True North Advisors, LLC

Position in KLAC — Kla Corp

CIK 1634556 Dallas, TX

Position in KLAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,188,169

+$1,505,205 QoQ

Shares Held

10,567

-7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#982

of 2,471 holders

Holding Since

Sep 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $20,421,011 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	14,675	$6,359,117
2	AMAT	Applied Materials Inc /De	6,947	$5,022,681
3	Q	Qnity Electronics, Inc.	20,576	$3,360,266
4	KLAC	Kla Corp This page	10,567	$3,188,169
5	ASML	Asml Holding NV	1,252	$2,490,778

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,188,169	10,567	+824.5%	Shares	Sole	2026-07-22
2026-03-31	$1,682,964	1,143	-2.6%	Shares	Sole	2026-05-07
2025-12-31	$1,425,288	1,173	+1.0%	Shares	Sole	2026-01-22
2025-09-30	$1,252,254	1,161	+11.2%	Shares	Sole	2025-10-14
2025-06-30	$935,152	1,044	-27.3%	Shares	Sole	2025-07-16
2021-12-31	$618,068	1,437	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$469,986	1,405	—	Shares	Sole	2022-06-07
No filing history on record for this holder in this stock.