13F-HR filed by KLCM Advisors, Inc.
KLCM Advisors, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 178 holding rows worth $854,759,070.
- Accession
- 0001166620-25-000004
- Filer
- CIK 1166620
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 178 entries on the cover page, a total value of $854,759,070 stated on the cover page (in dollars after the unit check, H1), rows summing to $854,759,070 with VALUE read as dollars as filed, 13F file number 028-10047. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 1,694,065 | $183,602,728 | dollars as filed | |
| Boeing Company | 097023105 | COM | 181,162 | $30,897,174 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 392,176 | $27,840,610 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 470,068 | $24,457,638 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 1,054,145 | $22,158,128 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 805,971 | $21,495,247 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 346,287 | $21,120,049 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 433,520 | $20,930,341 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 1,273,599 | $18,963,889 | dollars as filed | |
| MARCUS CORPORATION | 566330106 | COMMON STOCK | 1,063,254 | $17,745,709 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 306,429 | $17,736,111 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 384,419 | $17,437,243 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 241,536 | $17,339,905 | dollars as filed | |
| GOODYEAR TIRE & RUBBER CO | 382550101 | COM | 1,808,910 | $16,714,328 | dollars as filed | |
| Apple Inc | 037833100 | COM | 74,912 | $16,640,271 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 28,345 | $16,336,924 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 148,428 | $16,325,596 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 436,507 | $15,242,839 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 238,336 | $14,707,743 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 346,710 | $14,468,190 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 350,818 | $14,436,150 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 565,905 | $13,570,402 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 717,660 | $13,212,121 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 99,763 | $12,464,389 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 166,684 | $10,581,113 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 99,386 | $10,371,923 | dollars as filed | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 1,261,163 | $10,366,760 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 379,406 | $9,625,529 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 96,401 | $9,514,738 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 190,869 | $8,976,578 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 74,901 | $8,477,295 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 109,164 | $8,035,562 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 5,014 | $6,643,500 | dollars as filed | |
| HANESBRANDS INC | 410345102 | COM | 1,107,400 | $6,389,695 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,605 | $6,233,301 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 36,710 | $6,146,375 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 6,847 | $5,655,022 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 130,044 | $5,490,471 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 20,519 | $4,847,373 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 184,603 | $4,677,846 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 39,252 | $4,668,190 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 27,773 | $4,646,208 | dollars as filed | |
| FISERV INC | 337738108 | COM | 20,123 | $4,443,762 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 37,986 | $4,139,701 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,834 | $3,884,054 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 54,523 | $3,879,857 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,165 | $3,815,936 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 22,528 | $3,377,857 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 17,030 | $3,240,128 | dollars as filed | |
| MGIC INVT CORP WIS COM | 552848103 | Stock | 112,880 | $2,797,166 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 17,311 | $2,704,533 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 9,871 | $2,683,234 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 150,014 | $2,398,719 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 14,449 | $2,234,466 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 9,986 | $2,092,297 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 25,559 | $2,047,531 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 12,880 | $2,044,487 | dollars as filed | |
| CERAGON NETWORKS LTD ORD | M22013102 | Stock | 795,973 | $1,870,537 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 10,595 | $1,805,612 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 6,915 | $1,792,091 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 61,725 | $1,745,592 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 3,177 | $1,663,954 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 6,503 | $1,617,000 | dollars as filed | |
| General Electric Company | 369604301 | COM | 7,994 | $1,599,999 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 12,881 | $1,550,054 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,565 | $1,480,054 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 4,653 | $1,453,413 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,444 | $1,346,264 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 10,149 | $1,346,241 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 17,140 | $1,329,207 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 3,720 | $1,311,598 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 21,778 | $1,307,127 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,723 | $1,304,763 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 12,274 | $1,261,031 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 13,836 | $1,241,958 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 7,075 | $1,173,348 | dollars as filed | |
| MGE ENERGY INC | 55277P104 | COM | 12,225 | $1,136,436 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 9,557 | $1,115,014 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 12,382 | $1,087,036 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 10,018 | $1,086,051 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 8,554 | $1,043,331 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 16,146 | $1,039,015 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,830 | $1,037,008 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,776 | $973,461 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 13,200 | $934,428 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 3,741 | $927,805 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,777 | $915,922 | dollars as filed | |
| ASSOCIATED BANC-CORP | 045487105 | COM | 40,360 | $909,311 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 11,624 | $832,528 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 29,072 | $829,436 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 4,521 | $812,443 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,000 | $796,140 | dollars as filed | |
| COASTAL SOUTH BANCSHARES INC | 19058X207 | COMMON STOCK | 37,046 | $787,227 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 3,125 | $740,187 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 3,576 | $721,029 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 1,045 | $703,546 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 9,175 | $685,189 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 2,168 | $661,847 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,823 | $653,599 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,286 | $603,584 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 8,841 | $599,862 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 12,276 | $565,678 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,118 | $561,102 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 1,241 | $543,471 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,887 | $543,377 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 53,302 | $534,616 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 25,000 | $527,750 | dollars as filed | |
| CORESITE RLTY CORP | 21870Q105 | COM | 1,875 | $521,419 | dollars as filed | |
| UMB FINL CORP | 902788108 | COM | 4,878 | $493,166 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,605 | $477,484 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 1,066 | $476,409 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 4,503 | $472,905 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,325 | $472,881 | dollars as filed | |
| BANK MONTREAL MEDIUM COM | 063671101 | Stock | 4,935 | $471,334 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 4,784 | $448,261 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 3,071 | $445,712 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 10,247 | $428,325 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 12,658 | $427,702 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 27,242 | $420,342 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,666 | $409,448 | dollars as filed | |
| Intel Corp | 458140100 | COM | 17,353 | $394,076 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,923 | $387,811 | dollars as filed | |
| LOEWS CORP COM | 540424108 | Stock | 4,170 | $383,265 | dollars as filed | |
| KELLANOVA | 487836108 | COM | 4,621 | $381,161 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 4,640 | $372,569 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,179 | $367,895 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,358 | $365,245 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,160 | $361,398 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,268 | $338,188 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,000 | $337,600 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 965 | $333,260 | dollars as filed | |
| Marathon Bancorp Inc. | 565759107 | COM | 25,000 | $332,500 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 4,246 | $332,377 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 3,218 | $315,615 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,487 | $314,872 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 8,469 | $312,506 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 1,600 | $304,400 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 4,020 | $292,897 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 908 | $287,436 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 5,814 | $287,002 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 9,455 | $273,260 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,832 | $269,021 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 2,079 | $264,303 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 3,663 | $257,875 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 8,244 | $250,865 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,025 | $250,047 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 966 | $249,595 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,708 | $249,001 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 551 | $239,819 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 1,705 | $231,999 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 10,370 | $229,799 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 982 | $228,953 | dollars as filed | |
| KLA CORP | 482480100 | COM | 332 | $225,694 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 1,933 | $223,609 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 3,380 | $220,545 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 3,215 | $217,801 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 1,472 | $217,419 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 10,000 | $216,300 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 9,288 | $213,252 | dollars as filed | |
| OCTAVE SPECIALTY GROUP INC | 023139884 | COM NEW | 24,000 | $210,000 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 420 | $208,992 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 1,808 | $202,586 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 2,880 | $200,275 | dollars as filed | |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 25,000 | $182,250 | dollars as filed | |
| O-I GLASS INC | 67098H104 | COM | 13,200 | $151,404 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 11,000 | $127,930 | dollars as filed | |
| TETRA TECHNOLOGIES INC DEL | 88162F105 | COM | 10,000 | $33,600 | dollars as filed | |
| OPKO HEALTH INC | 68375N103 | COM | 10,000 | $16,600 | dollars as filed | |
| OUTDOOR HOLDING CO | 00175J107 | COMMON STOCK | 10,000 | $13,800 | dollars as filed | |
| OFFICE PPTYS INCOME TR | 67623C109 | COM SHS BEN INT | 27,900 | $12,722 | dollars as filed | |
| RANGE IMPACT | 56089M107 | COM | 74,000 | $12,269 | dollars as filed | |
| P3 HEALTH PARTNERS INC | 744413105 | COM CL A | 20,000 | $3,282 | dollars as filed | |
| NW Biotherapeutics | 66737P600 | USD | 10,000 | $2,284 | dollars as filed | |
| Troy Minerals Inc. | 897471108 | COM | 20,000 | $1,798 | dollars as filed | |
| Dotz Nano Limited | Q3254M100 | com | 10,000 | $456 | dollars as filed | |
| Options Media Group | 684008105 | Com | 20,000 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
| Isracann Biosciences | 46501d108 | COM | 12,000 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
| Bald Eagle Energy | 057690109 | COM | 14,000 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001166620-25-000004 | this filing | 2025-05-13 | acceptance time not in the bulk data set |