Wellspring Financial Advisors, LLC

Position in KLAC — Kla Corp

CIK 1811308 CLEVELAND, OH

Position in KLAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$705,699

+$290,480 QoQ

Shares Held

2,339

-17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,607

of 2,471 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $7,944,729 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	4,508	$3,259,284
2	ASML	Asml Holding NV	1,039	$2,067,028
3	LRCX	Lam Research Corp	4,414	$1,912,718
4	KLAC	Kla Corp This page	2,339	$705,699

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,699	2,339	+729.4%	Shares	Sole	2026-07-20
2026-03-31	$415,219	282	+26.5%	Shares	Sole	2026-05-15
2025-12-31	$270,962	223	+8.3%	Shares	Sole	2026-02-11
2025-09-30	$222,191	206	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.