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Crestwood Advisors Group, LLC

Position in KLAC — Kla Corp

CIK 1426853 BOSTON, MA

Position in KLAC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$109,842,955
+$49,718,566 QoQ
Shares Held
364,068
-10.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#247
of 2,471 holders
Holding Since
Sep 2023
11 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

Crestwood Advisors Group, LLC holds $408,305,058 across 7 Semiconductor Equipment & Materials names. KLAC ranks #3 (26.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 KLAC
Kla Corp
This page
364,068 $109,842,955

All Filings in KLAC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $109,842,955 364,068
2026-03-31 $60,124,389 40,834
2025-12-31 $52,900,937 43,537
2025-09-30 $53,181,451 49,306
2025-06-30 $46,627,745 52,055
2025-03-31 $35,835,657 52,715
2024-12-31 $33,320,745 52,880
2024-09-30 $40,002,922 51,656
2024-06-30 $43,711,397 53,015
2024-03-31 $34,858,643 49,900
2023-09-30 $13,408,007 29,233