Position in KLAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,349,992
-$4,573,116 QoQ
Shares Held
30,990
-67.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#690
of 2,471 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $40,882,312 across 8 Semiconductor Equipment & Materials names. KLAC ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
6,244 | $12,422,062 | |
| 2 | KLAC |
Kla Corp
This page
|
30,990 | $9,349,992 | |
| 3 | LRCX |
Lam Research Corp
|
20,080 | $8,701,266 | |
| 4 | AMAT |
Applied Materials Inc /De
|
11,645 | $8,419,335 | |
| 5 | TER |
Teradyne, Inc
|
2,077 | $1,004,935 | |
| 6 | AEHR |
Aehr Test Systems
|
5,149 | $494,612 | |
| 7 | ONTO |
Onto Innovation Inc.
|
766 | $289,892 | |
| 8 | Q |
Qnity Electronics, Inc.
|
1,226 | $200,218 |
All Filings in KLAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,349,992 | 30,990 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,923,108 | 9,456 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,638,036 | 9,578 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,634,055 | 8,932 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,962,232 | 8,889 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,208,613 | 9,133 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,805,925 | 9,214 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,094,370 | 9,161 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,472,585 | 2,108 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,192,246 | 2,051 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,872,250 | 4,082 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $996,716 | 2,055 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,241,418 | 3,110 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,192,168 | 3,162 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $250,880 | 829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,198 | 828 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $303,097 | 828 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $367,744 | 855 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||