Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,614,086
+$3,421,902 QoQ
Shares Held
21,922
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#777
of 2,481 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $91,031,335 across 9 Semiconductor Equipment & Materials names. KLAC ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
123,593 | $53,556,554 | |
| 2 | AMAT |
Applied Materials Inc /De
|
27,411 | $19,818,153 | |
| 3 | ASML |
Asml Holding NV
|
4,128 | $8,212,407 | |
| 4 | KLAC |
Kla Corp
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|
21,922 | $6,614,086 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,342 | $1,199,021 | |
| 6 | TER |
Teradyne, Inc
|
1,291 | $624,637 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,012 | $382,991 | |
| 8 | ENTG |
Entegris Inc
|
1,954 | $351,446 |
All Filings in KLAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,614,086 | 21,922 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,192,184 | 2,168 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,160,422 | 2,601 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,670,613 | 2,476 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,932,110 | 2,157 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,367,077 | 2,011 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $371,770 | 590 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $406,565 | 525 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $798,950 | 969 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $280,126 | 401 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $234,845 | 404 | Shares | Sole | 2024-01-24 | |
| 2021-06-30 | $36,635 | 113 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $13,546 | 41 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $2,299 | 16 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||