Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,597,190
+$4,150,045 QoQ
Shares Held
21,866
+31.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#775
of 2,471 holders
Holding Since
Jun 2023
13 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, 2026Integrated Wealth Concepts LLC holds $108,910,098 across 27 Semiconductor Equipment & Materials names. KLAC ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
44,064 | $31,858,272 | |
| 2 | LRCX |
Lam Research Corp
|
66,947 | $29,010,143 | |
| 3 | ASML |
Asml Holding NV
|
6,692 | $13,313,331 | |
| 4 | ONTO |
Onto Innovation Inc.
|
31,090 | $11,766,010 | |
| 5 | KLAC |
Kla Corp
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|
21,866 | $6,597,190 | |
| 6 | TER |
Teradyne, Inc
|
13,123 | $6,349,432 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
42,233 | $3,641,751 | |
| 8 | Q |
Qnity Electronics, Inc.
|
15,130 | $2,470,880 |
All Filings in KLAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,597,190 | 21,866 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,447,145 | 1,662 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $872,427 | 718 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $605,094 | 561 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $755,108 | 843 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,093,118 | 1,608 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $693,762 | 1,101 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $779,830 | 1,007 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,532,764 | 1,859 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $796,369 | 1,140 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $529,564 | 911 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $398,116 | 868 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $413,722 | 853 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||