Heritage Wealth Management, Inc.

Position in KLAC — Kla Corp

CIK 1944755 CINCINNATI, OH

Position in KLAC

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

Position Value

$4,093,902

+$2,232,400 QoQ

Shares Held

13,569

-11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#915

of 2,471 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $6,532,436 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	13,569	$4,093,902
2	LRCX	Lam Research Corp	2,089	$905,226
3	AMAT	Applied Materials Inc /De	952	$688,296
4	TER	Teradyne, Inc	883	$427,230
5	ASML	Asml Holding NV	210	$417,782

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,093,902	13,569	+785.7%	Shares	Sole	2026-07-28
2025-12-31	$1,861,502	1,532	-6.0%	Shares	Sole	2026-01-26
2025-09-30	$1,758,118	1,630	-5.7%	Shares	Sole	2025-11-04
2025-06-30	$1,547,838	1,728	-12.2%	Shares	Sole	2025-08-14
2025-03-31	$1,337,846	1,968	-9.8%	Shares	Sole	2025-04-29
2024-12-31	$1,375,551	2,183	-1.8%	Shares	Sole	2025-02-05
2024-09-30	$1,721,513	2,223	-1.8%	Shares	Sole	2024-10-31
2024-06-30	$1,865,866	2,263	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.