Position in KLAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,003,860
+$2,593,525 QoQ
Shares Held
16,585
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.00%
of 13F equity value
Holder Rank
#866
of 2,471 holders
Holding Since
Dec 2024
7 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, 2026Whelan Financial holds $7,765,566 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (64.4% of the industry book) .
All Filings in KLAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,003,860 | 16,585 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,410,335 | 1,637 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,973,289 | 1,624 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,668,594 | 1,547 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,601,583 | 1,788 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $983,670 | 1,447 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $412,098 | 654 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||