Synergy Asset Management, LLC

Position in KLAC — Kla Corp

CIK 1699080 VANCOUVER, WA

Position in KLAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$391,016

-$370,219 QoQ

Shares Held

1,296

-74.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,876

of 2,471 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Synergy Asset Management, LLC holds $18,088,033 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	38,091	$16,505,973
2	ASML	Asml Holding NV	373	$742,061
3	AMAT	Applied Materials Inc /De	621	$448,983
4	KLAC	Kla Corp This page	1,296	$391,016

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,016	1,296	+150.7%	Shares	Sole	2026-07-22
2026-03-31	$761,235	517	-93.6%	Shares	Sole	2026-05-13
2025-09-30	$8,684,886	8,052	+100.0%	Shares	Sole	2025-10-21
2025-06-30	$3,606,249	4,026	-22.2%	Shares	Sole	2025-07-21
2025-03-31	$3,515,925	5,172	-9.9%	Shares	Sole	2025-04-22
2024-12-31	$3,617,518	5,741	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.