Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.23M Buy
62,670
+1,430
+2% +$209K 0.83% 31
2025
Q4
$7.44M Buy
61,240
+1,060
+2% +$124K 0.68% 35
2025
Q3
$6.49M Buy
60,180
+3,510
+6% +$327K 0.61% 40
2025
Q2
$5.08M Buy
56,670
+14,990
+36% +$1.13M 0.52% 47
2025
Q1
$2.83M Buy
41,680
+7,850
+23% +$565K 0.32% 70
2024
Q4
$2.13M Buy
+33,830
New +$2.29M 0.26% 77
2024
Q3
Sell
-2,490
Closed -$205K 228
2024
Q2
$205K Buy
+2,490
New +$184K 0.03% 207

Other funds holding KLAC

Allen Capital Group's KLAC Position: Q1 2026 in Review

Allen Capital Group increased its KLA (KLAC) stake by 2.3% in Q1 2026, buying an estimated $209K and bringing the position to 62,670 shares worth $9.23M. The position accounts for 0.83% of the portfolio, ranked #31.

Allen Capital Group first reported a position in KLAC in Q2 2024 and has held it in 7 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Allen Capital Group held 62,670 shares of KLA worth $9.23M as of Q1 2026.
  • Allen Capital Group bought 1,430 KLA shares in Q1 2026, an estimated $209K.
  • KLA made up 0.83% of Allen Capital Group's portfolio in Q1 2026, its #31 holding.
  • Allen Capital Group first reported a position in KLA in Q2 2024 and has held it in 7 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.