KLCM Advisors, Inc.
CIK 1166620
13F filing for Q2 2026・No. 2,202
- Holdings
- US$1.27B
- Quarter change
- +US$84.66M
- Entries
- 303
- Net bought (estimate)
- −US$30.38M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 8
- Cut 83
- Added 85
- Corporate actions 2
- Unchanged 80
Largest holdings
283 stocks worth US$1.25B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,421,708 | US$284.47M | 22.79% |
| AAPLAppleCOM | Cut | 276,575 | US$80.03M | 6.41% |
| ATIATI INCCOM | Cut | 207,475 | US$40.89M | 3.28% |
| CCITIGROUP INCCOM NEW | Cut | 244,934 | US$34.28M | 2.75% |
| BABOEING COCOM | Cut | 152,129 | US$32.93M | 2.64% |
| MANMANPOWERGROUP INC WISCOM | Cut | 867,407 | US$29.29M | 2.35% |
| BLDRBUILDERS FIRSTSOURCE INCCOM | Added | 296,590 | US$26.54M | 2.13% |
| MARCUS CORP DELCOM | Cut | 995,125 | US$23.35M | 1.87% |
| UPSUNITED PARCEL SVCS INCCL B | Cut | 211,647 | US$22.75M | 1.82% |
| QCOMQUALCOMM INCCOM | Cut | 117,789 | US$21.77M | 1.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.