Position in KLAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,251,360
+$1,226,563 QoQ
Shares Held
7,462
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,122
of 2,471 holders
Holding Since
Mar 2020
23 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, 2026B. Riley Wealth Advisors, Inc. holds $18,154,463 across 9 Semiconductor Equipment & Materials names. KLAC ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
17,554 | $7,606,674 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,705 | $4,847,715 | |
| 3 | KLAC |
Kla Corp
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|
7,462 | $2,251,360 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | TER |
Teradyne, Inc
|
1,157 | $559,802 | |
| 6 | AEHR |
Aehr Test Systems
|
4,950 | $475,497 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,563 | $418,563 | |
| 8 | ENTG |
Entegris Inc
|
1,822 | $327,704 |
All Filings in KLAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251,360 | 7,462 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,024,797 | 696 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,992,731 | 1,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,690,166 | 1,567 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,465,430 | 1,636 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $742,281 | 1,178 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,240,604 | 1,602 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,860,094 | 2,256 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,623,476 | 2,324 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,463,713 | 2,518 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,065,925 | 2,324 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,627,242 | 3,355 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,287,323 | 3,225 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $1,201,336 | 3,765 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,083,171 | 2,959 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,698,934 | 3,950 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,296,560 | 3,876 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,156,457 | 3,567 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,190,100 | 3,602 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $655,301 | 2,531 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $798,208 | 4,120 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $865,241 | 4,449 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $624,981 | 4,348 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||