Position in KLAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$18,725,329
+$11,065,853 QoQ
Shares Held
62,064
+19.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#519
of 2,471 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $177,900,332 across 10 Semiconductor Equipment & Materials names. KLAC ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
46,773 | $93,052,072 | |
| 2 | LRCX |
Lam Research Corp
|
74,789 | $32,408,317 | |
| 3 | AMAT |
Applied Materials Inc /De
|
37,339 | $26,996,097 | |
| 4 | KLAC |
Kla Corp
This page
|
62,064 | $18,725,329 | |
| 5 | Q |
Qnity Electronics, Inc.
|
19,562 | $3,194,670 | |
| 6 | TER |
Teradyne, Inc
|
4,567 | $2,209,697 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,291 | $488,578 | |
| 8 | ENTG |
Entegris Inc
|
1,956 | $351,806 |
All Filings in KLAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,725,329 | 62,064 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $7,659,476 | 5,202 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,207,843 | 5,109 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,410,257 | 5,016 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,426,747 | 4,942 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,439,788 | 5,060 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,923,126 | 4,639 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,643,599 | 4,705 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,786,149 | 4,592 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,128,196 | 4,478 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,722,809 | 4,684 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $849,896 | 1,853 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $814,833 | 1,680 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $678,589 | 1,700 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $674,883 | 1,790 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $653,378 | 2,159 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $289,724 | 908 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $235,742 | 644 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $270,969 | 630 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $207,396 | 620 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $222,732 | 687 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $202,535 | 613 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $287,316 | 1,483 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $289,775 | 1,490 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $232,858 | 1,620 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||