SFMG, LLC

Position in KLAC — Kla Corp

CIK 1512026 PLANO, TX

Position in KLAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,398,931

+$2,262,465 QoQ

Shares Held

14,580

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#906

of 2,481 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SFMG, LLC holds $41,549,725 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	49,474	$35,769,702
2	KLAC	Kla Corp This page	14,580	$4,398,931
3	ASML	Asml Holding NV	518	$1,030,529
4	LRCX	Lam Research Corp	809	$350,563

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,398,931	14,580	+904.8%	Shares	Sole	2026-08-13
2026-03-31	$2,136,466	1,451	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,763,081	1,451	+12.7%	Shares	Sole	2026-02-10
2025-09-30	$1,388,158	1,287	+12.9%	Shares	Sole	2025-11-13
2025-06-30	$1,021,143	1,140	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$777,011	1,143	+0.4%	Shares	Sole	2025-05-09
2024-12-31	$717,076	1,138	+0.7%	Shares	Sole	2025-02-11
2024-09-30	$875,083	1,130	+0.1%	Shares	Sole	2024-11-25
2024-06-30	$930,871	1,129	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$787,986	1,128	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$652,218	1,122	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$514,157	1,121	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$542,737	1,119	-3.0%	Shares	Sole	2023-08-14
2023-03-31	$460,642	1,154	+4.3%	Shares	Sole	2023-05-01
2022-12-31	$416,995	1,106	+0.2%	Shares	Sole	2023-01-25
2022-09-30	$334,103	1,104	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$351,626	1,102	+0.2%	Shares	Sole	2022-08-08
2022-03-31	$402,666	1,100	-0.3%	Shares	Sole	2022-04-21
2021-12-31	$474,411	1,103	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$368,630	1,102	+3.7%	Shares	Sole	2021-11-01
2021-06-30	$344,635	1,063	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.