Position in KLAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,739,828
+$1,427,911 QoQ
Shares Held
9,081
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,041
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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $4,504,178 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (60.8% 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 | $2,739,828 | 9,081 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,311,917 | 891 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,205,359 | 992 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,068,892 | 991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $888,574 | 992 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $659,406 | 970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $665,406 | 1,056 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $870,436 | 1,124 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||