Valeo Financial Advisors, LLC

Position in KLAC — Kla Corp

CIK 1722641 CARMEL, IN

Position in KLAC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,857,628

+$1,118,479 QoQ

Shares Held

6,157

+22.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,192

of 2,471 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $17,041,554 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	7,064	$5,107,272
2	ASML	Asml Holding NV	2,567	$5,106,892
3	LRCX	Lam Research Corp	10,357	$4,487,998
4	KLAC	Kla Corp This page	6,157	$1,857,628
5	Q	Qnity Electronics, Inc.	2,950	$481,764

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,857,628	6,157	+1126.5%	Shares	Sole	2026-07-08
2026-03-31	$739,149	502	-61.9%	Shares	Sole	2026-05-08
2025-12-31	$1,601,475	1,318	+5.4%	Shares	Sole	2026-02-04
2025-09-30	$1,349,328	1,251	+2.2%	Shares	Sole	2025-11-03
2025-06-30	$1,096,385	1,224	+1.1%	Shares	Sole	2025-09-12
2025-03-31	$823,237	1,211	+16.3%	Shares	Sole	2025-04-30
2024-12-31	$655,954	1,041	+7.7%	Shares	Sole	2025-01-30
2024-09-30	$748,854	967	-6.3%	Shares	Sole	2024-10-10
2024-06-30	$850,894	1,032	+25.4%	Shares	Sole	2024-07-10
2024-03-31	$574,923	823	+8.7%	Shares	Sole	2024-04-25
2023-12-31	$440,044	757	+3.4%	Shares	Sole	2024-01-29
2023-09-30	$335,739	732	+5.0%	Shares	Sole	2023-10-20
2023-06-30	$338,058	697	+13.1%	Shares	Sole	2023-07-14
2023-03-31	$245,888	616	-2.5%	Shares	Sole	2023-04-17
2022-12-31	$238,282	632	+815.9%	Shares	Sole	2023-02-09
2021-03-31	$22,797	69	+109.1%	Shares	Sole	2021-04-12
2020-12-31	$8,544	33	0.0%	Shares	Sole	2021-02-11
2020-09-30	$6,393	33	-49.2%	Shares	Sole	2020-10-28
2020-06-30	$12,641	65	-82.7%	Shares	Sole	2020-07-20
2020-03-31	$53,902	375	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.