Confluence Wealth Services, Inc.

Position in KLAC — Kla Corp

CIK 1910411 MCMURRAY, PA

Position in KLAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,172,250

+$3,997,735 QoQ

Shares Held

23,772

+10.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#754

of 2,471 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $16,674,527 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	23,772	$7,172,250
2	AMAT	Applied Materials Inc /De	8,328	$6,021,144
3	LRCX	Lam Research Corp	3,729	$1,615,887
4	Q	Qnity Electronics, Inc.	7,572	$1,236,583
5	ASML	Asml Holding NV	316	$628,663

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,172,250	23,772	+1002.6%	Shares	Sole	2026-07-22
2026-03-31	$3,174,515	2,156	0.0%	Shares	Sole	2026-05-07
2025-12-31	$2,619,712	2,156	-1.3%	Shares	Sole	2026-01-28
2025-09-30	$2,355,662	2,184	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$1,963,462	2,192	-2.6%	Shares	Sole	2025-07-22
2025-03-31	$1,530,229	2,251	+652.8%	Shares	Sole	2025-04-24
2024-03-31	$208,872	299	-16.2%	Shares	Sole	2024-04-22
2021-12-31	$153,549	357	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.