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CIK: 0001166620
Total reported value
$1.3B
$1.3B
179 檔
29.5%
As reported in its official Q2 2025 Form 13F filing, KLCM Advisors, Inc.'s tracked investment portfolio stood at $1.3B with 179 total positions.
In Q2 2025, KLCM Advisors, Inc. adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including , C, BA) accounted for 29.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 27.09% | — | -4.78% | ||
| 2 | C | Citigroup Inc | Stock-Financials | 3.50% | +0.25% | -1.28% | |
| 3 | BA | Boeing Co/the | Stock-Industrials | 3.31% | +0.01% | -17.97% | |
| 4 | ✓ | Stock-Other | 3.17% | — | -26.55% | ||
| 5 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.22% | +64.80% | |
| 6 | BLDR | Builders Firstsource Inc | Stock-Industrials | 2.47% | +0.05% | +99.19% | |
| 7 | ✓ | Stock-Other | 2.35% | — | +78.87% | ||
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.28% | -1.35% | +2.69% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 2.04% | -0.07% | -0.99% | |
| 10 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.91% | -0.27% | -4.10% | |
| 11 | MCS | Marcus Corporation | Stock-Other | 1.80% | +0.34% | -5.54% | |
| 12 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.76% | -0.90% | +0.23% | |
| 13 | ✓ | Stock-Other | 1.73% | — | -1.47% | ||
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.72% | +0.09% | -1.42% | |
| 15 | ✓ | Stock-Other | 1.71% | — | -3.19% | ||
| 16 | ✓ | Stock-Other | 1.69% | — | -4.08% | ||
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.67% | -0.21% | -1.91% | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.56% | +0.03% | -1.81% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 1.55% | -0.04% | -3.08% | |
| 20 | ✓ | Stock-Other | 1.54% | — | -24.71% | ||
| 21 | HAL | Halliburton Co | Stock-Energy | 1.53% | -0.86% | +85.55% | |
| 22 | HXL | Hexcel CORP | Stock-Industrials | 1.34% | — | — | |
| 23 | ✓ | Stock-Other | 1.26% | — | -4.18% | ||
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.23% | +0.63% | -2.44% | |
| 25 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.22% | — | -3.19% | |
| 26 | DOW | Dow Inc | Stock-Materials | 1.21% | -0.42% | -1.33% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.06% | -5.45% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | -1.16% | — | |
| 29 | ✓ | Stock-Other | 1.03% | — | -0.82% | ||
| 30 | ✓ | Stock-Other | 0.97% | — | -2.42% | ||
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.10% | -0.39% | |
| 32 | PTEN | Patterson-uti Energy Inc | Stock-Energy | 0.83% | -0.03% | +4.60% | |
| 33 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.76% | -0.11% | -2.30% | |
| 34 | ✓ | Stock-Other | 0.71% | — | -2.55% | ||
| 35 | USB | US Bancorp | Stock-Financials | 0.63% | +0.08% | +1.02% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.02% | +0.95% | |
| 37 | ✓ | Stock-Other | 0.56% | — | — | ||
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.02% | +0.59% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | -0.07% | -2.44% | |
| 41 | HN9 | Hanesbrands Inc | Stock-Other | 0.46% | — | -14.84% | |
| 42 | ✓ | Stock-Other | 0.44% | — | +4.80% | ||
| 43 | ✓ | Stock-Other | 0.44% | — | -1.97% | ||
| 44 | WRB | Wr Berkley CORP | Stock-Financials | 0.43% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.42% | +0.07% | -0.33% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.04% | +1.38% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -3.34% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.35% | -0.05% | -5.74% | |
| 49 | ✓ | Stock-Other | 0.31% | — | -3.58% | ||
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.06% | -1.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.6% | — | Trim |
| 2 | HXL | Hexcel CORP | +1.3% | NEW | New buy |
| 3 | BLDR | Builders Firstsource Inc | +1% | +99.19% | Add |
| 4 | AAPL | Apple Inc | +0.7% | +64.80% | Add |
| 5 | HAL | Halliburton Co | +0.4% | +85.55% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +2.69% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | — | Unchanged |
| 8 | ATI | Ati Inc | +0.3% | — | Trim |
| 9 | MAN | Manpowergroup Inc | +0.3% | — | Add |
| 10 | C | Citigroup Inc | +0.2% | -1.28% | Trim |
| 11 | KMB | Kimberly-clark CORP | +0.2% | +487.37% | Add |
| 12 | GTES | Gates Industrial Corporation plc | +0.2% | — | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +250.00% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | -0.39% | Trim |
| 15 | DIS | Walt Disney Co/the | +0.1% | -5.45% | Trim |
| 16 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Trim |
| 18 | JPM | Jpmorgan Chase & Co | 0% | +0.59% | Add |
| 19 | AMD | Advanced Micro Devices | 0% | +2.73% | Add |
| 20 | BAC | Bank Of America CORP | 0% | -1.42% | Trim |
| 21 | TSLA | Tesla Inc | 0% | — | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +1.38% | Add |
| 23 | WFC | Wells Fargo & Co | 0% | -0.99% | Trim |
| 24 | NKE | Nike Inc -cl B | 0% | -2.44% | Trim |
| 25 | CSCO | Cisco Systems Inc | 0% | — | Trim |
| 26 | GT | Goodyear Tire & Rubber Co | -0.1% | -4.10% | Trim |
| 27 | NBIS | Nebius Group N.V. | -0.1% | EXIT | Sold out |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 29 | MCD | Mcdonald's CORP | -0.1% | -42.36% | Trim |
| 30 | MTG | Mgic Investment CORP | -0.1% | -35.44% | Trim |
| 31 | XOM | Exxon Mobil CORP | -0.1% | — | Trim |
| 32 | CVX | Chevron CORP | -0.1% | -0.33% | Trim |
| 33 | ETN | Eaton Corporation plc | -0.2% | — | Trim |
| 34 | FISV | Fiserv Inc | -0.2% | -5.74% | Trim |
| 35 | BBY | Best Buy Co Inc | -0.2% | -2.30% | Trim |
| 36 | TGT | Target CORP | -0.2% | — | Trim |
| 37 | TPL | Texas Pacific Land CORP | -0.2% | — | Unchanged |
| 38 | ZBH | Zimmer Biomet Holdings Inc | -0.3% | — | Trim |
| 39 | MCS | Marcus Corporation | -0.3% | -5.54% | Trim |
| 40 | HN9 | Hanesbrands Inc | -0.3% | -14.84% | Trim |
| 41 | VZ | Verizon Communications Inc | -0.3% | — | Trim |
| 42 | UPS | United Parcel Service-cl B | -0.4% | -1.81% | Trim |
| 43 | KVUE | Kenvue Inc | -0.4% | -3.19% | Trim |
| 44 | PTEN | Patterson-uti Energy Inc | -0.4% | +4.60% | Add |
| 45 | DOW | Dow Inc | -0.6% | -1.33% | Trim |
| 46 | CAG | Conagra Brands Inc | -0.8% | +0.23% | Add |
| 47 | BMY | Bristol-myers Squibb Co | -0.8% | -1.91% | Trim |
| 48 | OGN | Organon & Co | -1% | — | Trim |
| 49 | APA | Apa CORP | -1.1% | — | Trim |
| 50 | NEM | Newmont CORP | -2.3% | -95.76% | Trim |
According to official SEC Form 13F filings, KLCM Advisors, Inc. reported a total U.S. public equity portfolio value of $1.3B across 179 disclosed positions in Q2 2025.
During Q2 2025, KLCM Advisors, Inc.'s top holdings by market value included (27.1%)、C (3.5%)、BA (3.3%). The largest single position, , represented 27.1% of total portfolio value.
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Top New Position Initiated
HXL
市值: $12.6M
Top Position Liquidated / Trimmed
NBIS
前期市值: $527.8K
In Q2 2025, KLCM Advisors, Inc. made 46 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 31 holdings, and fully liquidating 1 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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