Position in KLAC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$181,362,629
+$145,842,196 QoQ
Shares Held
123,174
+321.4% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 2.650721743225031.ToString("F0")%
Shared 0.ToString("F0")%
None 97.34927825677498.ToString("F0")%
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
$577,157
PutShares
700
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $577,831,414 across 19 Semiconductor Equipment & Materials names. KLAC ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,075,725 | $229,839,403 | |
| 2 | KLAC |
Kla Corp
This page
|
123,174 | $181,362,629 | |
| 3 | AMAT |
Applied Materials Inc /De
|
295,014 | $100,832,835 | |
| 4 | ASML |
Asml Holding NV
|
14,383 | $18,997,497 | |
| 5 | TER |
Teradyne, Inc
|
53,875 | $15,971,782 | |
| 6 | Q |
Qnity Electronics, Inc.
|
50,404 | $5,815,613 | |
| 7 | ONTO |
Onto Innovation Inc.
|
26,612 | $5,457,322 | |
| 8 | PLAB |
Photronics Inc
|
89,914 | $3,633,424 |
All Filings in KLAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $577,157 | 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 | $488,999 | 700 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $406,910 | 700 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $8,880,520 | 15,277 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $275,196 | 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. | ||||||