Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,098,393
+$986,724 QoQ
Shares Held
6,955
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,142
of 2,471 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $6,443,342 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (32.6% of the industry book) .
All Filings in KLAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098,393 | 6,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,111,669 | 755 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,211,434 | 997 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,047,182 | 1,898 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,222,872 | 3,598 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,358,906 | 3,470 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,085,697 | 3,310 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,963,129 | 2,535 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,953,264 | 2,369 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,903,603 | 2,725 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,583,461 | 2,724 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,233,336 | 2,689 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,426,443 | 2,941 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,188,728 | 2,978 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,612,180 | 4,276 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,283,453 | 4,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $954,368 | 2,991 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $782,636 | 2,138 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $523,013 | 1,216 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||