HAGER INVESTMENT MANAGEMENT SERVICES, LLC KLAC KLA CORP COM NEW

Ownership history in HAGER INVESTMENT MANAGEMENT SERVICES, LLC  ·  6 quarters on record

AI Ownership Summary

HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported KLA CORP COM NEW (KLAC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.85% in 2026 Q2. The latest visible filing shows KLAC at 1.85% 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 HAGER INVESTMENT MANAGEMENT SERVICES, 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 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% 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
2025 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.

How HAGER INVESTMENT MANAGEMENT SERVICES, 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 13,361 +13,347 +95335.7% 1.85% $4.0M 2026-07-20 $207.60
2026 Q1 UNCHANGED 14 0% 0.01% $21K 2026-05-12 $180.90
2025 Q4 ADDED 14 +9 +180.0% 0.01% $17K 2026-01-22 $149.61
2025 Q3 REDUCED 64.3% +17.1% 5 -9 -64.3% 0.00% $5K 2025-11-12 $119.39
2025 Q2 UNCHANGED 14 0% 0.01% $13K 2025-07-23 $89.13
2025 Q1 INITIATED 14 0.01% $10K 2025-05-02 $69.20

FAQ About HAGER INVESTMENT MANAGEMENT SERVICES, 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 HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported owning KLAC?

HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported KLAC across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KLAC position in HAGER INVESTMENT MANAGEMENT SERVICES, LLC's portfolio?

The largest reported portfolio weight for KLAC was 1.85% in 2026 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q2, when HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported 13,361 shares, equal to 1.85% of portfolio, with an estimated market value of $4.0M.

What does the chart on this KLAC ownership page compare?

The chart compares HAGER INVESTMENT MANAGEMENT SERVICES, 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 HAGER INVESTMENT MANAGEMENT SERVICES, LLC time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, HAGER INVESTMENT MANAGEMENT SERVICES, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on KLAC relative to SPY over the holding period was +95.5%.

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