Position in KLAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$539,155
+$455,228 QoQ
Shares Held
1,787
+213.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,730
of 2,471 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $5,872,797 across 14 Semiconductor Equipment & Materials names. KLAC ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
4,221 | $3,051,783 | |
| 2 | LRCX |
Lam Research Corp
|
2,981 | $1,291,756 | |
| 3 | ASML |
Asml Holding NV
|
292 | $580,916 | |
| 4 | KLAC |
Kla Corp
This page
|
1,787 | $539,155 | |
| 5 | TER |
Teradyne, Inc
|
387 | $187,246 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,067 | $174,251 | |
| 7 | ONTO |
Onto Innovation Inc.
|
54 | $20,436 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
105 | $19,892 |
All Filings in KLAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,155 | 1,787 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $83,927 | 57 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,527 | 35 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||