Jacobsen Capital Management

Position in KLAC — Kla Corp

CIK 1782491 SALT LAKE CITY, UT

Position in KLAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$742,206

+$407,969 QoQ

Shares Held

2,460

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,587

of 2,471 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Jacobsen Capital Management holds $2,963,139 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,495	$1,081,158
2	AMAT	Applied Materials Inc /De	1,282	$926,886
3	KLAC	Kla Corp This page	2,460	$742,206
4	TER	Teradyne, Inc	440	$212,889

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$742,206	2,460	+983.7%	Shares	Sole	2026-07-29
2026-03-31	$334,237	227	-5.8%	Shares	Sole	2026-04-24
2025-12-31	$292,834	241	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$264,257	245	+4.3%	Shares	Sole	2025-10-27
2025-06-30	$210,498	235	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.