KLCM Advisors, Inc.

13F filer, CIK 1166620, MILWAUKEE, WI

KLCM Advisors, Inc. reported $862,250,586 across 175 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 50.22% of the portfolio.

Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001166620-25-000002

Period: 2024-12-31
Reported value: $862M
Holdings: 175
Top 10 weight: 50.22%
New: 13
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MANadded	+179,788	$10.4M
ZBHnew	+74,083	$7.83M
GTadded	+659,635	$5.94M
APAadded	+115,249	$2.66M
CAGnew	+87,025	$2.41M

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
MCSreduced	-640,457	-$13.8M
HANESBRANDS INCreduced	-329,547	-$2.68M
WFCreduced	-29,192	-$2.05M
KHCreduced	-66,550	-$2.04M
MSFTreduced	-3,300	-$1.39M

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, Q4 2024

Share positions as resolved from 13F-HR 0001166620-25-000002, largest first. % of portfolio is the value over $862,250,586, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
NVDANVIDIA CORPORATION	1,643,988	$221M	25.6%	-4,657		Timeline
BABOEING CO	176,396	$31.2M	3.62%	+2,319		Timeline
CCITIGROUP INC	436,860	$30.8M	3.57%	-19,426		Timeline
BMYBRISTOL-MYERS SQUIBB CO	532,539	$30.1M	3.49%	-23,043		Timeline
ATIATI INC	414,584	$22.8M	2.65%	-15,643		Timeline
MCSMARCUS CORP DEL	1,018,633	$21.9M	2.54%	-640,457		Timeline
TAT&T INC	867,036	$19.7M	2.29%	-34,529		Timeline
AAPLAPPLE INC	77,831	$19.5M	2.26%	-1,380		Timeline
OGNORGANON & CO	1,227,649	$18.3M	2.12%	+11,652		Timeline
NEMNEWMONT CORP	480,849	$17.9M	2.08%	-3,294		Timeline
KVUEKENVUE INC	829,671	$17.7M	2.05%	-21,465		Timeline
WFCWELLS FARGO & CO	245,656	$17.3M	2%	-29,192		Timeline
MANMANPOWERGROUP INC WIS	296,594	$17.1M	1.99%	+179,788		Timeline
CSCOCISCO SYS INC	288,132	$17.1M	1.98%	-9,477		Timeline
APAAPA CORPORATION	696,024	$16.1M	1.86%	+115,249		Timeline
GTGOODYEAR TIRE & RUBR CO	1,770,430	$15.9M	1.85%	+659,635		Timeline
VZVERIZON COMMUNICATIONS INC	385,045	$15.4M	1.79%	-9,373		Timeline
BACBANK OF AMER CORP	345,219	$15.2M	1.76%	-27,107		Timeline
TFCTRUIST FINL CORP	348,468	$15.1M	1.75%	-5,108		Timeline
GTESGATES INDL CORP PLC	718,687	$14.8M	1.71%	-27,573		Timeline
CTRACOTERRA ENERGY INC	541,977	$13.8M	1.61%	-34,388		Timeline
HALHALLIBURTON CO	453,744	$12.3M	1.43%	-31,650		Timeline
DISDISNEY WALT CO	96,464	$10.7M	1.25%	-4,524		Timeline
MDTMEDTRONIC PLC	133,644	$10.7M	1.24%	-6,344		Timeline
DOWDOW HLDGS INC	261,594	$10.5M	1.22%	+3,891		Timeline
GMGENERAL MTRS CO	190,096	$10.1M	1.17%	-13,596		Timeline
BBYBEST BUY INC	107,048	$9.18M	1.07%	-1,071		Timeline
BLDRBUILDERS FIRSTSOURCE INC	61,417	$8.78M	1.02%	-1,293		Timeline
HANESBRANDS INCHANESBRANDS INC	993,252	$8.09M	0.94%	-329,547
PTENPATTERSON-UTI ENERGY INC	972,842	$8.04M	0.93%	-37,708		Timeline
ZBHZIMMER BIOMET HOLDINGS INC	74,083	$7.83M	0.91%	new		Timeline
MSFTMICROSOFT CORP	16,362	$6.9M	0.8%	-3,300		Timeline
USBUS BANCORP	131,116	$6.27M	0.73%	-340		Timeline
LLYELI LILLY & CO	6,847	$5.29M	0.61%	0		Timeline
PFEPFIZER INC	189,694	$5.03M	0.58%	+57,984		Timeline
UNPUNION PAC CORP	20,519	$4.68M	0.54%	+150		Timeline
FISVFISERV INC	20,123	$4.13M	0.48%	-120		Timeline
XOMEXXON MOBIL CORP	37,154	$4M	0.46%	-604		Timeline
CVXCHEVRON CORPORATION	27,179	$3.94M	0.46%	+224		Timeline
AMZNAMAZON COM INC	16,626	$3.65M	0.42%	-3,909		Timeline
WECWEC ENERGY GROUP INC	37,862	$3.56M	0.41%	+2,267		Timeline
JPMJPMORGAN CHASE & CO	14,623	$3.51M	0.41%	+754		Timeline
KMIKINDER MORGAN INC DEL	122,812	$3.37M	0.39%	-18,035		Timeline
GOOGALPHABET INC	17,371	$3.31M	0.38%	-262		Timeline
PEPPEPSICO INC	21,437	$3.26M	0.38%	+15,362		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	7,170	$3.25M	0.38%	-152		Timeline
WRBBERKLEY W R CORP	54,523	$3.19M	0.37%	0		Timeline
TGTTARGET CORP	20,871	$2.82M	0.33%	+55		Timeline
UPSUNITED PARCEL SVCS INC	22,298	$2.81M	0.33%	+968		Timeline
GOOGLALPHABET INC	14,834	$2.81M	0.33%	-6,046		Timeline
TSLATESLA INC	6,875	$2.78M	0.32%	+334		Timeline
KEYKEYCORP	151,614	$2.6M	0.3%	+15,123		Timeline
CAGCONAGRA BRANDS INC	87,025	$2.41M	0.28%	new		Timeline
ETNEATON CORP PLC	6,971	$2.31M	0.27%	+3,010		Timeline
JCIJOHNSON CONTROLS INTERNATION	24,435	$1.93M	0.22%	+188		Timeline
ABBVABBVIE INC	10,538	$1.87M	0.22%	-182		Timeline
MTGMGIC INVT CORP WIS	77,447	$1.84M	0.21%	0		Timeline
PGPROCTER & GAMBLE CO	10,595	$1.78M	0.21%	-204		Timeline
UNHUNITEDHEALTH GROUP INC	3,243	$1.64M	0.19%	+50		Timeline
METAMETA PLATFORMS INC	2,595	$1.52M	0.18%	-1,337		Timeline
NUENUCOR CORP	12,881	$1.5M	0.17%	0		Timeline
AMDADVANCED MICRO DEVICES INC	12,274	$1.48M	0.17%	-2,005		Timeline
IBMINTERNATIONAL BUSINESS MACHS	6,619	$1.46M	0.17%	+859		Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,563	$1.43M	0.17%	-24		Timeline
PMPHILIP MORRIS INTL INC	11,772	$1.42M	0.16%	-2,152		Timeline
MRKMERCK & CO INC	13,732	$1.37M	0.16%	+381		Timeline
GEGE AEROSPACE	8,123	$1.35M	0.16%	+854		Timeline
NFLXNETFLIX INC.	1,460	$1.3M	0.15%	-1,300		Timeline
CRWDCROWDSTRIKE HLDGS INC	3,720	$1.27M	0.15%	+1,015		Timeline
FASTFASTENAL CO	17,140	$1.23M	0.14%	+300		Timeline
VVISA INC	3,881	$1.23M	0.14%	+144		Timeline
MSMORGAN STANLEY	9,733	$1.22M	0.14%	+915		Timeline
ABTABBOTT LABORATORIES	10,378	$1.17M	0.14%	+120		Timeline
MGEEMGE ENERGY INC	12,225	$1.15M	0.13%	-750		Timeline
HDHOME DEPOT INC	2,829	$1.1M	0.13%	+38		Timeline
AVGOBROADCOM INC	4,700	$1.09M	0.13%	-4,040		Timeline
MCDMCDONALDS CORP	3,684	$1.07M	0.12%	+665		Timeline
NOWSERVICENOW INC	1,000	$1.06M	0.12%	-1,000		Timeline
JNJJOHNSON & JOHNSON	7,186	$1.04M	0.12%	+140		Timeline
CATCATERPILLAR INC	2,777	$1.01M	0.12%	-367		Timeline
MOALTRIA GROUP INC	19,098	$999K	0.12%	+1,741		Timeline
WMTWALMART INC	10,695	$966K	0.11%	+1,949		Timeline
ASBASSOCIATED BANC-CORP	40,360	$965K	0.11%	-5,432		Timeline
LNTALLIANT ENERGY CORP	16,133	$954K	0.11%	+6,435		Timeline
ITWILLINOIS TOOL WKS INC	3,741	$949K	0.11%	+72		Timeline
MAMASTERCARD INCORPORATED	1,776	$935K	0.11%	-100		Timeline
XELXCEL ENERGY INC	13,200	$891K	0.1%	0		Timeline
DUKDUKE ENERGY CORP NEW	7,964	$858K	0.1%	+634		Timeline
COSOCOASTALSOUTH BANCSHARES INC	37,046	$813K	0.09%	0		Timeline
AEMAGNICO EAGLE MINES LTD	10,018	$784K	0.09%	0		Timeline
NSCNORFOLK SOUTHN CORP	3,125	$733K	0.09%	0		Timeline
GEVGE VERNOVA INC	2,136	$703K	0.08%	+201		Timeline
TXNTEXAS INSTRS INC	3,721	$698K	0.08%	-130		Timeline
FISFIDELITY NATL INFORMATION SV	8,530	$689K	0.08%	-465		Timeline
ORCLORACLE CORP	3,803	$634K	0.07%	-38		Timeline
EMREMERSON ELEC CO	5,113	$634K	0.07%	0		Timeline
CEGCONSTELLATION ENERGY CORP	2,776	$621K	0.07%	+841		Timeline
ADBEADOBE INC	1,375	$611K	0.07%	-1,200		Timeline
MCKMCKESSON CORP	1,045	$596K	0.07%	0		Timeline
MSIMOTOROLA SOLUTIONS INC	1,241	$574K	0.07%	0		Timeline
WMWASTE MGMT INC DEL	2,823	$570K	0.07%	+195		Timeline
KOCOCA COLA CO	9,092	$566K	0.07%	+2,705		Timeline
HPEHEWLETT PACKARD ENTERPRISE C	26,242	$560K	0.06%	+96		Timeline
DEDEERE & CO	1,286	$545K	0.06%	+75		Timeline
LMTLOCKHEED MARTIN CORP	1,066	$518K	0.06%	+13		Timeline
AMATAPPLIED MATLS INC	3,071	$499K	0.06%	+6		Timeline
MDLZMONDELEZ INTL INC	8,241	$492K	0.06%	0		Timeline
FFORD MTR CO	46,933	$465K	0.05%	+800		Timeline
ACNACCENTURE PLC IRELAND	1,273	$448K	0.05%	+86		Timeline
CLCOLGATE PALMOLIVE CO	4,884	$444K	0.05%	0		Timeline
BMOBANK OF MONTREAL	4,538	$440K	0.05%	+387		Timeline
HEARTLAND FINL USA INCHEARTLAND FINL USA INC	7,165	$439K	0.05%	0
COPCONOCOPHILLIPS	4,388	$435K	0.05%	+758		Timeline
RTXRTX CORPORATION	3,753	$434K	0.05%	+79		Timeline
CORESITE RLTY CORPCORESITE RLTY CORP	1,875	$421K	0.05%	+525
QCOMQUALCOMM INC	2,735	$420K	0.05%	+201		Timeline
AEHRAEHR TEST SYS	25,000	$416K	0.05%	0		Timeline
AXPAMERICAN EXPRESS CO	1,358	$403K	0.05%	-70		Timeline
SLBSLB LIMITED	10,247	$393K	0.05%	-71		Timeline
METMETLIFE INC	4,640	$380K	0.04%	+160		Timeline
KKELLANOVA	4,646	$376K	0.04%	0		Timeline
EXCEXELON CORP	9,876	$372K	0.04%	+2,423		Timeline
BPBP PLC	12,408	$367K	0.04%	+449		Timeline
ADIANALOG DEVICES INC	1,723	$366K	0.04%	0		Timeline
KMBKIMBERLY-CLARK CORP	2,759	$362K	0.04%	-100		Timeline
Marathon Bancorp Inc.Marathon Bancorp Inc.	25,000	$350K	0.04%	0
INTCINTEL CORP	17,359	$348K	0.04%	-9,126		Timeline
CMCSACOMCAST CORP NEW	8,593	$322K	0.04%	+2,096		Timeline
SCHWCHARLES SCHWAB CORP (THE)	4,258	$315K	0.04%	-200		Timeline
ANSYS INCANSYS INC	908	$306K	0.04%	0
HONHONEYWELL INTL INC	1,347	$304K	0.04%	+115		Timeline
PLTRPALANTIR TECHNOLOGIES INC	4,000	$303K	0.04%	new		Timeline
AMGNAMGEN INC	1,160	$302K	0.04%	+217		Timeline
SBUXSTARBUCKS CORP	3,218	$294K	0.03%	new		Timeline
OXYOCCIDENTAL PETE CORP	5,889	$291K	0.03%	+1,000		Timeline
DHID R HORTON INC	2,079	$291K	0.03%	0		Timeline
ROKROCKWELL AUTOMATION INC	966	$276K	0.03%	0		Timeline
TMUST-MOBILE US INC	1,250	$276K	0.03%	0		Timeline
AJGGALLAGHER ARTHUR J & CO	965	$274K	0.03%	0		Timeline
KHCKRAFT HEINZ CO	8,311	$255K	0.03%	-66,550		Timeline
JBLJABIL INC	1,705	$245K	0.03%	0		Timeline
LOWLOWES COS INC	981	$242K	0.03%	0		Timeline
RPMRPM INTL INC	1,933	$238K	0.03%	0		Timeline
MMM3M CO	1,838	$237K	0.03%	+318		Timeline
KKRKKR & CO INC	1,590	$235K	0.03%	-39		Timeline
PSXPHILLIPS 66	2,025	$231K	0.03%	-47		Timeline
ARCCARES CAPITAL CORP	10,370	$227K	0.03%	0		Timeline
LYBLYONDELLBASELL INDUSTRIES NV	3,056	$227K	0.03%	new		Timeline
SOSOUTHERN CO	2,732	$225K	0.03%	+99		Timeline
EXASEXACT SCIENCES CORP	3,987	$224K	0.03%	0		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,114	$220K	0.03%	new		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	420	$218K	0.03%	new		Timeline
BCEBCE INC	9,288	$215K	0.02%	-150		Timeline
OKLOOKLO INC	10,000	$212K	0.02%	new		Timeline
CINFCINCINNATI FINL CORP	1,467	$211K	0.02%	new		Timeline
KLACKLA CORP	332	$209K	0.02%	-4		Timeline
MASMASCO CORP	2,880	$209K	0.02%	0		Timeline
ELVELEVANCE HEALTH INC FORMERLY	551	$203K	0.02%	0		Timeline
OSGOCTAVE SPECIALTY GROUP INC	14,000	$177K	0.02%	0		Timeline
SOFISOFI TECHNOLOGIES INC	11,000	$169K	0.02%	0		Timeline
OIO-I GLASS INC	13,200	$143K	0.02%	0		Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	12,950	$121K	0.01%	-449
VUZIVUZIX CORP	22,000	$86.7K	0.01%	+1,000		Timeline
TTITETRA TECHNOLOGIES INC DEL	10,000	$35.8K	<0.01%	new		Timeline
RNGERANGE IMPACT, INC. COMMON STOC	74,000	$15.5K	<0.01%	0		Timeline
Verses AI Inc.Verses AI Inc.	13,175	$15.2K	<0.01%	new
OPKOPKO HEALTH INC	10,000	$14.7K	<0.01%	0		Timeline
POWWOUTDOOR HOLDING CO	10,000	$11K	<0.01%	new		Timeline
Spooz Inc.Spooz Inc.	1,535,000	$5.37K	<0.01%	0
P3 HEALTH PARTNERS INCP3 HEALTH PARTNERS INC	20,000	$4.5K	<0.01%	new
NWBONORTHWEST BIOTHERAPEUTICS INC.	10,000	$2.75K	<0.01%	0		Timeline
Troy Minerals Inc.Troy Minerals Inc.	10,000	$1.23K	<0.01%	0
Dotz Nano LimitedDotz Nano Limited	10,000	$619	<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 Q4 2024

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

Security	Shares before	Value before	Type
KSSKOHLS CORP	54,596	$1.15M	shares
HPHELMERICH & PAYNE INC	13,000	$395K	shares
PPGPPG INDS INC	1,717	$227K	shares
NVONOVO-NORDISK A S	1,821	$217K	shares
OMCOMNICOM GROUP INC	2,095	$217K	shares
TOLTOLL BROTHERS INC	1,326	$205K	shares
HSYHERSHEY CO	1,067	$205K	shares
CVSCVS HEALTH CORP	3,215	$202K	shares

How Q4 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 0001166620-25-000002	base		2025-01-31	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC