Position in KLAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$455,582
+$233,249 QoQ
Shares Held
1,510
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,798
of 2,471 holders
Holding Since
Mar 2026
2 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, 2026Lakeshore Financial Planning, Inc. holds $714,272 across 2 Semiconductor Equipment & Materials names. KLAC ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
1,510 | $455,582 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
3,000 | $258,690 |
All Filings in KLAC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,582 | 1,510 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $222,333 | 151 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||