Position in KLAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,020,250
+$943,919 QoQ
Shares Held
6,696
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,158
of 2,471 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $16,331,966 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (12.4% of the industry book) .
All Filings in KLAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,250 | 6,696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,076,331 | 731 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $958,698 | 789 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $947,010 | 878 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,058,764 | 1,182 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $834,114 | 1,227 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $747,952 | 1,187 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $799,965 | 1,033 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $796,476 | 966 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $776,111 | 1,111 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $658,612 | 1,133 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $553,602 | 1,207 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $547,587 | 1,129 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $441,082 | 1,105 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $427,174 | 1,133 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||