Position in KLAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$851,727
+$555,773 QoQ
Shares Held
2,823
+40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,525
of 2,471 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026OneAscent Wealth Management LLC holds $1,415,028 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (60.2% of the industry book) .
All Filings in KLAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,727 | 2,823 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $295,954 | 201 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $291,619 | 240 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $278,278 | 258 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $239,162 | 267 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $446,834 | 577 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $407,266 | 583 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $399,353 | 687 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $321,979 | 702 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $235,510 | 590 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $243,184 | 645 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $212,143 | 701 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $298,020 | 934 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $322,132 | 880 | Shares | Sole | 2022-05-12 | |
| 2021-03-31 | $575,556 | 1,742 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $380,079 | 1,468 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||