Regent Peak Wealth Advisors LLC

Position in KLAC — Kla Corp

CIK 1803329 ATLANTA, GA

Position in KLAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$687,898

+$352,189 QoQ

Shares Held

2,280

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,622

of 2,471 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $4,274,807 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,002	$1,447,446
2	LRCX	Lam Research Corp	3,331	$1,443,422
3	KLAC	Kla Corp This page	2,280	$687,898
4	TER	Teradyne, Inc	554	$268,047
5	Q	Qnity Electronics, Inc.	1,339	$218,672
6	UCTT	Ultra Clean Holdings, Inc.	1,468	$209,322

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,898	2,280	+900.0%	Shares	Sole	2026-07-10
2026-03-31	$335,709	228	-0.9%	Shares	Sole	2026-04-14
2025-12-31	$279,468	230	+0.4%	Shares	Sole	2026-01-08
2025-09-30	$246,999	229	+25.1%	Shares	Sole	2025-10-16
2020-12-31	$47,380	183	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.