FourThought Financial Partners, LLC

Position in KLAC — Kla Corp

CIK 1956790 VENICE, FL

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$46,566,524

+$23,368,705 QoQ

Shares Held

154,342

-2.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

4.28%

of 13F equity value

Holder Rank

#365

of 2,471 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

FourThought Financial Partners, LLC holds $117,031,173 across 9 Semiconductor Equipment & Materials names. KLAC ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	154,342	$46,566,524
2	ASML	Asml Holding NV	14,113	$28,076,965
3	AMAT	Applied Materials Inc /De	38,231	$27,641,013
4	LRCX	Lam Research Corp	28,829	$12,492,470
5	TER	Teradyne, Inc	1,485	$718,502
6	UCTT	Ultra Clean Holdings, Inc.	3,581	$510,614
7	ICHR	Ichor Holdings, Ltd.	3,348	$375,913
8	FORM	Formfactor Inc	2,140	$342,250

All Filings in KLAC

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,566,524	154,342	+879.6%	Shares	Sole	2026-08-12
2026-03-31	$23,197,819	15,755	-7.5%	Shares	Sole	2026-05-07
2025-12-31	$20,704,963	17,040	-1.3%	Shares	Sole	2026-02-06
2025-09-30	$18,628,500	17,271	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$15,518,695	17,325	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$11,650,412	17,138	+251.9%	Shares	Sole	2025-05-07
2024-12-31	$3,068,684	4,870	+1017.0%	Shares	Sole	2025-02-04
2024-03-31	$304,576	436	-29.8%	Shares	Sole	2024-05-14
2023-09-30	$284,827	621	0.0%	Shares	Sole	2023-11-13
2023-06-30	$301,197	621	-2.4%	Shares	Sole	2023-08-11
2023-03-31	$253,872	636	-1.4%	Shares	Sole	2023-05-04
2022-12-31	$243,184	645	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.