Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,936,978
+$878,316 QoQ
Shares Held
6,420
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#1,172
of 2,471 holders
Holding Since
Mar 2020
23 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, 2026MorganRosel Wealth Management, LLC holds $2,618,383 across 2 Semiconductor Equipment & Materials names. KLAC ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
6,420 | $1,936,978 | |
| 2 | PLAB |
Photronics Inc
|
20,947 | $681,405 |
All Filings in KLAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,978 | 6,420 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,058,662 | 719 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,631,852 | 1,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,363,350 | 1,264 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,066,826 | 1,191 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $583,268 | 858 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $839,949 | 1,333 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,251,446 | 1,616 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,373,633 | 1,666 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,208,526 | 1,730 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,059,128 | 1,822 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $839,806 | 1,831 | Shares | Sole | 2023-10-30 | |
| 2022-09-30 | $561,681 | 1,856 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $650,285 | 2,038 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $896,480 | 2,449 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $957,854 | 2,227 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $710,499 | 2,124 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $687,325 | 2,120 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,040,760 | 3,150 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,054,281 | 4,072 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $779,222 | 4,022 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $759,444 | 3,905 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $590,771 | 4,110 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||