Cromwell Holdings LLC KLAC — KLA Corp. COM NEW

Ownership history in Cromwell Holdings LLC  ·  9 quarters on record

AI Ownership Summary

Cromwell Holdings LLC reported KLA Corp. COM NEW (KLAC) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.56% in 2026 Q2. The latest visible filing shows KLAC at 0.56% 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 Cromwell Holdings LLC's position in KLA Corp. COM NEW, 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 Q2

KLAC was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

KLAC stock page Cromwell Holdings LLC fund profile Cromwell Holdings LLC full holdings
How Cromwell Holdings LLC held KLAC — position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,160 +3,744 +900.0% 0.56% $1.3M 2026-07-14 $230.37
2026 Q1 UNCHANGED — — — 416 — 0% 0.34% $613K 2026-04-30 $174.81
2025 Q4 UNCHANGED — — — 416 — 0% 0.28% $505K 2026-01-20 $148.24
2025 Q3 UNCHANGED — — — 416 — 0% 0.24% $449K 2025-10-24 $117.78
2025 Q2 REDUCED — — — 416 -12 -2.8% 0.23% $373K 2025-07-21 $93.18
2025 Q1 ADDED — — — 428 +3 +0.7% 0.19% $291K 2025-05-01 $67.04
2024 Q4 ADDED — — — 425 +12 +2.9% 0.15% $268K 2025-02-03 $73.20
2024 Q3 UNCHANGED — — — 413 — 0% 0.21% $320K 2024-10-23 $65.55
2024 Q2 INITIATED — — — 413 — — 0.20% $341K 2024-08-14 $78.15

🏢 Other funds also holding KLAC

As of 2026 Q2 — sorted by position size

UHLMANN PRICE SECURITIES, LLC 88.42% Jones Kertz & Associates, Inc. 9.97% JGP Wealth Management, LLC 3Y 7Y 9.39% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 6.86% Charis Legacy Partners, LLC 6.82% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 6.8% Carmel Capital Management L.L.C. 3Y 5.75% Bensler, LLC 3Y 5.4% Kessler Investment Group, LLC 3Y 7Y 5.36% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 4.89%

FAQ About Cromwell Holdings LLC and KLAC

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

How long has Cromwell Holdings LLC reported owning KLAC?

Cromwell Holdings LLC reported KLAC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KLAC position in Cromwell Holdings LLC's portfolio?

The largest reported portfolio weight for KLAC was 0.56% in 2026 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q2, when Cromwell Holdings LLC reported 4,160 shares, equal to 0.56% of portfolio, with an estimated market value of $1.3M.

What does the chart on this KLAC ownership page compare?

The chart compares Cromwell Holdings LLC'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.

How well did Cromwell Holdings LLC time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, Cromwell Holdings LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on KLAC relative to SPY over the holding period was +46.7%.

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