Klcm Advisors, Inc. Portfolio Holdings

Klcm Advisors, Inc.

  • $989 Million
  • Q3 2025

Klcm Advisors, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $989 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $269M, Apple Inc. with a value of $68.2M, Boeing CO with a value of $32.6M, Allegheny Technologies Inc with a value of $28.8M, and Citigroup Inc with a value of $27.3M.

Examining the 13F form we can see an increase of $64.2M in the current position value, from $925M to 989M.

Below you can find more details about Klcm Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $989 Million
Technology: $404 Million
Industrials: $171 Million
Financial Services: $111 Million
Communication Services: $76.5 Million
Consumer Cyclical: $55.5 Million
Energy: $54.8 Million
Healthcare: $48.2 Million
Consumer Defensive: $39.6 Million
Other: $27.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$269 Million 27.21% of portfolio
1,442,584
Q3 2025 Reduced 10.57%
$4.3T
$68.2 Million 6.9% of portfolio
267,980
Q3 2025 Added 117.06%
$114B
$32.6 Million 3.29% of portfolio
150,923
Q3 2025 Added 1.56%
$12.9B
$28.8 Million 2.91% of portfolio
353,837
Q3 2025 Added 2.48%
$190B
$27.3 Million 2.76% of portfolio
268,580
Q3 2025 Reduced 30.62%
$1.37T
$26.6 Million 2.69% of portfolio
36,171
Q3 2025 Added 24.26%
$1.48B
$21.1 Million 2.13% of portfolio
556,951
Q3 2025 Added 1.61%
$16.1B
$19.7 Million 1.99% of portfolio
162,649
Q3 2025 Reduced 18.15%
$317B
$19.3 Million 1.95% of portfolio
230,035
Q3 2025 Reduced 3.81%
$68.7B
$17.4 Million 1.76% of portfolio
208,088
Q3 2025 Added 42.78%
$8.09B
$16.9 Million 1.71% of portfolio
696,919
Q3 2025 Reduced 12.19%
$6.04B
$16.8 Million 1.7% of portfolio
675,733
Q3 2025 Reduced 4.43%
$413B
$16.7 Million 1.69% of portfolio
323,356
Q3 2025 Reduced 5.39%
$24.8B
$16.6 Million 1.68% of portfolio
675,560
Q3 2025 Reduced 4.04%
$380M
$15.7 Million 1.59% of portfolio
1,014,951
Q3 2025 Added 1.06%
$59.5B
$15.5 Million 1.57% of portfolio
339,398
Q3 2025 Reduced 0.18%
$172B
$15.1 Million 1.53% of portfolio
343,850
Q3 2025 Reduced 7.61%
$319B
$15 Million 1.52% of portfolio
219,013
Q3 2025 Reduced 4.2%
$99.5B
$14.5 Million 1.47% of portfolio
321,868
Q3 2025 Reduced 5.24%
$5.82B
$13.3 Million 1.35% of portfolio
212,280
Q3 2025 Reduced 4.62%
$139B
$13.2 Million 1.34% of portfolio
40,078
Q3 2025 Added 9.17%
$2.14B
$12.7 Million 1.28% of portfolio
1,698,701
Q3 2025 Reduced 2.07%
$1.92B
$12 Million 1.21% of portfolio
1,122,830
Q3 2025 Reduced 7.99%
$3.78T
$11.6 Million 1.17% of portfolio
22,366
Q3 2025 Added 35.22%
$100B
$11 Million 1.11% of portfolio
180,336
Q3 2025 Reduced 3.18%
$16.1B
$10.8 Million 1.09% of portfolio
470,351
Q3 2025 Added 9.21%
$79.2B
$10.3 Million 1.05% of portfolio
148,314
Q3 2025 Reduced 8.8%
$193B
$9.52 Million 0.96% of portfolio
83,117
Q3 2025 Reduced 8.81%
$41.4B
$8.61 Million 0.87% of portfolio
96,011
Q3 2025 Reduced 2.6%
$17B
$8.04 Million 0.81% of portfolio
106,273
Q3 2025 Reduced 0.35%
$18.9B
$7.16 Million 0.72% of portfolio
72,714
Q3 2025 Reduced 0.38%
$5.57B
$6.78 Million 0.69% of portfolio
76,358
Q3 2025 New
$1.3B
$6.37 Million 0.64% of portfolio
1,230,543
Q3 2025 Reduced 6.72%
$67.6B
$6.18 Million 0.63% of portfolio
127,939
Q3 2025 Reduced 2.61%
$2.39T
$5.88 Million 0.59% of portfolio
26,777
Q3 2025 Added 55.09%
$881B
$4.78 Million 0.48% of portfolio
15,147
Q3 2025 Reduced 4.9%
$35B
$4.76 Million 0.48% of portfolio
41,533
Q3 2025 Added 4.33%
$7.89B
$4.68 Million 0.47% of portfolio
5,014
Q1 2025 New
$141B
$4.45 Million 0.45% of portfolio
174,819
Q3 2025 Reduced 2.93%
$20.5B
$4.18 Million 0.42% of portfolio
54,523
Q3 2024 Added 50.0%
$303B
$4.19 Million 0.42% of portfolio
26,970
Q3 2025 Reduced 2.57%
$1.74T
$4 Million 0.4% of portfolio
16,412
Q3 2025 Reduced 1.67%
$1.29T
$3.44 Million 0.35% of portfolio
7,744
Q3 2025 Added 6.98%
$1.65T
$3.35 Million 0.34% of portfolio
13,772
Q3 2025 Reduced 6.79%
$662B
$3.31 Million 0.34% of portfolio
6,593
Q3 2025 Reduced 4.81%
$204B
$3.25 Million 0.33% of portfolio
23,108
Q3 2025 Added 4.57%
$490B
$3.03 Million 0.31% of portfolio
26,855
Q3 2025 Reduced 30.21%
$16.4B
$2.65 Million 0.27% of portfolio
141,630
Q3 2025 Reduced 3.45%
$342B
$2.56 Million 0.26% of portfolio
14,010
Q3 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $989 Million
  • Prior Value $925 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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