KLAC β€” KLA CORP COM NEW

Ownership history in FourThought Financial Partners, LLC  Β·  11 quarters on record

AI Ownership Summary

FourThought Financial Partners, LLC reported KLA CORP COM NEW (KLAC) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.75% in 2025 Q4. The latest visible filing shows KLAC at 1.75% 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 FourThought Financial Partners, 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
2025 Q4

KLAC was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2025 Q4

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 2025 Q4

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 FourThought Financial Partners, LLC fund profile FourThought Financial Partners, LLC full holdings
How FourThought Financial Partners, LLC held KLAC β€” position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,040 -231 -1.3% 1.75% $20.7M 2026-02-14 (Est.) $1462.23
2025 Q3 REDUCED 17,271 -54 -0.3% 1.64% $18.6M 2025-11-13 $1158.27
2025 Q2 ADDED 17,325 +187 +1.1% 1.53% $15.5M 2025-08-12 $930.73
2025 Q1 ADDED 17,138 +12,268 +251.9% 1.22% $11.7M 2025-05-07 $689.13
2024 Q4 ADDED 4,870 +4,434 +1017.0% 0.32% $3.1M 2025-02-04 $742.01
2024 Q1 REDUCED 436 -188 -30.1% 0.03% $305K 2024-05-14 $719.48
2023 Q4 ADDED 624 +3 +0.5% 0.05% $363K 2024-02-06 $590.50
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KLAC

As of 2026 Q1 β€” sorted by position size

JGP Wealth Management, LLC 3Y 7Y 5.83% Charis Legacy Partners, LLC 3.96% Abacus FCF Advisors LLC 3Y 7Y 2.93% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 2.8% TILIA FIDUCIARY PARTNERS, INC. 3Y 2.72% PCB Capital LLC 2.64% VISTA INVESTMENT PARTNERS LLC 2.43% Community Financial Services Group, LLC 3Y 7Y 2.15% DOVER ADVISORS, LLC 3Y 2.04% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.75%

FAQ About FourThought Financial Partners, 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 FourThought Financial Partners, LLC reported owning KLAC?

FourThought Financial Partners, LLC reported KLAC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KLAC position in FourThought Financial Partners, LLC's portfolio?

The largest reported portfolio weight for KLAC was 1.75% in 2025 Q4.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2025 Q4, when FourThought Financial Partners, LLC reported 17,040 shares, equal to 1.75% of portfolio, with an estimated market value of $20.7M.

What does the chart on this KLAC ownership page compare?

The chart compares FourThought Financial Partners, 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.

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