Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,092,980
+$9,563,777 QoQ
Shares Held
66,597
-6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#503
of 2,471 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $36,785,410 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (54.6% of the industry book) .
All Filings in KLAC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,092,980 | 66,597 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,529,203 | 7,151 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,113,100 | 7,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,726,952 | 8,091 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,514,362 | 8,389 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,777,620 | 8,499 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,016,385 | 7,961 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,317,636 | 8,158 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,878,886 | 8,343 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,628,378 | 8,057 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,896,289 | 8,423 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,998,139 | 8,717 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,973,617 | 14,378 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,900,689 | 9,772 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,736,744 | 9,911 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,965,168 | 9,798 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,867,891 | 8,988 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,031,708 | 8,282 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,059,372 | 7,113 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,335,548 | 6,982 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,263,310 | 6,981 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,083,832 | 6,307 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,720,456 | 6,645 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $926,852 | 4,784 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||