LVW Advisors, LLC

Position in KLAC — Kla Corp

CIK 1576053 PITTSFORD, NY

Position in KLAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,424,674

+$829,821 QoQ

Shares Held

4,722

+16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,293

of 2,471 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LVW Advisors, LLC holds $10,766,077 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	8,436	$3,655,571
2	ASML	Asml Holding NV	1,410	$2,805,110
3	AMAT	Applied Materials Inc /De	3,528	$2,550,744
4	KLAC	Kla Corp This page	4,722	$1,424,674
5	TER	Teradyne, Inc	682	$329,978

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,674	4,722	+1068.8%	Shares	Sole	2026-07-15
2026-03-31	$594,853	404	+45.8%	Shares	Sole	2026-04-20
2025-12-31	$336,577	277	-48.3%	Shares	Sole	2026-01-14
2025-09-30	$578,129	536	+13.1%	Shares	Sole	2025-10-20
2025-06-30	$424,580	474	+13.4%	Shares	Sole	2025-07-17
2025-03-31	$284,156	418	+7.2%	Shares	Sole	2025-04-09
2024-12-31	$245,746	390	-35.4%	Shares	Sole	2025-01-16
2024-09-30	$467,743	604	+5.6%	Shares	Sole	2024-10-09
2024-06-30	$471,619	572	+10.9%	Shares	Sole	2024-07-15
2024-03-31	$360,462	516	-71.9%	Shares	Sole	2024-04-18
2020-06-30	$357,065	1,836	-1.4%	Shares	Sole	2020-08-11
2020-03-31	$267,787	1,863	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.