KLA 공사
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,793 shares
Latest Disclosed Value $ 2,638,926
EverSource Wealth Advisors, LLC reports 13.05% increase in ownership of KLAC / KLA Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,793 shares of KLA Corporation (MX:KLAC) valued at $2,638,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,586 shares of KLA Corporation. This represents a change in shares of 13.05% 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)
2026-05-15 2026-03-31 13F/A-1 KLA CORP COM Stock 482480100 1,793 207 13.05 2,639 36.90 0.0122
2026-05-14 2026-03-31 13F KLA CORP COM Stock 482480100 11,203 9,617 279 0.0085
2026-02-06 2025-12-31 13F KLA CORP COM Stock 482480100 1,586 196 14.10 1,927 28.55 0.0709
2025-11-10 2025-09-30 13F KLA CORP COM Stock 482480100 1,390 133 10.58 1,499 33.24 0.0593
2025-08-13 2025-06-30 13F KLA CORP COM Stock 482480100 1,257 171 15.75 1,126 52.44 0.0508
2025-05-13 2025-03-31 13F KLA CORP COM Stock 482480100 1,086 194 21.75 739 31.55 0.0406
2025-02-10 2024-12-31 13F KLA CORP COM Stock 482480100 892 -239 -21.13 562 -35.89 0.0316
2024-11-08 2024-09-30 13F KLA CORP COM Stock 482480100 1,131 65 6.10 876 -0.23 0.0554
2024-08-13 2024-06-30 13F KLA CORP COM Stock 482480100 1,066 289 37.19 877 63.93 0.0583
2024-06-11 2024-03-31 13F/A-1 KLA CORP COM Stock 482480100 777 74 10.53 535 31.13 0.0421
2024-05-13 2024-03-31 13F KLA CORP COM Stock 482480100 703 0 409 0.0145
2024-02-09 2023-12-31 13F KLA CORP COM Stock 482480100 703 77 12.30 409 42.16 0.0374
2023-11-03 2023-09-30 13F KLA CORP COM Stock 482480100 626 74 13.41 287 7.49 0.0305
2023-08-04 2023-06-30 13F KLA CORP COM Stock 482480100 552 -91 -14.15 268 4.30 0.0295
2023-05-11 2023-03-31 13F KLA CORP COM Stock 482480100 643 33 5.41 257 11.30 0.0319
2023-02-09 2022-12-31 13F KLA CORP COM Stock 482480100 610 -26 -4.09 230 19.79 0.0348
2022-11-07 2022-09-30 13F KLA CORP COM Stock 482480100 636 -49 -7.15 192 -11.93 0.0440
2022-08-01 2022-06-30 13F KLA CORP COM Stock 482480100 685 169 32.75 218 14.74 0.0562
2022-05-25 2022-03-31 13F KLA CORP COM Stock 482480100 516 407 373.39 190 304.26 0.0482
2022-02-17 2021-12-31 13F/A-1 KLA CORP COM Stock 482480100 109 109 47 0.0132
2022-02-07 2021-12-31 13F KLA CORP COM Stock 482480100 109 109 47 0.0132
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.