Icon Wealth Advisors, LLC

Position in KLAC — Kla Corp

CIK 1963212 HOUSTON, TX

Position in KLAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$975,428

+$788,432 QoQ

Shares Held

3,233

+154.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,453

of 2,481 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $19,041,554 across 6 Semiconductor Equipment & Materials names. KLAC ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	17,050	$7,388,276
2	ASML	Asml Holding NV	2,893	$5,755,449
3	AMAT	Applied Materials Inc /De	3,536	$2,556,528
4	TER	Teradyne, Inc	3,727	$1,803,271
5	KLAC	Kla Corp This page	3,233	$975,428
6	Q	Qnity Electronics, Inc.	3,445	$562,602

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$975,428	3,233	+2445.7%	Shares	Sole	2026-08-05
2026-03-31	$186,996	127	-1.6%	Shares	Sole	2026-05-12
2025-09-30	$139,139	129	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.