Baldwin Investment Management, LLC

Position in KLAC — Kla Corp

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in KLAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$226,282

+$24,741 QoQ

Shares Held

750

-66.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,182

of 2,471 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $40,537,268 across 5 Semiconductor Equipment & Materials names. KLAC ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	85,114	$36,882,449
2	ASML	Asml Holding NV	1,426	$2,836,941
3	AMAT	Applied Materials Inc /De	432	$312,336
4	Q	Qnity Electronics, Inc.	1,710	$279,260
5	KLAC	Kla Corp This page	750	$226,282

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,282	750	+233.3%	Shares	Sole	2026-07-28
2025-06-30	$201,541	225	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.