Creative Planning

Position in KLAC — Kla Corp

CIK 1540235 OVERLAND PARK, KS

Back to KLAC Full portfolio

Position in KLAC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$82,861,344

+$19,719,713 QoQ

Shares Held

56,276

+8.3% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.45667780226028853.ToString("F0")% Shared 0.ToString("F0")% None 99.54332219773971.ToString("F0")%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Derivatives in KLAC

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$1,071,863

PutShares

1,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Creative Planning holds $604,134,091 across 24 Semiconductor Equipment & Materials names. KLAC ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	634,638	$216,912,921
2	LRCX	Lam Research Corp	714,502	$152,660,496
3	KLAC	Kla Corp This page	56,276	$82,861,344
4	ASML	Asml Holding NV	51,856	$68,492,959
5	TER	Teradyne, Inc	59,298	$17,579,485
6	ONTO	Onto Innovation Inc.	39,555	$8,111,543
7	Q	Qnity Electronics, Inc.	65,819	$7,594,196
8	ACLS	Axcelis Technologies Inc	77,712	$7,233,432

All Filings in KLAC

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$82,861,344	56,276	+8.3%	Shares	Defined	2026-05-12
2025-12-31	$63,141,631	51,965	+12.8%	Shares	Sole	2026-02-17
2025-09-30	$49,680,315	46,060	+8.7%	Shares	Sole	2025-11-14
2025-06-30	$37,942,650	42,359	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$28,742,623	42,281	+4.6%	Shares	Sole	2025-05-15
2024-12-31	$25,470,080	40,421	+1.6%	Shares	Defined	2025-02-14
2024-09-30	$30,799,059	39,771	+2959.3%	Shares	Defined	2024-10-11
2024-06-30	$1,071,863	1,300	-96.3%	Put	Sole	2024-08-15
2024-06-30	$29,312,975	35,552	+2634.8%	Shares	Defined	2024-08-15
2024-03-31	$908,141	1,300	-93.2%	Put	Sole	2024-05-13
2024-03-31	$13,304,265	19,045	+7.3%	Shares	Defined	2024-05-13
2023-12-31	$10,317,492	17,749	+9.7%	Shares	Defined	2024-02-14
2023-09-30	$7,421,118	16,180	+1518.0%	Shares	Defined	2023-11-16
2023-09-30	$458,660	1,000	0.0%	Put	Sole	2023-11-16
2023-06-30	$485,020	1,000	-93.0%	Put	Sole	2023-07-21
2023-06-30	$6,945,000	14,319	-28.7%	Shares	Defined	2023-07-21
2023-03-31	$8,013,736	20,076	+1907.6%	Shares	Sole	2023-05-15
2023-03-31	$399,170	1,000	0.0%	Put	Sole	2023-05-15
2022-12-31	$377,030	1,000	-95.1%	Put	Sole	2023-02-10
2022-12-31	$7,708,378	20,445	+1944.5%	Shares	Sole	2023-02-10
2022-09-30	$302,630	1,000	-95.1%	Put	Sole	2022-11-03
2022-09-30	$6,179,704	20,420	-2.3%	Shares	Sole	2022-11-03
2022-06-30	$6,668,452	20,899	+35.8%	Shares	Sole	2022-08-15
2022-03-31	$5,631,833	15,385	+11.3%	Shares	Sole	2022-05-16
2021-12-31	$5,947,130	13,827	+5.2%	Shares	Sole	2022-02-11
2021-09-30	$4,398,471	13,149	-2.6%	Shares	Sole	2021-11-10
2021-06-30	$4,378,455	13,505	-16.9%	Shares	Sole	2021-08-04
2021-03-31	$5,366,356	16,242	+1149.4%	Shares	Sole	2021-04-30
2021-03-31	$429,520	1,300	-91.8%	Put	Sole	2021-04-30
2020-12-31	$4,087,412	15,787	+1114.4%	Shares	Sole	2021-01-29
2020-12-31	$336,583	1,300	0.0%	Put	Sole	2021-01-29
2020-09-30	$251,862	1,300	-91.3%	Put	Sole	2020-11-05
2020-09-30	$2,898,544	14,961	-12.6%	Shares	Sole	2020-11-05
2020-06-30	$3,330,664	17,126	-7.5%	Shares	Sole	2020-07-23
2020-03-31	$2,662,496	18,523	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.