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13F-HR filed by KLCM Advisors, Inc.

KLCM Advisors, Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 180 holding rows worth $1,002,776,632.

Accession
0001166620-25-000007
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 180 entries on the cover page, a total value of $1,002,776,632 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,002,776,632 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 filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM1,442,584$269,157,392dollars as filed
Apple Inc037833100COM267,980$68,235,783dollars as filed
Boeing Company097023105COM150,923$32,573,705dollars as filed
ATI INC COM01741R102Stock353,837$28,781,102dollars as filed
Citigroup Inc.172967424COM268,580$27,260,843dollars as filed
META PLATFORMS INC CL A30303M102COM36,171$26,563,103dollars as filed
MANPOWERGROUP INC WIS COM56418H100Stock556,951$21,108,443dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock162,649$19,721,191dollars as filed
Wells Fargo & Company949746101COM230,035$19,281,536dollars as filed
United Parcel Service,Inc. Class B911312106COM208,088$17,381,591dollars as filed
APA CORPORATION COM03743Q108Stock696,919$16,921,193dollars as filed
GATES INDL CORP PLCG39108108ORD SHS675,733$16,771,693dollars as filed
Bank of America Corp060505104COM323,356$16,681,940dollars as filed
HALLIBURTON CO COM406216101Stock675,560$16,618,775dollars as filed
MARCUS CORPORATION566330106COMMON STOCK1,014,951$15,741,890dollars as filed
TRUIST FINL CORP COM89832Q109Stock339,398$15,517,288dollars as filed
CONAGRA FOODS INC205887102COM831,447$15,223,795dollars as filed
Verizon Communications Inc92343V104COM343,850$15,112,206dollars as filed
Cisco Systems,Inc.17275R102COM219,013$14,984,904dollars as filed
Bristol-Myers Squibb Company110122108COM321,868$14,516,236dollars as filed
HEXCEL CORP NEW428291108COM212,280$13,309,956dollars as filed
Broadcom Inc.11135F101COM40,078$13,222,104dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM1,698,701$12,706,283dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock1,122,830$11,991,824dollars as filed
Microsoft Corp594918104COM22,366$11,584,506dollars as filed
GENERAL MTRS CO COM37045V100Stock180,336$10,995,071dollars as filed
DOW HLDGS INC COM260557103Stock470,351$10,785,153dollars as filed
NIKE,Inc. Class B654106103COM148,314$10,341,949dollars as filed
Walt Disney Co254687106COM83,117$9,516,913dollars as filed
KENVUE INC49177J102COM537,435$8,722,570dollars as filed
TARGET CORP COM87612E106Stock96,011$8,612,187dollars as filed
BEST BUY INC COM086516101Stock106,273$8,036,364dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock72,714$7,162,329dollars as filed
LOUISIANA PAC CORP COM546347105Stock76,358$6,783,645dollars as filed
PATTERSON-UTI ENERGY INC703481101COM1,230,543$6,374,213dollars as filed
USBANCORPDEL902973304COM NEW127,939$6,183,307dollars as filed
Amazon.com, Inc023135106COM26,777$5,879,426dollars as filed
JPMorgan Chase & Co46625H100COM15,147$4,777,784dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock41,533$4,759,252dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock5,014$4,681,271dollars as filed
Pfizer Inc.717081103COM174,819$4,454,380dollars as filed
Chevron Corporation166764100COM26,970$4,188,193dollars as filed
BERKLEY W R CORP COM084423102Stock54,523$4,177,552dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM16,412$3,997,205dollars as filed
Tesla Motors, Inc88160R101COM7,744$3,443,912dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,772$3,347,864dollars as filed
Berkshire Hathaway Inc084670702COM6,593$3,314,565dollars as filed
PepsiCo,Inc.713448108COM23,108$3,245,295dollars as filed
EXXON MOBIL CORP30231G102COM26,855$3,027,884dollars as filed
KEYCORP COM493267108Stock141,630$2,647,065dollars as filed
Palantir Technologies Inc. Class A69608A108COM14,010$2,555,704dollars as filed
FISERV INC337738108COM18,943$2,442,321dollars as filed
General Electric Company369604301COM8,019$2,412,276dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock21,559$2,370,412dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock18,558$2,307,502dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK75,000$2,258,250dollars as filed
AbbVie,Inc.00287Y109COM9,491$2,197,580dollars as filed
Qualcomm Incorporated747525103COM12,666$2,107,033dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT82,812$2,052,909dollars as filed
Advanced Micro Devices,Inc.007903107COM12,609$2,040,010dollars as filed
LAM RESEARCH CORP512807108COM15,097$2,021,488dollars as filed
COASTAL SOUTH BANCSHARES INC19058X207COMMON STOCK90,474$1,973,238dollars as filed
Philip Morris International Inc.718172109COM11,754$1,906,564dollars as filed
CERAGON NETWORKS LTD ORDM22013102Stock795,973$1,854,617dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,715$1,821,762dollars as filed
MGIC INVT CORP WIS COM552848103Stock62,880$1,783,906dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock10,118$1,705,490dollars as filed
FASTENAL CO COM311900104Stock33,800$1,657,552dollars as filed
Morgan Stanley617446448COM10,295$1,636,492dollars as filed
CLOROX CO DEL189054109COM13,135$1,619,545dollars as filed
AT&T Inc00206R102COM55,621$1,570,738dollars as filed
NEWMONT CORP651639106COM18,382$1,549,786dollars as filed
International Business Machines Corporation459200101COM5,200$1,467,331dollars as filed
Eaton Corp. PlcG29183103COM3,881$1,452,464dollars as filed
FORTINET INC COM34959E109Stock16,125$1,355,790dollars as filed
Costco Wholesale Corporation22160K105COM1,452$1,343,925dollars as filed
Caterpillar Inc.149123101COM2,816$1,343,617dollars as filed
NUCOR CORP COM670346105Stock9,881$1,338,133dollars as filed
Home Depot, Inc437076102COM3,279$1,328,540dollars as filed
Johnson & Johnson478160104COM6,989$1,295,922dollars as filed
Abbott Laboratories002824100COM9,643$1,291,539dollars as filed
Altria Group Inc02209S103COM19,501$1,288,249dollars as filed
Walmart Inc.931142103COM12,247$1,262,208dollars as filed
Visa Inc92826C839COM3,623$1,236,820dollars as filed
GE Vernova Inc.36828A101COM1,928$1,185,527dollars as filed
Merck & Co.,Inc.58933Y105COM13,385$1,123,426dollars as filed
OKLO INC COM CL A02156V109Stock10,000$1,116,300dollars as filed
Oracle Corporation68389X105COM3,941$1,108,236dollars as filed
ALLIANT ENERGY CORP COM018802108Stock16,144$1,088,287dollars as filed
McDonalds Corporation580135101COM3,451$1,048,681dollars as filed
ASSOCIATED BANC-CORP045487105COM40,360$1,037,656dollars as filed
MGE ENERGY INC55277P104COM12,225$1,029,100dollars as filed
Eli Lilly and Company532457108COM1,320$1,007,175dollars as filed
Texas Instruments Incorporated882508104COM5,472$1,005,354dollars as filed
UnitedHealth Group Inc91324P102COM2,907$1,003,787dollars as filed
Procter & Gamble Co742718109COM6,397$982,910dollars as filed
ILLINOIS TOOL WKS INC452308109COM3,767$982,283dollars as filed
MCKESSON CORP COM58155Q103Stock1,198$925,815dollars as filed
XCELENERGY INC98389B100COM10,950$883,117dollars as filed
MasterCard, Inc57636Q104COM1,525$867,435dollars as filed
Duke Energy Corporation26441C204COM6,827$844,841dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock28,836$816,359dollars as filed
CENCORA INC COM03073E105Stock2,265$707,929dollars as filed
EMERSON ELEC CO COM291011104Stock5,157$676,453dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,976$650,242dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,386$633,959dollars as filed
Lockheed Martin Corporation539830109COM1,252$624,888dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock9,269$611,180dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock2,000$600,859dollars as filed
Waste Management, Inc.94106L109COM2,676$590,985dollars as filed
UMB FINL CORP902788108COM4,878$577,311dollars as filed
Raytheon Technologies Corporation75513E101COM3,327$556,687dollars as filed
FORD MTR CO COM345370860Stock46,166$552,141dollars as filed
Intel Corp458140100COM16,438$551,480dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock4,162$542,090dollars as filed
Analog Devices,Inc.032654105COM2,181$535,873dollars as filed
CIENA CORP COM NEW171779309Stock3,310$482,168dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock17,977$474,952dollars as filed
Charles Schwab Corp808513105COM4,929$470,572dollars as filed
Schlumberger Limited806857108COM13,167$452,550dollars as filed
American Express Company025816109COM1,358$450,919dollars as filed
Coca-Cola Company191216100COM6,749$447,576dollars as filed
Applied Materials,Inc.038222105COM2,166$443,535dollars as filed
ConocoPhillips20825C104COM4,606$435,682dollars as filed
Mondelez International,Inc. Class A609207105COM6,841$427,357dollars as filed
LOEWS CORP COM540424108Stock4,170$418,626dollars as filed
T-Mobile US,Inc.872590104COM1,718$411,255dollars as filed
CORNING INC219350105COM4,790$392,924dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock4,769$381,234dollars as filed
BP PLC SPONSORED ADR055622104ADR11,051$380,805dollars as filed
KELLANOVA487836108COM4,621$378,989dollars as filed
JABIL INC COM466313103Stock1,705$370,275dollars as filed
D R HORTON INC COM23331A109Stock2,144$363,344dollars as filed
Marathon Bancorp Inc.565759107COM34,320$357,958dollars as filed
METLIFE INC COM59156R108Stock4,338$357,345dollars as filed
Honeywell Technologies438516106COM1,642$345,641dollars as filed
EXELON CORP COM30161N101Stock7,476$336,495dollars as filed
Amgen Inc.031162100COM1,160$327,352dollars as filed
Southern Company842587107COM3,428$324,915dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock1,032$319,549dollars as filed
CORE & MAIN INC CL A21874C102Stock5,400$290,682dollars as filed
BADGER METER INC COM056525108Stock1,600$285,728dollars as filed
MASCO CORP574599106COM3,969$279,378dollars as filed
Starbucks Corporation855244109COM3,204$271,025dollars as filed
PALO ALTO NETWORKS INC697435105COM1,300$264,706dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,088$249,656dollars as filed
Accenture Plc Class AG1151C101COM967$238,462dollars as filed
TOLL BROTHERS INC COM889478103Stock1,726$238,430dollars as filed
COTERRA ENERGY INC COM127097103Stock9,855$233,071dollars as filed
STATE STR CORP COM857477103Stock2,000$232,020dollars as filed
Goldman Sachs Group,Inc.38141G104COM291$231,738dollars as filed
OLIN CORP680665205COM PAR $19,174$229,258dollars as filed
RPM INTL INC COM749685103Stock1,933$227,862dollars as filed
ENBRIDGE INC COM29250N105Stock4,421$223,084dollars as filed
HELMERICH & PAYNE INC423452101COM10,000$220,900dollars as filed
Comcast Corp20030N101COM6,972$219,060dollars as filed
EXACT SCIENCES CORP COM30063P105Stock3,987$218,129dollars as filed
Uber Technologies90353T100COM2,179$213,477dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock279$211,725dollars as filed
ARES CAPITAL CORP04010L103COM10,370$211,652dollars as filed
Gilead Sciences,Inc.375558103COM1,858$206,238dollars as filed
IMPERIAL OIL LTD COM NEW453038408Stock2,271$206,071dollars as filed
HERSHEY CO COM427866108Stock1,097$205,194dollars as filed
KKR & CO INC48251W104COM1,577$204,931dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock625$202,237dollars as filed
NICOLET BANKSHARES INC65406E102COM1,500$201,750dollars as filed
OCTAVE SPECIALTY GROUP INC023139884COM NEW24,000$200,160dollars as filed
O-I GLASS INC67098H104COM10,000$129,700dollars as filed
TETRA TECHNOLOGIES INC DEL88162F105COM10,000$57,500dollars as filed
PULSAR HELIUM INC745932103COM50,000$16,135dollars as filed
RANGE IMPACT56089M107COM74,000$15,703dollars as filed
OPKO HEALTH INC68375N103COM10,000$15,500dollars as filed
OUTDOOR HOLDING CO00175J107COMMON STOCK10,000$14,800dollars as filed
Liberty Star Uranium53123t305COM201,374$10,995dollars as filed
NW Biotherapeutics66737P600USD10,000$2,402dollars as filed
Troy Minerals Inc.897471108COM20,000$1,878dollars as filed
Dotz Nano LimitedQ3254M100com10,000$589dollars as filed
Cecors Inc.150043107COM20,000$78dollars as filed
Options Media Group684008105Com20,000$0dollars as filedValue filed as zero, left out of ratios.
Isracann Biosciences46501d108COM12,000$0dollars as filedValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001166620-25-000007this filing2025-11-13acceptance time not in the bulk data set