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CIK: 0001166620
Total reported value
$1.3B
$1.3B
175 檔
26.4%
The Q4 2024 SEC filing reveals that KLCM Advisors, Inc. held a total portfolio value of $1.3B, covering 175 public equity positions.
In Q4 2024, KLCM Advisors, Inc. adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including , BA, C) accounted for 26.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 25.60% | — | -0.28% | ||
| 2 | BA | Boeing Co/the | Stock-Industrials | 3.62% | +0.01% | +1.33% | |
| 3 | C | Citigroup Inc | Stock-Financials | 3.57% | +0.25% | -4.26% | |
| 4 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 3.49% | -0.21% | -4.15% | |
| 5 | ✓ | Stock-Other | 2.65% | — | -3.64% | ||
| 6 | MCS | Marcus Corporation | Stock-Other | 2.54% | +0.34% | -38.60% | |
| 7 | T | At&t Inc | Stock-Comm Services | 2.29% | -0.05% | -3.83% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.22% | -1.74% | |
| 9 | ✓ | Stock-Other | 2.12% | — | +0.96% | ||
| 10 | NEM | Newmont CORP | Stock-Materials | 2.08% | -0.02% | -0.68% | |
| 11 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.05% | — | -2.52% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 2.00% | -0.07% | -10.62% | |
| 13 | ✓ | Stock-Other | 1.99% | — | +153.92% | ||
| 14 | ✓ | Stock-Other | 1.98% | — | -3.18% | ||
| 15 | ✓ | Stock-Other | 1.86% | — | +19.84% | ||
| 16 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.85% | -0.27% | +59.38% | |
| 17 | ✓ | Stock-Other | 1.79% | — | -2.38% | ||
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.76% | +0.09% | -7.28% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 1.75% | -0.04% | -1.44% | |
| 20 | ✓ | Stock-Other | 1.71% | — | -3.69% | ||
| 21 | CTRA | Coterra Energy Inc | Stock-Energy | 1.61% | -0.03% | EXIT | |
| 22 | HAL | Halliburton Co | Stock-Energy | 1.43% | -0.86% | -6.52% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.25% | -0.06% | -4.48% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.24% | — | -4.53% | |
| 25 | DOW | Dow Inc | Stock-Materials | 1.22% | -0.42% | +1.51% | |
| 26 | ✓ | Stock-Other | 1.17% | — | -6.67% | ||
| 27 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.07% | -0.11% | -0.99% | |
| 28 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.02% | +0.05% | -2.06% | |
| 29 | HN9 | Hanesbrands Inc | Stock-Other | 0.94% | — | -24.91% | |
| 30 | PTEN | Patterson-uti Energy Inc | Stock-Energy | 0.93% | -0.03% | -3.73% | |
| 31 | ✓ | Stock-Other | 0.91% | — | — | ||
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.10% | -16.78% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.73% | +0.08% | -0.26% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.02% | — | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.07% | +44.02% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | — | +0.74% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.48% | -0.05% | -0.59% | |
| 38 | ✓ | Stock-Other | 0.46% | — | -1.60% | ||
| 39 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.07% | +0.83% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.04% | -19.04% | |
| 41 | ✓ | Stock-Other | 0.41% | — | +6.37% | ||
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.02% | +5.44% | |
| 43 | ✓ | Stock-Other | 0.39% | — | -12.80% | ||
| 44 | ✓ | Stock-Other | 0.38% | — | -1.49% | ||
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.06% | +252.87% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | -2.08% | |
| 47 | WRB | Wr Berkley CORP | Stock-Financials | 0.37% | — | — | |
| 48 | ✓ | Stock-Other | 0.33% | — | +0.26% | ||
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.33% | +0.03% | +4.54% | |
| 50 | ✓ | Stock-Other | 0.33% | — | -28.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | — | Trim |
| 2 | MAN | Manpowergroup Inc | +1% | — | Add |
| 3 | ZBH | Zimmer Biomet Holdings Inc | +0.9% | NEW | New buy |
| 4 | GT | Goodyear Tire & Rubber Co | +0.7% | +59.38% | Add |
| 5 | BA | Boeing Co/the | +0.5% | +1.33% | Add |
| 6 | CAG | Conagra Brands Inc | +0.3% | NEW | New buy |
| 7 | PEP | Pepsico Inc | +0.3% | +252.87% | Add |
| 8 | C | Citigroup Inc | +0.2% | -4.26% | Trim |
| 9 | APA | Apa CORP | +0.2% | — | Add |
| 10 | WFC | Wells Fargo & Co | +0.2% | -10.62% | Trim |
| 11 | GTES | Gates Industrial Corporation plc | +0.2% | — | Trim |
| 12 | PFE | Pfizer Inc | +0.1% | +44.02% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | — | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | — | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | Trim |
| 16 | DIS | Walt Disney Co/the | +0.1% | -4.48% | Trim |
| 17 | GM | General Motors Co | +0.1% | — | Trim |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -4.15% | Trim |
| 19 | AAPL | Apple Inc | +0.1% | -1.74% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +5.44% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Add |
| 22 | FISV | Fiserv Inc | +0.1% | -0.59% | Trim |
| 23 | BAC | Bank Of America CORP | 0% | -7.28% | Trim |
| 24 | AVGO | Broadcom Inc | -0.1% | -46.22% | Trim |
| 25 | HP | Helmerich & Payne | -0.1% | EXIT | Sold out |
| 26 | NUE | Nucor CORP | -0.1% | — | Unchanged |
| 27 | TGT | Target CORP | -0.1% | — | Add |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | Trim |
| 29 | NFLX | Netflix Inc | -0.1% | — | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Trim |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -34.00% | Trim |
| 32 | NOW | Servicenow Inc | -0.1% | — | Trim |
| 33 | ADBE | Adobe Inc | -0.1% | — | Trim |
| 34 | AMD | Advanced Micro Devices | -0.1% | -14.04% | Trim |
| 35 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 36 | KSS | Kohls CORP | -0.1% | EXIT | Sold out |
| 37 | MSFT | Microsoft CORP | -0.2% | -16.78% | Trim |
| 38 | HN9 | Hanesbrands Inc | -0.2% | -24.91% | Trim |
| 39 | HAL | Halliburton Co | -0.2% | -6.52% | Trim |
| 40 | BBY | Best Buy Co Inc | -0.3% | -0.99% | Trim |
| 41 | MDT | Medtronic plc | -0.3% | -4.53% | Trim |
| 42 | KHC | Kraft Heinz Co/the | -0.3% | -88.90% | Trim |
| 43 | KVUE | Kenvue Inc | -0.3% | -2.52% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.3% | — | Trim |
| 45 | BLDR | Builders Firstsource Inc | -0.4% | -2.06% | Trim |
| 46 | MCS | Marcus Corporation | -0.4% | -38.60% | Trim |
| 47 | DOW | Dow Inc | -0.5% | +1.51% | Add |
| 48 | OGN | Organon & Co | -0.6% | — | Add |
| 49 | ATI | Ati Inc | -0.8% | — | Trim |
| 50 | NEM | Newmont CORP | -1% | -0.68% | Trim |
According to official SEC Form 13F filings, KLCM Advisors, Inc. reported a total U.S. public equity portfolio value of $1.3B across 175 disclosed positions in Q4 2024.
During Q4 2024, KLCM Advisors, Inc.'s top holdings by market value included (25.6%)、BA (3.6%)、C (3.6%). The largest single position, , represented 25.6% of total portfolio value.
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Top New Position Initiated
ZBH
市值: $7.8M
Top Position Liquidated / Trimmed
KSS
前期市值: $1.2M
In Q4 2024, KLCM Advisors, Inc. made 48 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 31 holdings, and fully liquidating 2 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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