BSW Wealth Partners

Position in KLAC — Kla Corp

CIK 1512601 BOULDER, CO

Position in KLAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,550,487

+$745,079 QoQ

Shares Held

5,139

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,260

of 2,471 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $11,084,372 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	10,210	$4,424,299
2	AMAT	Applied Materials Inc /De	4,222	$3,052,506
3	ASML	Asml Holding NV	1,034	$2,057,080
4	KLAC	Kla Corp This page	5,139	$1,550,487

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,550,487	5,139	+839.5%	Shares	Sole	2026-07-15
2026-03-31	$805,408	547	-4.7%	Shares	Sole	2026-04-14
2025-12-31	$697,455	574	-3.7%	Shares	Sole	2026-01-23
2025-09-30	$642,845	596	+58.9%	Shares	Sole	2025-10-15
2025-06-30	$335,902	375	+1.6%	Shares	Sole	2025-07-18
2025-03-31	$250,846	369	-4.7%	Shares	Sole	2025-04-24
2024-12-31	$243,856	387	+8.4%	Shares	Sole	2025-01-22
2024-09-30	$276,464	357	+23.1%	Shares	Sole	2024-10-29
2024-06-30	$239,107	290	-1.0%	Shares	Sole	2024-07-16
2024-03-31	$204,681	293	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.