E&G Advisors, LP KLAC — KLA-TENCOR CORP

Ownership history in E&G Advisors, LP  ·  35 quarters on record

AI Ownership Summary

E&G Advisors, LP reported KLA-TENCOR CORP (KLAC) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows KLAC at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KLAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LP's position in KLA-TENCOR 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 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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
2023 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.

KLAC stock page E&G Advisors, LP fund profile E&G Advisors, LP full holdings
How E&G Advisors, LP 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,799 +6 +0.3% 0.59% $2.6M 2026-04-21 $1785.37
2025 Q4 REDUCED 5.3% +21.3% ❌ 1,793 -100 -5.3% 0.49% $2.2M 2026-01-23 $1510.82
2025 Q3 ADDED — — — 1,893 +2 +0.1% 0.48% $2.0M 2025-10-21 $1144.02
2025 Q2 REDUCED 5.0% +19.1% ❌ 1,891 -100 -5.0% 0.44% $1.7M 2025-07-14 $917.11
2025 Q1 REDUCED 5.2% +32.1% ❌ 1,991 -110 -5.2% 0.38% $1.4M 2025-04-23 $652.17
2024 Q4 UNCHANGED — — — 2,101 — 0% 0.36% $1.3M 2025-01-24 $742.50
2024 Q3 UNCHANGED — — — 2,101 — 0% 0.45% $1.6M 2024-10-18 $670.04
2024 Q2 UNCHANGED — — — 2,101 — 0% 0.51% $1.7M 2024-07-18 $775.80
2024 Q1 ADDED — — — 2,101 +31 +1.5% 0.46% $1.5M 2024-04-19 $617.92
2023 Q4 REDUCED 8.8% +22.6% ❌ 2,070 -200 -8.8% 0.43% $1.2M 2024-01-25 $629.83
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KLAC

As of 2026 Q1 — sorted by position size

UHLMANN PRICE SECURITIES, LLC 82.15% Argos Wealth Advisors, LLC 6.3% Jones Kertz & Associates, Inc. 6.18% EVEXIA WEALTH LLC 6.11% JGP Wealth Management, LLC 3Y 7Y 5.83% Lafayette Investments, Inc. 3Y 7Y 5.07% Carmel Capital Management L.L.C. 3Y 5.05% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 5.03% Axecap Investments, LLC 4.63% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 4.56%

FAQ About E&G Advisors, LP and KLAC

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

How long has E&G Advisors, LP reported owning KLAC?

E&G Advisors, LP reported KLAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KLAC position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for KLAC was 0.59% in 2026 Q1.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q1, when E&G Advisors, LP reported 1,799 shares, equal to 0.59% of portfolio, with an estimated market value of $2.6M.

What does the chart on this KLAC ownership page compare?

The chart compares E&G Advisors, LP'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 E&G Advisors, LP time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, E&G Advisors, LP correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on KLAC relative to SPY over the holding period was +23.5%.

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