Position in KLAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$467,650
+$235,010 QoQ
Shares Held
1,550
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,783
of 2,471 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CogentBlue Wealth Advisors, LLC holds $5,073,281 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (9.2% of the industry book) .
All Filings in KLAC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,650 | 1,550 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $232,640 | 158 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||