Position in KLAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$26,637,070
+$13,980,234 QoQ
Shares Held
88,287
+2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#445
of 2,471 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $119,188,841 across 11 Semiconductor Equipment & Materials names. KLAC ranks #3 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
106,838 | $46,296,110 | |
| 2 | AMAT |
Applied Materials Inc /De
|
39,072 | $28,249,056 | |
| 3 | KLAC |
Kla Corp
This page
|
88,287 | $26,637,070 | |
| 4 | ASML |
Asml Holding NV
|
5,259 | $10,462,464 | |
| 5 | TER |
Teradyne, Inc
|
7,617 | $3,685,409 | |
| 6 | Q |
Qnity Electronics, Inc.
|
7,401 | $1,208,657 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,698 | $1,021,058 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
7,617 | $656,813 |
All Filings in KLAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,637,070 | 88,287 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,656,836 | 8,596 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,638,014 | 7,932 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,303,062 | 7,698 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,158,754 | 7,992 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,604,285 | 6,773 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,018,274 | 4,790 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,209,929 | 4,145 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,872,592 | 3,484 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,100,599 | 3,007 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,729,367 | 2,975 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,133,807 | 2,472 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,095,175 | 2,258 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $871,388 | 2,183 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,684,453 | 7,120 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $798,035 | 2,637 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $781,746 | 2,450 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,785,716 | 7,610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,934,210 | 6,822 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||