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
$78.7B
$687,000 0.07% of portfolio
5,158
Q2 2025 Added 0.78%
$233B
$526,000 0.06% of portfolio
3,605
Q1 2025 Reduced 3.94%
$79.9B
$521,000 0.06% of portfolio
1,241
Q3 2024 Added 1.47%
$46.1B
$583,000 0.06% of portfolio
53,802
Q2 2025 Added 0.94%
$83.5B
$596,000 0.06% of portfolio
8,841
Q1 2025 Added 7.28%
$120B
$570,000 0.06% of portfolio
1,232
Q2 2025 Added 15.57%
$29.8B
$538,000 0.06% of portfolio
26,342
Q2 2025 Reduced 3.3%
$136B
$562,000 0.06% of portfolio
3,071
Q4 2024 Added 0.2%
$5.97B
$512,000 0.06% of portfolio
4,878
Q1 2025 New
$84.4B
$462,000 0.05% of portfolio
4,183
Q2 2025 Reduced 15.24%
$127B
$457,000 0.05% of portfolio
1,923
Q1 2025 Added 11.61%
$179B
$424,000 0.05% of portfolio
2,666
Q1 2025 Reduced 2.52%
$69.8B
$445,000 0.05% of portfolio
4,904
Q2 2025 Added 2.51%
$247B
$433,000 0.05% of portfolio
1,358
Q4 2024 Reduced 4.9%
$145B
$427,000 0.05% of portfolio
1,834
Q2 2025 Added 23.34%
$295B
$437,000 0.05% of portfolio
6,183
Q2 2025 Reduced 46.81%
$51.1B
$346,000 0.04% of portfolio
10,247
Q4 2024 Reduced 0.69%
$5.36B
$391,000 0.04% of portfolio
1,600
Q1 2025 New
$23.3B
$382,000 0.04% of portfolio
4,170
Q1 2025 New
$27B
$367,000 0.04% of portfolio
4,621
Q1 2025 Reduced 0.54%
$101B
$388,000 0.04% of portfolio
17,353
Q1 2025 Reduced 0.03%
$122B
$413,000 0.04% of portfolio
4,606
Q2 2025 Added 2.29%
$43.1B
$324,000 0.04% of portfolio
7,476
Q2 2025 Reduced 39.1%
$28B
$371,000 0.04% of portfolio
1,705
Q3 2024 New
$65.2B
$351,000 0.04% of portfolio
4,377
Q2 2025 Reduced 5.67%
$105B
$378,000 0.04% of portfolio
12,658
Q1 2025 Added 2.01%
$177B
$377,000 0.04% of portfolio
4,134
Q2 2025 Reduced 2.64%
$79.2B
$251,000 0.03% of portfolio
3,380
Q1 2025 New
$124B
$297,000 0.03% of portfolio
332
Q4 2024 Reduced 1.19%
$63.3B
$241,000 0.03% of portfolio
2,025
Q4 2024 Reduced 2.27%
$63.1B
$308,000 0.03% of portfolio
965
Q2 2024 Added 11.56%
$19.4B
$239,000 0.03% of portfolio
9,455
Q1 2025 Reduced 98.26%
$39.5B
$320,000 0.03% of portfolio
966
Q3 2024 Reduced 13.75%
$61.4B
$268,000 0.03% of portfolio
2,079
Q1 2024 New
$103B
$290,000 0.03% of portfolio
3,166
Q2 2025 Reduced 1.62%
$150B
$323,000 0.03% of portfolio
1,160
Q4 2024 Added 23.01%
$314B
$302,000 0.03% of portfolio
1,268
Q1 2025 Added 1.44%
$731M
$323,000 0.03% of portfolio
25,000
Q3 2024 New
$43.4B
$244,000 0.03% of portfolio
5,814
Q1 2025 Reduced 1.27%
$100B
$262,000 0.03% of portfolio
2,862
Q2 2025 Added 5.69%
$150B
$248,000 0.03% of portfolio
6,972
Q2 2025 Reduced 17.68%
$86B
$254,000 0.03% of portfolio
1,673
Q2 2025 Reduced 8.68%
$32.6B
$308,000 0.03% of portfolio
878
Q2 2025 Reduced 3.3%
$41.9B
$212,000 0.02% of portfolio
2,000
Q2 2025 New
$16.7B
$203,000 0.02% of portfolio
3,169
Q2 2025 Added 10.03%
$9.1B
$211,000 0.02% of portfolio
3,987
Q2 2025 New
$97.5B
$200,000 0.02% of portfolio
4,421
Q2 2025 New
$22.3B
$205,000 0.02% of portfolio
9,288
Q4 2024 Reduced 1.59%
$77.4B
$214,000 0.02% of portfolio
551
Q4 2023 New

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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