Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,420,148
+$729,588 QoQ
Shares Held
4,707
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,295
of 2,471 holders
Holding Since
Mar 2023
14 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, 2026Trek Financial, LLC holds $24,992,369 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (5.7% of the industry book) .
All Filings in KLAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,148 | 4,707 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $690,560 | 469 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $540,710 | 445 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $475,662 | 441 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $399,500 | 446 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $386,126 | 568 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $501,575 | 796 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $614,107 | 793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $680,220 | 825 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $593,784 | 850 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $524,913 | 903 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $450,404 | 982 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $485,505 | 1,001 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $271,834 | 681 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||