Position in KLAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,288,436
+$16,578,289 QoQ
Shares Held
113,647
-5.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#411
of 2,471 holders
Holding Since
Dec 2023
10 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, 2026Turtle Creek Wealth Advisors, LLC holds $108,726,482 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (31.5% of the industry book) .
All Filings in KLAC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,288,436 | 113,647 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,710,147 | 12,028 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,961,269 | 11,490 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,937,944 | 11,068 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,309,425 | 10,393 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,775,566 | 9,967 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $7,480,026 | 9,659 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,901,279 | 9,583 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,188,631 | 8,859 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,754,452 | 8,179 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||