Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,532,660
+$4,037,393 QoQ
Shares Held
28,281
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#716
of 2,471 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $79,796,901 across 7 Semiconductor Equipment & Materials names. KLAC ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
55,314 | $39,992,022 | |
| 2 | ASML |
Asml Holding NV
|
8,672 | $17,252,422 | |
| 3 | LRCX |
Lam Research Corp
|
27,168 | $11,772,709 | |
| 4 | KLAC |
Kla Corp
This page
|
28,281 | $8,532,660 | |
| 5 | TER |
Teradyne, Inc
|
3,470 | $1,678,924 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,923 | $314,045 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,947 | $254,119 |
All Filings in KLAC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,532,660 | 28,281 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,495,267 | 3,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $703,531 | 579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $647,160 | 600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $541,922 | 605 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $619,977 | 912 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $286,704 | 455 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $360,875 | 466 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $358,661 | 435 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||