Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,382,976
+$3,106,864 QoQ
Shares Held
21,156
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#782
of 2,471 holders
Holding Since
Mar 2022
17 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, 2026Strategic Investment Advisors / MI holds $15,270,067 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (41.8% of the industry book) .
All Filings in KLAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,382,976 | 21,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,276,112 | 2,225 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,572,324 | 2,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,414,985 | 2,239 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $2,299,364 | 2,567 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,991,134 | 2,929 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,939,509 | 3,078 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,336,394 | 3,017 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,428,181 | 2,945 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,314,362 | 3,313 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,893,875 | 3,258 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,510,367 | 3,293 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $1,250,200 | 3,132 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,094,895 | 2,904 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $821,640 | 2,715 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $877,470 | 2,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $881,472 | 2,408 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||