KLCM Advisors, Inc. Q4 2024 Filing
Filed January 31, 2025
Portfolio Value
$862K
Holdings
175
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANvidia Corp. | 1,643,988 | $220K | 25.52% | |
| 2 | BABoeing Co. | 176,396 | $31K | 3.60% | |
| 3 | BMYBristol-Myers Squibb Corp. | 532,539 | $30K | 3.48% | |
| 4 | TRVCCitigroup Inc. | 436,860 | $30K | 3.48% | |
| 5 | —Allegheny Technologies Inc. | 414,584 | $22K | 2.55% | |
| 6 | MCSMarcus Corp. | 1,018,633 | $21K | 2.44% | |
| 7 | AAPLApple Inc. | 77,831 | $19K | 2.20% | |
| 8 | TAT&T Inc. | 867,036 | $19K | 2.20% | |
| 9 | OGNOrganon & Co. | 1,227,649 | $18K | 2.09% | |
| 10 | WFCWells Fargo & Co. | 245,656 | $17K | 1.97% | |
| 11 | NEMNewmont Corp. | 480,849 | $17K | 1.97% | |
| 12 | KVUEKenvue Inc. | 829,671 | $17K | 1.97% | |
| 13 | —Cisco Systems Inc. | 288,132 | $17K | 1.97% | |
| 14 | —Manpower Inc. | 296,594 | $17K | 1.97% | |
| 15 | APAAPA Corporation | 696,024 | $16K | 1.86% | |
| 16 | BACBank of America Corp. | 345,219 | $15K | 1.74% | |
| 17 | TFCTruist Financial Corp. | 348,468 | $15K | 1.74% | |
| 18 | VZVerizon Communications | 385,045 | $15K | 1.74% | |
| 19 | GTGoodyear Tire & Rubber | 1,770,430 | $15K | 1.74% | |
| 20 | GTESGates Industrial Corp. | 718,687 | $14K | 1.62% | |
| 21 | CTRACoterra Energy Inc. | 541,977 | $13K | 1.51% | |
| 22 | HALHalliburton Co. | 453,744 | $12K | 1.39% | |
| 23 | DISThe Walt Disney Co. | 96,464 | $10K | 1.16% | |
| 24 | DOWDow Inc. | 261,594 | $10K | 1.16% | |
| 25 | GMGeneral Motors Co. | 190,096 | $10K | 1.16% | |
| 26 | MDTMedtronic PLC | 133,644 | $10K | 1.16% | |
| 27 | BBYBest Buy Inc. | 107,048 | $9K | 1.04% | |
| 28 | BLDRBuilders Firstsource | 61,417 | $8K | 0.93% | |
| 29 | HN9HanesBrands Inc. | 993,252 | $8K | 0.93% | |
| 30 | PTENPatterson UTI Energy | 972,842 | $8K | 0.93% | |
| 31 | ZBHZimmer Biomet Holdings Inc. | 74,083 | $7K | 0.81% | |
| 32 | MSFTMicrosoft Corp. | 16,362 | $6K | 0.70% | |
| 33 | USBUS Bancorp | 131,116 | $6K | 0.70% | |
| 34 | LLYEli Lilly & Co. | 6,847 | $5K | 0.58% | |
| 35 | PFEPfizer Inc. | 189,694 | $5K | 0.58% | |
| 36 | FISVFiserv Inc. | 20,123 | $4K | 0.46% | |
| 37 | UNPUnion Pacific Corp. | 20,519 | $4K | 0.46% | |
| 38 | AMZNAmazon Inc. | 16,626 | $3K | 0.35% | |
| 39 | —Alphabet Inc. Cl C | 17,371 | $3K | 0.35% | |
| 40 | XOMExxon Mobil Corp. | 37,154 | $3K | 0.35% | |
| 41 | KMIKinder Morgan Inc. | 122,812 | $3K | 0.35% | |
| 42 | JPMJP Morgan Chase & Co. | 14,623 | $3K | 0.35% | |
| 43 | WRBBerkley W R Corp. | 54,523 | $3K | 0.35% | |
| 44 | BRK/BBerkshire Hathaway Cl B | 7,170 | $3K | 0.35% | |
| 45 | WECWEC Energy Group Inc. | 37,862 | $3K | 0.35% | |
| 46 | PEPPepsiCo Inc. | 21,437 | $3K | 0.35% | |
| 47 | CVXChevron Corp. | 27,179 | $3K | 0.35% | |
| 48 | ETNEaton Corp. | 6,971 | $2K | 0.23% | |
| 49 | TSLATesla Inc. | 6,875 | $2K | 0.23% | |
| 50 | KEYKeyCorp. | 151,614 | $2K | 0.23% | |
| 51 | UPSUnited Parcel Service Inc. | 22,298 | $2K | 0.23% | |
| 52 | TGTTarget Corp. | 20,871 | $2K | 0.23% | |
| 53 | CAGConagra Foods Inc. | 87,025 | $2K | 0.23% | |
| 54 | —Alphabet Inc. Cl A | 14,834 | $2K | 0.23% | |
| 55 | IBMIBM Corp. | 6,619 | $1K | 0.12% | |
| 56 | MRKMerck & Co. Inc. | 13,732 | $1K | 0.12% | |
| 57 | MTGMGIC Investment Corp. | 77,447 | $1K | 0.12% | |
| 58 | UNHUnitedHealth Group Inc. | 3,243 | $1K | 0.12% | |
| 59 | FASTFastenal Co. | 17,140 | $1K | 0.12% | |
| 60 | NUENucor Corp. | 12,881 | $1K | 0.12% | |
| 61 | NOWServicenow Inc. | 1,000 | $1K | 0.12% | |
| 62 | METAMeta Platforms Inc. | 2,595 | $1K | 0.12% | |
| 63 | HDHome Depot Inc. | 2,829 | $1K | 0.12% | |
| 64 | MCDMcDonalds Corp. | 3,684 | $1K | 0.12% | |
| 65 | GEGeneral Electric Co. | 8,123 | $1K | 0.12% | |
| 66 | MGEEMGE Energy Inc. | 12,225 | $1K | 0.12% | |
| 67 | ABBVAbbvie Inc. | 10,538 | $1K | 0.12% | |
| 68 | PGProcter & Gamble Co. | 10,595 | $1K | 0.12% | |
| 69 | AVGOBroadcom Inc. | 4,700 | $1K | 0.12% | |
| 70 | ABTAbbott Laboratories | 10,378 | $1K | 0.12% | |
| 71 | JCIJohnson Controls International | 24,435 | $1K | 0.12% | |
| 72 | AMDAdvanced Micro Devices Inc. | 12,274 | $1K | 0.12% | |
| 73 | CATCaterpillar Inc. | 2,777 | $1K | 0.12% | |
| 74 | JNJJohnson & Johnson | 7,186 | $1K | 0.12% | |
| 75 | DWDMorgan Stanley | 9,733 | $1K | 0.12% | |
| 76 | VVisa Inc. | 3,881 | $1K | 0.12% | |
| 77 | CRWDCrowdstrike Holdings Inc. | 3,720 | $1K | 0.12% | |
| 78 | NFLXNetflix Inc. | 1,460 | $1K | 0.12% | |
| 79 | COSTCostco Wholesale Corp. | 1,563 | $1K | 0.12% | |
| 80 | 4I1Philip Morris International In | 11,772 | $1K | 0.12% | |
| 81 | SCHWCharles Schwab | 4,258 | $0 | 0.00% | |
| 82 | MDLZMondelez International Inc. | 8,241 | $0 | 0.00% | |
| 83 | MMM3M Co. | 1,838 | $0 | 0.00% | |
| 84 | TSMTaiwan Semiconductor ADR | 1,114 | $0 | 0.00% | |
| 85 | MCKMcKesson Corp. | 1,045 | $0 | 0.00% | |
| 86 | CMCSAComcast Corp. Cl A | 8,593 | $0 | 0.00% | |
| 87 | KKRKKR & Co. Inc. | 1,590 | $0 | 0.00% | |
| 88 | QCOMQualcomm Inc. | 2,735 | $0 | 0.00% | |
| 89 | ROKRockwell Automation, Inc. | 966 | $0 | 0.00% | |
| 90 | XELXCEL Energy Inc. | 13,200 | $0 | 0.00% | |
| 91 | KELKellanova | 4,646 | $0 | 0.00% | |
| 92 | JBLJabil Circuit Inc. | 1,705 | $0 | 0.00% | |
| 93 | RPMRPM Intl. | 1,933 | $0 | 0.00% | |
| 94 | OSGAMBAC Financial Group | 14,000 | $0 | 0.00% | |
| 95 | PLTRPalantir Technologies Inc. | 4,000 | $0 | 0.00% | |
| 96 | —Adobe Inc. | 1,375 | $0 | 0.00% | |
| 97 | CORCencora Inc. | 1,875 | $0 | 0.00% | |
| 98 | MSIMotorola Solutions Inc. | 1,241 | $0 | 0.00% | |
| 99 | TXNTexas Instruments Inc. | 3,721 | $0 | 0.00% | |
| 100 | MAMastercard Inc. | 1,776 | $0 | 0.00% |
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