Chatterton & Associates Inc. KLAC β€” KLA CORP

Ownership history in Chatterton & Associates Inc.  Β·  2 quarters on record

AI Ownership Summary

Chatterton & Associates Inc. reported KLA CORP (KLAC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.66% in 2026 Q1. The latest visible filing shows KLAC at 2.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KLAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chatterton & Associates Inc.'s position in KLA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KLAC was reported at 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chatterton & Associates Inc. held KLAC β€” position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 2,195 -15 -0.7% 2.66% $3.8M 2026-04-20 $1805.32
2025 Q4 INITIATED β€” β€” β€” 2,210 β€” β€” 2.30% $2.7M 2026-01-20 $1484.25

FAQ About Chatterton & Associates Inc. and KLAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chatterton & Associates Inc. reported owning KLAC?

Chatterton & Associates Inc. reported KLAC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported KLAC position in Chatterton & Associates Inc.'s portfolio?

The largest reported portfolio weight for KLAC was 2.66% in 2026 Q1.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q1, when Chatterton & Associates Inc. reported 2,195 shares, equal to 2.66% of portfolio, with an estimated market value of $3.8M.

What does the chart on this KLAC ownership page compare?

The chart compares Chatterton & Associates Inc.'s quarterly KLAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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