PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in KLAC — Kla Corp

CIK 1350660 FORT WAYNE, IN

Position in KLAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$469,762

New position

Shares Held

1,557

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,780

of 2,471 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $1,633,751 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	1,557	$469,762
2	AMAT	Applied Materials Inc /De	600	$433,800
3	LRCX	Lam Research Corp	1,001	$433,763
4	ASML	Asml Holding NV	149	$296,426

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,762	1,557	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.