Position in KLAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,172,140
+$597,903 QoQ
Shares Held
3,885
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,363
of 2,471 holders
Holding Since
Mar 2024
10 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, 2026Advisor OS, LLC holds $9,217,217 across 8 Semiconductor Equipment & Materials names. KLAC ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,922 | $2,112,606 | |
| 2 | LRCX |
Lam Research Corp
|
4,525 | $1,960,814 | |
| 3 | ASML |
Asml Holding NV
|
974 | $1,937,711 | |
| 4 | TER |
Teradyne, Inc
|
2,545 | $1,231,370 | |
| 5 | KLAC |
Kla Corp
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|
3,885 | $1,172,140 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,099 | $342,785 | |
| 7 | ENTG |
Entegris Inc
|
1,349 | $242,629 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
1,523 | $217,162 |
All Filings in KLAC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,140 | 3,885 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $574,237 | 390 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $461,729 | 380 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $935,144 | 867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $933,360 | 1,042 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $772,931 | 1,137 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $671,705 | 1,066 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,058,615 | 1,367 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,080,930 | 1,311 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $873,209 | 1,250 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||