Position in KLAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$118,270
+$77,043 QoQ
Shares Held
392
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,295
of 2,471 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $586,639 across 8 Semiconductor Equipment & Materials names. KLAC ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
630 | $272,997 | |
| 2 | AMAT |
Applied Materials Inc /De
|
190 | $137,370 | |
| 3 | KLAC |
Kla Corp
This page
|
392 | $118,270 | |
| 4 | ASML |
Asml Holding NV
|
13 | $25,862 | |
| 5 | Q |
Qnity Electronics, Inc.
|
101 | $16,494 | |
| 6 | TER |
Teradyne, Inc
|
21 | $10,160 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
41 | $3,535 | |
| 8 | PLAB |
Photronics Inc
|
60 | $1,951 |
All Filings in KLAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,270 | 392 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $41,227 | 28 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,731 | 22 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $20,493 | 19 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,019 | 19 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,596 | 20 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,972 | 19 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,713 | 19 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,841 | 18 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,478 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,231 | 9 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||