Boltwood Capital Management

Position in KLAC — Kla Corp

CIK 1563690 WALNUT CREEK, CA

Position in KLAC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$6,064,371

+$3,075,379 QoQ

Shares Held

20,100

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.91%

of 13F equity value

Holder Rank

#800

of 2,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Boltwood Capital Management holds $6,979,148 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (86.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	20,100	$6,064,371
2	ASML	Asml Holding NV	215	$427,729
3	AMAT	Applied Materials Inc /De	350	$253,050
4	LRCX	Lam Research Corp	540	$233,998

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,064,371	20,100	+890.1%	Shares	Sole	2026-07-06
2026-03-31	$2,988,992	2,030	+3.1%	Shares	Sole	2026-04-08
2025-12-31	$2,392,492	1,969	+0.8%	Shares	Sole	2026-01-02
2025-09-30	$2,106,505	1,953	-1.8%	Shares	Sole	2025-10-06
2025-06-30	$1,780,731	1,988	-3.0%	Shares	Sole	2025-07-08
2025-03-31	$1,393,590	2,050	+3.3%	Shares	Sole	2025-04-10
2024-12-31	$1,250,788	1,985	-2.0%	Shares	Sole	2025-01-06
2024-09-30	$1,568,180	2,025	-1.7%	Shares	Sole	2024-10-02
2024-06-30	$1,699,315	2,061	-1.4%	Shares	Sole	2024-07-08
2024-03-31	$1,460,709	2,091	-3.7%	Shares	Sole	2024-04-04
2023-12-31	$1,262,002	2,171	-19.4%	Shares	Sole	2024-01-05
2023-09-30	$1,235,171	2,693	-4.9%	Shares	Sole	2023-10-10
2023-06-30	$1,374,061	2,833	-1.7%	Shares	Sole	2023-07-06
2023-03-31	$1,150,807	2,883	-5.7%	Shares	Sole	2023-04-04
2022-12-31	$1,152,580	3,057	-41.9%	Shares	Sole	2023-01-06
2022-09-30	$1,592,136	5,261	-0.5%	Shares	Sole	2022-10-04
2022-06-30	$1,687,614	5,289	-5.1%	Shares	Sole	2022-07-07
2022-03-31	$2,040,052	5,573	-3.4%	Shares	Sole	2022-04-20
2021-12-31	$2,482,594	5,772	-1.2%	Shares	Sole	2022-01-10
2021-09-30	$1,953,872	5,841	-0.7%	Shares	Sole	2021-10-08
2021-06-30	$1,906,679	5,881	-1.4%	Shares	Sole	2021-07-06
2021-03-31	$1,970,836	5,965	-15.4%	Shares	Sole	2021-04-05
2020-12-31	$1,825,315	7,050	-5.3%	Shares	Sole	2021-01-04
2020-09-30	$1,442,394	7,445	-1.8%	Shares	Sole	2020-10-05
2020-06-30	$1,474,158	7,580	-7.5%	Shares	Sole	2020-07-02
2020-03-31	$1,177,949	8,195	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.