Forum Financial Management, LP

Position in KLAC — Kla Corp

CIK 1911832 LOMBARD, IL

Position in KLAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$461,616

+$236,338 QoQ

Shares Held

1,530

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,789

of 2,471 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $2,956,623 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,789	$2,016,447
2	KLAC	Kla Corp This page	1,530	$461,616
3	ASML	Asml Holding NV	135	$268,574
4	TER	Teradyne, Inc	434	$209,986

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,616	1,530	+900.0%	Shares	Sole	2026-07-23
2026-03-31	$225,278	153	-82.6%	Shares	Sole	2026-04-23
2025-12-31	$1,069,270	880	+0.9%	Shares	Sole	2026-01-27
2025-09-30	$940,539	872	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$780,189	871	+19.3%	Shares	Sole	2025-07-30
2025-03-31	$496,254	730	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$459,357	729	-0.1%	Shares	Sole	2025-02-20
2024-09-30	$565,319	730	0.0%	Shares	Sole	2024-10-29
2024-06-30	$601,892	730	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$506,463	725	0.0%	Shares	Sole	2024-05-09
2023-12-31	$421,442	725	0.0%	Shares	Sole	2024-02-07
2023-09-30	$332,528	725	0.0%	Shares	Sole	2023-11-06
2023-06-30	$351,639	725	+0.8%	Shares	Sole	2023-07-26
2023-03-31	$287,003	719	-0.1%	Shares	Sole	2023-04-19
2022-12-31	$271,461	720	+0.1%	Shares	Sole	2023-01-24
2022-09-30	$217,590	719	0.0%	Shares	Sole	2022-11-07
2022-06-30	$229,418	719	0.0%	Shares	Sole	2022-08-15
2022-03-31	$263,197	719	0.0%	Shares	Sole	2022-05-16
2021-12-31	$309,249	719	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.