KLCM Advisors, Inc.: 13F holdings
CIK 11666202026Q2
| Positions | 283 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 283 (+27 vs prior quarter) |
|---|
| Reported value | $1.3bn (+7.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,421,708 | $284.5m | 22.4% |
| AAPL APPLE INC | 276,575 | $80.0m | 6.3% |
| ATI ATI INC | 207,475 | $40.9m | 3.2% |
| C CITIGROUP INC | 244,934 | $34.3m | 2.7% |
| BA BOEING CO | 152,129 | $32.9m | 2.6% |
| MAN MANPOWERGROUP INC WIS | 867,407 | $29.3m | 2.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 296,590 | $26.5m | 2.1% |
| MCS MARCUS CORP DEL | 995,125 | $23.3m | 1.8% |
| UPS UNITED PARCEL SVCS INC | 211,647 | $22.8m | 1.8% |
| QCOM QUALCOMM INC | 117,789 | $21.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1166620")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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