KLCM Advisors, Inc.
284 holdingsFiling period: 2026-06-30Current AUM: $1.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 1.46M | $291.8M | $298.4M | 23.00% | -119,776 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 276.6K | $80.0M | $95.3M | 7.35% | -7,393 | 2026-06-30 |
| 3 | ATI | Ati Inc | 209.3K | $41.2M | $34.7M | 2.67% | -57,564 | 2026-06-30 |
| 4 | C | Citigroup Inc | 244.9K | $34.3M | $30.0M | 2.32% | -11,055 | 2026-06-30 |
| 5 | BA | Boeing Co | 152.1K | $32.9M | $26.1M | 2.01% | -1,379 | 2026-06-30 |
| 6 | MAN | Manpowergroup Inc Wis | 947.9K | $32.0M | $43.9M | 3.38% | -56,801 | 2026-06-30 |
| 7 | BLDR | Builders Firstsource Inc | 344.1K | $30.8M | $22.3M | 1.72% | +2.9K | 2026-06-30 |
| 8 | MCS | Marcus Corp Del | 995.1K | $23.3M | $26.4M | 2.04% | -43,490 | 2026-06-30 |
| 9 | UPS | United Parcel Svcs Inc | 211.6K | $22.8M | $22.9M | 1.77% | -604 | 2026-06-30 |
| 10 | QCOM | Qualcomm Inc | 117.8K | $21.8M | $19.4M | 1.50% | -43,485 | 2026-06-30 |
| 11 | SPY | State Str Spdr S&P 500 ETF T | 28.2K | $21.1M | $21.3M | 1.64% | -1,183 | 2026-06-30 |
| 12 | IFF | International Flavors&Fragra | 257.6K | $20.4M | $24.0M | 1.85% | -6,997 | 2026-06-30 |
| 13 | — | Gates Indl Corp PLC | 695.6K | $19.5M | $19.5M | 1.50% | -2,269 | 2026-06-30 |
| 14 | WFC | Wells Fargo & Co | 231.3K | $19.1M | $19.3M | 1.49% | -2,741 | 2026-06-30 |
| 15 | KMB | Kimberly-Clark Corp | 164.1K | $18.0M | $17.7M | 1.37% | +120.5K | 2026-06-30 |
| 16 | VTI | Vanguard Index Fds | 48.3K | $17.9M | $18.0M | 1.38% | +2.8K | 2026-06-30 |
| 17 | BAC | Bank of Amer Corp | 301.5K | $17.2M | $15.1M | 1.16% | -4,633 | 2026-06-30 |
| 18 | BMY | Bristol-Myers Squibb Co | 293.7K | $16.9M | $18.4M | 1.41% | -6,691 | 2026-06-30 |
| 19 | TFC | Truist Finl Corp | 339.1K | $16.9M | $16.5M | 1.28% | -14,334 | 2026-06-30 |
| 20 | NKE | Nike Inc | 395.4K | $16.2M | $15.3M | 1.18% | +248.7K | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 37.2K | $13.9M | $19.4M | 1.50% | +5.6K | 2026-06-30 |
| 22 | CXT | Crane Nxt Co | 263.1K | $13.5M | $15.4M | 1.19% | -4,832 | 2026-06-30 |
| 23 | LPX | Louisiana Pac Corp | 163.9K | $12.9M | $12.0M | 0.93% | +13.4K | 2026-06-30 |
| 24 | TPL | Texas Pacific Land Corporati | 26.0K | $11.4M | $8.6M | 0.66% | -- | 2026-06-30 |
| 25 | GT | Goodyear Tire & Rubr Co | 1.65M | $10.9M | $7.1M | 0.55% | -363,911 | 2026-06-30 |
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