EXENCIAL WEALTH ADVISORS, LLC

Position in KLAC — Kla Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in KLAC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$7,918,620

+$1,501,783 QoQ

Shares Held

53,780

+1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $29,224,296 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,937	$17,087,577
2	KLAC	Kla Corp This page	53,780	$7,918,620
3	AMAT	Applied Materials Inc /De	8,661	$2,960,243
4	LRCX	Lam Research Corp	4,662	$996,082
5	TER	Teradyne, Inc	883	$261,774

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,918,620	5,378	+1.8%	Shares	Sole	2026-04-28
2025-12-31	$6,416,837	5,281	-30.2%	Shares	Sole	2026-01-30
2025-09-30	$8,156,373	7,562	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$6,765,524	7,553	-42.8%	Shares	Sole	2025-07-30
2025-03-31	$8,972,680	13,199	+2.1%	Shares	Sole	2025-05-09
2024-12-31	$8,147,451	12,930	-2.7%	Shares	Sole	2025-02-06
2024-09-30	$10,295,780	13,295	+56.8%	Shares	Sole	2024-10-31
2024-06-30	$6,989,371	8,477	-44.4%	Shares	Sole	2024-08-12
2024-03-31	$10,646,905	15,241	+2410.9%	Shares	Sole	2024-05-10
2023-12-31	$352,849	607	-37.7%	Shares	Sole	2024-02-13
2023-09-30	$447,193	975	-73.1%	Shares	Sole	2023-11-08
2023-06-30	$1,758,197	3,625	-8.4%	Shares	Sole	2023-08-10
2023-03-31	$1,579,515	3,957	-91.9%	Shares	Sole	2023-05-02
2022-12-31	$18,336,477	48,634	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$14,598,568	48,239	-19.9%	Shares	Sole	2022-11-08
2022-06-30	$19,226,803	60,257	+60.2%	Shares	Sole	2022-08-11
2022-03-31	$13,770,079	37,617	+33.6%	Shares	Sole	2022-05-12
2021-12-31	$12,106,306	28,147	+4.5%	Shares	Sole	2022-02-10
2021-09-30	$9,008,354	26,930	+3.6%	Shares	Sole	2021-11-04
2021-06-30	$8,427,514	25,994	+2.5%	Shares	Sole	2021-08-16
2021-03-31	$8,382,247	25,370	+13.4%	Shares	Sole	2021-05-06
2020-12-31	$5,794,405	22,380	-50.4%	Shares	Sole	2021-02-11
2020-09-30	$8,736,511	45,094	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.