Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,609,242
+$12,049,118 QoQ
Shares Held
74,937
+4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#478
of 2,471 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $126,570,664 across 9 Semiconductor Equipment & Materials names. KLAC ranks #4 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
66,386 | $47,997,078 | |
| 2 | ASML |
Asml Holding NV
|
12,011 | $23,895,162 | |
| 3 | LRCX |
Lam Research Corp
|
54,320 | $23,538,485 | |
| 4 | KLAC |
Kla Corp
This page
|
74,937 | $22,609,242 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
37,835 | $3,262,512 | |
| 6 | TER |
Teradyne, Inc
|
5,448 | $2,635,960 | |
| 7 | Q |
Qnity Electronics, Inc.
|
8,559 | $1,397,770 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,927 | $729,273 |
All Filings in KLAC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,609,242 | 74,937 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,560,124 | 7,172 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,932,053 | 7,351 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $6,866,742 | 7,666 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,080,145 | 7,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,666,668 | 7,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,765,482 | 7,445 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,913,385 | 7,172 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,969,626 | 7,114 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,214,425 | 7,250 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,453,251 | 7,529 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $7,099,722 | 14,638 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $210,864 | 4,015 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,014,731 | 7,996 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $2,719,518 | 8,523 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,118,831 | 8,520 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,781,527 | 8,792 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,161,454 | 9,451 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,737,356 | 14,612 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $5,777,704 | 17,487 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||