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Covenant Asset Management, LLC

Position in KLAC — Kla Corp

CIK 1697717 CHESTER, NJ

Position in KLAC

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$21,888,758
+$10,908,997 QoQ
Shares Held
72,549
-2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
#486
of 2,471 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Derivatives in KLAC

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$7,362,050
PutShares
50,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Covenant Asset Management, LLC holds $38,896,579 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (56.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
This page
72,549 $21,888,758

All Filings in KLAC

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,888,758 72,549
2026-03-31 $7,362,050 5,000
2026-03-31 $10,979,761 7,457
2025-12-31 $8,975,795 7,387
2025-12-31 $30,377,000 25,000
2025-09-30 $7,999,976 7,417
2025-06-30 $6,591,750 7,359
2025-03-31 $3,399,000 5,000
2025-03-31 $4,893,200 7,198
2024-12-31 $4,725,900 7,500
2024-12-31 $4,496,536 7,136
2024-12-31 $4,725,900 7,500
2024-09-30 $5,598,209 7,229
2024-06-30 $5,950,488 7,217
2024-03-31 $4,991,981 7,146
2023-12-31 $4,081,307 7,021
2023-12-31 $5,231,700 9,000
2023-12-31 $2,615,850 4,500
2023-09-30 $3,256,944 7,101
2023-09-30 $2,751,960 6,000
2023-09-30 $2,751,960 6,000
2023-06-30 $2,425,100 5,000
2023-06-30 $3,430,546 7,073
2023-06-30 $2,425,100 5,000
2023-03-31 $2,810,156 7,040