Position in KLAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,847,068
+$729,509 QoQ
Shares Held
6,122
-19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,195
of 2,471 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $8,640,906 across 7 Semiconductor Equipment & Materials names. KLAC ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
4,637 | $3,352,551 | |
| 2 | KLAC |
Kla Corp
This page
|
6,122 | $1,847,068 | |
| 3 | LRCX |
Lam Research Corp
|
3,544 | $1,535,721 | |
| 4 | ASML |
Asml Holding NV
|
458 | $911,163 | |
| 5 | TER |
Teradyne, Inc
|
928 | $449,003 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
3,772 | $325,259 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,348 | $220,141 |
All Filings in KLAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,068 | 6,122 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,117,559 | 759 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $984,214 | 810 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $885,530 | 821 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $719,279 | 803 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $539,761 | 794 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $491,493 | 780 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $575,386 | 743 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $616,733 | 748 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $495,286 | 709 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $247,633 | 426 | Shares | Sole | 2024-02-06 | |
| 2021-03-31 | $93,833 | 284 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $1,724 | 12 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||