Position in KLAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$938,315
+$518,680 QoQ
Shares Held
3,110
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,469
of 2,471 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $2,040,020 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (46.0% of the industry book) .
All Filings in KLAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,315 | 3,110 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $419,635 | 285 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $323,211 | 266 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $286,907 | 266 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $679 | 1 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,520 | 4 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,548 | 2 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||