Position in KLAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,097,319
+$542,221 QoQ
Shares Held
3,637
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,388
of 2,471 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $8,707,843 across 5 Semiconductor Equipment & Materials names. KLAC ranks #3 (12.6% of the industry book) .
All Filings in KLAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,319 | 3,637 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $555,098 | 377 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $458,085 | 377 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $417,418 | 387 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $500,718 | 559 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $388,165 | 571 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $354,757 | 563 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $353,130 | 456 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $352,890 | 428 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $379,323 | 543 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $259,841 | 447 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||