Position in KLAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$939,223
+$469,525 QoQ
Shares Held
3,113
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,466
of 2,471 holders
Holding Since
Sep 2021
20 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, 2026Capital Advisors, Ltd. LLC holds $5,351,378 across 15 Semiconductor Equipment & Materials names. KLAC ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
4,878 | $2,113,783 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,314 | $1,673,022 | |
| 3 | KLAC |
Kla Corp
This page
|
3,113 | $939,223 | |
| 4 | ASML |
Asml Holding NV
|
199 | $395,898 | |
| 5 | TER |
Teradyne, Inc
|
365 | $176,601 | |
| 6 | Q |
Qnity Electronics, Inc.
|
271 | $44,257 | |
| 7 | FORM |
Formfactor Inc
|
13 | $2,079 | |
| 8 | ONTO |
Onto Innovation Inc.
|
5 | $1,892 |
All Filings in KLAC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,223 | 3,113 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $469,698 | 319 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $377,889 | 311 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $327,894 | 304 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $257,973 | 288 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $191,703 | 282 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $177,693 | 282 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $236,195 | 305 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $191,286 | 232 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $156,479 | 224 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2 | 4 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,834 | 4 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,940 | 4 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 6 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $118,387 | 314 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $92,604 | 306 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $96,362 | 302 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $109,818 | 300 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $129,893 | 302 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $100,353 | 300 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||