Position in KLAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,016,869
+$2,955,963 QoQ
Shares Held
23,257
+743.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#188
of 918 holders
Holding Since
Mar 2020
12 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, 2026Sowell Financial Services LLC holds $29,200,007 across 9 Semiconductor Equipment & Materials names. KLAC ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
19,705 | $8,538,767 | |
| 2 | KLAC |
Kla Corp
This page
|
23,257 | $7,016,869 | |
| 3 | AMAT |
Applied Materials Inc /De
|
9,549 | $6,903,927 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
28,286 | $2,439,101 | |
| 5 | ASML |
Asml Holding NV
|
1,175 | $2,337,591 | |
| 6 | TER |
Teradyne, Inc
|
1,619 | $783,336 | |
| 7 | ASYS |
Amtech Systems Inc
|
20,206 | $466,354 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,531 | $413,337 |
All Filings in KLAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,016,869 | 23,257 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,060,906 | 2,758 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,963,601 | 4,085 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,217,463 | 2,983 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,439,995 | 2,724 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,830,701 | 2,693 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $307,760 | 771 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $740,756 | 2,242 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $714,591 | 2,760 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,031,665 | 5,325 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,165,907 | 5,995 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $790,426 | 5,499 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||