Position in KLAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,514,318
+$2,050,743 QoQ
Shares Held
11,648
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#957
of 2,471 holders
Holding Since
Jun 2025
5 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $47,069,224 across 8 Semiconductor Equipment & Materials names. KLAC ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,325 | $21,201,975 | |
| 2 | LRCX |
Lam Research Corp
|
27,030 | $11,712,909 | |
| 3 | ASML |
Asml Holding NV
|
3,297 | $6,559,183 | |
| 4 | KLAC |
Kla Corp
This page
|
11,648 | $3,514,318 | |
| 5 | Q |
Qnity Electronics, Inc.
|
13,531 | $2,209,747 | |
| 6 | TER |
Teradyne, Inc
|
2,730 | $1,320,883 | |
| 7 | ONTO |
Onto Innovation Inc.
|
750 | $283,837 | |
| 8 | ENTG |
Entegris Inc
|
1,481 | $266,372 |
All Filings in KLAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,514,318 | 11,648 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,463,575 | 994 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,113,013 | 916 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,048,399 | 972 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $673,596 | 752 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||