Position in KLAC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,533,361
+$1,183,862 QoQ
Shares Held
18,340
-37.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#829
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, 2026JFS WEALTH ADVISORS, LLC holds $6,424,329 across 17 Semiconductor Equipment & Materials names. KLAC ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
18,340 | $5,533,361 | |
| 2 | LRCX |
Lam Research Corp
|
1,019 | $441,563 | |
| 3 | AMAT |
Applied Materials Inc /De
|
409 | $295,707 | |
| 4 | TER |
Teradyne, Inc
|
95 | $45,964 | |
| 5 | ENTG |
Entegris Inc
|
142 | $25,540 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
277 | $23,885 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
144 | $19,261 | |
| 8 | ONTO |
Onto Innovation Inc.
|
46 | $17,408 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,533,361 | 18,340 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,349,499 | 2,954 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,602,712 | 2,965 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,168,926 | 2,938 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,640,641 | 2,948 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,007,449 | 2,953 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,865,785 | 2,961 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,293,028 | 2,961 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,446,321 | 2,967 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,073,355 | 2,968 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,721,229 | 2,961 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,327,820 | 2,895 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,404,132 | 2,895 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,155,597 | 2,895 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,092,255 | 2,897 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $877,324 | 2,899 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $935,861 | 2,933 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,072,189 | 2,929 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,264,523 | 2,940 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $985,131 | 2,945 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $907,788 | 2,800 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $925,120 | 2,800 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $724,948 | 2,800 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $542,472 | 2,800 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $544,544 | 2,800 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $402,472 | 2,800 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||