Filed: 11/13/2025ACC: 0001166620-25-000007
📋 What this filing means
KLCM ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$1.00B
Total AUM (reported)
18.41M
Total Shares
Allocation by class
COM$1.00B100.0%
Portfolio Concentration
Top 3$369.97M36.9%
4–10$160.10M16.0%
11–25$220.90M22.0%
Rest$251.81M25.1%
Top 3 weight
36.9%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 18.41M
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
18.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings180
Rows:
Nvidia Corp.
SOLEShares1.44M
TypeSH
Market value$269.16M
26.84%
Sole
0.00
Shared
0.00
None
1.44M
Apple Inc.
SOLEShares267.98K
TypeSH
Market value$68.24M
6.80%
Sole
0.00
Shared
0.00
None
267.98K
Boeing Co.
SOLEShares150.92K
TypeSH
Market value$32.57M
3.25%
Sole
0.00
Shared
0.00
None
150.92K
Allegheny Technologies Inc.
SOLEShares353.84K
TypeSH
Market value$28.78M
2.87%
Sole
0.00
Shared
0.00
None
353.84K
Citigroup Inc.
SOLEShares268.58K
TypeSH
Market value$27.26M
2.72%
Sole
0.00
Shared
0.00
None
268.58K
Meta Platforms Inc.
SOLEShares36.17K
TypeSH
Market value$26.56M
2.65%
Sole
0.00
Shared
0.00
None
36.17K
Manpower Inc.
SOLEShares556.95K
TypeSH
Market value$21.11M
2.10%
Sole
0.00
Shared
0.00
None
556.95K
Builders Firstsource
SOLEShares162.65K
TypeSH
Market value$19.72M
1.97%
Sole
0.00
Shared
0.00
None
162.65K
Wells Fargo & Co.
SOLEShares230.03K
TypeSH
Market value$19.28M
1.92%
Sole
0.00
Shared
0.00
None
230.03K
United Parcel Service Inc.
SOLEShares208.09K
TypeSH
Market value$17.38M
1.73%
Sole
0.00
Shared
0.00
None
208.09K
APA Corporation
SOLEShares696.92K
TypeSH
Market value$16.92M
1.69%
Sole
0.00
Shared
0.00
None
696.92K
Gates Industrial Corp.
SOLEShares675.73K
TypeSH
Market value$16.77M
1.67%
Sole
0.00
Shared
0.00
None
675.73K
Bank of America Corp.
SOLEShares323.36K
TypeSH
Market value$16.68M
1.66%
Sole
0.00
Shared
0.00
None
323.36K
Halliburton Co.
SOLEShares675.56K
TypeSH
Market value$16.62M
1.66%
Sole
0.00
Shared
0.00
None
675.56K
Marcus Corp.
SOLEShares1.01M
TypeSH
Market value$15.74M
1.57%
Sole
0.00
Shared
0.00
None
1.01M
Truist Financial Corp.
SOLEShares339.40K
TypeSH
Market value$15.52M
1.55%
Sole
0.00
Shared
0.00
None
339.40K
Conagra Foods Inc.
SOLEShares831.45K
TypeSH
Market value$15.22M
1.52%
Sole
0.00
Shared
0.00
None
831.45K
Verizon Communications
SOLEShares343.85K
TypeSH
Market value$15.11M
1.51%
Sole
0.00
Shared
0.00
None
343.85K
Cisco Systems Inc.
SOLEShares219.01K
TypeSH
Market value$14.98M
1.49%
Sole
0.00
Shared
0.00
None
219.01K
Bristol-Myers Squibb Corp.
SOLEShares321.87K
TypeSH
Market value$14.52M
1.45%
Sole
0.00
Shared
0.00
None
321.87K
Hexcel Corp.
SOLEShares212.28K
TypeSH
Market value$13.31M
1.33%
Sole
0.00
Shared
0.00
None
212.28K
Broadcom Inc.
SOLEShares40.08K
TypeSH
Market value$13.22M
1.32%
Sole
0.00
Shared
0.00
None
40.08K
Goodyear Tire & Rubber
SOLEShares1.70M
TypeSH
Market value$12.71M
1.27%
Sole
0.00
Shared
0.00
None
1.70M
Organon & Co.
SOLEShares1.12M
TypeSH
Market value$11.99M
1.20%
Sole
0.00
Shared
0.00
None
1.12M
Microsoft Corp.
SOLEShares22.37K
TypeSH
Market value$11.58M
1.16%
Sole
0.00
Shared
0.00
None
22.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 1.44M | SH | $269.16M 26.84% | 0.00 | 0.00 | 1.44M |
Apple Inc.SOLE | COM | 267.98K | SH | $68.24M 6.80% | 0.00 | 0.00 | 267.98K |
Boeing Co.SOLE | COM | 150.92K | SH | $32.57M 3.25% | 0.00 | 0.00 | 150.92K |
Allegheny Technologies Inc.SOLE | COM | 353.84K | SH | $28.78M 2.87% | 0.00 | 0.00 | 353.84K |
Citigroup Inc.SOLE | COM | 268.58K | SH | $27.26M 2.72% | 0.00 | 0.00 | 268.58K |
Meta Platforms Inc.SOLE | COM | 36.17K | SH | $26.56M 2.65% | 0.00 | 0.00 | 36.17K |
Manpower Inc.SOLE | COM | 556.95K | SH | $21.11M 2.10% | 0.00 | 0.00 | 556.95K |
Builders FirstsourceSOLE | COM | 162.65K | SH | $19.72M 1.97% | 0.00 | 0.00 | 162.65K |
Wells Fargo & Co.SOLE | COM | 230.03K | SH | $19.28M 1.92% | 0.00 | 0.00 | 230.03K |
United Parcel Service Inc.SOLE | COM | 208.09K | SH | $17.38M 1.73% | 0.00 | 0.00 | 208.09K |
APA CorporationSOLE | COM | 696.92K | SH | $16.92M 1.69% | 0.00 | 0.00 | 696.92K |
Gates Industrial Corp.SOLE | COM | 675.73K | SH | $16.77M 1.67% | 0.00 | 0.00 | 675.73K |
Bank of America Corp.SOLE | COM | 323.36K | SH | $16.68M 1.66% | 0.00 | 0.00 | 323.36K |
Halliburton Co.SOLE | COM | 675.56K | SH | $16.62M 1.66% | 0.00 | 0.00 | 675.56K |
Marcus Corp.SOLE | COM | 1.01M | SH | $15.74M 1.57% | 0.00 | 0.00 | 1.01M |
Truist Financial Corp.SOLE | COM | 339.40K | SH | $15.52M 1.55% | 0.00 | 0.00 | 339.40K |
Conagra Foods Inc.SOLE | COM | 831.45K | SH | $15.22M 1.52% | 0.00 | 0.00 | 831.45K |
Verizon CommunicationsSOLE | COM | 343.85K | SH | $15.11M 1.51% | 0.00 | 0.00 | 343.85K |
Cisco Systems Inc.SOLE | COM | 219.01K | SH | $14.98M 1.49% | 0.00 | 0.00 | 219.01K |
Bristol-Myers Squibb Corp.SOLE | COM | 321.87K | SH | $14.52M 1.45% | 0.00 | 0.00 | 321.87K |
Hexcel Corp.SOLE | COM | 212.28K | SH | $13.31M 1.33% | 0.00 | 0.00 | 212.28K |
Broadcom Inc.SOLE | COM | 40.08K | SH | $13.22M 1.32% | 0.00 | 0.00 | 40.08K |
Goodyear Tire & RubberSOLE | COM | 1.70M | SH | $12.71M 1.27% | 0.00 | 0.00 | 1.70M |
Organon & Co.SOLE | COM | 1.12M | SH | $11.99M 1.20% | 0.00 | 0.00 | 1.12M |
Microsoft Corp.SOLE | COM | 22.37K | SH | $11.58M 1.16% | 0.00 | 0.00 | 22.37K |
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