Position in KLAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$241,971
+$122,706 QoQ
Shares Held
802
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,148
of 2,471 holders
Holding Since
Sep 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, 2026Bell Investment Advisors, Inc holds $1,297,902 across 17 Semiconductor Equipment & Materials names. KLAC ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
581 | $420,063 | |
| 2 | LRCX |
Lam Research Corp
|
651 | $282,097 | |
| 3 | KLAC |
Kla Corp
This page
|
802 | $241,971 | |
| 4 | ASML |
Asml Holding NV
|
80 | $159,155 | |
| 5 | TER |
Teradyne, Inc
|
132 | $63,866 | |
| 6 | NVMI |
Nova Ltd.
|
44 | $23,889 | |
| 7 | ENTG |
Entegris Inc
|
129 | $23,201 | |
| 8 | FORM |
Formfactor Inc
|
142 | $22,710 |
All Filings in KLAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,971 | 802 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $119,265 | 81 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $98,421 | 81 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $86,288 | 80 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $70,763 | 79 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $47,586 | 70 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $41,587 | 66 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $50,336 | 65 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $53,593 | 65 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,407 | 65 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $37,784 | 65 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,271 | 66 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $29,586 | 61 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,349 | 61 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $24,129 | 64 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,670 | 65 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,549 | 55 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $25,806 | 60 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,074 | 63 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||