Position in KLAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$58,058,357
-$123,304,272 QoQ
Shares Held
192,431
-84.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#334
of 2,471 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Derivatives in KLAC
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$3,360
PutShares
7,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,170,536,916 across 21 Semiconductor Equipment & Materials names. KLAC ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
700,511 | $506,469,453 | |
| 2 | LRCX |
Lam Research Corp
|
986,841 | $427,627,810 | |
| 3 | TER |
Teradyne, Inc
|
131,107 | $63,434,810 | |
| 4 | ASML |
Asml Holding NV
|
30,398 | $60,474,994 | |
| 5 | KLAC |
Kla Corp
This page
|
192,431 | $58,058,357 | |
| 6 | ONTO |
Onto Innovation Inc.
|
28,067 | $10,621,956 | |
| 7 | Q |
Qnity Electronics, Inc.
|
54,372 | $8,879,491 | |
| 8 | ACMR |
ACM Research, Inc.
|
51,899 | $6,585,464 |
All Filings in KLAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,058,357 | 192,431 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $181,362,629 | 123,174 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $35,520,433 | 29,233 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,213,215 | 24,303 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,492,927 | 25,111 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $15,785,635 | 23,221 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,945,185 | 22,131 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $17,047,087 | 22,013 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,360 | 700 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $21,985,559 | 26,665 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,831,686 | 19,800 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $9,170 | 700 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $22,260 | 700 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $8,880,520 | 15,277 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $15,120 | 600 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $12,415,467 | 27,069 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,938,807 | 16,368 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $4,053,072 | 10,750 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $1,376,511 | 4,314 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||