Position in KLAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,553,504
+$792,269 QoQ
Shares Held
5,149
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,259
of 2,471 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $6,469,498 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (24.0% of the industry book) .
All Filings in KLAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553,504 | 5,149 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $761,235 | 517 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $611,185 | 503 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $512,335 | 475 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $432,642 | 483 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $318,826 | 469 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $279,773 | 444 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $380,235 | 491 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $305,068 | 370 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $270,346 | 387 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $224,963 | 387 | Shares | Sole | 2024-02-23 | |
| No filing history on record for this holder in this stock. | ||||||