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CIK: 0001166620
Total reported value
$1.3B
$1.3B
162 檔
20.5%
The Q1 2024 SEC filing reveals that KLCM Advisors, Inc. held a total portfolio value of $1.3B, covering 162 public equity positions.
During Q1 2024, KLCM Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including , C, ) accounted for 20.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 19.11% | — | +9.84% | ||
| 2 | C | Citigroup Inc | Stock-Financials | 4.07% | +0.25% | +0.31% | |
| 3 | ✓ | Stock-Other | 3.96% | — | -5.74% | ||
| 4 | BA | Boeing Co/the | Stock-Industrials | 3.16% | +0.01% | +10.03% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 3.15% | -0.07% | -3.11% | |
| 6 | ✓ | Stock-Other | 3.00% | — | +24.29% | ||
| 7 | NEM | Newmont CORP | Stock-Materials | 2.99% | -0.02% | +51.85% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 2.87% | +0.09% | +1.64% | |
| 9 | ✓ | Stock-Other | 2.82% | — | +60.26% | ||
| 10 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.72% | -0.21% | -0.05% | |
| 11 | T | At&t Inc | Stock-Comm Services | 2.60% | -0.05% | -0.01% | |
| 12 | ✓ | Stock-Other | 2.49% | — | -1.14% | ||
| 13 | ✓ | Stock-Other | 2.45% | — | +59.21% | ||
| 14 | MDT | Medtronic plc | Stock-Healthcare | 2.43% | — | -1.17% | |
| 15 | HAL | Halliburton Co | Stock-Energy | 2.41% | -0.86% | -3.03% | |
| 16 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.38% | — | +72.80% | |
| 17 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 2.05% | — | +9.65% | |
| 18 | DOW | Dow Inc | Stock-Materials | 1.90% | -0.42% | -0.63% | |
| 19 | ✓ | Stock-Other | 1.87% | — | +1.87% | ||
| 20 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.22% | +3.37% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.51% | -0.06% | -43.64% | |
| 22 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.51% | +0.10% | +1.54% | |
| 23 | CTRA | Coterra Energy Inc | Stock-Energy | 1.43% | -0.03% | EXIT | |
| 24 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.43% | -0.27% | +7.37% | |
| 25 | ✓ | Stock-Other | 1.27% | — | +2.06% | ||
| 26 | PTEN | Patterson-uti Energy Inc | Stock-Energy | 1.23% | -0.03% | — | |
| 27 | HN9 | Hanesbrands Inc | Stock-Other | 1.08% | — | -0.93% | |
| 28 | ✓ | Stock-Other | 1.06% | — | +3.69% | ||
| 29 | MCS | Marcus Corporation | Stock-Other | 1.02% | +0.34% | -1.18% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.10% | +4.90% | |
| 31 | USB | US Bancorp | Stock-Financials | 0.77% | +0.08% | +0.70% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.02% | -8.32% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.64% | -0.07% | +3.54% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | — | -0.04% | |
| 35 | ✓ | Stock-Other | 0.57% | — | -2.07% | ||
| 36 | CVX | Chevron CORP | Stock-Energy | 0.51% | +0.07% | +5.13% | |
| 37 | ✓ | Stock-Other | 0.49% | — | -74.82% | ||
| 38 | WRB | Wr Berkley CORP | Stock-Financials | 0.41% | — | — | |
| 39 | IP | International Paper Co | Stock-Consumer Disc | 0.41% | — | +14.32% | |
| 40 | ✓ | Stock-Other | 0.40% | — | +5.66% | ||
| 41 | FISV | Fiserv Inc | Stock-Other | 0.39% | -0.05% | -0.07% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | +148.79% | |
| 43 | ✓ | Stock-Other | 0.38% | — | +4.69% | ||
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.02% | -46.02% | |
| 45 | MTG | Mgic Investment CORP | Stock-Financials | 0.33% | — | -18.97% | |
| 46 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.32% | — | +7.33% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.04% | +15.87% | |
| 48 | KEL | Kellanova | Stock-Other | 0.32% | — | +0.08% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | -0.10% | +10.90% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.29% | +0.03% | -0.19% |
According to official SEC Form 13F filings, KLCM Advisors, Inc. reported a total U.S. public equity portfolio value of $1.3B across 162 disclosed positions in Q1 2024.
During Q1 2024, KLCM Advisors, Inc.'s top holdings by market value included (19.1%)、C (4.1%)、 (4.0%). The largest single position, , represented 19.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, KLCM Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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