Position in KLAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,783
+$5,949 QoQ
Shares Held
49
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,418
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, 2026Private Wealth Management Group, LLC holds $1,175,636 across 9 Semiconductor Equipment & Materials names. KLAC ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,234 | $892,182 | |
| 2 | ASML |
Asml Holding NV
|
90 | $179,049 | |
| 3 | LRCX |
Lam Research Corp
|
118 | $51,132 | |
| 4 | KLAC |
Kla Corp
This page
|
49 | $14,783 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
71 | $13,450 | |
| 6 | ONTO |
Onto Innovation Inc.
|
30 | $11,353 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
98 | $8,450 | |
| 8 | FORM |
Formfactor Inc
|
26 | $4,158 |
All Filings in KLAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,783 | 49 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,834 | 6 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,290 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,550 | 7 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,270 | 7 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,758 | 7 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,410 | 7 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,420 | 7 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,771 | 7 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,287 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,813 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||