Filed: 8/6/2026ACC: 0001166620-26-000004
📋 What this filing means
KLCM ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$1.27B
Total AUM (reported)
16.56M
Total Shares
Allocation by class
COM$968.50M76.3%
COM NEW$64.20M5.1%
CL B$39.19M3.1%
TR UNIT$21.06M1.7%
ORD SHS$19.46M1.5%
TOTAL STK MKT$17.88M1.4%
CL A$13.03M1.0%
Portfolio Concentration
Top 3$413.09M32.5%
4–10$197.88M15.6%
11–25$245.65M19.3%
Rest$413.54M32.6%
Top 3 weight
32.5%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 16.56M
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
16.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole283
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings283
Rows:
NVIDIA CORPORATION
SOLEShares1.46M
TypeSH
Market value$291.81M
22.97%
Sole
0.00
Shared
0.00
None
1.46M
APPLE INC
SOLEShares276.57K
TypeSH
Market value$80.03M
6.30%
Sole
0.00
Shared
0.00
None
276.57K
ATI INC
SOLEShares209.28K
TypeSH
Market value$41.25M
3.25%
Sole
0.00
Shared
0.00
None
209.28K
CITIGROUP INC
SOLEShares244.93K
TypeSH
Market value$34.28M
2.70%
Sole
0.00
Shared
0.00
None
244.93K
BOEING CO
SOLEShares152.13K
TypeSH
Market value$32.93M
2.59%
Sole
0.00
Shared
0.00
None
152.13K
MANPOWERGROUP INC WIS
SOLEShares947.91K
TypeSH
Market value$32.01M
2.52%
Sole
0.00
Shared
0.00
None
947.91K
BUILDERS FIRSTSOURCE INC
SOLEShares344.09K
TypeSH
Market value$30.79M
2.42%
Sole
0.00
Shared
0.00
None
344.09K
MARCUS CORP DEL
SOLEShares995.13K
TypeSH
Market value$23.35M
1.84%
Sole
0.00
Shared
0.00
None
995.13K
UNITED PARCEL SVCS INC
SOLEShares211.65K
TypeSH
Market value$22.75M
1.79%
Sole
0.00
Shared
0.00
None
211.65K
QUALCOMM INC
SOLEShares117.79K
TypeSH
Market value$21.77M
1.71%
Sole
0.00
Shared
0.00
None
117.79K
STATE STR SPDR S&P 500 ETF T
SOLEShares28.20K
TypeSH
Market value$21.06M
1.66%
Sole
0.00
Shared
0.00
None
28.20K
INTERNATIONAL FLAVORS&FRAGRA
SOLEShares257.59K
TypeSH
Market value$20.41M
1.61%
Sole
0.00
Shared
0.00
None
257.59K
GATES INDL CORP PLC
SOLEShares695.59K
TypeSH
Market value$19.46M
1.53%
Sole
0.00
Shared
0.00
None
695.59K
WELLS FARGO & CO
SOLEShares231.28K
TypeSH
Market value$19.11M
1.50%
Sole
0.00
Shared
0.00
None
231.28K
KIMBERLY-CLARK CORP
SOLEShares164.15K
TypeSH
Market value$18.02M
1.42%
Sole
0.00
Shared
0.00
None
164.15K
VANGUARD INDEX FDS
SOLEShares48.32K
TypeSH
Market value$17.88M
1.41%
Sole
0.00
Shared
0.00
None
48.32K
BANK OF AMER CORP
SOLEShares301.50K
TypeSH
Market value$17.18M
1.35%
Sole
0.00
Shared
0.00
None
301.50K
BRISTOL-MYERS SQUIBB CO
SOLEShares293.74K
TypeSH
Market value$16.93M
1.33%
Sole
0.00
Shared
0.00
None
293.74K
TRUIST FINL CORP
SOLEShares339.12K
TypeSH
Market value$16.90M
1.33%
Sole
0.00
Shared
0.00
None
339.12K
NIKE INC
SOLEShares395.44K
TypeSH
Market value$16.23M
1.28%
Sole
0.00
Shared
0.00
None
395.44K
MICROSOFT CORP
SOLEShares37.19K
TypeSH
Market value$13.87M
1.09%
Sole
0.00
Shared
0.00
None
37.19K
CRANE NXT CO
SOLEShares263.08K
TypeSH
Market value$13.46M
1.06%
Sole
0.00
Shared
0.00
None
263.08K
LOUISIANA PAC CORP
SOLEShares163.93K
TypeSH
Market value$12.89M
1.02%
Sole
0.00
Shared
0.00
None
163.93K
TEXAS PACIFIC LAND CORPORATI
SOLEShares25.99K
TypeSH
Market value$11.37M
0.90%
Sole
0.00
Shared
0.00
None
25.99K
GOODYEAR TIRE & RUBR CO
SOLEShares1.65M
TypeSH
Market value$10.88M
0.86%
Sole
0.00
Shared
0.00
None
1.65M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.46M | SH | $291.81M 22.97% | 0.00 | 0.00 | 1.46M |
APPLE INCSOLE | COM | 276.57K | SH | $80.03M 6.30% | 0.00 | 0.00 | 276.57K |
ATI INCSOLE | COM | 209.28K | SH | $41.25M 3.25% | 0.00 | 0.00 | 209.28K |
CITIGROUP INCSOLE | COM NEW | 244.93K | SH | $34.28M 2.70% | 0.00 | 0.00 | 244.93K |
BOEING COSOLE | COM | 152.13K | SH | $32.93M 2.59% | 0.00 | 0.00 | 152.13K |
MANPOWERGROUP INC WISSOLE | COM | 947.91K | SH | $32.01M 2.52% | 0.00 | 0.00 | 947.91K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 344.09K | SH | $30.79M 2.42% | 0.00 | 0.00 | 344.09K |
MARCUS CORP DELSOLE | COM | 995.13K | SH | $23.35M 1.84% | 0.00 | 0.00 | 995.13K |
UNITED PARCEL SVCS INCSOLE | CL B | 211.65K | SH | $22.75M 1.79% | 0.00 | 0.00 | 211.65K |
QUALCOMM INCSOLE | COM | 117.79K | SH | $21.77M 1.71% | 0.00 | 0.00 | 117.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 28.20K | SH | $21.06M 1.66% | 0.00 | 0.00 | 28.20K |
INTERNATIONAL FLAVORS&FRAGRASOLE | COM | 257.59K | SH | $20.41M 1.61% | 0.00 | 0.00 | 257.59K |
GATES INDL CORP PLCSOLE | ORD SHS | 695.59K | SH | $19.46M 1.53% | 0.00 | 0.00 | 695.59K |
WELLS FARGO & COSOLE | COM | 231.28K | SH | $19.11M 1.50% | 0.00 | 0.00 | 231.28K |
KIMBERLY-CLARK CORPSOLE | COM | 164.15K | SH | $18.02M 1.42% | 0.00 | 0.00 | 164.15K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 48.32K | SH | $17.88M 1.41% | 0.00 | 0.00 | 48.32K |
BANK OF AMER CORPSOLE | COM | 301.50K | SH | $17.18M 1.35% | 0.00 | 0.00 | 301.50K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 293.74K | SH | $16.93M 1.33% | 0.00 | 0.00 | 293.74K |
TRUIST FINL CORPSOLE | COM | 339.12K | SH | $16.90M 1.33% | 0.00 | 0.00 | 339.12K |
NIKE INCSOLE | CL B | 395.44K | SH | $16.23M 1.28% | 0.00 | 0.00 | 395.44K |
MICROSOFT CORPSOLE | COM | 37.19K | SH | $13.87M 1.09% | 0.00 | 0.00 | 37.19K |
CRANE NXT COSOLE | COM | 263.08K | SH | $13.46M 1.06% | 0.00 | 0.00 | 263.08K |
LOUISIANA PAC CORPSOLE | COM | 163.93K | SH | $12.89M 1.02% | 0.00 | 0.00 | 163.93K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 25.99K | SH | $11.37M 0.90% | 0.00 | 0.00 | 25.99K |
GOODYEAR TIRE & RUBR COSOLE | COM | 1.65M | SH | $10.88M 0.86% | 0.00 | 0.00 | 1.65M |
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