KLCM Advisors, Inc.

13F filer, CIK 1166620, MILWAUKEE, WI

KLCM Advisors, Inc. reported $842,552,310 across 170 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-07. Its ten largest share positions make up 50.61% of the portfolio.

Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001166620-24-000007

Period: 2024-09-30
Reported value: $843M
Holdings: 170
Top 10 weight: 50.61%
New: 16
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
TFCnew	+353,576	$15.1M
BLDRnew	+62,710	$12.2M
APAadded	+311,655	$7.62M
BMYadded	+133,827	$6.92M
CTRAadded	+191,009	$4.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
XOMreduced	-149,055	-$17.5M
NEMreduced	-176,278	-$9.42M
BACreduced	-205,168	-$8.14M
MDTreduced	-74,609	-$6.72M
WALGREENS BOOTS ALLIANCE INCreduced	-708,489	-$6.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001166620-24-000007, largest first. % of portfolio is the value over $842,552,310, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
NVDANVIDIA CORPORATION	1,648,645	$200M	23.76%	+3,510		Timeline
ATIATI INC	430,227	$28.8M	3.42%	-3,080		Timeline
BMYBRISTOL-MYERS SQUIBB CO	555,582	$28.7M	3.41%	+133,827		Timeline
CCITIGROUP INC	456,286	$28.6M	3.39%	-12,586		Timeline
BABOEING CO	174,077	$26.5M	3.14%	+11,155		Timeline
NEMNEWMONT CORP	484,143	$25.9M	3.07%	-176,278		Timeline
MCSMARCUS CORP DEL	1,659,090	$25M	2.97%	+88,325		Timeline
OGNORGANON & CO	1,215,997	$23.3M	2.76%	+18,879		Timeline
TAT&T INC	901,565	$19.8M	2.35%	-231,598		Timeline
KVUEKENVUE INC	851,136	$19.7M	2.34%	-3,545		Timeline
AAPLAPPLE INC	79,211	$18.5M	2.19%	+8,715		Timeline
VZVERIZON COMMUNICATIONS INC	394,418	$17.7M	2.1%	-61,939		Timeline
CSCOCISCO SYS INC	297,609	$15.8M	1.88%	+6,774		Timeline
WFCWELLS FARGO & CO	274,848	$15.5M	1.84%	+11,571		Timeline
TFCTRUIST FINL CORP	353,576	$15.1M	1.79%	new		Timeline
BACBANK OF AMER CORP	372,326	$14.8M	1.75%	-205,168		Timeline
APAAPA CORPORATION	580,775	$14.2M	1.69%	+311,655		Timeline
HALHALLIBURTON CO	485,394	$14.1M	1.67%	+19,225		Timeline
DOWDOW HLDGS INC	257,703	$14.1M	1.67%	+11,643		Timeline
CTRACOTERRA ENERGY INC	576,365	$13.8M	1.64%	+191,009		Timeline
GTESGATES INDL CORP PLC	746,260	$13.1M	1.55%	-314,340		Timeline
MDTMEDTRONIC PLC	139,988	$12.6M	1.5%	-74,609		Timeline
BLDRBUILDERS FIRSTSOURCE INC	62,710	$12.2M	1.44%	new		Timeline
BBYBEST BUY INC	108,119	$11.2M	1.33%	-180		Timeline
GTGOODYEAR TIRE & RUBR CO	1,110,795	$9.83M	1.17%	+252,150		Timeline
HANESBRANDS INCHANESBRANDS INC	1,322,799	$9.72M	1.15%	-82,400
DISDISNEY WALT CO	100,988	$9.71M	1.15%	+5,290		Timeline
GMGENERAL MTRS CO	203,692	$9.13M	1.08%	-7,319		Timeline
MANMANPOWERGROUP INC WIS	116,806	$8.59M	1.02%	+7,775		Timeline
MSFTMICROSOFT CORP	19,662	$8.46M	1%	+3,078		Timeline
PTENPATTERSON-UTI ENERGY INC	1,010,550	$7.73M	0.92%	+143,235		Timeline
LLYELI LILLY & CO	6,847	$6.07M	0.72%	-375		Timeline
USBUS BANCORP	131,456	$6.01M	0.71%	-745		Timeline
UNPUNION PAC CORP	20,369	$5.02M	0.6%	-9		Timeline
XOMEXXON MOBIL CORP	37,758	$4.43M	0.53%	-149,055		Timeline
CVXCHEVRON CORPORATION	26,955	$3.97M	0.47%	+1,839		Timeline
AMZNAMAZON COM INC	20,535	$3.83M	0.45%	+5,505		Timeline
PFEPFIZER INC	131,710	$3.81M	0.45%	+3,038		Timeline
FISVFISERV INC	20,243	$3.64M	0.43%	+1,020		Timeline
GOOGLALPHABET INC	20,880	$3.46M	0.41%	+7,300		Timeline
WECWEC ENERGY GROUP INC	35,595	$3.42M	0.41%	-1,605		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	7,322	$3.37M	0.4%	+180		Timeline
TGTTARGET CORP	20,816	$3.24M	0.39%	+18,571		Timeline
KMIKINDER MORGAN INC DEL	140,847	$3.11M	0.37%	-60,189		Timeline
WRBBERKLEY W R CORP	54,523	$3.09M	0.37%	+18,174		Timeline
GOOGALPHABET INC	17,633	$2.95M	0.35%	-2,620		Timeline
JPMJPMORGAN CHASE & CO	13,869	$2.92M	0.35%	-57		Timeline
UPSUNITED PARCEL SVCS INC	21,330	$2.91M	0.35%	+6,168		Timeline
KHCKRAFT HEINZ CO	74,861	$2.63M	0.31%	+6,997		Timeline
AMDADVANCED MICRO DEVICES INC	14,279	$2.34M	0.28%	+2,000		Timeline
KEYKEYCORP	136,491	$2.29M	0.27%	new		Timeline
METAMETA PLATFORMS INC	3,932	$2.25M	0.27%	+1,500		Timeline
ABBVABBVIE INC	10,720	$2.12M	0.25%	-11,894		Timeline
MTGMGIC INVT CORP WIS	77,447	$1.98M	0.24%	-23,000		Timeline
NFLXNETFLIX INC.	2,760	$1.96M	0.23%	+1,250		Timeline
NUENUCOR CORP	12,881	$1.94M	0.23%	new		Timeline
JCIJOHNSON CONTROLS INTERNATION	24,247	$1.88M	0.22%	+487		Timeline
PGPROCTER & GAMBLE CO	10,799	$1.87M	0.22%	+511		Timeline
UNHUNITEDHEALTH GROUP INC	3,193	$1.87M	0.22%	-292		Timeline
NOWSERVICENOW INC	2,000	$1.79M	0.21%	+1,000		Timeline
TSLATESLA INC	6,541	$1.71M	0.2%	+170		Timeline
PMPHILIP MORRIS INTL INC	13,924	$1.69M	0.2%	-2,863		Timeline
MRKMERCK & CO INC	13,351	$1.52M	0.18%	+287		Timeline
AVGOBROADCOM INC	8,740	$1.51M	0.18%	+8,253		Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,587	$1.41M	0.17%	-177		Timeline
GEGE AEROSPACE	7,269	$1.37M	0.16%	-1,042		Timeline
ADBEADOBE INC	2,575	$1.33M	0.16%	+600		Timeline
ETNEATON CORP PLC	3,961	$1.31M	0.16%	+42		Timeline
IBMINTERNATIONAL BUSINESS MACHS	5,760	$1.27M	0.15%	+535		Timeline
CATCATERPILLAR INC	3,144	$1.23M	0.15%	+200		Timeline
FASTFASTENAL CO	16,840	$1.2M	0.14%	0		Timeline
MGEEMGE ENERGY INC	12,975	$1.19M	0.14%	0		Timeline
ABTABBOTT LABORATORIES	10,258	$1.17M	0.14%	+243		Timeline
KSSKOHLS CORP	54,596	$1.15M	0.14%	-1,700		Timeline
JNJJOHNSON & JOHNSON	7,046	$1.14M	0.14%	-210		Timeline
HDHOME DEPOT INC	2,791	$1.13M	0.13%	+37		Timeline
PEPPEPSICO INC	6,075	$1.03M	0.12%	+87		Timeline
VVISA INC	3,737	$1.03M	0.12%	+87		Timeline
ASBASSOCIATED BANC-CORP	45,792	$986K	0.12%	+211		Timeline
ITWILLINOIS TOOL WKS INC	3,669	$962K	0.11%	+13		Timeline
MAMASTERCARD INCORPORATED	1,876	$926K	0.11%	0		Timeline
MCDMCDONALDS CORP	3,019	$919K	0.11%	+19		Timeline
MSMORGAN STANLEY	8,818	$919K	0.11%	+82		Timeline
MOALTRIA GROUP INC	17,357	$886K	0.11%	+149		Timeline
XELXCEL ENERGY INC	13,200	$862K	0.1%	+261		Timeline
DUKDUKE ENERGY CORP NEW	7,330	$845K	0.1%	+1,267		Timeline
AEMAGNICO EAGLE MINES LTD	10,018	$807K	0.1%	0		Timeline
TXNTEXAS INSTRS INC	3,851	$796K	0.09%	+53		Timeline
NSCNORFOLK SOUTHN CORP	3,125	$777K	0.09%	+50		Timeline
CRWDCROWDSTRIKE HLDGS INC	2,705	$759K	0.09%	+1,600		Timeline
FISFIDELITY NATL INFORMATION SV	8,995	$753K	0.09%	-111		Timeline
COSOCOASTALSOUTH BANCSHARES INC	37,046	$736K	0.09%	0		Timeline
WMTWALMART INC	8,746	$706K	0.08%	+1,927		Timeline
ORCLORACLE CORP	3,841	$654K	0.08%	+173		Timeline
INTCINTEL CORP	26,485	$621K	0.07%	-7,237		Timeline
AMATAPPLIED MATLS INC	3,065	$619K	0.07%	-95		Timeline
LMTLOCKHEED MARTIN CORP	1,053	$616K	0.07%	+13		Timeline
MDLZMONDELEZ INTL INC	8,241	$607K	0.07%	+1		Timeline
LNTALLIANT ENERGY CORP	9,698	$589K	0.07%	+328		Timeline
EMREMERSON ELEC CO	5,113	$559K	0.07%	+200		Timeline
MSIMOTOROLA SOLUTIONS INC	1,241	$558K	0.07%	+18		Timeline
WMWASTE MGMT INC DEL	2,628	$546K	0.06%	-50		Timeline
HPEHEWLETT PACKARD ENTERPRISE C	26,146	$535K	0.06%	-135		Timeline
MCKMCKESSON CORP	1,045	$517K	0.06%	0		Timeline
CLCOLGATE PALMOLIVE CO	4,884	$507K	0.06%	-3		Timeline
DEDEERE & CO	1,211	$505K	0.06%	0		Timeline
CEGCONSTELLATION ENERGY CORP	1,935	$503K	0.06%	-33		Timeline
GEVGE VERNOVA INC	1,935	$493K	0.06%	-130		Timeline
FFORD MTR CO	46,133	$487K	0.06%	-4,141		Timeline
KOCOCA COLA CO	6,387	$459K	0.05%	+604		Timeline
RTXRTX CORPORATION	3,674	$445K	0.05%	+22		Timeline
SLBSLB LIMITED	10,318	$433K	0.05%	+71		Timeline
QCOMQUALCOMM INC	2,534	$431K	0.05%	+50		Timeline
ACNACCENTURE PLC IRELAND	1,187	$420K	0.05%	-2		Timeline
KMBKIMBERLY-CLARK CORP	2,859	$407K	0.05%	-14,870		Timeline
HEARTLAND FINL USA INCHEARTLAND FINL USA INC	7,165	$406K	0.05%	-6,735
DHID R HORTON INC	2,079	$397K	0.05%	0		Timeline
ADIANALOG DEVICES INC	1,723	$397K	0.05%	+50		Timeline
HPHELMERICH & PAYNE INC	13,000	$395K	0.05%	0		Timeline
AXPAMERICAN EXPRESS CO	1,428	$387K	0.05%	0		Timeline
COPCONOCOPHILLIPS	3,630	$382K	0.05%	+200		Timeline
BPBP PLC	11,959	$375K	0.04%	+580		Timeline
KKELLANOVA	4,646	$375K	0.04%	-38,450		Timeline
BMOBANK OF MONTREAL	4,151	$374K	0.04%	+208		Timeline
METMETLIFE INC	4,480	$370K	0.04%	+56		Timeline
BCEBCE INC	9,438	$328K	0.04%	+20		Timeline
AEHRAEHR TEST SYS	25,000	$321K	0.04%	new		Timeline
CORESITE RLTY CORPCORESITE RLTY CORP	1,350	$304K	0.04%	0
AMGNAMGEN INC	943	$304K	0.04%	+74		Timeline
EXCEXELON CORP	7,453	$302K	0.04%	0		Timeline
ANSYS INCANSYS INC	908	$289K	0.03%	0
SCHWCHARLES SCHWAB CORP (THE)	4,458	$289K	0.03%	0		Timeline
ELVELEVANCE HEALTH INC FORMERLY	551	$287K	0.03%	0		Timeline
PSXPHILLIPS 66	2,072	$272K	0.03%	0		Timeline
EXASEXACT SCIENCES CORP	3,987	$272K	0.03%	new		Timeline
AJGGALLAGHER ARTHUR J & CO	965	$272K	0.03%	0		Timeline
CMCSACOMCAST CORP NEW	6,497	$271K	0.03%	new		Timeline
LOWLOWES COS INC	981	$266K	0.03%	+1		Timeline
KLACKLA CORP	336	$260K	0.03%	-39		Timeline
ROKROCKWELL AUTOMATION INC	966	$259K	0.03%	-154		Timeline
TMUST-MOBILE US INC	1,250	$258K	0.03%	0		Timeline
HONHONEYWELL INTL INC	1,232	$255K	0.03%	+41		Timeline
OXYOCCIDENTAL PETE CORP	4,889	$252K	0.03%	0		Timeline
MASMASCO CORP	2,880	$242K	0.03%	new		Timeline
SOSOUTHERN CO	2,633	$237K	0.03%	new		Timeline
RPMRPM INTL INC	1,933	$234K	0.03%	0		Timeline
PPGPPG INDS INC	1,717	$227K	0.03%	new		Timeline
Marathon Bancorp Inc.Marathon Bancorp Inc.	25,000	$220K	0.03%	0
ARCCARES CAPITAL CORP	10,370	$217K	0.03%	0		Timeline
NVONOVO-NORDISK A S	1,821	$217K	0.03%	+100		Timeline
OMCOMNICOM GROUP INC	2,095	$217K	0.03%	new		Timeline
KKRKKR & CO INC	1,629	$213K	0.03%	new		Timeline
MMM3M CO	1,520	$208K	0.02%	new		Timeline
TOLTOLL BROTHERS INC	1,326	$205K	0.02%	new		Timeline
HSYHERSHEY CO	1,067	$205K	0.02%	new		Timeline
JBLJABIL INC	1,705	$204K	0.02%	new		Timeline
CVSCVS HEALTH CORP	3,215	$202K	0.02%	-400		Timeline
OIO-I GLASS INC	13,200	$173K	0.02%	-3,000		Timeline
OSGOCTAVE SPECIALTY GROUP INC	14,000	$157K	0.02%	0		Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	13,399	$120K	0.01%	-708,489
SOFISOFI TECHNOLOGIES INC	11,000	$86.5K	0.01%	0		Timeline
VUZIVUZIX CORP	21,000	$24.6K	<0.01%	0		Timeline
RNGERANGE IMPACT, INC. COMMON STOC	74,000	$23.7K	<0.01%	0		Timeline
OPKOPKO HEALTH INC	10,000	$14.9K	<0.01%	0		Timeline
Spooz Inc.Spooz Inc.	1,535,000	$6.91K	<0.01%	0
NWBONORTHWEST BIOTHERAPEUTICS INC.	10,000	$3.2K	<0.01%	0		Timeline
Troy Minerals Inc.Troy Minerals Inc.	10,000	$1.3K	<0.01%	0
Dotz Nano LimitedDotz Nano Limited	10,000	$622	<0.01%	0
Options Media GroupOptions Media Group	20,000	$0	0%	0	Value filed as zero, left out of ratios.
Bald Eagle EnergyBald Eagle Energy	14,000	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GILDGILEAD SCIENCES INC	36,203	$2.48M	shares
NICNICOLET BANKSHARES INC	3,088	$256K	shares
SPGSIMON PPTY GROUP INC NEW	1,644	$250K	shares
NOKNOKIA CORP	11,726	$44.3K	shares
NNDMNANO DIMENSION LTD	10,000	$22K	shares
TELLURIAN INC NEWTELLURIAN INC NEW	23,000	$15.9K	shares
SRNESORRENTO THERAPEUTICS, INC.	30,000	$285	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001166620-24-000007	base		2024-11-07	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC