W.H. Cornerstone Investments Inc. KLAC — KLA CORP

Ownership history in W.H. Cornerstone Investments Inc.  ·  8 quarters on record

AI Ownership Summary

W.H. Cornerstone Investments Inc. reported KLA CORP (KLAC) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows KLAC at 0.48% 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 W.H. Cornerstone Investments Inc.'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 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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 Q1 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 W.H. Cornerstone Investments Inc. fund profile W.H. Cornerstone Investments Inc. full holdings
How W.H. Cornerstone Investments Inc. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,822 +2,529 +863.1% 0.48% $851K 2026-08-07 $197.89
2026 Q1 UNCHANGED — — — 293 — 0% 0.27% $431K 2026-04-28 $180.46
2025 Q4 ADDED — — — 293 +1 +0.3% 0.21% $355K 2026-02-10 $142.56
2025 Q3 ADDED — — — 292 +1 +0.3% 0.19% $315K 2025-11-05 $122.05
2025 Q2 REDUCED 21.1% +19.1% ❌ 291 -78 -21.1% 0.17% $261K 2025-08-08 $90.79
2024 Q3 REDUCED 15.4% -18.0% ✅ 369 -67 -15.4% 0.19% $286K 2024-10-30 $68.15
2024 Q2 ADDED — — — 436 +122 +38.9% 0.26% $360K 2024-07-17 $76.87
2024 Q1 INITIATED — — — 314 — — 0.16% $219K 2024-05-06 $70.50

🏢 Other funds also holding KLAC

As of 2026 Q2 — sorted by position size

UHLMANN PRICE SECURITIES, LLC 88.42% OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 39.2% Birchview Capital, LP 3Y 7Y 25.18% Argos Wealth Advisors, LLC 11.27% Harbor Island Capital LLC 3Y 7Y 10.92% OAK ASSOCIATES LTD /OH/ 3Y 7Y 10.0% Jones Kertz & Associates, Inc. 9.97% Cunning Capital Partners, LP 3Y 9.63% JGP Wealth Management, LLC 3Y 7Y 9.39% Local Pensions Partnership Investment Ltd 9.25%

FAQ About W.H. Cornerstone Investments Inc. and KLAC

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

How long has W.H. Cornerstone Investments Inc. reported owning KLAC?

W.H. Cornerstone Investments Inc. reported KLAC across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KLAC position in W.H. Cornerstone Investments Inc.'s portfolio?

The largest reported portfolio weight for KLAC was 0.48% in 2026 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q2, when W.H. Cornerstone Investments Inc. reported 2,822 shares, equal to 0.48% of portfolio, with an estimated market value of $851K.

What does the chart on this KLAC ownership page compare?

The chart compares W.H. Cornerstone Investments Inc.'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 W.H. Cornerstone Investments Inc. time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, W.H. Cornerstone Investments Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on KLAC relative to SPY over the holding period was +3395.4%.

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