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KLA-Tencor Corporation shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of KLA-Tencor Corporation (KLAC) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in KLA-Tencor Corporation

Tip: Access up to 7 years of quarterly data

All positions including KLA-Tencor Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in KLA-Tencor Corporation by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $449k 1.5k 301.77
2025-09-30 $1.3M 8.3k 155.32

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Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding KLA-Tencor Corporation

BlackRock
Vanguard Capital Management
Invesco
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital Research and Management Company - Division 3
Goldman Sachs Group
PRIMECAP Management Company
Norges Bank Investment Management
Van Eck Associates Corp.
Northern Trust
Wellington Management Company
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company

View all funds holding KLA-Tencor Corporation