Heritage Family Offices, LLP

Family Office

Position in KLAC — Kla Corp

CIK 2019316 SCOTTSDALE, AZ

Position in KLAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,636,040

+$579,084 QoQ

Shares Held

8,737

-37.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#1,056

of 2,471 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Family Offices, LLP holds $5,485,705 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	8,737	$2,636,040
2	AMAT	Applied Materials Inc /De	1,496	$1,081,608
3	ASML	Asml Holding NV	408	$811,691
4	LRCX	Lam Research Corp	1,659	$718,894
5	COHU	Cohu Inc	3,213	$237,472

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,636,040	8,737	+525.4%	Shares	Sole	2026-07-29
2026-03-31	$2,056,956	1,397	-37.7%	Shares	Sole	2026-04-08
2025-12-31	$2,722,994	2,241	-21.2%	Shares	Sole	2026-01-12
2025-09-30	$3,066,459	2,843	-10.3%	Shares	Sole	2025-10-07
2025-06-30	$2,838,600	3,169	0.0%	Shares	Sole	2025-07-09
2025-03-31	$2,154,286	3,169	+7.3%	Shares	Sole	2025-04-10
2024-12-31	$1,861,374	2,954	+6.2%	Shares	Sole	2025-01-14
2024-09-30	$2,154,408	2,782	-5.2%	Shares	Sole	2024-10-16
2024-06-30	$2,419,112	2,934	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.