Position in KLAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,372,177
+$686,034 QoQ
Shares Held
4,548
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#1,303
of 2,471 holders
Holding Since
Mar 2025
6 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, 2026Kraft, Davis & Associates, LLC holds $3,150,195 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (43.6% of the industry book) .
All Filings in KLAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,372,177 | 4,548 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $686,143 | 466 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $556,506 | 458 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $493,998 | 458 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $326,049 | 364 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $245,407 | 361 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||