The Analysis of KLCM Advisors, Inc.'s Holdings

Currently, KLCM Advisors, Inc. holds 180 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in AAPL (+144.5K shares, valued at $36.8M), LPX (+76.4K shares, valued at $6.8M), UPS (+62.3K shares, valued at $5.2M); decreased their positions in N/A (-170.5K shares, valued at $31.8M), C (-118.6K shares, valued at $12.0M), BLDR (-36.1K shares, valued at $4.4M); initiated new positions in LPX (+76.4K shares, valued at $6.8M), WY (+82.8K shares, valued at $2.1M), LRCX (+15.1K shares, valued at $2.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Nvidia Corp. Nvidia Corp.1.4M shares-10.57%2025-09-302025-11-13

AAPL Apple Inc.268.0K shares117.06%2025-09-302025-11-13

BA Boeing Co.150.9K shares1.56%2025-09-302025-11-13

Allegheny Technologies Inc. Allegheny Technologies Inc.353.8K shares2.48%2025-09-302025-11-13

C Citigroup Inc.268.6K shares-30.62%2025-09-302025-11-13

META Meta Platforms Inc.36.2K shares24.26%2025-09-302025-11-13

Manpower Inc. Manpower Inc.557.0K shares1.61%2025-09-302025-11-13

BLDR Builders Firstsource162.6K shares-18.15%2025-09-302025-11-13

Sponsored

WFC Wells Fargo & Co.230.0K shares-3.81%2025-09-302025-11-13

UPS United Parcel Service Inc.208.1K shares42.78%2025-09-302025-11-13

APA Corporation APA Corporation696.9K shares-12.19%2025-09-302025-11-13

Gates Industrial Corp. Gates Industrial Corp.675.7K shares-4.43%2025-09-302025-11-13

BAC Bank of America Corp.323.4K shares-5.39%2025-09-302025-11-13

HAL Halliburton Co.675.6K shares-4.04%2025-09-302025-11-13

MCS Marcus Corp.1.0M shares1.06%2025-09-302025-11-13

TFC Truist Financial Corp.339.4K shares-0.18%2025-09-302025-11-13

Sponsored

CAG Conagra Foods Inc.831.4K shares2.92%2025-09-302025-11-13

Verizon Communications Verizon Communications343.9K shares-7.61%2025-09-302025-11-13

Cisco Systems Inc. Cisco Systems Inc.219.0K shares-4.20%2025-09-302025-11-13

BMY Bristol-Myers Squibb Corp.321.9K shares-5.24%2025-09-302025-11-13

HXL Hexcel Corp.212.3K shares-4.62%2025-09-302025-11-13

AVGO Broadcom Inc.40.1K shares9.17%2025-09-302025-11-13

GT Goodyear Tire & Rubber1.7M shares-2.07%2025-09-302025-11-13

Organon & Co. Organon & Co.1.1M shares-7.99%2025-09-302025-11-13

Sponsored

MSFT Microsoft Corp.22.4K shares35.22%2025-09-302025-11-13

General Motors Co. General Motors Co.180.3K shares-3.18%2025-09-302025-11-13

DOW Dow Inc.470.4K shares9.21%2025-09-302025-11-13

NKE Nike Inc.148.3K shares-8.80%2025-09-302025-11-13

DIS The Walt Disney Co.83.1K shares-8.81%2025-09-302025-11-13

KVUE Kenvue Inc.537.4K shares-1.90%2025-09-302025-11-13

Target Corp. Target Corp.96.0K shares-2.60%2025-09-302025-11-13

BBY Best Buy Inc.106.3K shares-0.35%2025-09-302025-11-13

Sponsored

Zimmer Biomet Holdings Inc. Zimmer Biomet Holdings Inc.72.7K shares-0.38%2025-09-302025-11-13

LPX Louisiana Pacific Corp.76.4K sharesnew addition2025-09-302025-11-13

PTEN Patterson UTI Energy1.2M shares-6.72%2025-09-302025-11-13

USB US Bancorp127.9K shares-2.61%2025-09-302025-11-13

AMZN Amazon Inc.26.8K shares55.09%2025-09-302025-11-13

JPM JP Morgan Chase & Co.15.1K shares-4.90%2025-09-302025-11-13

WEC Energy Group Inc. WEC Energy Group Inc.41.5K shares4.33%2025-09-302025-11-13

Texas Pacific Land Corp. Texas Pacific Land Corp.5.0K shares0.00%2025-09-302025-11-13

Sponsored

PFE Pfizer Inc.174.8K shares-2.93%2025-09-302025-11-13

CVX Chevron Corp.27.0K shares-2.57%2025-09-302025-11-13

WRB Berkley W R Corp.54.5K shares0.00%2025-09-302025-11-13

Alphabet Inc. Cl C Alphabet Inc. Cl C16.4K shares-1.67%2025-09-302025-11-13

Tesla Inc. Tesla Inc.7.7K shares6.98%2025-09-302025-11-13

Alphabet Inc. Cl A Alphabet Inc. Cl A13.8K shares-6.79%2025-09-302025-11-13

BRK.B Berkshire Hathaway Cl B6.6K shares-4.81%2025-09-302025-11-13

PEP PepsiCo Inc.23.1K shares4.57%2025-09-302025-11-13

Sponsored

Exxon Mobil Corp. Exxon Mobil Corp.26.9K shares-30.21%2025-09-302025-11-13

KEY KeyCorp.141.6K shares-3.45%2025-09-302025-11-13

PLTR Palantir Technologies Inc.14.0K shares0.07%2025-09-302025-11-13

FI Fiserv Inc.18.9K shares-0.13%2025-09-302025-11-13

GE General Electric Co.8.0K shares0.09%2025-09-302025-11-13

Johnson Controls International Johnson Controls International21.6K shares-8.49%2025-09-302025-11-13

KMB Kimberly-Clark Corp.18.6K shares-4.98%2025-09-302025-11-13

AEHR Test Sys AEHR Test Sys75.0K shares200.00%2025-09-302025-11-13

Sponsored

AbbVie Inc. AbbVie Inc.9.5K shares-2.47%2025-09-302025-11-13

QCOM Qualcomm Inc.12.7K shares375.09%2025-09-302025-11-13

WY Weyerhaeuser Co.82.8K sharesnew addition2025-09-302025-11-13

AMD Advanced Micro Devices Inc.12.6K shares0.00%2025-09-302025-11-13

LRCX Lam Research Corp.15.1K sharesnew addition2025-09-302025-11-13

Coastalsouth Bancshares, Inc. Coastalsouth Bancshares, Inc.90.5K shares144.22%2025-09-302025-11-13

PM Philip Morris International In11.8K shares-9.48%2025-09-302025-11-13

Ceragon Networks Ltd. Ceragon Networks Ltd.796.0K shares0.00%2025-09-302025-11-13

Sponsored

CrowdStrike Holdings Inc. CrowdStrike Holdings Inc.3.7K shares0.00%2025-09-302025-11-13

MTG MGIC Investment Corp.62.9K shares-13.72%2025-09-302025-11-13

AEM Agnico Eagle Mines Ltd.10.1K shares1.00%2025-09-302025-11-13

FAST Fastenal Co.33.8K shares0.78%2025-09-302025-11-13

MS Morgan Stanley10.3K shares7.72%2025-09-302025-11-13

CLX Clorox Co.13.1K sharesnew addition2025-09-302025-11-13

T AT&T Inc.55.6K shares-0.65%2025-09-302025-11-13

NEM Newmont Corp.18.4K shares0.00%2025-09-302025-11-13

Sponsored

IBM IBM Corp.5.2K shares-16.51%2025-09-302025-11-13

Eaton Corp. Eaton Corp.3.9K shares-2.27%2025-09-302025-11-13

FTNT Fortinet Inc.16.1K sharesnew addition2025-09-302025-11-13

Costco Wholesale Corp. Costco Wholesale Corp.1.5K shares1.75%2025-09-302025-11-13

CAT Caterpillar Inc.2.8K shares0.64%2025-09-302025-11-13

NUE Nucor Corp.9.9K shares-23.29%2025-09-302025-11-13

HD Home Depot Inc.3.3K shares13.50%2025-09-302025-11-13

JNJ Johnson & Johnson7.0K shares-2.71%2025-09-302025-11-13

Sponsored

ABT Abbott Laboratories9.6K shares-2.68%2025-09-302025-11-13

MO Altria Group Inc.19.5K shares-5.68%2025-09-302025-11-13

WMT Walmart Inc.12.2K shares2.68%2025-09-302025-11-13

Visa Inc. Visa Inc.3.6K shares-2.69%2025-09-302025-11-13

GEV GE Vernova Inc.1.9K shares-2.68%2025-09-302025-11-13

MRK Merck & Co. Inc.13.4K shares4.27%2025-09-302025-11-13

OKLO Oklo Inc.10.0K shares0.00%2025-09-302025-11-13

Oracle Corp. Oracle Corp.3.9K shares1.39%2025-09-302025-11-13

Sponsored

LNT Alliant Energy Corp.16.1K shares-0.01%2025-09-302025-11-13

MCD McDonald's Corp.3.5K shares28.67%2025-09-302025-11-13

ASB Associated Banc-Corp.40.4K shares0.00%2025-09-302025-11-13

MGE Energy Inc. MGE Energy Inc.12.2K shares0.00%2025-09-302025-11-13

LLY Eli Lilly & Co.1.3K shares-80.90%2025-09-302025-11-13

TXN Texas Instruments Inc.5.5K shares3.44%2025-09-302025-11-13

UNH UnitedHealth Group Inc.2.9K shares-8.50%2025-09-302025-11-13

PG Procter & Gamble Co.6.4K shares-37.68%2025-09-302025-11-13

Sponsored

ITW Illinois Tool Works Inc.3.8K shares0.70%2025-09-302025-11-13

McKesson Corp. McKesson Corp.1.2K shares14.64%2025-09-302025-11-13

XCEL Energy Inc. XCEL Energy Inc.10.9K shares-17.05%2025-09-302025-11-13

Mastercard Inc. Mastercard Inc.1.5K shares-16.98%2025-09-302025-11-13

Duke Energy Corp. Duke Energy Corp.6.8K shares-5.47%2025-09-302025-11-13

Kinder Morgan Inc. Kinder Morgan Inc.28.8K shares-0.49%2025-09-302025-11-13

COR Cencora Inc.2.3K sharesnew addition2025-09-302025-11-13

EMR Emerson Electric Co.5.2K shares-0.02%2025-09-302025-11-13

Sponsored

CEG Constellation Energy Corp.2.0K shares0.00%2025-09-302025-11-13

MSI Motorola Solutions Inc.1.4K shares11.68%2025-09-302025-11-13

LMT Lockheed Martin Corp.1.3K shares1.62%2025-09-302025-11-13

Fidelity National Information Fidelity National Information9.3K shares1.02%2025-09-302025-11-13

NSC Norfolk Southern Corp.2.0K shares-31.62%2025-09-302025-11-13

Waste Management Inc. Waste Management Inc.2.7K shares-5.54%2025-09-302025-11-13

UMBF UMB Financial Corp.4.9K shares0.00%2025-09-302025-11-13

RTX Raytheon Technologies Inc.3.3K shares-7.71%2025-09-302025-11-13

Sponsored

F Ford Motor Co.46.2K shares-14.19%2025-09-302025-11-13

INTC Intel Corp.16.4K shares-5.27%2025-09-302025-11-13

BMO Bank of Montreal4.2K shares-0.50%2025-09-302025-11-13

ADI Analog Devices2.2K shares13.42%2025-09-302025-11-13

CIEN Ciena Corp.3.3K sharesnew addition2025-09-302025-11-13

SOFI Sofi Technologies Inc.18.0K shares47.35%2025-09-302025-11-13

SCHW Charles Schwab4.9K shares19.23%2025-09-302025-11-13

SLB Schlumberger13.2K shares28.50%2025-09-302025-11-13

Sponsored

AXP American Express Co.1.4K shares0.00%2025-09-302025-11-13

KO The Coca-Cola Co.6.7K shares9.15%2025-09-302025-11-13

AMAT Applied Materials Inc.2.2K shares-29.47%2025-09-302025-11-13

ConocoPhillips ConocoPhillips4.6K shares0.00%2025-09-302025-11-13

MDLZ Mondelez International Inc.6.8K shares-22.62%2025-09-302025-11-13

L Loews Corp.4.2K shares0.00%2025-09-302025-11-13

TMUS T Mobile US Inc.1.7K shares35.49%2025-09-302025-11-13

GLW Corning Inc.4.8K sharesnew addition2025-09-302025-11-13

Sponsored

CL Colgate-Palmolive Co.4.8K shares-2.75%2025-09-302025-11-13

BP BP PLC11.1K shares-12.70%2025-09-302025-11-13

K Kellanova4.6K shares0.00%2025-09-302025-11-13

JBL Jabil Circuit Inc.1.7K shares0.00%2025-09-302025-11-13

D R Horton Inc. D R Horton Inc.2.1K shares3.13%2025-09-302025-11-13

Marathon Bancorp Inc. Marathon Bancorp Inc.34.3K shares0.00%2025-09-302025-11-13

MET MetLife Inc.4.3K shares-0.89%2025-09-302025-11-13

HON Honeywell Inc.1.6K shares-10.47%2025-09-302025-11-13

Sponsored

Exelon Corp. Exelon Corp.7.5K shares0.00%2025-09-302025-11-13

AMGN Amgen Inc.1.2K shares0.00%2025-09-302025-11-13

SO The Southern Co.3.4K shares19.78%2025-09-302025-11-13

AJG Arthur J. Gallagher & Co.1.0K shares6.94%2025-09-302025-11-13

Core & Main Inc. Core & Main Inc.5.4K sharesnew addition2025-09-302025-11-13

BMI Badger Meter Inc.1.6K shares0.00%2025-09-302025-11-13

MAS Masco Corp.4.0K shares25.24%2025-09-302025-11-13

SBUX Starbucks Corp.3.2K shares1.20%2025-09-302025-11-13

Sponsored

PANW Palo Alto Networks Inc.1.3K sharesnew addition2025-09-302025-11-13

RSG Republic Services Inc.1.1K sharesnew addition2025-09-302025-11-13

ACN Accenture PLC967 shares-32.75%2025-09-302025-11-13

TOL Toll Brothers Inc.1.7K sharesnew addition2025-09-302025-11-13

CTRA Coterra Energy Inc.9.9K shares4.23%2025-09-302025-11-13

STT State Street Corp.2.0K shares0.00%2025-09-302025-11-13

GS Goldman Sachs291 shares0.00%2025-09-302025-11-13

OLN Olin Corp.9.2K sharesnew addition2025-09-302025-11-13

Sponsored

RPM RPM Intl.1.9K shares0.00%2025-09-302025-11-13

Enbridge Inc. Enbridge Inc.4.4K shares0.00%2025-09-302025-11-13

HP Helmerich & Payne Inc.10.0K sharesnew addition2025-09-302025-11-13

Comcast Corp. Cl A Comcast Corp. Cl A7.0K shares0.00%2025-09-302025-11-13

Exact Sciences Corp. Exact Sciences Corp.4.0K shares0.00%2025-09-302025-11-13

Uber Technologies Uber Technologies2.2K sharesnew addition2025-09-302025-11-13

PH Parker-Hannifin Corp.279 sharesnew addition2025-09-302025-11-13

Ares Capital Corp. Ares Capital Corp.10.4K shares0.00%2025-09-302025-11-13

Sponsored

GILD Gilead Sciences Inc.1.9K shares2.77%2025-09-302025-11-13

IMO Imperial Oil LTD2.3K sharesnew addition2025-09-302025-11-13

HSY Hershey Co.1.1K sharesnew addition2025-09-302025-11-13

KKR & Co. Inc. KKR & Co. Inc.1.6K shares0.00%2025-09-302025-11-13

RCL Royal Caribbean Cruises625 sharesnew addition2025-09-302025-11-13

NIC Nicolet Bankshares Inc.1.5K sharesnew addition2025-09-302025-11-13

AMBC AMBAC Financial Group24.0K shares0.00%2025-09-302025-11-13

O-I Glass Inc. O-I Glass Inc.10.0K shares0.00%2025-09-302025-11-13

Sponsored

TTI Tetra Technologies Inc.10.0K shares0.00%2025-09-302025-11-13

Pulsar Helium Inc. Pulsar Helium Inc.50.0K shares0.00%2025-09-302025-11-13

Range Impact Inc. Range Impact Inc.74.0K shares0.00%2025-09-302025-11-13

OPKO Health Inc. OPKO Health Inc.10.0K shares0.00%2025-09-302025-11-13

POWW Ammo Inc.10.0K shares0.00%2025-09-302025-11-13

Liberty Star Uranium Liberty Star Uranium201.4K shares0.00%2025-09-302025-11-13

Northwest Biotherapeutics Northwest Biotherapeutics10.0K shares0.00%2025-09-302025-11-13

Troy Minerals Inc. Troy Minerals Inc.20.0K shares0.00%2025-09-302025-11-13

Sponsored

Dotz Nano Ltd. Dotz Nano Ltd.10.0K shares0.00%2025-09-302025-11-13

Cecors Inc. Cecors Inc.20.0K sharesnew addition2025-09-302025-11-13

Isracann Biosciences Isracann Biosciences12.0K shares0.00%2025-09-302025-11-13

Options Media Group Hldgs. Options Media Group Hldgs.20.0K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available