13F Insight
DOSSIER · 13F-HR · Q2 2026

KLCM Advisors, Inc.

$1.3B in tracked AUM across 303 positions as of Q2 2026.

KA
CIK 0001166620 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
303
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KLCM Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$292M1.5M23.0%02
AAPL
APPLE INC
$80M277K6.3%03
ATI
ATI INC
$41M209K3.2%04
C
CITIGROUP INC
$34M245K2.7%05
BA
BOEING CO
$33M152K2.6%06
MAN
MANPOWERGROUP INC WIS
$32M948K2.5%07
BLDR
BUILDERS FIRSTSOURCE INC
$31M344K2.4%08
MCS
MARCUS CORP DEL
$23M995K1.8%09
UPS
UNITED PARCEL SVCS INC
$23M212K1.8%10
QCOM
QUALCOMM INC
$22M118K1.7%

Filing history

2026Q2Jun 30
$1.3B▲ 7.1%
303 positionsView →2026Q1Mar 31
$1.2B▲ 1.8%
282 positionsView →2025Q4Dec 31
$1.2B▲ 16.1%
265 positionsView →2025Q3Sep 30
$1.0B▲ 6.6%
180 positionsView →2025Q2Jun 30
$941M▲ 10.0%
179 positionsLocked2025Q1Mar 31
$855M▼ 0.9%
178 positionsLocked2024Q4Dec 31
$862M▲ 2.3%
175 positionsLocked2024Q3Sep 30
$843M▲ 4.1%
170 positionsLocked2024Q2Jun 30
$809M▲ 3.9%
161 positionsLocked2024Q1Mar 31
$779M▲ 20.2%
162 positionsLocked2023Q4Dec 31
$648M▲ 21.8%
157 positionsLocked2023Q3Sep 30
$532M▲ 4.1%
140 positionsLocked
Showing 12 of 87