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JGP Wealth Management, LLC

Position in KLAC — Kla Corp

CIK 1748278 BEND, OR

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, 2026

JGP Wealth Management, LLC holds $108,289,490 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (96.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
This page
346,796 $104,631,821

All Filings in KLAC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $104,631,821 346,796
2026-03-31 $56,084,096 38,090
2025-12-31 $48,785,462 40,150
2025-09-30 $44,306,730 41,078
2025-06-30 $36,999,436 41,306
2025-03-31 $27,829,652 40,938
2024-12-31 $25,626,980 40,670
2024-09-30 $30,917,544 39,924
2024-06-30 $33,297,836 40,385
2024-03-31 $28,250,869 40,441
2023-12-31 $26,995,572 46,440
2023-09-30 $21,437,309 46,739
2023-06-30 $22,782,844 46,973
2023-03-31 $18,717,879 46,892
2022-12-31 $17,560,926 46,577
2022-09-30 $14,617,029 48,300
2022-06-30 $15,180,231 47,575
2022-03-31 $16,772,137 45,818
2021-12-31 $24,519,710 57,008
2021-09-30 $18,740,253 56,023
2021-06-30 $18,256,913 56,312
2021-03-31 $639,324 1,935
2020-12-31 $485,197 1,874
2020-09-30 $319,671 1,650
2020-06-30 $267,604 1,376
2020-03-31 $192,180 1,337