Position in KLAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,423,938
+$1,213,617 QoQ
Shares Held
8,034
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,087
of 2,471 holders
Holding Since
Mar 2023
14 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, 2026Root Financial Partners, LLC holds $8,271,590 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (29.3% of the industry book) .
All Filings in KLAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,423,938 | 8,034 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,210,321 | 822 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $967,203 | 796 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $847,779 | 786 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $672,700 | 751 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $497,613 | 732 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $448,015 | 711 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $525,049 | 678 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $542,527 | 658 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $458,261 | 656 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $366,219 | 630 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $316,934 | 691 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $359,399 | 741 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $306,163 | 767 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||