Position in KLAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,789,140
+$917,474 QoQ
Shares Held
5,930
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,210
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, 2026Winch Advisory Services, LLC holds $5,434,997 across 6 Semiconductor Equipment & Materials names. KLAC ranks #2 (32.9% of the industry book) .
All Filings in KLAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,789,140 | 5,930 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $871,666 | 592 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $719,327 | 592 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $638,531 | 592 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $530,278 | 592 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $401,761 | 591 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $372,400 | 591 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $457,676 | 591 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $487,285 | 591 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $412,854 | 591 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $349,942 | 602 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $276,113 | 602 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $291,982 | 602 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $240,300 | 602 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $226,972 | 602 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $182,183 | 602 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $192,086 | 602 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $220,734 | 603 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $259,786 | 604 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $201,040 | 601 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $194,850 | 601 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $198,570 | 601 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $155,604 | 601 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $111,981 | 578 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $112,409 | 578 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $83,081 | 578 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||