Position in KLAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$23,601,566
+$11,560,198 QoQ
Shares Held
78,226
-4.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#471
of 2,471 holders
Holding Since
Mar 2020
24 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,568,606 across 8 Semiconductor Equipment & Materials names. KLAC ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
78,226 | $23,601,566 | |
| 2 | ASML |
Asml Holding NV
|
5,614 | $11,168,715 | |
| 3 | LRCX |
Lam Research Corp
|
5,237 | $2,269,349 | |
| 4 | TER |
Teradyne, Inc
|
4,661 | $2,255,178 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,664 | $1,926,072 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
4,972 | $665,054 | |
| 7 | ACMR |
ACM Research, Inc.
|
5,216 | $661,858 | |
| 8 | ONTO |
Onto Innovation Inc.
|
55 | $20,814 |
All Filings in KLAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,601,566 | 78,226 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,041,368 | 8,178 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,560,249 | 7,868 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,746,367 | 8,109 | Shares | Sole | 2025-10-09 | |
| 2024-12-31 | $10,081 | 16 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,534,106 | 1,981 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,631,705 | 1,979 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,500,528 | 2,148 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,348,616 | 2,320 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,078,768 | 2,352 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,185,873 | 2,445 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $951,621 | 2,384 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $690,718 | 1,832 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $507,207 | 1,676 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $534,778 | 1,676 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $814,849 | 2,226 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,041,726 | 2,422 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $530,532 | 1,586 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $514,521 | 1,587 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $511,128 | 1,547 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $406,229 | 1,569 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $340,013 | 1,755 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $341,312 | 1,755 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,162 | 22 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||