Position in KLAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,403,200
+$8,231,091 QoQ
Shares Held
51,053
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#564
of 2,471 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $61,867,174 across 13 Semiconductor Equipment & Materials names. KLAC ranks #3 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
43,232 | $18,733,722 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,431 | $17,663,613 | |
| 3 | KLAC |
Kla Corp
This page
|
51,053 | $15,403,200 | |
| 4 | ASML |
Asml Holding NV
|
2,008 | $3,994,795 | |
| 5 | TER |
Teradyne, Inc
|
2,820 | $1,364,428 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
9,037 | $1,014,674 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
6,378 | $909,439 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,844 | $791,073 |
All Filings in KLAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,403,200 | 51,053 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,172,109 | 4,871 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,623,390 | 4,628 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,290,533 | 4,905 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,389,126 | 4,900 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,549,235 | 5,221 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,331,444 | 5,287 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,343,601 | 1,735 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,273,043 | 1,544 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $931,193 | 1,333 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $435,393 | 749 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $320,144 | 698 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $358,914 | 740 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $329,315 | 825 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $302,001 | 801 | Shares | Sole | 2023-05-01 | |
| 2022-03-31 | $236,840 | 647 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $267,958 | 623 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $200,036 | 598 | Shares | Sole | 2021-11-01 | |
| 2020-09-30 | $223,382 | 1,153 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||