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Steward Partners Investment Advisory, LLC

Position in KLAC — Kla Corp

CIK 1723397 STAMFORD, CT

Position in KLAC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$24,422,217
+$6,017,092 QoQ
Shares Held
80,946
-35.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#463
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $215,434,151 across 22 Semiconductor Equipment & Materials names. KLAC ranks #4 (11.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 KLAC
Kla Corp
This page
80,946 $24,422,217

All Filings in KLAC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,422,217 80,946
2026-03-31 $18,405,125 12,500
2025-12-31 $13,184,833 10,851
2025-09-30 $11,783,705 10,925
2025-06-30 $5,396,833 6,025
2025-03-31 $4,220,878 6,209
2024-12-31 $3,905,483 6,198
2024-09-30 $2,435,519 3,145
2024-06-30 $24,292,538 29,463
2024-03-31 $19,839,388 28,400
2023-12-31 $230,776 397
2023-09-30 $207,772 453
2023-06-30 $217,288 448
2023-03-31 $167,651 420
2022-12-31 $344,982 915
2022-09-30 $120,144 397
2022-06-30 $134,651 422
2022-03-31 $166,923 456
2021-12-31 $6,772,942 15,747
2021-09-30 $5,269,870 15,754
2021-06-30 $4,990,564 15,393
2021-03-31 $240,200 727
2020-12-31 $60,584 234
2020-09-30 $14,336 74
2020-06-30 $11,863 61
2020-03-31 $10,636 74