WealthPlan Investment Management, LLC

Position in KLAC — Kla Corp

CIK 1929986 OMAHA, NE

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,864,133

+$1,543,382 QoQ

Shares Held

9,493

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,021

of 2,471 holders

Holding Since

Jun 2023

4 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, 2026

WealthPlan Investment Management, LLC holds $21,207,789 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	19,855	$14,355,165
2	LRCX	Lam Research Corp	8,736	$3,785,570
3	KLAC	Kla Corp This page	9,493	$2,864,133
4	ASML	Asml Holding NV	102	$202,921

All Filings in KLAC

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,864,133	9,493	+958.3%	Shares	Sole	2026-07-28
2026-03-31	$1,320,751	897	+88.8%	Shares	Sole	2026-04-29
2025-12-31	$577,163	475	+691.7%	Shares	Sole	2026-02-05
2023-06-30	$29,101	60	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.