Retireful, LLC KLAC KLA CORP

Ownership history in Retireful, LLC  ·  6 quarters on record

AI Ownership Summary

Retireful, LLC reported KLA CORP (KLAC) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.96% in 2024 Q2. The latest visible filing shows KLAC at 0.67% 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 Retireful, LLC's position in KLA 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 Q2

KLAC was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2024 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.

How Retireful, 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,400 +2,171 +948.0% 0.67% $724K 2026-07-22 $214.69
2026 Q1 REDUCED 229 -11 -4.6% 0.48% $337K 2026-04-15 $174.59
2025 Q4 REDUCED 15.5% +21.3% 240 -44 -15.5% 0.37% $298K 2026-01-15 $154.10
2025 Q2 REDUCED 88.5% +19.1% 284 -2,182 -88.5% 0.18% $254K 2025-07-15 $93.05
2024 Q2 REDUCED 2,466 -73 -2.9% 0.96% $2.0M 2024-08-01 $74.44
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Retireful, 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 Retireful, LLC reported owning KLAC?

Retireful, LLC reported KLAC across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KLAC position in Retireful, LLC's portfolio?

The largest reported portfolio weight for KLAC was 0.96% in 2024 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q2, when Retireful, LLC reported 2,400 shares, equal to 0.67% of portfolio, with an estimated market value of $724K.

What does the chart on this KLAC ownership page compare?

The chart compares Retireful, 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 Retireful, LLC time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, Retireful, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on KLAC relative to SPY over the holding period was +57.4%.

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