Position in KLAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,218,908
+$774,241 QoQ
Shares Held
4,040
+33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,345
of 2,471 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $27,626,736 across 7 Semiconductor Equipment & Materials names. KLAC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
45,906 | $19,892,446 | |
| 2 | ASML |
Asml Holding NV
|
1,791 | $3,563,086 | |
| 3 | AMAT |
Applied Materials Inc /De
|
2,987 | $2,159,601 | |
| 4 | KLAC |
Kla Corp
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|
4,040 | $1,218,908 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
2,412 | $343,927 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,394 | $227,654 | |
| 7 | TER |
Teradyne, Inc
|
457 | $221,114 |
All Filings in KLAC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,908 | 4,040 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $444,667 | 302 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $273,393 | 225 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $206,012 | 191 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||