Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$175,931,023
+$93,085,875 QoQ
Shares Held
583,113
+3.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#186
of 2,471 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $458,876,237 across 9 Semiconductor Equipment & Materials names. KLAC ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
583,113 | $175,931,023 | |
| 2 | LRCX |
Lam Research Corp
|
360,550 | $156,237,131 | |
| 3 | AMAT |
Applied Materials Inc /De
|
123,853 | $89,545,719 | |
| 4 | ASML |
Asml Holding NV
|
17,549 | $34,912,680 | |
| 5 | TER |
Teradyne, Inc
|
1,206 | $583,511 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,481 | $560,484 | |
| 7 | FORM |
Formfactor Inc
|
2,840 | $454,201 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,271 | $370,877 |
All Filings in KLAC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,931,023 | 583,113 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $82,845,148 | 56,265 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $67,221,870 | 55,323 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $58,452,569 | 54,193 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $48,640,473 | 54,302 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,595,446 | 77,369 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $49,225,604 | 78,121 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $56,426,610 | 72,864 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,580,610 | 71,049 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $49,451,770 | 70,790 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $48,038,632 | 82,640 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $33,209,277 | 72,405 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $26,997,668 | 55,663 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,680,120 | 54,313 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $19,271,511 | 51,114 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,043,876 | 36,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $282,066 | 884 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||