Annex Advisory Services, LLC

Position in KLAC — Kla Corp

CIK 1542287 BROOKFIELD, WI

Position in KLAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$445,323

+$240,659 QoQ

Shares Held

1,476

+6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,813

of 2,471 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Annex Advisory Services, LLC holds $63,528,113 across 5 Semiconductor Equipment & Materials names. KLAC ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	24,688	$49,115,292
2	AMAT	Applied Materials Inc /De	15,145	$10,949,835
3	CAMT	Camtek Ltd	15,272	$2,491,168
4	LRCX	Lam Research Corp	1,215	$526,495
5	KLAC	Kla Corp This page	1,476	$445,323

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,323	1,476	+961.9%	Shares	Sole	2026-07-10
2026-03-31	$204,664	139	-78.1%	Shares	Sole	2026-04-16
2025-06-30	$568,794	635	-7.3%	Shares	Sole	2025-07-11
2025-03-31	$465,663	685	-9.9%	Shares	Sole	2025-04-11
2024-12-31	$478,891	760	-0.5%	Shares	Sole	2025-01-16
2024-09-30	$591,649	764	0.0%	Shares	Sole	2024-10-10
2024-06-30	$629,925	764	0.0%	Shares	Sole	2024-07-12
2024-03-31	$533,707	764	+0.5%	Shares	Sole	2024-04-12
2023-12-31	$441,788	760	0.0%	Shares	Sole	2024-02-13
2023-09-30	$348,581	760	+6.7%	Shares	Sole	2023-11-01
2023-06-30	$345,334	712	0.0%	Shares	Sole	2023-07-24
2023-03-31	$284,209	712	-0.1%	Shares	Sole	2023-04-27
2022-12-31	$268,822	713	-41.6%	Shares	Sole	2023-01-30
2022-09-30	$369,511	1,221	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$389,277	1,220	0.0%	Shares	Sole	2022-07-27
2022-03-31	$446,593	1,220	+69.4%	Shares	Sole	2022-04-13
2021-12-31	$309,679	720	-55.9%	Shares	Sole	2022-01-31
2020-03-31	$234,583	1,632	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.