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J.W. COLE ADVISORS, INC.

Position in KLAC — Kla Corp

CIK 1404763 TAMPA, FL

Position in KLAC

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$5,314,923
+$3,746,255 QoQ
Shares Held
17,616
+36.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#843
of 2,471 holders
Holding Since
Mar 2024
9 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, 2026

J.W. COLE ADVISORS, INC. holds $63,215,462 across 9 Semiconductor Equipment & Materials names. KLAC ranks #4 (8.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 KLAC
Kla Corp
This page
17,616 $5,314,923

All Filings in KLAC

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,314,923 17,616
2025-12-31 $1,568,668 1,291
2025-09-30 $1,444,245 1,339
2025-06-30 $1,181,481 1,319
2025-03-31 $838,193 1,233
2024-12-31 $236,295 375
2024-09-30 $229,999 297
2024-06-30 $243,230 295
2024-03-31 $217,953 312