Davidson Capital Management Inc.

Position in KLAC — Kla Corp

CIK 1808748 CORPUS CHRISTI, TX

Position in KLAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,675,573

+$5,962,623 QoQ

Shares Held

38,698

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.55%

of 13F equity value

Holder Rank

#636

of 2,471 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davidson Capital Management Inc. holds $17,451,759 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	38,698	$11,675,573
2	AMAT	Applied Materials Inc /De	4,257	$3,077,811
3	TER	Teradyne, Inc	5,577	$2,698,375

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,675,573	38,698	+897.4%	Shares	Sole	2026-07-28
2026-03-31	$5,712,950	3,880	-3.0%	Shares	Sole	2026-04-14
2025-12-31	$4,860,320	4,000	-0.4%	Shares	Sole	2026-01-28
2025-09-30	$4,332,736	4,017	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$3,638,495	4,062	-14.1%	Shares	Sole	2025-08-07
2025-03-31	$3,213,414	4,727	-5.8%	Shares	Sole	2025-04-21
2024-12-31	$3,161,942	5,018	+22.3%	Shares	Sole	2025-01-29
2024-09-30	$3,177,404	4,103	+3.2%	Shares	Sole	2024-10-25
2024-06-30	$3,276,602	3,974	-8.2%	Shares	Sole	2024-08-12
2024-03-31	$3,025,506	4,331	-0.0%	Shares	Sole	2024-05-06
2023-12-31	$2,518,772	4,333	+15.8%	Shares	Sole	2024-02-08
2023-09-30	$1,716,764	3,743	-0.6%	Shares	Sole	2023-10-31
2023-06-30	$1,826,100	3,765	+0.7%	Shares	Sole	2023-08-02
2023-03-31	$1,492,496	3,739	+2.8%	Shares	Sole	2023-05-01
2022-12-31	$1,370,881	3,636	-0.6%	Shares	Sole	2023-02-07
2022-09-30	$1,106,717	3,657	+5.4%	Shares	Sole	2022-11-09
2022-06-30	$1,107,526	3,471	+0.4%	Shares	Sole	2022-08-17
2022-03-31	$1,265,835	3,458	-16.1%	Shares	Sole	2022-05-17
2021-12-31	$1,773,343	4,123	+2.0%	Shares	Sole	2022-02-02
2021-09-30	$1,352,089	4,042	+2.9%	Shares	Sole	2021-11-10
2021-06-30	$1,273,172	3,927	-1.5%	Shares	Sole	2021-08-10
2021-03-31	$1,316,644	3,985	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.