Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,068
+$3,234 QoQ
Shares Held
40
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,422
of 2,471 holders
Holding Since
Dec 2023
9 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, 2026Strategic Wealth Partners, Ltd. holds $5,341,920 across 10 Semiconductor Equipment & Materials names. KLAC ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
6,594 | $2,857,378 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,868 | $1,350,564 | |
| 3 | ASML |
Asml Holding NV
|
403 | $801,744 | |
| 4 | Q |
Qnity Electronics, Inc.
|
891 | $145,509 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
617 | $87,978 | |
| 6 | TER |
Teradyne, Inc
|
163 | $78,865 | |
| 7 | KLAC |
Kla Corp
This page
|
40 | $12,068 | |
| 8 | IPGP |
Ipg Photonics Corp
|
40 | $4,692 |
All Filings in KLAC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,068 | 40 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,834 | 6 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,860 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $16,179 | 15 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,165 | 8 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $707,036 | 913 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $592,822 | 719 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $404,472 | 579 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $224,963 | 387 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||