Filed: 5/13/2025ACC: 0001166620-25-000004
📋 What this filing means
KLCM ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $854.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$854.76M
Total AUM (reported)
19.87M
Total Shares
Allocation by class
COM$854.76M100.0%
Portfolio Concentration
Top 3$242.34M28.4%
4–10$146.87M17.2%
11–25$227.21M26.6%
Rest$238.33M27.9%
Top 3 weight
28.4%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 19.87M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings178
Rows:
Nvidia Corp.
SOLEShares1.69M
TypeSH
Market value$183.60M
21.48%
Sole
0.00
Shared
0.00
None
1.69M
Boeing Co.
SOLEShares181.16K
TypeSH
Market value$30.90M
3.61%
Sole
0.00
Shared
0.00
None
181.16K
Citigroup Inc.
SOLEShares392.18K
TypeSH
Market value$27.84M
3.26%
Sole
0.00
Shared
0.00
None
392.18K
Allegheny Technologies Inc.
SOLEShares470.07K
TypeSH
Market value$24.46M
2.86%
Sole
0.00
Shared
0.00
None
470.07K
APA Corporation
SOLEShares1.05M
TypeSH
Market value$22.16M
2.59%
Sole
0.00
Shared
0.00
None
1.05M
Conagra Foods Inc.
SOLEShares805.97K
TypeSH
Market value$21.50M
2.51%
Sole
0.00
Shared
0.00
None
805.97K
Bristol-Myers Squibb Corp.
SOLEShares346.29K
TypeSH
Market value$21.12M
2.47%
Sole
0.00
Shared
0.00
None
346.29K
Newmont Corp.
SOLEShares433.52K
TypeSH
Market value$20.93M
2.45%
Sole
0.00
Shared
0.00
None
433.52K
Organon & Co.
SOLEShares1.27M
TypeSH
Market value$18.96M
2.22%
Sole
0.00
Shared
0.00
None
1.27M
Marcus Corp.
SOLEShares1.06M
TypeSH
Market value$17.75M
2.08%
Sole
0.00
Shared
0.00
None
1.06M
Manpower Inc.
SOLEShares306.43K
TypeSH
Market value$17.74M
2.07%
Sole
0.00
Shared
0.00
None
306.43K
Verizon Communications
SOLEShares384.42K
TypeSH
Market value$17.44M
2.04%
Sole
0.00
Shared
0.00
None
384.42K
Wells Fargo & Co.
SOLEShares241.54K
TypeSH
Market value$17.34M
2.03%
Sole
0.00
Shared
0.00
None
241.54K
Goodyear Tire & Rubber
SOLEShares1.81M
TypeSH
Market value$16.71M
1.96%
Sole
0.00
Shared
0.00
None
1.81M
Apple Inc.
SOLEShares74.91K
TypeSH
Market value$16.64M
1.95%
Sole
0.00
Shared
0.00
None
74.91K
Meta Platforms Inc.
SOLEShares28.34K
TypeSH
Market value$16.34M
1.91%
Sole
0.00
Shared
0.00
None
28.34K
United Parcel Service Inc.
SOLEShares148.43K
TypeSH
Market value$16.33M
1.91%
Sole
0.00
Shared
0.00
None
148.43K
Dow Inc.
SOLEShares436.51K
TypeSH
Market value$15.24M
1.78%
Sole
0.00
Shared
0.00
None
436.51K
Cisco Systems Inc.
SOLEShares238.34K
TypeSH
Market value$14.71M
1.72%
Sole
0.00
Shared
0.00
None
238.34K
Bank of America Corp.
SOLEShares346.71K
TypeSH
Market value$14.47M
1.69%
Sole
0.00
Shared
0.00
None
346.71K
Truist Financial Corp.
SOLEShares350.82K
TypeSH
Market value$14.44M
1.69%
Sole
0.00
Shared
0.00
None
350.82K
Kenvue Inc.
SOLEShares565.90K
TypeSH
Market value$13.57M
1.59%
Sole
0.00
Shared
0.00
None
565.90K
Gates Industrial Corp.
SOLEShares717.66K
TypeSH
Market value$13.21M
1.55%
Sole
0.00
Shared
0.00
None
717.66K
Builders Firstsource
SOLEShares99.76K
TypeSH
Market value$12.46M
1.46%
Sole
0.00
Shared
0.00
None
99.76K
Nike Inc.
SOLEShares166.68K
TypeSH
Market value$10.58M
1.24%
Sole
0.00
Shared
0.00
None
166.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 1.69M | SH | $183.60M 21.48% | 0.00 | 0.00 | 1.69M |
Boeing Co.SOLE | COM | 181.16K | SH | $30.90M 3.61% | 0.00 | 0.00 | 181.16K |
Citigroup Inc.SOLE | COM | 392.18K | SH | $27.84M 3.26% | 0.00 | 0.00 | 392.18K |
Allegheny Technologies Inc.SOLE | COM | 470.07K | SH | $24.46M 2.86% | 0.00 | 0.00 | 470.07K |
APA CorporationSOLE | COM | 1.05M | SH | $22.16M 2.59% | 0.00 | 0.00 | 1.05M |
Conagra Foods Inc.SOLE | COM | 805.97K | SH | $21.50M 2.51% | 0.00 | 0.00 | 805.97K |
Bristol-Myers Squibb Corp.SOLE | COM | 346.29K | SH | $21.12M 2.47% | 0.00 | 0.00 | 346.29K |
Newmont Corp.SOLE | COM | 433.52K | SH | $20.93M 2.45% | 0.00 | 0.00 | 433.52K |
Organon & Co.SOLE | COM | 1.27M | SH | $18.96M 2.22% | 0.00 | 0.00 | 1.27M |
Marcus Corp.SOLE | COM | 1.06M | SH | $17.75M 2.08% | 0.00 | 0.00 | 1.06M |
Manpower Inc.SOLE | COM | 306.43K | SH | $17.74M 2.07% | 0.00 | 0.00 | 306.43K |
Verizon CommunicationsSOLE | COM | 384.42K | SH | $17.44M 2.04% | 0.00 | 0.00 | 384.42K |
Wells Fargo & Co.SOLE | COM | 241.54K | SH | $17.34M 2.03% | 0.00 | 0.00 | 241.54K |
Goodyear Tire & RubberSOLE | COM | 1.81M | SH | $16.71M 1.96% | 0.00 | 0.00 | 1.81M |
Apple Inc.SOLE | COM | 74.91K | SH | $16.64M 1.95% | 0.00 | 0.00 | 74.91K |
Meta Platforms Inc.SOLE | COM | 28.34K | SH | $16.34M 1.91% | 0.00 | 0.00 | 28.34K |
United Parcel Service Inc.SOLE | COM | 148.43K | SH | $16.33M 1.91% | 0.00 | 0.00 | 148.43K |
Dow Inc.SOLE | COM | 436.51K | SH | $15.24M 1.78% | 0.00 | 0.00 | 436.51K |
Cisco Systems Inc.SOLE | COM | 238.34K | SH | $14.71M 1.72% | 0.00 | 0.00 | 238.34K |
Bank of America Corp.SOLE | COM | 346.71K | SH | $14.47M 1.69% | 0.00 | 0.00 | 346.71K |
Truist Financial Corp.SOLE | COM | 350.82K | SH | $14.44M 1.69% | 0.00 | 0.00 | 350.82K |
Kenvue Inc.SOLE | COM | 565.90K | SH | $13.57M 1.59% | 0.00 | 0.00 | 565.90K |
Gates Industrial Corp.SOLE | COM | 717.66K | SH | $13.21M 1.55% | 0.00 | 0.00 | 717.66K |
Builders FirstsourceSOLE | COM | 99.76K | SH | $12.46M 1.46% | 0.00 | 0.00 | 99.76K |
Nike Inc.SOLE | COM | 166.68K | SH | $10.58M 1.24% | 0.00 | 0.00 | 166.68K |
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