KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionZrc Wealth Management, Llc
Latest Disclosed Ownership302 shares
Latest Disclosed Value $ 444,238
Zrc Wealth Management, Llc reports 0.33% increase in ownership of KLAC / KLA Corporation

On April 14, 2026 - Zrc Wealth Management, Llc filed a 13F-HR form disclosing ownership of 302 shares of KLA Corporation (MX:KLAC) valued at $444,238 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 301 shares of KLA Corporation. This represents a change in shares of 0.33% 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.

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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)
2026-04-14 2026-03-31 13F KLA COM NEW 482480100 302 1 0.33 444 21.31 0.1591
2026-01-09 2025-12-31 13F KLA COM NEW 482480100 301 10 3.44 366 16.93 0.1297
2025-10-14 2025-09-30 13F/A-1 KLA COM NEW 482480100 291 4 1.39 314 21.79 0.1130
2025-10-06 2025-09-30 13F KLA COM NEW 482480100 287 0 257 0.1016
2025-07-08 2025-06-30 13F KLA COM NEW 482480100 287 0 0.00 257 32.47 0.1016
2025-04-09 2025-03-31 13F KLA COM NEW 482480100 287 1 0.35 195 7.78 0.0842
2025-01-29 2024-12-31 13F KLA COM NEW 482480100 286 1 0.35 180 -18.18 0.0761
2024-10-04 2024-09-30 13F KLA COM NEW 482480100 285 0 0.00 221 -5.98 0.0948
2024-07-09 2024-06-30 13F KLA COM NEW 482480100 285 1 0.35 235 18.18 0.1111
2024-04-19 2024-03-31 13F KLA COM NEW 482480100 284 -185 -39.45 198 -7.91 0.0991
2024-01-17 2023-12-31 13F KLA COM NEW 482480100 469 0 0.00 215 0.00 0.1290
2023-10-10 2023-09-30 13F KLA COM NEW 482480100 469 0 0.00 215 -5.29 0.1858
2023-07-06 2023-06-30 13F KLA COM NEW 482480100 469 0 0.00 227 21.39 0.1916
2023-05-04 2023-03-31 13F KLA COM NEW 482480100 469 469 187 0.1714
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.