Klcm Advisors, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $792 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $203M, Citigroup Inc with a value of $29.8M, Boeing CO with a value of $29.7M, Newmont Corp with a value of $27.7M, and Organon & Co. with a value of $24.8M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $758M to 792M.

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

Portfolio value $792 Million
Technology: $254 Million
Industrials: $95.4 Million
Healthcare: $91.6 Million
Financial Services: $90.8 Million
Communication Services: $76.8 Million
Energy: $74.7 Million
Consumer Cyclical: $44.1 Million
Basic Materials: $41.6 Million
Other: $22.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $792 Million
  • Prior Value $758 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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