Position in KLAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$30,171
+$15,447 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,386
of 2,471 holders
Holding Since
Sep 2024
8 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, 2026Carolina Wealth Advisors, LLC holds $3,971,383 across 9 Semiconductor Equipment & Materials names. KLAC ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,739 | $3,786,870 | |
| 2 | TER |
Teradyne, Inc
|
114 | $55,157 | |
| 3 | KLAC |
Kla Corp
This page
|
100 | $30,171 | |
| 4 | FORM |
Formfactor Inc
|
169 | $27,028 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
200 | $26,752 | |
| 6 | AMAT |
Applied Materials Inc /De
|
25 | $18,075 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
57 | $10,798 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
75 | $10,694 |
All Filings in KLAC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,171 | 100 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $14,724 | 10 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $10,935 | 9 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,550 | 7 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $6,270 | 7 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,758 | 7 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,410 | 7 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,420 | 7 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||