Ownership history in Chico Wealth RIA Β· 10 quarters on record
This page tracks every 13F SEC filing in which Chico Wealth RIA reported a position in KLA CORP (KLAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Chico Wealth RIA outperformed the S&P 500 by +23.9% annually on this KLAC position. Timing score: 60% (3/5 decisions correct). Average cost basis: $573.03. Maximum drawdown during holding period: β23.2%.
π₯ Exceptional β beat the S&P 500 by 23.9% per year on this position.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $570.55 (2023 Q4) Β· Worst: $1213.50 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Chico Wealth RIA has been actively increasing its KLAC allocation β a bullish signal from insiders.
Currently 2.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size