Position in KLAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$174,991
+$88,119 QoQ
Shares Held
580
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,263
of 2,471 holders
Holding Since
Dec 2021
10 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, 2026HHM Wealth Advisors, LLC holds $934,625 across 7 Semiconductor Equipment & Materials names. KLAC ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
236 | $469,507 | |
| 2 | AMAT |
Applied Materials Inc /De
|
275 | $198,825 | |
| 3 | KLAC |
Kla Corp
This page
|
580 | $174,991 | |
| 4 | LRCX |
Lam Research Corp
|
105 | $45,499 | |
| 5 | FORM |
Formfactor Inc
|
244 | $39,022 | |
| 6 | IPGP |
Ipg Photonics Corp
|
35 | $4,106 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
20 | $2,675 |
All Filings in KLAC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,991 | 580 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $86,872 | 59 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $69,259 | 57 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $61,480 | 57 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $51,057 | 57 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,748 | 57 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $42,218 | 67 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $51,885 | 67 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,364 | 72 | Shares | Sole | 2024-08-07 | |
| 2021-12-31 | $9,032 | 21 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||