Filed: 8/4/2025ACC: 0001166620-25-000005
📋 What this filing means
KLCM ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $940.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$940.63M
Total AUM (reported)
19.67M
Total Shares
Allocation by class
COM$940.63M100.0%
Portfolio Concentration
Top 3$318.94M33.9%
4–10$159.10M16.9%
11–25$219.21M23.3%
Rest$243.37M25.9%
Top 3 weight
33.9%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 19.67M
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
19.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings179
Rows:
Nvidia Corp.
SOLEShares1.61M
TypeSH
Market value$254.85M
27.09%
Sole
0.00
Shared
0.00
None
1.61M
Citigroup Inc.
SOLEShares387.14K
TypeSH
Market value$32.95M
3.50%
Sole
0.00
Shared
0.00
None
387.14K
Boeing Co.
SOLEShares148.61K
TypeSH
Market value$31.14M
3.31%
Sole
0.00
Shared
0.00
None
148.61K
Allegheny Technologies Inc.
SOLEShares345.26K
TypeSH
Market value$29.81M
3.17%
Sole
0.00
Shared
0.00
None
345.26K
Apple Inc.
SOLEShares123.46K
TypeSH
Market value$25.33M
2.69%
Sole
0.00
Shared
0.00
None
123.46K
Builders Firstsource
SOLEShares198.72K
TypeSH
Market value$23.19M
2.47%
Sole
0.00
Shared
0.00
None
198.72K
Manpower Inc.
SOLEShares548.11K
TypeSH
Market value$22.14M
2.35%
Sole
0.00
Shared
0.00
None
548.11K
Meta Platforms Inc.
SOLEShares29.11K
TypeSH
Market value$21.48M
2.28%
Sole
0.00
Shared
0.00
None
29.11K
Wells Fargo & Co.
SOLEShares239.15K
TypeSH
Market value$19.16M
2.04%
Sole
0.00
Shared
0.00
None
239.15K
Goodyear Tire & Rubber
SOLEShares1.73M
TypeSH
Market value$17.99M
1.91%
Sole
0.00
Shared
0.00
None
1.73M
Marcus Corp.
SOLEShares1M
TypeSH
Market value$16.93M
1.80%
Sole
0.00
Shared
0.00
None
1M
Conagra Foods Inc.
SOLEShares807.83K
TypeSH
Market value$16.54M
1.76%
Sole
0.00
Shared
0.00
None
807.83K
Gates Industrial Corp.
SOLEShares707.08K
TypeSH
Market value$16.28M
1.73%
Sole
0.00
Shared
0.00
None
707.08K
Bank of America Corp.
SOLEShares341.77K
TypeSH
Market value$16.17M
1.72%
Sole
0.00
Shared
0.00
None
341.77K
Verizon Communications
SOLEShares372.17K
TypeSH
Market value$16.10M
1.71%
Sole
0.00
Shared
0.00
None
372.17K
Cisco Systems Inc.
SOLEShares228.62K
TypeSH
Market value$15.86M
1.69%
Sole
0.00
Shared
0.00
None
228.62K
Bristol-Myers Squibb Corp.
SOLEShares339.67K
TypeSH
Market value$15.72M
1.67%
Sole
0.00
Shared
0.00
None
339.67K
United Parcel Service Inc.
SOLEShares145.74K
TypeSH
Market value$14.71M
1.56%
Sole
0.00
Shared
0.00
None
145.74K
Truist Financial Corp.
SOLEShares340.02K
TypeSH
Market value$14.62M
1.55%
Sole
0.00
Shared
0.00
None
340.02K
APA Corporation
SOLEShares793.71K
TypeSH
Market value$14.52M
1.54%
Sole
0.00
Shared
0.00
None
793.71K
Halliburton Co.
SOLEShares703.99K
TypeSH
Market value$14.35M
1.53%
Sole
0.00
Shared
0.00
None
703.99K
Hexcel Corp.
SOLEShares222.56K
TypeSH
Market value$12.57M
1.34%
Sole
0.00
Shared
0.00
None
222.56K
Organon & Co.
SOLEShares1.22M
TypeSH
Market value$11.81M
1.26%
Sole
0.00
Shared
0.00
None
1.22M
Nike Inc.
SOLEShares162.62K
TypeSH
Market value$11.55M
1.23%
Sole
0.00
Shared
0.00
None
162.62K
Kenvue Inc.
SOLEShares547.83K
TypeSH
Market value$11.47M
1.22%
Sole
0.00
Shared
0.00
None
547.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 1.61M | SH | $254.85M 27.09% | 0.00 | 0.00 | 1.61M |
Citigroup Inc.SOLE | COM | 387.14K | SH | $32.95M 3.50% | 0.00 | 0.00 | 387.14K |
Boeing Co.SOLE | COM | 148.61K | SH | $31.14M 3.31% | 0.00 | 0.00 | 148.61K |
Allegheny Technologies Inc.SOLE | COM | 345.26K | SH | $29.81M 3.17% | 0.00 | 0.00 | 345.26K |
Apple Inc.SOLE | COM | 123.46K | SH | $25.33M 2.69% | 0.00 | 0.00 | 123.46K |
Builders FirstsourceSOLE | COM | 198.72K | SH | $23.19M 2.47% | 0.00 | 0.00 | 198.72K |
Manpower Inc.SOLE | COM | 548.11K | SH | $22.14M 2.35% | 0.00 | 0.00 | 548.11K |
Meta Platforms Inc.SOLE | COM | 29.11K | SH | $21.48M 2.28% | 0.00 | 0.00 | 29.11K |
Wells Fargo & Co.SOLE | COM | 239.15K | SH | $19.16M 2.04% | 0.00 | 0.00 | 239.15K |
Goodyear Tire & RubberSOLE | COM | 1.73M | SH | $17.99M 1.91% | 0.00 | 0.00 | 1.73M |
Marcus Corp.SOLE | COM | 1M | SH | $16.93M 1.80% | 0.00 | 0.00 | 1M |
Conagra Foods Inc.SOLE | COM | 807.83K | SH | $16.54M 1.76% | 0.00 | 0.00 | 807.83K |
Gates Industrial Corp.SOLE | COM | 707.08K | SH | $16.28M 1.73% | 0.00 | 0.00 | 707.08K |
Bank of America Corp.SOLE | COM | 341.77K | SH | $16.17M 1.72% | 0.00 | 0.00 | 341.77K |
Verizon CommunicationsSOLE | COM | 372.17K | SH | $16.10M 1.71% | 0.00 | 0.00 | 372.17K |
Cisco Systems Inc.SOLE | COM | 228.62K | SH | $15.86M 1.69% | 0.00 | 0.00 | 228.62K |
Bristol-Myers Squibb Corp.SOLE | COM | 339.67K | SH | $15.72M 1.67% | 0.00 | 0.00 | 339.67K |
United Parcel Service Inc.SOLE | COM | 145.74K | SH | $14.71M 1.56% | 0.00 | 0.00 | 145.74K |
Truist Financial Corp.SOLE | COM | 340.02K | SH | $14.62M 1.55% | 0.00 | 0.00 | 340.02K |
APA CorporationSOLE | COM | 793.71K | SH | $14.52M 1.54% | 0.00 | 0.00 | 793.71K |
Halliburton Co.SOLE | COM | 703.99K | SH | $14.35M 1.53% | 0.00 | 0.00 | 703.99K |
Hexcel Corp.SOLE | COM | 222.56K | SH | $12.57M 1.34% | 0.00 | 0.00 | 222.56K |
Organon & Co.SOLE | COM | 1.22M | SH | $11.81M 1.26% | 0.00 | 0.00 | 1.22M |
Nike Inc.SOLE | COM | 162.62K | SH | $11.55M 1.23% | 0.00 | 0.00 | 162.62K |
Kenvue Inc.SOLE | COM | 547.83K | SH | $11.47M 1.22% | 0.00 | 0.00 | 547.83K |
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