KLCM Advisors, Inc.
284 holdingsFiling period: 2026-06-30Current AUM: $1.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.46M | $291.8M | $309.4M | 23.33% | -119,776 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 276.6K | $80.0M | $91.6M | 6.91% | -7,393 | 2026-06-30 |
| 3 | ATI | ATI INC | 209.3K | $41.2M | $39.1M | 2.95% | -57,564 | 2026-06-30 |
| 4 | C | CITIGROUP INC | 244.9K | $34.3M | $33.4M | 2.51% | -11,055 | 2026-06-30 |
| 5 | BA | BOEING CO | 152.1K | $32.9M | $31.9M | 2.40% | -1,379 | 2026-06-30 |
| 6 | MAN | MANPOWERGROUP INC WIS | 947.9K | $32.0M | $55.4M | 4.18% | -56,801 | 2026-06-30 |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 344.1K | $30.8M | $20.7M | 1.56% | +2.9K | 2026-06-30 |
| 8 | MCS | MARCUS CORP DEL | 995.1K | $23.3M | $27.2M | 2.05% | -43,490 | 2026-06-30 |
| 9 | UPS | UNITED PARCEL SVCS INC | 211.6K | $22.8M | $21.7M | 1.63% | -604 | 2026-06-30 |
| 10 | QCOM | QUALCOMM INC | 117.8K | $21.8M | $22.1M | 1.67% | -43,485 | 2026-06-30 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 28.2K | $21.1M | $21.4M | 1.61% | -1,183 | 2026-06-30 |
| 12 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 257.6K | $20.4M | $21.7M | 1.64% | -6,997 | 2026-06-30 |
| 13 | — | GATES INDL CORP PLC | 695.6K | $19.5M | $19.5M | 1.47% | -2,269 | 2026-06-30 |
| 14 | WFC | WELLS FARGO & CO | 231.3K | $19.1M | $20.7M | 1.56% | -2,741 | 2026-06-30 |
| 15 | KMB | KIMBERLY-CLARK CORP | 164.1K | $18.0M | $16.2M | 1.22% | +120.5K | 2026-06-30 |
| 16 | VTI | VANGUARD INDEX FDS | 48.3K | $17.9M | $18.0M | 1.36% | +2.8K | 2026-06-30 |
| 17 | BAC | BANK OF AMER CORP | 301.5K | $17.2M | $17.9M | 1.35% | -4,633 | 2026-06-30 |
| 18 | BMY | BRISTOL-MYERS SQUIBB CO | 293.7K | $16.9M | $18.7M | 1.41% | -6,691 | 2026-06-30 |
| 19 | TFC | TRUIST FINL CORP | 339.1K | $16.9M | $17.1M | 1.29% | -14,334 | 2026-06-30 |
| 20 | NKE | NIKE INC | 395.4K | $16.2M | $14.3M | 1.08% | +248.7K | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 37.2K | $13.9M | $18.5M | 1.39% | +5.6K | 2026-06-30 |
| 22 | CXT | CRANE NXT CO | 263.1K | $13.5M | $12.5M | 0.94% | -4,832 | 2026-06-30 |
| 23 | LPX | LOUISIANA PAC CORP | 163.9K | $12.9M | $10.6M | 0.80% | +13.4K | 2026-06-30 |
| 24 | TPL | TEXAS PACIFIC LAND CORPORATI | 26.0K | $11.4M | $9.7M | 0.73% | -- | 2026-06-30 |
| 25 | GT | GOODYEAR TIRE & RUBR CO | 1.65M | $10.9M | $8.7M | 0.65% | -363,911 | 2026-06-30 |
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