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
$65.7B
$600,000 0.06% of portfolio
2,000
Q3 2025 Reduced 31.62%
$52.1B
$552,000 0.06% of portfolio
46,166
Q3 2025 Reduced 14.19%
$143B
$551,000 0.06% of portfolio
16,438
Q3 2025 Reduced 5.27%
$39.1B
$611,000 0.06% of portfolio
9,269
Q3 2025 Added 1.02%
$63.4B
$633,000 0.06% of portfolio
1,386
Q3 2025 Added 11.68%
$85.9B
$590,000 0.06% of portfolio
2,676
Q3 2025 Reduced 5.54%
$258B
$556,000 0.06% of portfolio
3,327
Q3 2025 Reduced 7.71%
$123B
$625,000 0.06% of portfolio
1,252
Q3 2025 Added 1.62%
$5.24B
$577,000 0.06% of portfolio
4,878
Q1 2025 New
$83.6B
$542,000 0.05% of portfolio
4,162
Q3 2025 Reduced 0.5%
$167B
$470,000 0.05% of portfolio
4,929
Q3 2025 Added 19.23%
$28.4B
$482,000 0.05% of portfolio
3,310
Q3 2025 New
$255B
$451,000 0.05% of portfolio
1,358
Q4 2024 Reduced 4.9%
$306B
$447,000 0.05% of portfolio
6,749
Q3 2025 Added 9.15%
$118B
$535,000 0.05% of portfolio
2,181
Q3 2025 Added 13.42%
$52.4B
$452,000 0.05% of portfolio
13,167
Q3 2025 Added 28.5%
$38.4B
$419,000 0.04% of portfolio
2,265
Q3 2025 New
$269B
$411,000 0.04% of portfolio
1,718
Q3 2025 Added 35.49%
$28.3B
$379,000 0.04% of portfolio
4,621
Q1 2025 Reduced 0.54%
$197B
$443,000 0.04% of portfolio
2,166
Q3 2025 Reduced 29.47%
$112B
$380,000 0.04% of portfolio
11,051
Q3 2025 Reduced 12.7%
$24.9B
$418,000 0.04% of portfolio
4,170
Q1 2025 New
$62.7B
$357,000 0.04% of portfolio
4,338
Q3 2025 Reduced 0.89%
$69.4B
$392,000 0.04% of portfolio
4,790
Q3 2025 New
$65.7B
$381,000 0.04% of portfolio
4,769
Q3 2025 Reduced 2.75%
$113B
$435,000 0.04% of portfolio
4,606
Q2 2025 Added 2.29%
$49.5B
$363,000 0.04% of portfolio
2,144
Q3 2025 Added 3.13%
$76.2B
$427,000 0.04% of portfolio
6,841
Q3 2025 Reduced 22.62%
$27.2B
$370,000 0.04% of portfolio
1,705
Q3 2024 New
$8.12B
$290,000 0.03% of portfolio
5,400
Q3 2025 New
$5.15B
$285,000 0.03% of portfolio
1,600
Q1 2025 New
$183B
$327,000 0.03% of portfolio
1,160
Q4 2024 Added 23.01%
$61.4B
$264,000 0.03% of portfolio
1,300
Q3 2025 New
$66.3B
$249,000 0.03% of portfolio
1,088
Q3 2025 New
$98.6B
$324,000 0.03% of portfolio
3,428
Q3 2025 Added 19.78%
$97.3B
$271,000 0.03% of portfolio
3,204
Q3 2025 Added 1.2%
$45.6B
$336,000 0.03% of portfolio
7,476
Q2 2025 Reduced 39.1%
$132B
$345,000 0.03% of portfolio
1,642
Q3 2025 Reduced 10.47%
$13.4B
$279,000 0.03% of portfolio
3,969
Q3 2025 Added 25.24%
$54.4B
$319,000 0.03% of portfolio
1,032
Q3 2025 Added 6.94%
$181B
$213,000 0.02% of portfolio
2,179
Q3 2025 New
$103B
$204,000 0.02% of portfolio
1,577
Q2 2025 New
$428M
$200,000 0.02% of portfolio
24,000
Q1 2025 Added 71.43%
$0
$211,000 0.02% of portfolio
10,370
Q2 2023 New
$11.9B
$218,000 0.02% of portfolio
3,987
Q2 2025 New
$96.7B
$223,000 0.02% of portfolio
4,421
Q2 2025 New
$156B
$206,000 0.02% of portfolio
1,858
Q3 2025 Added 2.77%
$265B
$231,000 0.02% of portfolio
291
Q2 2025 New
$14.8B
$238,000 0.02% of portfolio
1,726
Q3 2025 New

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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