Position in KLAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,440,230
+$1,282,916 QoQ
Shares Held
8,088
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,082
of 2,471 holders
Holding Since
Jun 2023
13 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, 2026PDS Planning, Inc holds $13,948,681 across 6 Semiconductor Equipment & Materials names. KLAC ranks #4 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
5,220 | $3,774,060 | |
| 2 | ASML |
Asml Holding NV
|
1,856 | $3,692,400 | |
| 3 | LRCX |
Lam Research Corp
|
7,995 | $3,464,473 | |
| 4 | KLAC |
Kla Corp
This page
|
8,088 | $2,440,230 | |
| 5 | TER |
Teradyne, Inc
|
730 | $353,203 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
1,677 | $224,315 |
All Filings in KLAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,440,230 | 8,088 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,157,314 | 786 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $922,245 | 759 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $791,692 | 734 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $686,136 | 766 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $439,830 | 647 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $370,510 | 588 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $399,595 | 516 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $426,271 | 517 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $327,629 | 469 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $268,560 | 462 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $211,900 | 462 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $215,833 | 445 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||