Klcm Advisors, Inc. Portfolio Holdings

Klcm Advisors, Inc.

  • $925 Million
  • Q2 2025

Klcm Advisors, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $925 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $255M, Citigroup Inc with a value of $33M, Boeing CO with a value of $31.1M, Allegheny Technologies Inc with a value of $29.8M, and Apple Inc. with a value of $25.3M.

Examining the 13F form we can see an increase of $88.6M in the current position value, from $836M to 925M.

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

Portfolio value $925 Million
Technology: $335 Million
Industrials: $169 Million
Financial Services: $114 Million
Communication Services: $75.7 Million
Consumer Cyclical: $59.6 Million
Energy: $53 Million
Healthcare: $52 Million
Consumer Defensive: $41.5 Million
Other: $24.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.8B
$2.49 Million 0.27% of portfolio
23,559
Q2 2025 Reduced 7.83%
$43.6B
$2.52 Million 0.27% of portfolio
19,530
Q2 2025 Added 487.37%
$250B
$2.36 Million 0.26% of portfolio
12,985
Q2 2025 Added 0.82%
$79.5B
$2.37 Million 0.26% of portfolio
18,968
Q2 2025 Reduced 5.74%
$1.07T
$2.3 Million 0.25% of portfolio
7,239
Q2 2025 Added 4.69%
$308B
$2.06 Million 0.22% of portfolio
8,012
Q2 2025 Added 0.23%
$8.63B
$2.03 Million 0.22% of portfolio
72,880
Q2 2025 Reduced 35.44%
$169M
$1.96 Million 0.21% of portfolio
795,973
Q1 2025 New
$560B
$1.93 Million 0.21% of portfolio
1,444
Q1 2025 Reduced 1.1%
$307B
$1.91 Million 0.21% of portfolio
14,000
Q2 2025 Added 250.0%
$377B
$1.81 Million 0.2% of portfolio
9,731
Q2 2025 Reduced 2.55%
$222B
$1.84 Million 0.2% of portfolio
6,228
Q2 2025 Reduced 4.23%
$88.6B
$1.89 Million 0.2% of portfolio
3,715
Q2 2025 Reduced 0.13%
$261B
$1.79 Million 0.19% of portfolio
12,609
Q2 2025 Added 2.73%
$377B
$1.64 Million 0.18% of portfolio
10,264
Q2 2025 Reduced 3.12%
$37.2B
$1.67 Million 0.18% of portfolio
12,881
Q3 2024 New
$28.8B
$1.41 Million 0.15% of portfolio
33,540
Q2 2025 Added 95.68%
$139B
$1.42 Million 0.15% of portfolio
3,971
Q2 2025 Reduced 59.77%
$255B
$1.35 Million 0.15% of portfolio
9,557
Q1 2025 Reduced 1.81%
$423B
$1.41 Million 0.15% of portfolio
1,427
Q2 2025 Reduced 8.82%
$233B
$1.35 Million 0.15% of portfolio
9,909
Q2 2025 Reduced 2.36%
$574B
$1.32 Million 0.14% of portfolio
3,723
Q1 2025 Reduced 4.07%
$67.5B
$1.19 Million 0.13% of portfolio
10,018
Q2 2023 Added 0.18%
$119B
$1.21 Million 0.13% of portfolio
20,675
Q2 2025 Reduced 5.06%
$274B
$1.17 Million 0.13% of portfolio
11,927
Q2 2025 Reduced 3.67%
$467B
$1.1 Million 0.12% of portfolio
7,184
Q2 2025 Added 1.54%
$222B
$1.09 Million 0.12% of portfolio
2,798
Q2 2025 Added 0.76%
$59.4B
$1.07 Million 0.12% of portfolio
18,382
Q2 2025 Reduced 95.76%
$3.08B
$1.08 Million 0.12% of portfolio
12,225
Q4 2024 Reduced 5.78%
$213B
$1.02 Million 0.11% of portfolio
12,837
Q2 2025 Reduced 7.22%
$4.01B
$984,000 0.11% of portfolio
40,360
Q4 2024 Reduced 11.86%
$16.2B
$976,000 0.11% of portfolio
16,146
Q1 2025 Added 0.08%
$568B
$1.03 Million 0.11% of portfolio
1,837
Q2 2025 Added 3.43%
$182B
$1.03 Million 0.11% of portfolio
1,000
Q4 2024 Reduced 50.0%
$290B
$991,000 0.11% of portfolio
3,177
Q1 2025 Reduced 2.04%
$177B
$1.03 Million 0.11% of portfolio
5,290
Q2 2025 Added 17.01%
$421B
$1.06 Million 0.11% of portfolio
2,889
Q2 2025 Added 2.08%
$81.6B
$924,000 0.1% of portfolio
3,741
Q4 2024 Added 1.96%
$39.5B
$898,000 0.1% of portfolio
13,200
Q3 2024 Added 2.02%
$93.1B
$852,000 0.09% of portfolio
7,222
Q2 2025 Reduced 15.57%
$601B
$849,000 0.09% of portfolio
3,887
Q1 2025 Added 2.21%
$60B
$851,000 0.09% of portfolio
28,977
Q2 2025 Reduced 0.33%
$64.8B
$748,000 0.08% of portfolio
2,925
Q2 2025 Reduced 6.4%
$41.8B
$746,000 0.08% of portfolio
9,175
Q1 2025 Added 7.56%
$233B
$783,000 0.08% of portfolio
2,682
Q2 2025 Reduced 42.36%
$99.4B
$765,000 0.08% of portfolio
1,045
Q2 2024 Reduced 1.14%
$100B
$637,000 0.07% of portfolio
1,976
Q2 2025 Reduced 44.74%
$143B
$653,000 0.07% of portfolio
1,286
Q4 2024 Added 6.19%
$92.3B
$648,000 0.07% of portfolio
2,833
Q2 2025 Added 0.35%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $925 Million
  • Prior Value $836 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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