Position in KLAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,092,190
+$559,178 QoQ
Shares Held
3,620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,389
of 2,471 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Heritage Trust Co holds $15,476,127 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (7.1% of the industry book) .
All Filings in KLAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,190 | 3,620 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $533,012 | 362 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $439,858 | 362 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $390,453 | 362 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $324,257 | 362 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $246,087 | 362 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $228,103 | 362 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $298,472 | 362 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $252,882 | 362 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $210,430 | 362 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $454,990 | 992 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $481,139 | 992 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $291,394 | 730 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $289,936 | 769 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $232,722 | 769 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $245,372 | 769 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $235,742 | 644 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||