Pacific Excel Wealth Advisors, Inc.

Position in KLAC — Kla Corp

CIK 2110884 WALNUT CREEK, CA

Position in KLAC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,636,040

New position

Shares Held

8,737

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#1,057

of 2,471 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $5,485,705 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	8,737	$2,636,040
2	AMAT	Applied Materials Inc /De	1,496	$1,081,608
3	ASML	Asml Holding NV	408	$811,691
4	LRCX	Lam Research Corp	1,659	$718,894
5	COHU	Cohu Inc	3,213	$237,472

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,636,040	8,737	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.