Taylor Frigon Capital Management’s KLA KLAC Stock Holding History

Taylor Frigon Capital Management’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.36M	Sell	14,437 -143	-1%	-$28.4K	2.04%	5
2026 Q1	$2.15M	Sell	14,580 -10,680	-42%	-$1.56M	1.22%	28
2025 Q4	$3.07M	Sell	25,260 -1,520	-6%	-$178K	1.55%	11
2025 Q3	$2.89M	Sell	26,780 -1,000	-4%	-$93.3K	1.44%	18
2025 Q2	$2.49M	Buy	27,780 +3,170	+13%	+$238K	1.32%	26
2025 Q1	$1.67M	Sell	24,610 -520	-2%	-$37.5K	1%	57
2024 Q4	$1.58M	Buy	+25,130	New	+$1.7M	0.8%	61

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Taylor Frigon Capital Management's KLAC Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its KLA (KLAC) stake by 0.98% in Q2 2026, selling an estimated $28.4K and leaving 14,437 shares worth $4.36M. The position accounts for 2.04% of the portfolio, ranked #5.

Taylor Frigon Capital Management first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Taylor Frigon Capital Management held 14,437 shares of KLA worth $4.36M as of Q2 2026.
Taylor Frigon Capital Management sold 143 KLA shares in Q2 2026, an estimated $28.4K.
KLA made up 2.04% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #5 holding.
Taylor Frigon Capital Management first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
916 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.