Position in KLAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$157,492
+$83,872 QoQ
Shares Held
522
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,271
of 2,471 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $2,108,902 across 17 Semiconductor Equipment & Materials names. KLAC ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,585 | $1,145,955 | |
| 2 | LRCX |
Lam Research Corp
|
1,013 | $438,963 | |
| 3 | ASML |
Asml Holding NV
|
132 | $262,606 | |
| 4 | KLAC |
Kla Corp
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|
522 | $157,492 | |
| 5 | TER |
Teradyne, Inc
|
62 | $29,998 | |
| 6 | NVMI |
Nova Ltd.
|
38 | $20,631 | |
| 7 | Q |
Qnity Electronics, Inc.
|
108 | $17,637 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
79 | $11,264 |
All Filings in KLAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,492 | 522 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $73,620 | 50 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,678 | 45 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $37,751 | 35 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,374 | 6 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,359 | 2 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $630 | 1 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||