Position in KLAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,772,413
+$1,457,551 QoQ
Shares Held
9,189
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,036
of 2,471 holders
Holding Since
Dec 2021
18 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, 2026Valmark Advisers, Inc. holds $8,608,097 across 7 Semiconductor Equipment & Materials names. KLAC ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
9,189 | $2,772,413 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,960 | $2,140,080 | |
| 3 | ASML |
Asml Holding NV
|
650 | $1,293,135 | |
| 4 | TER |
Teradyne, Inc
|
1,491 | $721,405 | |
| 5 | LRCX |
Lam Research Corp
|
1,617 | $700,694 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
4,500 | $601,920 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,000 | $378,450 |
All Filings in KLAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,772,413 | 9,189 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,314,862 | 893 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $997,580 | 821 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $892,002 | 827 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $731,819 | 817 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $596,184 | 877 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $532,451 | 845 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $559,124 | 722 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $583,753 | 708 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $449,879 | 644 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $373,775 | 643 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $234,833 | 512 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $242,024 | 499 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $205,173 | 514 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $260,867 | 862 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $277,599 | 870 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $352,881 | 964 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $283,872 | 660 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||