Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$608,549
+$172,716 QoQ
Shares Held
2,017
-31.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,674
of 2,471 holders
Holding Since
Dec 2024
7 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, 2026Roehl & Yi Investment Advisors, LLC holds $2,172,248 across 2 Semiconductor Equipment & Materials names. KLAC ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
786 | $1,563,699 | |
| 2 | KLAC |
Kla Corp
This page
|
2,017 | $608,549 |
All Filings in KLAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,549 | 2,017 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $435,833 | 296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $358,448 | 295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $367,802 | 341 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $286,636 | 320 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $243,368 | 358 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $230,623 | 366 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||