Walker Asset Management, LLC

Position in KLAC — Kla Corp

CIK 1923053 SPRINGFIELD, MO

Position in KLAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$821,254

+$420,759 QoQ

Shares Held

2,722

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,538

of 2,471 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Walker Asset Management, LLC holds $4,231,772 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	4,001	$1,733,753
2	AMAT	Applied Materials Inc /De	2,022	$1,461,906
3	KLAC	Kla Corp This page	2,722	$821,254
4	ASML	Asml Holding NV	108	$214,859

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$821,254	2,722	+900.7%	Shares	Sole	2026-07-10
2026-03-31	$400,495	272	-20.0%	Shares	Sole	2026-04-24
2025-12-31	$413,127	340	+0.3%	Shares	Sole	2026-01-16
2025-09-30	$365,645	339	+0.3%	Shares	Sole	2025-10-14
2025-06-30	$302,760	338	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$229,092	337	0.0%	Shares	Sole	2025-04-15
2024-12-31	$212,350	337	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$260,201	336	+0.3%	Shares	Sole	2024-10-23
2024-06-30	$276,210	335	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$233,322	334	-31.0%	Shares	Sole	2024-04-10
2023-12-31	$281,349	484	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.