Position in KLAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,821
-$1,178,895 QoQ
Shares Held
1,007
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,020
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, 2026Centric Wealth Management holds $1,791,989 across 3 Semiconductor Equipment & Materials names. KLAC ranks #3 (17.0% of the industry book) .
All Filings in KLAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,821 | 1,007 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,482,716 | 1,007 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,223,585 | 1,007 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,086,150 | 1,007 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $890,365 | 994 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $675,721 | 994 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $626,339 | 994 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $769,763 | 994 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $819,562 | 994 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $699,268 | 1,001 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $577,812 | 994 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $449,945 | 981 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $475,804 | 981 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||