Position in KLAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,514,885
+$974,511 QoQ
Shares Held
5,021
+36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,267
of 2,471 holders
Holding Since
Jun 2023
13 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, 2026LJI Wealth Management, LLC holds $5,324,554 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (28.5% of the industry book) .
All Filings in KLAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,514,885 | 5,021 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $540,374 | 367 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $608,755 | 501 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $394,767 | 366 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $446,974 | 499 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $339,220 | 499 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $314,429 | 499 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $386,430 | 499 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $411,430 | 499 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $348,586 | 499 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $290,068 | 499 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $230,705 | 503 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $242,025 | 65,358 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||