Position in KLAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,668,225
+$2,789,664 QoQ
Shares Held
18,787
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#816
of 2,471 holders
Holding Since
Jun 2022
13 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, 2026Cerro Pacific Wealth Advisors LLC holds $5,974,598 across 2 Semiconductor Equipment & Materials names. KLAC ranks #1 (94.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
18,787 | $5,668,225 | |
| 2 | ASML |
Asml Holding NV
|
154 | $306,373 |
All Filings in KLAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,668,225 | 18,787 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,878,561 | 1,955 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,996,387 | 2,466 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,716,993 | 2,519 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,812,623 | 3,140 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,016,966 | 2,967 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,849,402 | 2,935 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,129,627 | 2,750 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,267,402 | 2,750 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $1,013,492 | 2,539 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $777,812 | 2,063 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $358,011 | 1,183 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $264,836 | 830 | Shares | Other | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||