13F HOLDINGS REPORT
KLCM Advisors, Inc.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001166620-25-000007
Total Value
$1.00B
Positions
180
Other Managers
0
Confidential Omitted
No
Holdings (180)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 1,442,584 | $269.2M | 26.84% |
| 2 | Apple Inc. | AAPL | 267,980 | $68.2M | 6.80% |
| 3 | Boeing Co. | BA-PA | 150,923 | $32.6M | 3.25% |
| 4 | Allegheny Technologies Inc. | ATI | 353,837 | $28.8M | 2.87% |
| 5 | Citigroup Inc. | C-PR | 268,580 | $27.3M | 2.72% |
| 6 | Meta Platforms Inc. | META | 36,171 | $26.6M | 2.65% |
| 7 | Manpower Inc. | 56418h100 | 556,951 | $21.1M | 2.10% |
| 8 | Builders Firstsource | BLDR | 162,649 | $19.7M | 1.97% |
| 9 | Wells Fargo & Co. | 949746101 | 230,035 | $19.3M | 1.92% |
| 10 | United Parcel Service Inc. | UPS | 208,088 | $17.4M | 1.73% |
| 11 | APA Corporation | APA | 696,919 | $16.9M | 1.69% |
| 12 | Gates Industrial Corp. | GTES | 675,733 | $16.8M | 1.67% |
| 13 | Bank of America Corp. | 060505104 | 323,356 | $16.7M | 1.66% |
| 14 | Halliburton Co. | HAL | 675,560 | $16.6M | 1.66% |
| 15 | Marcus Corp. | MCS | 1,014,951 | $15.7M | 1.57% |
| 16 | Truist Financial Corp. | 89832Q109 | 339,398 | $15.5M | 1.55% |
| 17 | Conagra Foods Inc. | CAG | 831,447 | $15.2M | 1.52% |
| 18 | Verizon Communications | VZ | 343,850 | $15.1M | 1.51% |
| 19 | Cisco Systems Inc. | CSCO | 219,013 | $15.0M | 1.49% |
| 20 | Bristol-Myers Squibb Corp. | CELG-RI | 321,868 | $14.5M | 1.45% |
| 21 | Hexcel Corp. | 428291108 | 212,280 | $13.3M | 1.33% |
| 22 | Broadcom Inc. | AVGO | 40,078 | $13.2M | 1.32% |
| 23 | Goodyear Tire & Rubber | 382550101 | 1,698,701 | $12.7M | 1.27% |
| 24 | Organon & Co. | OGN | 1,122,830 | $12.0M | 1.20% |
| 25 | Microsoft Corp. | MSFT | 22,366 | $11.6M | 1.16% |
| 26 | General Motors Co. | 37045v100 | 180,336 | $11.0M | 1.10% |
| 27 | Dow Inc. | DOW | 470,351 | $10.8M | 1.08% |
| 28 | Nike Inc. | NKE | 148,314 | $10.3M | 1.03% |
| 29 | The Walt Disney Co. | 254687106 | 83,117 | $9.5M | 0.95% |
| 30 | Kenvue Inc. | KVUE | 537,435 | $8.7M | 0.87% |
| 31 | Target Corp. | TGT | 96,011 | $8.6M | 0.86% |
| 32 | Best Buy Inc. | BBY | 106,273 | $8.0M | 0.80% |
| 33 | Zimmer Biomet Holdings Inc. | ZBH | 72,714 | $7.2M | 0.71% |
| 34 | Louisiana Pacific Corp. | LPX | 76,358 | $6.8M | 0.68% |
| 35 | Patterson UTI Energy | PTEN | 1,230,543 | $6.4M | 0.64% |
| 36 | US Bancorp | USB-PS | 127,939 | $6.2M | 0.62% |
| 37 | Amazon Inc. | AMZN | 26,777 | $5.9M | 0.59% |
| 38 | JP Morgan Chase & Co. | VYLD | 15,147 | $4.8M | 0.48% |
| 39 | WEC Energy Group Inc. | WEC | 41,533 | $4.8M | 0.47% |
| 40 | Texas Pacific Land Corp. | TPL | 5,014 | $4.7M | 0.47% |
| 41 | Pfizer Inc. | PFE | 174,819 | $4.5M | 0.44% |
| 42 | Chevron Corp. | CVX | 26,970 | $4.2M | 0.42% |
| 43 | Berkley W R Corp. | WRB-PH | 54,523 | $4.2M | 0.42% |
| 44 | Alphabet Inc. Cl C | GOOG | 16,412 | $4.0M | 0.40% |
| 45 | Tesla Inc. | TSLA | 7,744 | $3.4M | 0.34% |
| 46 | Alphabet Inc. Cl A | GOOG | 13,772 | $3.3M | 0.33% |
| 47 | Berkshire Hathaway Cl B | BRK-A | 6,593 | $3.3M | 0.33% |
| 48 | PepsiCo Inc. | PEP | 23,108 | $3.2M | 0.32% |
| 49 | Exxon Mobil Corp. | XOM | 26,855 | $3.0M | 0.30% |
| 50 | KeyCorp. | 493267108 | 141,630 | $2.6M | 0.26% |
| 51 | Palantir Technologies Inc. | PLTR | 14,010 | $2.6M | 0.25% |
| 52 | Fiserv Inc. | FISV | 18,943 | $2.4M | 0.24% |
| 53 | General Electric Co. | 369604301 | 8,019 | $2.4M | 0.24% |
| 54 | Johnson Controls International | JCI | 21,559 | $2.4M | 0.24% |
| 55 | Kimberly-Clark Corp. | KMB | 18,558 | $2.3M | 0.23% |
| 56 | AEHR Test Sys | AEHR | 75,000 | $2.3M | 0.23% |
| 57 | AbbVie Inc. | ABBV | 9,491 | $2.2M | 0.22% |
| 58 | Qualcomm Inc. | QCOM | 12,666 | $2.1M | 0.21% |
| 59 | Weyerhaeuser Co. | WY | 82,812 | $2.1M | 0.20% |
| 60 | Advanced Micro Devices Inc. | AMD | 12,609 | $2.0M | 0.20% |
| 61 | Lam Research Corp. | LRCX | 15,097 | $2.0M | 0.20% |
| 62 | Coastalsouth Bancshares, Inc. | COSO | 90,474 | $2.0M | 0.20% |
| 63 | Philip Morris International In | 718172109 | 11,754 | $1.9M | 0.19% |
| 64 | Ceragon Networks Ltd. | CRNT | 795,973 | $1.9M | 0.18% |
| 65 | CrowdStrike Holdings Inc. | CRWD | 3,715 | $1.8M | 0.18% |
| 66 | MGIC Investment Corp. | 552848103 | 62,880 | $1.8M | 0.18% |
| 67 | Agnico Eagle Mines Ltd. | AEM | 10,118 | $1.7M | 0.17% |
| 68 | Fastenal Co. | FAST | 33,800 | $1.7M | 0.17% |
| 69 | Morgan Stanley | MS-PQ | 10,295 | $1.6M | 0.16% |
| 70 | Clorox Co. | CLX | 13,135 | $1.6M | 0.16% |
| 71 | AT&T Inc. | T-PC | 55,621 | $1.6M | 0.16% |
| 72 | Newmont Corp. | NEMCL | 18,382 | $1.5M | 0.15% |
| 73 | IBM Corp. | INTR | 5,200 | $1.5M | 0.15% |
| 74 | Eaton Corp. | ETN | 3,881 | $1.5M | 0.14% |
| 75 | Fortinet Inc. | FTNT | 16,125 | $1.4M | 0.14% |
| 76 | Costco Wholesale Corp. | COST | 1,452 | $1.3M | 0.13% |
| 77 | Caterpillar Inc. | CAT | 2,816 | $1.3M | 0.13% |
| 78 | Nucor Corp. | NUE | 9,881 | $1.3M | 0.13% |
| 79 | Home Depot Inc. | HD | 3,279 | $1.3M | 0.13% |
| 80 | Johnson & Johnson | JNJ | 6,989 | $1.3M | 0.13% |
| 81 | Abbott Laboratories | ABLZF | 9,643 | $1.3M | 0.13% |
| 82 | Altria Group Inc. | MO | 19,501 | $1.3M | 0.13% |
| 83 | Walmart Inc. | WMT | 12,247 | $1.3M | 0.13% |
| 84 | Visa Inc. | V | 3,623 | $1.2M | 0.12% |
| 85 | GE Vernova Inc. | GEV | 1,928 | $1.2M | 0.12% |
| 86 | Merck & Co. Inc. | MRK | 13,385 | $1.1M | 0.11% |
| 87 | Oklo Inc. | OKLO | 10,000 | $1.1M | 0.11% |
| 88 | Oracle Corp. | ORCL-PD | 3,941 | $1.1M | 0.11% |
| 89 | Alliant Energy Corp. | LNT | 16,144 | $1.1M | 0.11% |
| 90 | McDonald's Corp. | MCD | 3,451 | $1.0M | 0.10% |
| 91 | Associated Banc-Corp. | ASBA | 40,360 | $1.0M | 0.10% |
| 92 | MGE Energy Inc. | MGEE | 12,225 | $1.0M | 0.10% |
| 93 | Eli Lilly & Co. | LLY | 1,320 | $1.0M | 0.10% |
| 94 | Texas Instruments Inc. | 882508104 | 5,472 | $1.0M | 0.10% |
| 95 | UnitedHealth Group Inc. | UNH | 2,907 | $1.0M | 0.10% |
| 96 | Procter & Gamble Co. | 742718109 | 6,397 | $982,910 | 0.10% |
| 97 | Illinois Tool Works Inc. | 452308109 | 3,767 | $982,283 | 0.10% |
| 98 | McKesson Corp. | MCK | 1,198 | $925,815 | 0.09% |
| 99 | XCEL Energy Inc. | XELLL | 10,950 | $883,117 | 0.09% |
| 100 | Mastercard Inc. | MA | 1,525 | $867,435 | 0.09% |
| 101 | Duke Energy Corp. | DUKB | 6,827 | $844,841 | 0.08% |
| 102 | Kinder Morgan Inc. | EP-PC | 28,836 | $816,359 | 0.08% |
| 103 | Cencora Inc. | COR | 2,265 | $707,929 | 0.07% |
| 104 | Emerson Electric Co. | EMR | 5,157 | $676,453 | 0.07% |
| 105 | Constellation Energy Corp. | CEG | 1,976 | $650,242 | 0.06% |
| 106 | Motorola Solutions Inc. | MSI | 1,386 | $633,959 | 0.06% |
| 107 | Lockheed Martin Corp. | LMT | 1,252 | $624,888 | 0.06% |
| 108 | Fidelity National Information | 31620m106 | 9,269 | $611,180 | 0.06% |
| 109 | Norfolk Southern Corp. | 655844108 | 2,000 | $600,859 | 0.06% |
| 110 | Waste Management Inc. | WM | 2,676 | $590,985 | 0.06% |
| 111 | UMB Financial Corp. | 902788108 | 4,878 | $577,311 | 0.06% |
| 112 | Raytheon Technologies Inc. | RTX | 3,327 | $556,687 | 0.06% |
| 113 | Ford Motor Co. | 345370860 | 46,166 | $552,141 | 0.06% |
| 114 | Intel Corp. | INTC | 16,438 | $551,480 | 0.05% |
| 115 | Bank of Montreal | 063671101 | 4,162 | $542,090 | 0.05% |
| 116 | Analog Devices | ADI | 2,181 | $535,873 | 0.05% |
| 117 | Ciena Corp. | CIEN | 3,310 | $482,168 | 0.05% |
| 118 | Sofi Technologies Inc. | SOFI | 17,977 | $474,952 | 0.05% |
| 119 | Charles Schwab | SCHW-PJ | 4,929 | $470,572 | 0.05% |
| 120 | Schlumberger | SLB | 13,167 | $452,550 | 0.05% |
| 121 | American Express Co. | AXP | 1,358 | $450,919 | 0.04% |
| 122 | The Coca-Cola Co. | KO | 6,749 | $447,576 | 0.04% |
| 123 | Applied Materials Inc. | 038222105 | 2,166 | $443,535 | 0.04% |
| 124 | ConocoPhillips | COP | 4,606 | $435,682 | 0.04% |
| 125 | Mondelez International Inc. | 609207105 | 6,841 | $427,357 | 0.04% |
| 126 | Loews Corp. | L | 4,170 | $418,626 | 0.04% |
| 127 | T Mobile US Inc. | TMUSZ | 1,718 | $411,255 | 0.04% |
| 128 | Corning Inc. | GLW | 4,790 | $392,924 | 0.04% |
| 129 | Colgate-Palmolive Co. | CL | 4,769 | $381,234 | 0.04% |
| 130 | BP PLC | BPPFF | 11,051 | $380,805 | 0.04% |
| 131 | Kellanova | BEKE | 4,621 | $378,989 | 0.04% |
| 132 | Jabil Circuit Inc. | JBL | 1,705 | $370,275 | 0.04% |
| 133 | D R Horton Inc. | 23331a109 | 2,144 | $363,344 | 0.04% |
| 134 | Marathon Bancorp Inc. | 565759107 | 34,320 | $357,958 | 0.04% |
| 135 | MetLife Inc. | MET-PF | 4,338 | $357,345 | 0.04% |
| 136 | Honeywell Inc. | 438516106 | 1,642 | $345,641 | 0.03% |
| 137 | Exelon Corp. | EXC | 7,476 | $336,495 | 0.03% |
| 138 | Amgen Inc. | AMGN | 1,160 | $327,352 | 0.03% |
| 139 | The Southern Co. | SOMN | 3,428 | $324,915 | 0.03% |
| 140 | Arthur J. Gallagher & Co. | 363576109 | 1,032 | $319,549 | 0.03% |
| 141 | Core & Main Inc. | CNM | 5,400 | $290,682 | 0.03% |
| 142 | Badger Meter Inc. | BMI | 1,600 | $285,728 | 0.03% |
| 143 | Masco Corp. | MAS | 3,969 | $279,378 | 0.03% |
| 144 | Starbucks Corp. | SBUX | 3,204 | $271,025 | 0.03% |
| 145 | Palo Alto Networks Inc. | PANW | 1,300 | $264,706 | 0.03% |
| 146 | Republic Services Inc. | 760759100 | 1,088 | $249,656 | 0.02% |
| 147 | Accenture PLC | ACN | 967 | $238,462 | 0.02% |
| 148 | Toll Brothers Inc. | TOL | 1,726 | $238,430 | 0.02% |
| 149 | Coterra Energy Inc. | CTRA | 9,855 | $233,071 | 0.02% |
| 150 | State Street Corp. | STT-PG | 2,000 | $232,020 | 0.02% |
| 151 | Goldman Sachs | GSCE | 291 | $231,738 | 0.02% |
| 152 | Olin Corp. | OLN | 9,174 | $229,258 | 0.02% |
| 153 | RPM Intl. | 749685103 | 1,933 | $227,862 | 0.02% |
| 154 | Enbridge Inc. | ENNPF | 4,421 | $223,084 | 0.02% |
| 155 | Helmerich & Payne Inc. | HP | 10,000 | $220,900 | 0.02% |
| 156 | Comcast Corp. Cl A | CCZ | 6,972 | $219,060 | 0.02% |
| 157 | Exact Sciences Corp. | 30063p105 | 3,987 | $218,129 | 0.02% |
| 158 | Uber Technologies | UBER | 2,179 | $213,477 | 0.02% |
| 159 | Parker-Hannifin Corp. | PH | 279 | $211,725 | 0.02% |
| 160 | Ares Capital Corp. | ARCC | 10,370 | $211,652 | 0.02% |
| 161 | Gilead Sciences Inc. | GILD | 1,858 | $206,238 | 0.02% |
| 162 | Imperial Oil LTD | IMO | 2,271 | $206,071 | 0.02% |
| 163 | Hershey Co. | HSY | 1,097 | $205,194 | 0.02% |
| 164 | KKR & Co. Inc. | KKRT | 1,577 | $204,931 | 0.02% |
| 165 | Royal Caribbean Cruises | V7780T103 | 625 | $202,237 | 0.02% |
| 166 | Nicolet Bankshares Inc. | NIC | 1,500 | $201,750 | 0.02% |
| 167 | AMBAC Financial Group | OSG | 24,000 | $200,160 | 0.02% |
| 168 | O-I Glass Inc. | OI | 10,000 | $129,700 | 0.01% |
| 169 | Tetra Technologies Inc. | 88162F105 | 10,000 | $57,500 | 0.01% |
| 170 | Pulsar Helium Inc. | PSRHF | 50,000 | $16,135 | 0.00% |
| 171 | Range Impact Inc. | 56089m107 | 74,000 | $15,703 | 0.00% |
| 172 | OPKO Health Inc. | OPK | 10,000 | $15,500 | 0.00% |
| 173 | Ammo Inc. | POWWP | 10,000 | $14,800 | 0.00% |
| 174 | Liberty Star Uranium | LBSR | 201,374 | $10,995 | 0.00% |
| 175 | Northwest Biotherapeutics | NWBO | 10,000 | $2,402 | 0.00% |
| 176 | Troy Minerals Inc. | 897471108 | 20,000 | $1,878 | 0.00% |
| 177 | Dotz Nano Ltd. | q3254m100 | 10,000 | $589 | 0.00% |
| 178 | Cecors Inc. | 150043107 | 20,000 | $78 | 0.00% |
| 179 | Options Media Group Hldgs. | 684008105 | 20,000 | $0 | 0.00% |
| 180 | Isracann Biosciences | 46501d108 | 12,000 | $0 | 0.00% |