KLCM Advisors, Inc.
257 holdingsFiling period: 2026-03-31Current AUM: $1.35Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.58M | $275.2M | $316.8M | 23.53% | +14.8K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 284.0K | $72.1M | $87.7M | 6.52% | +12.4K | 2026-03-31 |
| 3 | ATI | ATI INC | 266.8K | $38.8M | $50.0M | 3.71% | -55,825 | 2026-03-31 |
| 4 | BA | BOEING CO | 153.5K | $30.6M | $33.2M | 2.46% | -4,085 | 2026-03-31 |
| 5 | MAN | MANPOWERGROUP INC WIS | 1.00M | $29.6M | $52.7M | 3.91% | +407.1K | 2026-03-31 |
| 6 | C | CITIGROUP INC | 256.0K | $29.0M | $33.9M | 2.52% | -1,888 | 2026-03-31 |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 341.2K | $28.1M | $22.7M | 1.68% | +179.6K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 37.1K | $21.2M | $20.7M | 1.53% | +980 | 2026-03-31 |
| 9 | UPS | UNITED PARCEL SVCS INC | 212.3K | $20.9M | $22.1M | 1.64% | +18.4K | 2026-03-31 |
| 10 | QCOM | QUALCOMM INC | 161.3K | $20.8M | $23.8M | 1.77% | +147.4K | 2026-03-31 |
| 11 | HAL | HALLIBURTON CO | 507.4K | $19.8M | $16.4M | 1.22% | -165,027 | 2026-03-31 |
| 12 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 264.6K | $19.2M | $21.0M | 1.56% | +90.8K | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 29.4K | $19.1M | $21.9M | 1.63% | +214 | 2026-03-31 |
| 14 | WFC | WELLS FARGO & CO | 234.0K | $18.6M | $20.2M | 1.50% | +11.3K | 2026-03-31 |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | 300.4K | $18.2M | $19.6M | 1.46% | -19,755 | 2026-03-31 |
| 16 | MCS | MARCUS CORP DEL | 1.04M | $17.8M | $30.2M | 2.24% | -47,294 | 2026-03-31 |
| 17 | TFC | TRUIST FINL CORP | 353.5K | $16.2M | $18.3M | 1.36% | +19.9K | 2026-03-31 |
| 18 | AVGO | BROADCOM INC | 51.8K | $16.0M | $20.2M | 1.50% | -22,317 | 2026-03-31 |
| 19 | — | GATES INDL CORP PLC | 697.9K | $15.8M | $15.8M | 1.17% | +32.3K | 2026-03-31 |
| 20 | BAC | BANK AMERICA CORP | 306.1K | $14.9M | $19.0M | 1.41% | -9,986 | 2026-03-31 |
| 21 | DOW | DOW HLDGS INC | 353.5K | $14.7M | $10.7M | 0.80% | -69,107 | 2026-03-31 |
| 22 | VTI | VANGUARD INDEX FDS | 45.5K | $14.6M | $16.7M | 1.24% | +4.6K | 2026-03-31 |
| 23 | OLN | OLIN CORP | 473.1K | $14.1M | $8.8M | 0.65% | +5.9K | 2026-03-31 |
| 24 | APA | APA CORPORATION | 323.9K | $13.7M | $12.1M | 0.90% | -389,981 | 2026-03-31 |
| 25 | GT | GOODYEAR TIRE & RUBR CO | 2.01M | $13.3M | $14.0M | 1.04% | -6,556 | 2026-03-31 |
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