Position in KLAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,820,083
+$1,340,311 QoQ
Shares Held
9,347
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,029
of 2,471 holders
Holding Since
Sep 2024
8 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, 2026San Luis Wealth Advisors LLC holds $3,409,635 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (82.7% of the industry book) .
All Filings in KLAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,820,083 | 9,347 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,479,772 | 1,005 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,300,135 | 1,070 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,215,582 | 1,127 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $407,561 | 455 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $309,309 | 455 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $286,074 | 454 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $350,807 | 453 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||