Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$778,411
+$367,609 QoQ
Shares Held
2,580
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,562
of 2,471 holders
Holding Since
Mar 2025
6 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, 2026AssuredPartners Investment Advisors, LLC holds $9,658,261 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (8.1% of the industry book) .
All Filings in KLAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,411 | 2,580 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $410,802 | 279 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $284,328 | 234 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $269,650 | 250 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $231,100 | 258 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $213,457 | 314 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||