Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,822,834
+$2,436,058 QoQ
Shares Held
15,985
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#875
of 2,466 holders
Holding Since
Dec 2023
11 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, 2026Optimist Retirement Group LLC holds $7,834,156 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (61.6% of the industry book) .
All Filings in KLAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,822,834 | 15,985 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,386,776 | 1,621 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,128,831 | 2,575 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,874,469 | 2,665 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,723,049 | 3,040 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,070,670 | 3,046 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,928,167 | 3,060 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,336,394 | 3,017 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,448,794 | 2,970 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,310,869 | 3,308 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,397,281 | 4,124 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||