
| 4 | ASML |
Asml Holding NV
|
295 | $586,884 | |
| 5 | AMAT |
Applied Materials Inc /De
|
627 | $453,321 | |
| 6 | FORM |
Formfactor Inc
|
2,000 | $319,860 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
2,689 | $301,920 | |
| 8 | COHU |
Cohu Inc
|
2,833 | $209,387 |
All Filings in KLAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,569,105 | 44,974 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,253,091 | 4,926 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,126,465 | 7,511 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,397,841 | 8,713 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,000,937 | 11,165 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,643,671 | 11,244 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,903,594 | 10,956 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,553,358 | 11,045 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,265,843 | 11,238 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,795,342 | 11,159 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,492,539 | 11,169 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $923,940 | 11,211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,503,521 | 11,347 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,425,597 | 11,087 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,085,120 | 10,835 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,973,945 | 9,827 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,679,952 | 8,399 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,765,217 | 7,554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,855,930 | 6,640 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,912,059 | 5,716 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,443,382 | 4,452 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,217,193 | 3,684 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $591,609 | 2,285 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||