Position in KLAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$104,631,821
+$48,547,725 QoQ
Shares Held
346,796
-9.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
15.05%
of 13F equity value
Holder Rank
#254
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JGP Wealth Management, LLC holds $108,289,490 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (96.6% of the industry book) .
All Filings in KLAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,631,821 | 346,796 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $56,084,096 | 38,090 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $48,785,462 | 40,150 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $44,306,730 | 41,078 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $36,999,436 | 41,306 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $27,829,652 | 40,938 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $25,626,980 | 40,670 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $30,917,544 | 39,924 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $33,297,836 | 40,385 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $28,250,869 | 40,441 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $26,995,572 | 46,440 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $21,437,309 | 46,739 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $22,782,844 | 46,973 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,717,879 | 46,892 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $17,560,926 | 46,577 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,617,029 | 48,300 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,180,231 | 47,575 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $16,772,137 | 45,818 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $24,519,710 | 57,008 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $18,740,253 | 56,023 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $18,256,913 | 56,312 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $639,324 | 1,935 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $485,197 | 1,874 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $319,671 | 1,650 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $267,604 | 1,376 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $192,180 | 1,337 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||