Position in KLAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$121,287
+$71,226 QoQ
Shares Held
402
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,292
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, 2026Avion Wealth holds $513,879 across 18 Semiconductor Equipment & Materials names. KLAC ranks #3 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
203 | $146,769 | |
| 2 | LRCX |
Lam Research Corp
|
332 | $143,865 | |
| 3 | KLAC |
Kla Corp
This page
|
402 | $121,287 | |
| 4 | Q |
Qnity Electronics, Inc.
|
142 | $23,190 | |
| 5 | TER |
Teradyne, Inc
|
35 | $16,934 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
87 | $12,405 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
87 | $9,768 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
42 | $7,956 |
All Filings in KLAC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,287 | 402 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $50,061 | 34 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $37,667 | 31 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $34,515 | 32 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $28,663 | 32 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14 | 23 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,492 | 23 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,262 | 21 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,841 | 18 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,478 | 15 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,556 | 13 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $462 | 11 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $488 | 8 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1 | 3 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||