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Disclosed positions
CONTRAVISORY INVESTMENT MANAGEMENT, INC.: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- KLA CORP
- Ticker
- KLAC
- Class
- COM NEW
- Reported value
- $23,601,566
- Reported amount
- 78,226
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001580642-26-004344Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| KLA CORP | KLAC | COM NEW | $23,601,566 | 78,226 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $19,942,368 | 41,758 | SH | None |
| UBS GROUP AG | UBS | SHS | $13,709,386 | 276,622 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $13,463,286 | 38,104 | SH | None |
| CISCO SYS INC | CSCO | COM | $13,301,640 | 113,244 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $12,669,962 | 38,707 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $12,177,906 | 12,041 | SH | None |
| HOWMET AEROSPACE INC | HWM | COM | $12,081,224 | 44,935 | SH | None |
| RTX CORPORATION | RTX | COM | $11,432,371 | 60,256 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $11,168,716 | 5,614 | SH | None |
| AMPHENOL CORP | APH | CL A | $11,161,938 | 63,305 | SH | None |
| APA CORPORATION | APA | COM | $11,078,881 | 340,156 | SH | None |
| APPLE INC | AAPL | COM | $10,989,893 | 37,980 | SH | None |
| BARCLAYS PLC | BCS | ADR | $10,659,042 | 396,837 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,516,530 | 52,559 | SH | None |
| TESLA INC | TSLA | COM | $10,343,395 | 24,592 | SH | None |
| GE AEROSPACE | GE | COM NEW | $10,308,968 | 27,584 | SH | None |
| TARGET CORP | TGT | COM | $9,925,185 | 75,991 | SH | None |
| TEREX CORP NEW | TEX | COM | $9,883,769 | 136,535 | SH | None |
| MERCK & CO INC | MRK | COM | $9,848,626 | 76,643 | SH | None |
| US FOODS HLDG CORP | USFD | COM | $9,822,237 | 96,061 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,791,722 | 41,083 | SH | None |
| BROADCOM INC | AVGO | COM | $9,665,112 | 25,586 | SH | None |
| EMCOR GROUP INC | EME | COM | $9,644,865 | 11,622 | SH | None |
| BIOGEN INC | BIIB | COM | $9,577,724 | 44,329 | SH | None |
| DYCOM INDS INC | DY | COM | $9,045,005 | 17,890 | SH | None |
| AFLAC INC | AFL | COM | $9,001,986 | 76,776 | SH | None |
| ROCKWELL AUTOMATION INC | ROK | COM | $8,986,692 | 18,152 | SH | None |
| FORD MTR CO | F | COM | $8,801,133 | 633,175 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $8,624,560 | 30,802 | SH | None |
| WALMART INC | WMT | COM | $8,232,077 | 72,683 | SH | None |
| DEVON ENERGY CORP NEW | DVN | COM | $8,015,088 | 193,976 | SH | None |
| OTTER TAIL CORP | OTTR | COM | $7,777,961 | 86,441 | SH | None |
| XCEL ENERGY INC | XEL | COM | $7,533,666 | 93,819 | SH | None |
| CAMECO CORP | CCJ | COM | $7,312,326 | 71,788 | SH | None |
| PFIZER INC | PFE | COM | $7,206,903 | 299,290 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $6,639,185 | 40,053 | SH | None |
| REGENERON PHARMACEUTICALS | REGN | COM | $6,327,060 | 10,147 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $5,569,471 | 29,233 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,174,906 | 13,873 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,544,316 | 2,955 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $2,590,276 | 37,864 | SH | None |
| WELLTOWER INC | WELL | COM | $2,556,363 | 11,263 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $2,269,349 | 5,237 | SH | None |
| TERADYNE INC | TER | COM | $2,255,178 | 4,661 | SH | None |
| HEWLETT PACKARD ENTERPRISE C | HPE | COM | $2,000,899 | 44,356 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,980,903 | 3,410 | SH | None |
| INTEL CORP | INTC | COM | $1,962,639 | 14,056 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,926,072 | 2,664 | SH | None |
| CORNING INC | GLW | COM | $1,902,954 | 7,450 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.