BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in KLAC — Kla Corp

CIK 911274 CANTON, OH

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$46,850,735

+$21,274,974 QoQ

Shares Held

155,284

-10.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

3.08%

of 13F equity value

Holder Rank

#362

of 2,471 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $49,638,096 across 6 Semiconductor Equipment & Materials names. KLAC ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	155,284	$46,850,735
2	TER	Teradyne, Inc	1,983	$959,454
3	AMAT	Applied Materials Inc /De	1,064	$769,272
4	LRCX	Lam Research Corp	1,057	$458,029
5	ONTO	Onto Innovation Inc.	993	$375,800
6	ASML	Asml Holding NV	113	$224,806

All Filings in KLAC

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,850,735	155,284	+794.0%	Shares	Sole	2026-07-29
2026-03-31	$25,575,761	17,370	-2.6%	Shares	Sole	2026-04-16
2025-12-31	$21,669,736	17,834	+1.5%	Shares	Sole	2026-02-05
2025-09-30	$18,944,530	17,564	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$15,635,141	17,455	+2.0%	Shares	Sole	2025-08-07
2025-03-31	$11,633,417	17,113	+1.9%	Shares	Sole	2025-04-08
2024-12-31	$10,585,385	16,799	-12.5%	Shares	Sole	2025-01-28
2024-09-30	$14,860,153	19,189	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.