KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionQuantum Financial Advisors, LLC
Latest Disclosed Ownership443 shares
Latest Disclosed Value $ 652,587
Quantum Financial Advisors, LLC reports 2.07% increase in ownership of KLAC / KLA Corporation

On April 8, 2026 - Quantum Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 443 shares of KLA Corporation (MX:KLAC) valued at $652,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 434 shares of KLA Corporation. This represents a change in shares of 2.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F KLA COM NEW 482480100 443 9 2.07 653 23.72 0.0732
2026-01-12 2025-12-31 13F KLA COM NEW 482480100 434 1 0.23 528 12.85 0.0592
2025-10-08 2025-09-30 13F KLA COM NEW 482480100 433 0 0.00 467 20.36 0.0570
2025-07-11 2025-06-30 13F KLA COM NEW 482480100 433 0 0.00 388 31.97 0.0525
2025-04-09 2025-03-31 13F KLA COM NEW 482480100 433 0 0.00 294 8.09 0.0439
2025-01-14 2024-12-31 13F KLA COM NEW 482480100 433 0 0.00 273 -18.81 0.0416
2024-10-04 2024-09-30 13F KLA COM NEW 482480100 433 -5 -1.14 335 -7.20 0.0525
2024-07-15 2024-06-30 13F KLA COM NEW 482480100 438 0 0.00 361 17.97 0.0634
2024-04-26 2024-03-31 13F KLA COM NEW 482480100 438 -1 -0.23 306 20.00 0.0563
2024-01-09 2023-12-31 13F KLA COM NEW 482480100 439 0 0.00 255 26.87 0.0623
2023-11-29 2023-09-30 13F KLA COM NEW 482480100 439 0 0.00 201 -5.63 0.0592
2023-08-10 2023-06-30 13F KLA COM NEW 482480100 439 439 213 0.0627
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.