PERSONAL CFO SOLUTIONS, LLC

Position in KLAC — Kla Corp

CIK 1677501 CHESTER, NJ

Position in KLAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,347,738

+$632,147 QoQ

Shares Held

4,467

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,307

of 2,471 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $11,798,540 across 8 Semiconductor Equipment & Materials names. KLAC ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	1,672	$3,326,343
2	LRCX	Lam Research Corp	6,623	$2,869,944
3	AMAT	Applied Materials Inc /De	3,903	$2,821,869
4	KLAC	Kla Corp This page	4,467	$1,347,738
5	KLIC	Kulicke & Soffa Industries Inc	4,297	$574,766
6	Q	Qnity Electronics, Inc.	2,138	$349,156
7	TER	Teradyne, Inc	560	$270,950
8	ENTG	Entegris Inc	1,322	$237,774

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,347,738	4,467	+819.1%	Shares	Sole	2026-08-07
2026-03-31	$715,591	486	+14.4%	Shares	Sole	2026-04-30
2025-12-31	$516,409	425	+11.0%	Shares	Defined	2026-01-22
2025-09-30	$413,103	383	+9.1%	Shares	Defined	2025-11-10
2025-06-30	$314,404	351	-4.6%	Shares	Defined	2025-08-12
2025-03-31	$250,166	368	+1.1%	Shares	Defined	2025-04-30
2024-12-31	$229,363	364	-12.5%	Shares	Defined	2025-02-07
2024-09-30	$322,154	416	-0.5%	Shares	Defined	2024-11-14
2024-06-30	$344,645	418	+3.5%	Shares	Defined	2024-08-09
2024-03-31	$282,222	404	+3.1%	Shares	Defined	2024-05-13
2023-12-31	$227,869	392	—	Shares	Defined	2024-02-13
No filing history on record for this holder in this stock.