FORTEM FINANCIAL GROUP, LLC

Position in KLAC — Kla Corp

CIK 1766509 PALM DESERT, CA

Position in KLAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$20,229,353

+$10,576,234 QoQ

Shares Held

67,049

+2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

5.40%

of 13F equity value

Holder Rank

#502

of 2,471 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $54,594,284 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	67,049	$20,229,353
2	AMAT	Applied Materials Inc /De	19,333	$13,977,759
3	LRCX	Lam Research Corp	31,159	$13,502,129
4	TER	Teradyne, Inc	14,230	$6,885,043

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,229,353	67,049	+922.7%	Shares	Sole	2026-07-20
2026-03-31	$9,653,119	6,556	-11.3%	Shares	Sole	2026-04-16
2025-12-31	$8,981,871	7,392	+0.0%	Shares	Sole	2026-02-04
2025-09-30	$7,969,775	7,389	-2.5%	Shares	Sole	2025-11-04
2025-06-30	$6,786,126	7,576	+18.6%	Shares	Sole	2025-08-12
2025-03-31	$4,343,242	6,389	+9.4%	Shares	Sole	2025-05-01
2024-12-31	$3,679,270	5,839	+2.1%	Shares	Sole	2025-01-06
2024-09-30	$4,429,625	5,720	-9.2%	Shares	Sole	2024-11-18
2024-06-30	$5,191,939	6,297	-1.6%	Shares	Sole	2024-08-02
2024-03-31	$4,470,848	6,400	+3.1%	Shares	Sole	2024-05-01
2023-12-31	$3,606,966	6,205	-6.8%	Shares	Sole	2024-02-13
2023-09-30	$3,054,216	6,659	-12.4%	Shares	Sole	2023-10-10
2023-06-30	$3,686,637	7,601	-1.5%	Shares	Sole	2023-07-18
2023-03-31	$3,079,995	7,716	+87.4%	Shares	Sole	2023-04-21
2022-12-31	$1,552,232	4,117	-8.7%	Shares	Sole	2023-01-17
2022-09-30	$1,363,953	4,507	-0.7%	Shares	Sole	2022-11-01
2022-06-30	$1,448,942	4,541	-49.6%	Shares	Sole	2022-07-25
2022-03-31	$3,298,932	9,012	-22.5%	Shares	Sole	2022-04-27
2021-12-31	$5,003,469	11,633	-0.1%	Shares	Sole	2022-01-20
2021-09-30	$3,894,699	11,643	+2.0%	Shares	Sole	2021-10-15
2021-06-30	$3,700,857	11,415	+2.8%	Shares	Sole	2021-07-14
2021-03-31	$3,668,761	11,104	+1.0%	Shares	Sole	2021-04-20
2020-12-31	$2,845,679	10,991	+2.6%	Shares	Sole	2021-01-29
2020-09-30	$2,074,567	10,708	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.