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CIK: 0001166620
Total reported value
$1.3B
$1.3B
178 檔
22.7%
In Q1 2025, KLCM Advisors, Inc.'s U.S. equity holdings reached a combined market value of $1.3B, distributed across 178 disclosed stock positions.
In Q1 2025, KLCM Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including , BA, C) accounted for 22.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 21.48% | — | +3.05% | ||
| 2 | BA | Boeing Co/the | Stock-Industrials | 3.61% | +0.01% | +2.70% | |
| 3 | C | Citigroup Inc | Stock-Financials | 3.26% | +0.25% | -10.23% | |
| 4 | ✓ | Stock-Other | 2.86% | — | +13.38% | ||
| 5 | ✓ | Stock-Other | 2.59% | — | +51.45% | ||
| 6 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 2.51% | -0.90% | +826.14% | |
| 7 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.47% | -0.21% | -34.97% | |
| 8 | NEM | Newmont CORP | Stock-Materials | 2.45% | -0.02% | -9.84% | |
| 9 | ✓ | Stock-Other | 2.22% | — | +3.74% | ||
| 10 | MCS | Marcus Corporation | Stock-Other | 2.08% | +0.34% | +4.38% | |
| 11 | ✓ | Stock-Other | 2.07% | — | +3.32% | ||
| 12 | ✓ | Stock-Other | 2.04% | — | -0.16% | ||
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 2.03% | -0.07% | -1.68% | |
| 14 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.96% | -0.27% | +2.17% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.22% | -3.75% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -1.35% | +992.29% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.91% | +0.03% | +565.66% | |
| 18 | DOW | Dow Inc | Stock-Materials | 1.78% | -0.42% | +66.86% | |
| 19 | ✓ | Stock-Other | 1.72% | — | -17.28% | ||
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.69% | +0.09% | +0.43% | |
| 21 | TFC | Truist Financial CORP | Stock-Financials | 1.69% | -0.04% | +0.67% | |
| 22 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.59% | — | -31.79% | |
| 23 | ✓ | Stock-Other | 1.55% | — | -0.14% | ||
| 24 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.46% | +0.05% | +62.44% | |
| 25 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.24% | +0.63% | — | |
| 26 | ✓ | Stock-Other | 1.21% | — | +376.19% | ||
| 27 | PTEN | Patterson-uti Energy Inc | Stock-Energy | 1.21% | -0.03% | +29.64% | |
| 28 | HAL | Halliburton Co | Stock-Energy | 1.13% | -0.86% | -16.38% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.06% | -0.07% | |
| 30 | ✓ | Stock-Other | 1.05% | — | +0.41% | ||
| 31 | ✓ | Stock-Other | 0.99% | — | +1.10% | ||
| 32 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.94% | -0.11% | +1.98% | |
| 33 | ✓ | Stock-Other | 0.78% | — | — | ||
| 34 | HN9 | Hanesbrands Inc | Stock-Other | 0.75% | — | +11.49% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.10% | +1.49% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -1.16% | +681.06% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.02% | — | |
| 38 | USB | US Bancorp | Stock-Financials | 0.64% | +0.08% | -0.82% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | — | — | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.07% | -2.68% | |
| 41 | ✓ | Stock-Other | 0.55% | — | +5.65% | ||
| 42 | CVX | Chevron CORP | Stock-Energy | 0.54% | +0.07% | +2.19% | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.52% | -0.05% | — | |
| 44 | ✓ | Stock-Other | 0.48% | — | +0.33% | ||
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.02% | +8.28% | |
| 46 | WRB | Wr Berkley CORP | Stock-Financials | 0.45% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | -0.07% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.06% | +5.09% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.04% | +2.43% | |
| 50 | MTG | Mgic Investment CORP | Stock-Financials | 0.33% | — | +45.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | — | NEW | New buy | |
| 2 | BA | Boeing Co/the | — | NEW | New buy |
| 3 | C | Citigroup Inc | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | ✓ | — | NEW | New buy | |
| 6 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 7 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 8 | NEM | Newmont CORP | — | NEW | New buy |
| 9 | ✓ | — | NEW | New buy | |
| 10 | MCS | Marcus Corporation | — | NEW | New buy |
| 11 | ✓ | — | NEW | New buy | |
| 12 | ✓ | — | NEW | New buy | |
| 13 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 14 | GT | Goodyear Tire & Rubber Co | — | NEW | New buy |
| 15 | AAPL | Apple Inc | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 18 | DOW | Dow Inc | — | NEW | New buy |
| 19 | ✓ | — | NEW | New buy | |
| 20 | BAC | Bank Of America CORP | — | NEW | New buy |
| 21 | TFC | Truist Financial CORP | — | NEW | New buy |
| 22 | KVUE | Kenvue Inc | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
| 25 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | PTEN | Patterson-uti Energy Inc | — | NEW | New buy |
| 28 | HAL | Halliburton Co | — | NEW | New buy |
| 29 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 30 | ✓ | — | NEW | New buy | |
| 31 | ✓ | — | NEW | New buy | |
| 32 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | HN9 | Hanesbrands Inc | — | NEW | New buy |
| 35 | MSFT | Microsoft CORP | — | NEW | New buy |
| 36 | AVGO | Broadcom Inc | — | NEW | New buy |
| 37 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 38 | USB | US Bancorp | — | NEW | New buy |
| 39 | UNP | Union Pacific CORP | — | NEW | New buy |
| 40 | PFE | Pfizer Inc | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | CVX | Chevron CORP | — | NEW | New buy |
| 43 | FISV | Fiserv Inc | — | NEW | New buy |
| 44 | ✓ | — | NEW | New buy | |
| 45 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 46 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 48 | PEP | Pepsico Inc | — | NEW | New buy |
| 49 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 50 | MTG | Mgic Investment CORP | — | NEW | New buy |
According to official SEC Form 13F filings, KLCM Advisors, Inc. reported a total U.S. public equity portfolio value of $1.3B across 178 disclosed positions in Q1 2025.
During Q1 2025, KLCM Advisors, Inc.'s top holdings by market value included (21.5%)、BA (3.6%)、C (3.3%). The largest single position, , represented 21.5% of total portfolio value.
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Top New Position Initiated
市值: $183.6M
In Q1 2025, KLCM Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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