Smith Group Asset Management, LLC

Position in KLAC — Kla Corp

CIK 1893134 DALLAS, TX

Position in KLAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$137,447,309

+$54,474,061 QoQ

Shares Held

455,561

-19.2% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

5.60%

of 13F equity value

Holder Rank

#215

of 2,471 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 94% None 6%

Technology · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $217,043,254 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	455,561	$137,447,309
2	LRCX	Lam Research Corp	175,747	$76,156,447
3	AMAT	Applied Materials Inc /De	2,912	$2,105,376
4	KLIC	Kulicke & Soffa Industries Inc	9,974	$1,334,122

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,447,309	455,561	+708.4%	Shares	Sole	2026-08-03
2026-03-31	$82,973,248	56,352	-7.7%	Shares	Sole	2026-05-18
2025-12-31	$74,191,569	61,059	+6.9%	Shares	Sole	2026-02-10
2025-09-30	$61,597,767	57,109	+5.6%	Shares	Sole	2025-11-13
2025-06-30	$48,448,785	54,088	+1.5%	Shares	Sole	2025-07-31
2025-03-31	$36,219,064	53,279	+5.3%	Shares	Sole	2025-04-28
2024-12-31	$31,894,153	50,616	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$39,257,166	50,693	-7.3%	Shares	Sole	2024-10-25
2024-06-30	$45,098,223	54,697	+4.6%	Shares	Sole	2024-07-31
2024-03-31	$36,533,813	52,298	+12.4%	Shares	Sole	2024-04-30
2023-12-31	$27,056,608	46,545	-30.3%	Shares	Sole	2024-02-12
2022-03-31	$24,455,370	66,807	-2.9%	Shares	Sole	2022-05-05
2021-12-31	$29,592,428	68,802	-4.1%	Shares	Sole	2022-02-02
2021-09-30	$23,987,377	71,709	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.