Position in KLAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,008,723
+$3,610,401 QoQ
Shares Held
23,230
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#763
of 2,471 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $54,847,403 across 10 Semiconductor Equipment & Materials names. KLAC ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
72,370 | $31,360,092 | |
| 2 | AMAT |
Applied Materials Inc /De
|
18,840 | $13,621,320 | |
| 3 | KLAC |
Kla Corp
This page
|
23,230 | $7,008,723 | |
| 4 | ASML |
Asml Holding NV
|
736 | $1,464,227 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,724 | $608,166 | |
| 6 | TER |
Teradyne, Inc
|
1,136 | $549,642 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
1,119 | $125,641 | |
| 8 | FORM |
Formfactor Inc
|
365 | $58,374 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,008,723 | 23,230 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,398,322 | 2,308 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,884,599 | 2,374 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,567,068 | 2,380 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,131,861 | 2,380 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,617,924 | 2,380 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,499,685 | 2,380 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,843,095 | 2,380 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,978,824 | 2,400 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,696,127 | 2,428 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,411,396 | 2,428 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,137,935 | 2,481 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,203,334 | 2,481 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $995,929 | 2,495 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $953,885 | 2,530 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $864,311 | 2,856 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $911,292 | 2,856 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,045,467 | 2,856 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,228,394 | 2,856 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $497,416 | 1,487 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $482,100 | 1,487 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $491,304 | 1,487 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $423,835 | 1,637 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $317,152 | 1,637 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $315,835 | 1,624 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $233,433 | 1,624 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||