account_balance
Investment manager · 13F filer · SEC CIK 1166620
KLCM Advisors, Inc.
Reported value$1.25Bas of Jun 30, 2026
Positions283 35 new, 8 sold out
Top 10 weight47.8%NVDA alone is 23%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
22.8%Trimmed −5%
AAPLApple Inc
6.4%
ATIAti Inc
3.3%Trimmed −21%
CCitigroup Inc
2.7%Trimmed −4%
BABoeing Co
2.6%
MANManpowergroup Inc Wis
2.3%Trimmed −4%
BLDRBuilders Firstsource Inc
2.1%
MCSMarcus Corp Del
1.9%Trimmed −4%
UPSUnited Parcel SVCS Inc
1.8%
QCOMQualcomm Inc
1.7%Trimmed −10%
SPYState STR SPDR S&P 500 ETF T
1.7%Trimmed −5%
IFF1.6%NVDANvidia Corporation
22.8%Trimmed −5%
AAPL6.4%ATI3.3%C2.7%BA2.6%MAN2.3%BLDR2.1%MCS1.9%UPS1.8%QCOM1.7%SPY1.7%IFF1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 22.8% Trimmed −5%AAPL Apple Inc 6.4% HeldATI Ati Inc 3.3% Trimmed −21%C Citigroup Inc 2.7% Trimmed −4%BA Boeing Co 2.6% HeldMAN Manpowergroup Inc Wis 2.3% Trimmed −4%BLDR Builders Firstsource Inc 2.1% HeldMCS Marcus Corp Del 1.9% Trimmed −4%UPS United Parcel SVCS Inc 1.8% HeldQCOM Qualcomm Inc 1.7% Trimmed −10%SPY State STR SPDR S&P 500 ETF T 1.7% Trimmed −5%IFF International Flavors&fragra 1.6% Trimmed −3%
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