Position in KLAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$983,272
-$3,815,312 QoQ
Shares Held
3,259
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,438
of 2,471 holders
Holding Since
Jun 2023
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, 2026Morningstar Investment Management LLC holds $34,090,286 across 6 Semiconductor Equipment & Materials names. KLAC ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
30,005 | $13,002,066 | |
| 2 | AMAT |
Applied Materials Inc /De
|
14,895 | $10,769,085 | |
| 3 | TER |
Teradyne, Inc
|
11,523 | $5,575,288 | |
| 4 | Q |
Qnity Electronics, Inc.
|
12,379 | $2,021,614 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
9,179 | $1,738,961 | |
| 6 | KLAC |
Kla Corp
This page
|
3,259 | $983,272 |
All Filings in KLAC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,272 | 3,259 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,798,584 | 3,259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,941,741 | 4,890 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,120,228 | 11,237 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $411,144 | 459 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $327,032 | 519 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $401,918 | 519 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $451,006 | 547 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $382,117 | 547 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $317,971 | 547 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $249,511 | 544 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $263,850 | 544 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||