Keudell/Morrison Wealth Management

Position in KLAC — Kla Corp

CIK 1785498 Salem, OR

Position in KLAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$313,778

+$31,076 QoQ

Shares Held

1,040

-45.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,001

of 2,471 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $12,450,120 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	20,933	$9,070,896
2	ASML	Asml Holding NV	1,305	$2,596,219
3	AMAT	Applied Materials Inc /De	649	$469,227
4	KLAC	Kla Corp This page	1,040	$313,778

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,778	1,040	+441.7%	Shares	Sole	2026-07-15
2026-03-31	$282,702	192	0.0%	Shares	Sole	2026-04-20
2025-12-31	$233,295	192	-69.9%	Shares	Sole	2026-02-06
2021-12-31	$273,980	637	-16.6%	Shares	Sole	2022-02-08
2021-09-30	$255,565	764	-15.5%	Shares	Sole	2021-12-08
2021-06-30	$293,085	904	+18.3%	Shares	Sole	2021-07-13
2021-03-31	$252,425	764	—	Shares	Sole	2021-04-13
No filing history on record for this holder in this stock.