Position in KLAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$862,890
+$441,781 QoQ
Shares Held
2,860
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,518
of 2,471 holders
Holding Since
Jun 2025
5 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, 2026Segment Wealth Management, LLC holds $57,163,979 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (1.5% of the industry book) .
All Filings in KLAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,890 | 2,860 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $421,109 | 286 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $337,792 | 278 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $299,850 | 278 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $249,015 | 278 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||