KLAC β€” KLA CORP

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.

πŸ” Peak position
2.75% (2024 Q2)
πŸ“Š Avg. % of fund
2.14%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Chico Wealth RIA Γ— KLAC AI Analytics

πŸ“ˆ 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: –23.2%.

πŸ“ˆ Position Alpha vs SPY
+23.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.9% per year on this position.
8 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$573.03
+111.8% vs current ($1213.50)

Best entry: $570.55 (2023 Q4)  Β·  Worst: $1213.50 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–23.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
71%
buy-side decisions

5 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Chico Wealth RIA has been actively increasing its KLAC allocation β€” a bullish signal from insiders.
Currently 2.4% of portfolio

⚠ 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.

% of Fund (quarterly)    KLAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,031 +10 +0.3% 2.40% $3.7M $1213.50
2025 Q3 ADDED 3,021 +1 +0.0% 2.21% $3.3M $1075.40
2025 Q2 REDUCED 3,020 -629 -17.2% 2.14% $2.7M $891.14
2025 Q1 UNCHANGED 3,649 β€” 0% 2.15% $2.5M $674.68
2024 Q4 ADDED 3,649 +4 +0.1% 2.01% $2.3M $623.97
2024 Q3 UNCHANGED 3,645 β€” 0% 2.41% $2.8M $764.73
2024 Q2 UNCHANGED 3,645 β€” 0% 2.75% $3.0M $812.72
2024 Q1 REDUCED 3,645 -225 -5.8% 2.41% $2.5M $687.18
2023 Q4 ADDED 3,870 +2,870 +287.0% 2.34% $2.2M $570.55
2023 Q3 INITIATED 1,000 β€” β€” 0.55% $459K β€”
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