Taylor Frigon Capital Management LLC

Position in KLAC — Kla Corp

CIK 1632665 SCOTTSDALE, AZ

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,355,787

+$2,209,014 QoQ

Shares Held

14,437

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#913

of 2,485 holders

Holding Since

Dec 2024

7 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, 2026

Taylor Frigon Capital Management LLC holds $10,614,076 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	14,437	$4,355,787
2	ONTO	Onto Innovation Inc.	10,317	$3,904,468
3	CAMT	Camtek Ltd	14,430	$2,353,821

All Filings in KLAC

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,355,787	14,437	+890.2%	Shares	Sole	2026-07-23
2026-03-31	$2,146,773	1,458	-42.3%	Shares	Sole	2026-04-29
2025-12-31	$3,069,292	2,526	-5.7%	Shares	Sole	2026-01-26
2025-09-30	$2,888,490	2,678	-3.6%	Shares	Sole	2025-10-21
2025-06-30	$2,488,365	2,778	+12.9%	Shares	Sole	2025-07-17
2025-03-31	$1,672,987	2,461	-2.1%	Shares	Sole	2025-04-25
2024-12-31	$1,583,491	2,513	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.