Caldwell Trust Co

Bank

Position in KLAC — Kla Corp

CIK 2080218 Venice, FL

Position in KLAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,496,951

+$1,285,158 QoQ

Shares Held

8,276

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,072

of 2,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Caldwell Trust Co holds $15,763,046 across 6 Semiconductor Equipment & Materials names. KLAC ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,692	$9,899,316
2	KLAC	Kla Corp This page	8,276	$2,496,951
3	LRCX	Lam Research Corp	4,508	$1,953,451
4	ASML	Asml Holding NV	407	$809,701
5	Q	Qnity Electronics, Inc.	3,470	$566,685
6	ACLS	Axcelis Technologies Inc	195	$36,942

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,496,951	8,276	+905.6%	Shares	Sole	2026-08-03
2026-03-31	$1,211,793	823	-0.8%	Shares	Sole	2026-04-22
2025-12-31	$1,008,516	830	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$894,159	829	+0.5%	Shares	Sole	2025-10-23
2025-06-30	$738,985	825	+0.7%	Shares	Sole	2025-09-22
2025-03-31	$556,756	819	-0.2%	Shares	Sole	2025-09-23
2024-12-31	$517,328	821	0.0%	Shares	Sole	2025-09-24
2024-09-30	$635,790	821	-2.3%	Shares	Sole	2025-09-24
2024-06-30	$692,588	840	-3.3%	Shares	Sole	2025-09-24
2024-03-31	$607,057	869	-28.4%	Shares	Sole	2025-09-24
2023-12-31	$705,698	1,214	-7.8%	Shares	Sole	2025-10-01
2023-09-30	$603,596	1,316	0.0%	Shares	Sole	2025-10-01
2023-06-30	$638,286	1,316	-19.0%	Shares	Sole	2025-10-01
2023-03-31	$648,651	1,625	0.0%	Shares	Sole	2025-10-01
2022-12-31	$612,673	1,625	0.0%	Shares	Sole	2025-10-01
2022-09-30	$491,773	1,625	0.0%	Shares	Sole	2025-10-01
2022-06-30	$518,505	1,625	0.0%	Shares	Sole	2025-10-02
2022-03-31	$594,847	1,625	0.0%	Shares	Sole	2025-10-02
2021-12-31	$698,928	1,625	0.0%	Shares	Sole	2025-10-02
2021-09-30	$543,578	1,625	0.0%	Shares	Sole	2025-10-02
2021-06-30	$526,841	1,625	0.0%	Shares	Sole	2025-10-02
2021-03-31	$536,900	1,625	0.0%	Shares	Sole	2025-10-02
2020-12-31	$420,728	1,625	0.0%	Shares	Sole	2025-10-02
2020-09-30	$314,827	1,625	-3.3%	Shares	Sole	2025-10-02
2020-06-30	$326,726	1,680	+3.4%	Shares	Sole	2025-10-02
2020-03-31	$233,577	1,625	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.