Position in KLAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,428,135
+$4,916,671 QoQ
Shares Held
31,249
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#689
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $32,559,878 across 8 Semiconductor Equipment & Materials names. KLAC ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
26,238 | $11,369,712 | |
| 2 | KLAC |
Kla Corp
This page
|
31,249 | $9,428,135 | |
| 3 | AMAT |
Applied Materials Inc /De
|
11,085 | $8,014,455 | |
| 4 | ASML |
Asml Holding NV
|
741 | $1,474,174 | |
| 5 | TER |
Teradyne, Inc
|
1,874 | $906,716 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
6,108 | $870,939 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
2,565 | $287,998 | |
| 8 | FORM |
Formfactor Inc
|
1,299 | $207,749 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,428,135 | 31,249 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,511,464 | 3,064 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,644,024 | 2,999 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,309,144 | 3,068 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,671,992 | 2,983 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,904,119 | 2,801 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,700,693 | 2,699 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,018,886 | 2,607 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,095,904 | 2,542 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,585,055 | 2,269 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,330,595 | 2,289 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,059,963 | 2,311 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,166,473 | 2,405 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,019,480 | 2,554 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $904,494 | 2,399 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $839,798 | 2,775 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $867,897 | 2,720 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $909,659 | 2,485 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,090,328 | 2,535 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $849,655 | 2,540 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $836,461 | 2,580 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $873,908 | 2,645 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $684,816 | 2,645 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $528,910 | 2,730 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $551,350 | 2,835 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $424,033 | 2,950 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||