Position in KLAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$87,495
+$37,434 QoQ
Shares Held
290
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,323
of 2,471 holders
Holding Since
Dec 2023
11 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, 2026Beaird Harris Wealth Management, LLC holds $339,643 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (25.8% of the industry book) .
All Filings in KLAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,495 | 290 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $50,061 | 34 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,312 | 34 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $62,558 | 58 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $49,265 | 55 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,029 | 53 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,396 | 53 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,390 | 16 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $14,016 | 17 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $18,162 | 26 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,182 | 33 | Shares | Sole | 2024-02-27 | |
| No filing history on record for this holder in this stock. | ||||||