Marshall Financial Group, LLC

Position in KLAC — Kla Corp

CIK 1841496 Hunt Valley, MD

Position in KLAC

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

Position Value

$4,057,697

+$1,806,383 QoQ

Shares Held

13,449

-12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#918

of 2,471 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall Financial Group, LLC holds $21,894,140 across 5 Semiconductor Equipment & Materials names. KLAC ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	21,674	$9,391,994
2	AMAT	Applied Materials Inc /De	6,776	$4,899,048
3	KLAC	Kla Corp This page	13,449	$4,057,697
4	ASML	Asml Holding NV	1,294	$2,574,335
5	TER	Teradyne, Inc	2,007	$971,066

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,057,697	13,449	+779.6%	Shares	Sole	2026-07-20
2026-03-31	$2,251,314	1,529	-0.6%	Shares	Sole	2026-04-13
2025-12-31	$1,868,793	1,538	-25.4%	Shares	Sole	2026-01-09
2025-09-30	$2,224,073	2,062	+1.2%	Shares	Sole	2025-10-08
2025-06-30	$1,825,518	2,038	-7.4%	Shares	Sole	2025-07-10
2025-03-31	$1,495,560	2,200	-0.3%	Shares	Sole	2025-04-16
2024-12-31	$1,390,044	2,206	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$1,716,092	2,216	-1.2%	Shares	Sole	2024-10-16
2024-06-30	$1,848,551	2,242	-8.0%	Shares	Sole	2024-07-19
2024-03-31	$1,702,415	2,437	+4.6%	Shares	Sole	2024-04-19
2023-12-31	$1,354,429	2,330	-4.3%	Shares	Sole	2024-01-10
2023-09-30	$1,116,837	2,435	-1.6%	Shares	Sole	2023-10-19
2023-06-30	$1,200,424	2,475	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$983,554	2,464	-24.4%	Shares	Sole	2023-04-18
2022-12-31	$1,228,363	3,258	+15.2%	Shares	Sole	2023-02-01
2022-09-30	$855,535	2,827	-0.4%	Shares	Sole	2022-10-12
2022-06-30	$905,229	2,837	+19.0%	Shares	Sole	2022-07-25
2022-03-31	$872,687	2,384	-0.8%	Shares	Sole	2022-05-10
2021-12-31	$1,033,554	2,403	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.