Klcm Advisors, Inc. has filed its 13F form on May 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $758 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $149M, Citigroup Inc with a value of $31.7M, Allegheny Technologies Inc with a value of $30.9M, Boeing CO with a value of $24.6M, and Wells Fargo & Company with a value of $24.5M.
Examining the 13F form we can see an increase of $122M in the current position value, from $636M to 758M.
Below you can find more details about Klcm Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$758 Million
Technology: $198 Million
Industrials: $113 Million
Financial Services: $103 Million
Healthcare: $102 Million
Energy: $72.3 Million
Communication Services: $67.4 Million
Consumer Cyclical: $41.4 Million
Basic Materials: $38.6 Million
Other: $22.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more