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KLCM Advisors, Inc. 13F holdings

Filed 2026-08-06 · KLCM Advisors, Inc. · 303 positions · $1.3B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION1.4M$284.5M22.4%
AAPLAPPLE INC276.6K$80.0M6.3%
ATIATI INC207.5K$40.9M3.2%
CCITIGROUP INC244.9K$34.3M2.7%
BABOEING CO152.1K$32.9M2.6%
MANMANPOWERGROUP INC WIS867.4K$29.3M2.3%
BLDRBUILDERS FIRSTSOURCE INC296.6K$26.5M2.1%
MCSMARCUS CORP DEL995.1K$23.3M1.8%
UPSUNITED PARCEL SVCS INC211.6K$22.8M1.8%
QCOMQUALCOMM INC117.8K$21.8M1.7%
SPYSTATE STR SPDR S&P 500 ETF T28.0K$20.9M1.6%
IFFINTERNATIONAL FLAVORS&FRAGRA257.6K$20.4M1.6%
—GATES INDL CORP PLC695.6K$19.5M1.5%
WFCWELLS FARGO & CO231.2K$19.1M1.5%
KMBKIMBERLY-CLARK CORP164.1K$18.0M1.4%
VTIVANGUARD INDEX FDS48.3K$17.9M1.4%
BACBANK OF AMER CORP301.5K$17.2M1.4%
BMYBRISTOL-MYERS SQUIBB CO293.7K$16.9M1.3%
TFCTRUIST FINL CORP339.1K$16.9M1.3%
NKENIKE INC395.4K$16.2M1.3%
MSFTMICROSOFT CORP37.2K$13.9M1.1%
CXTCRANE NXT CO263.1K$13.5M1.1%
LPXLOUISIANA PAC CORP163.9K$12.9M1.0%
TPLTEXAS PACIFIC LAND CORPORATI26.0K$11.4M0.9%
DGDOLLAR GEN CORP94.1K$10.8M0.9%
ZBHZIMMER BIOMET HOLDINGS INC125.6K$10.8M0.9%
APAAPA CORPORATION317.6K$10.3M0.8%
HALHALLIBURTON CO304.0K$10.3M0.8%
DOWDOW HLDGS INC356.9K$9.8M0.8%
LUVSOUTHWEST AIRLS CO185.8K$9.6M0.8%
OLNOLIN CORP448.3K$8.9M0.7%
GOOGLALPHABET INC24.8K$8.9M0.7%
GTGOODYEAR TIRE & RUBR CO1.3M$8.3M0.7%
BBYBEST BUY INC100.5K$7.6M0.6%
DISDISNEY WALT CO77.0K$7.4M0.6%
USBUS BANCORP120.5K$7.3M0.6%
CATCATERPILLAR INC6.8K$7.2M0.6%
LRCXLAM RESEARCH CORP16.6K$7.2M0.6%
RSPINVESCO EXCHANGE TRADED FD T32.3K$6.9M0.5%
IWDISHARES TR27.2K$6.6M0.5%
AMZNAMAZON COM INC27.1K$6.5M0.5%
GOOGALPHABET INC17.8K$6.3M0.5%
—ALLSPRING EXCHANGE TRADED FU198.4K$6.0M0.5%
QQQINVESCO QQQ TR7.8K$5.7M0.5%
METAMETA PLATFORMS INC10.0K$5.6M0.4%
IWMISHARES TR18.5K$5.6M0.4%
JPMJPMORGAN CHASE & CO15.5K$5.1M0.4%
NVDANVIDIA CORPORATION25.0K$5.0M0.4%
WECWEC ENERGY GROUP INC40.9K$4.8M0.4%
EXMOCEXXON MOBIL CORP34.5K$4.7M0.4%
FISVFISERV INC91.8K$4.5M0.4%
PLTRPALANTIR TECHNOLOGIES INC38.4K$4.5M0.4%
BLDRBUILDERS FIRSTSOURCE INC47.5K$4.3M0.3%
—ACCENTURE PLC IRELAND32.5K$4.0M0.3%
KEYKEYCORP174.6K$4.0M0.3%
PFEPFIZER INC166.4K$4.0M0.3%
CLXCLOROX CO DEL41.9K$4.0M0.3%
WRBBERKLEY W R CORP54.5K$3.8M0.3%
CVXCHEVRON CORPORATION23.1K$3.8M0.3%
PEPPEPSICO INC27.6K$3.7M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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