Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$143,615,465
+$73,409,485 QoQ
Shares Held
476,005
-0.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#211
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,463,983,780 across 22 Semiconductor Equipment & Materials names. KLAC ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
688,877 | $498,058,071 | |
| 2 | ASML |
Asml Holding NV
|
213,785 | $425,312,405 | |
| 3 | LRCX |
Lam Research Corp
|
730,517 | $316,554,929 | |
| 4 | KLAC |
Kla Corp
This page
|
476,005 | $143,615,465 | |
| 5 | Q |
Qnity Electronics, Inc.
|
89,163 | $14,561,207 | |
| 6 | TER |
Teradyne, Inc
|
27,147 | $13,134,802 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,335 | $10,723,379 | |
| 8 | ENTG |
Entegris Inc
|
47,686 | $8,576,802 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,615,465 | 476,005 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $70,205,980 | 47,681 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $63,936,292 | 52,619 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $52,285,133 | 48,475 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $42,490,320 | 47,436 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,677,303 | 48,069 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,766,867 | 48,827 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $54,755,431 | 70,706 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $65,898,959 | 79,925 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $53,063,375 | 75,960 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $41,387,977 | 71,199 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $30,785,716 | 67,121 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,723,175 | 73,653 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,362,543 | 73,559 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,873,160 | 63,319 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,043,898 | 62,928 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,607,776 | 67,719 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $23,930,071 | 65,372 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,715,872 | 71,414 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,316,683 | 69,704 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,746,896 | 70,161 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,704,547 | 71,745 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,770,047 | 45,460 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,276,075 | 47,879 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,979,917 | 46,174 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,520,188 | 45,361 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||