KLCM Advisors, Inc. 13F Holdings
CIK 0001166620 · MILWAUKEE, WI
As of Sep 30, 2025, KLCM Advisors, Inc. reported 180 positions worth
CIK 0001166620 · MILWAUKEE, WI
As of Sep 30, 2025, KLCM Advisors, Inc. reported 180 positions worth
.0B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 1,442,584 | $269.2M | 26.84% |
| APPLE INC | AAPL | Technology | 267,980 | $68.2M | 6.80% |
| BOEING CO | BA | Industrials | 150,923 | $32.6M | 3.25% |
| Allegheny Technologies Inc. | ATI | Industrials | 353,837 | $28.8M | 2.87% |
| CITIGROUP INC | C | Financial Services | 268,580 | $27.3M | 2.72% |
| META PLATFORMS INC | META | Communication Services | 36,171 | $26.6M | 2.65% |
| Manpower Inc. | MAN | Industrials | 556,951 | $21.1M | 2.10% |
| BUILDERS FIRSTSOURCE INC | BLDR | Basic Materials | 162,649 | 9.7M | 1.97% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 230,035 | 9.3M | 1.92% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 208,088 | 7.4M | 1.73% |
| APA Corporation | APA | Energy | 696,919 | 6.9M | 1.69% |
| Gates Industrial Corporation P | — | — | 675,733 | 6.8M | 1.67% |
| BANK OF AMERICA CORP | BAC | Financial Services | 323,356 | 6.7M | 1.66% |
| HALLIBURTON CO | HAL | Energy | 675,560 | 6.6M | 1.66% |
| MARCUS CORP | MCS | Communication Services | 1,014,951 | 5.7M | 1.57% |
| TRUIST FINANCIAL CORP | TFC | Financial Services | 339,398 | 5.5M | 1.55% |
| CONAGRA BRANDS INC | CAG | Consumer Defensive | 831,447 | 5.2M | 1.52% |
| VERIZON COMMUNICATN | VZ | Communication Services | 343,850 | 5.1M | 1.51% |
| CISCO SYS INC | CSCO | Technology | 219,013 | 5.0M | 1.49% |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 321,868 | 4.5M | 1.45% |
| HEXCEL CORP | HXL | Industrials | 212,280 | 3.3M | 1.33% |
| BROADCOM INC | AVGO | Technology | 40,078 | 3.2M | 1.32% |
| GOODYEAR TIRE & RUBBER CO | GT | Consumer Cyclical | 1,698,701 | 2.7M | 1.27% |
| Organon & Co. | OGN | — | 1,122,830 | 2.0M | 1.20% |
| MICROSOFT CORP | MSFT | Technology | 22,366 | 1.6M | 1.16% |