Position in KLAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,663,194
+$1,237,902 QoQ
Shares Held
8,827
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#1,054
of 2,471 holders
Holding Since
Mar 2024
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, 2026AA Financial Advisors, LLC holds $4,665,409 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (57.1% of the industry book) .
All Filings in KLAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,663,194 | 8,827 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,425,292 | 968 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,159,186 | 954 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $793,849 | 736 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $381,585 | 426 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $289,594 | 426 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $357,278 | 567 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $439,090 | 567 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $467,497 | 567 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $385,610 | 552 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||