Klcm Advisors, Inc. Top Holdings and 13F Report (2026) About Klcm Advisors, Inc.Investment ActivityKlcm Advisors, Inc. has $1.19 billion in total holdings as of March 31, 2026.Klcm Advisors, Inc. owns shares of 256 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 8.73% of the portfolio was purchased this quarter.About 10.86% of the portfolio was sold this quarter.This quarter, Klcm Advisors, Inc. has purchased 248 new stocks and bought additional shares in 87 stocks.Klcm Advisors, Inc. sold shares of 71 stocks and completely divested from 14 stocks this quarter.Largest Holdings NVIDIA $275,235,260Apple $72,068,153ATI $38,814,401Boeing $30,552,692ManpowerGroup $29,598,698 Largest New Holdings this Quarter 224441105 - Crane NXT $10,874,467 Holding64110L106 - Netflix $2,612,557 Holding053015103 - Automatic Data Processing $2,029,971 Holding79466L302 - Salesforce $1,507,920 Holding34631F102 - FORGENT POWER SOLUTIONS INC $878,100 Holding Largest Purchases this Quarter Qualcomm 147,440 shares (about $18.99M)Builders FirstSource 179,594 shares (about $14.79M)ManpowerGroup 407,128 shares (about $11.99M)Crane NXT 267,910 shares (about $10.87M)International Flavors & Fragrances 90,815 shares (about $6.59M) Largest Sales this Quarter APA 389,981 shares (about $16.55M)Cisco Systems 190,362 shares (about $14.77M)General Motors 163,868 shares (about $12.21M)Verizon Communications 242,443 shares (about $12.17M)Patterson-UTI Energy 1,089,682 shares (about $11.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKlcm Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$275,235,260$2,587,747 ▲0.9%1,578,18423.2%Computer and TechnologyAAPLApple$72,068,153$3,155,875 ▲4.6%283,9686.1%Computer and TechnologyATIATI$38,814,401$8,120,305 ▼-17.3%266,8393.3%Basic MaterialsBABoeing$30,552,692$813,037 ▼-2.6%153,5082.6%AerospaceMANManpowerGroup$29,598,698$11,993,991 ▲68.1%1,004,7082.5%Business ServicesCCitigroup$29,031,670$214,118 ▼-0.7%255,9892.4%Financial ServicesBLDRBuilders FirstSource$28,089,267$14,785,974 ▲111.1%341,1792.4%Retail/WholesaleMETAMeta Platforms$21,228,190$560,684 ▲2.7%37,1041.8%Computer and TechnologyUPSUnited Parcel Service$20,881,204$1,813,828 ▲9.5%212,2511.8%TransportationQCOMQualcomm$20,768,802$18,987,265 ▲1,065.8%161,2741.8%Computer and TechnologyHALHalliburton$19,781,964$6,434,402 ▼-24.5%507,3601.7%EnergyIFFInternational Flavors & Fragrances$19,196,005$6,588,628 ▲52.3%264,5901.6%Basic MaterialsSPYSPDR S&P 500 ETF Trust$19,106,185$139,172 ▲0.7%29,3791.6%FinanceWFCWells Fargo & Company$18,630,354$898,002 ▲5.1%234,0201.6%FinanceBMYBristol Myers Squibb$18,221,099$1,198,142 ▼-6.2%300,4301.5%MedicalMCSMarcus$17,833,020$812,038 ▼-4.4%1,038,6151.5%Consumer DiscretionaryTFCTruist Financial$16,248,460$913,654 ▲6.0%353,4581.4%FinanceAVGOBroadcom$16,032,294$6,907,328 ▼-30.1%51,7991.4%Computer and TechnologyGTESGates Industrial$15,778,637$731,027 ▲4.9%697,8611.3%IndustrialsBACBank of America$14,924,208$486,817 ▼-3.2%306,1381.3%FinanceDOWDOW$14,723,868$2,878,308 ▼-16.4%353,5141.2%Basic MaterialsVTIVanguard Total Stock Market ETF$14,589,348$1,482,771 ▲11.3%45,4771.2%ETFOLNOlin$14,063,955$175,258 ▲1.3%473,0561.2%Basic MaterialsAPAAPA$13,747,886$16,550,793 ▼-54.6%323,9371.2%EnergyGTGoodyear Tire & Rubber$13,344,347$43,466 ▼-0.3%2,012,7221.1%Auto/Tires/TrucksTPLTexas Pacific Land$12,333,814$1,660,960 ▼-11.9%25,9901.0%EnergyMSFTMicrosoft$11,696,761$2,148,490 ▲22.5%31,5981.0%Computer and TechnologyZBHZimmer Biomet$11,596,365$261,404 ▼-2.2%128,2501.0%MedicalCAGConagra Brands$11,551,229$412,886 ▼-3.5%734,8111.0%Consumer StaplesTGTTarget$11,278,145$40,360 ▼-0.4%93,0541.0%Retail/WholesaleLPXLouisiana-Pacific$10,952,513$4,851,043 ▲79.5%150,5500.9%ConstructionCXTCrane NXT$10,874,467$10,874,467 ▲New Holding267,9100.9%Business ServicesBBYBest Buy$8,372,001$225,085 ▲2.8%130,4050.7%Retail/WholesaleNKENIKE$7,753,406$5,546 ▲0.1%146,7890.7%Consumer DiscretionaryDISWalt Disney$7,555,021$150,160 ▼-1.9%78,3880.6%Consumer DiscretionaryGOOGLAlphabet$7,164,363$585,767 ▲8.9%24,9140.6%Computer and TechnologyAMZNAmazon.com$6,460,952$78,310 ▲1.2%31,0220.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$6,102,700$84,637 ▲1.4%31,7980.5%ETFXOMExxonMobil$5,904,332$25,958 ▲0.4%34,8010.5%EnergyUSBU.S. Bancorp$5,801,836$1,026,680 ▼-15.0%111,5520.5%FinanceIWDiShares Russell 1000 Value ETF$5,647,547$212,603 ▲3.9%26,4310.5%ETFALLSPRING EXCHANGE TRADED FU$5,645,641$95,089 ▲1.7%202,9930.5%SPECIAL LARG VALGOOGAlphabet$5,196,830$131,957 ▲2.6%18,1160.4%Computer and TechnologyCATCaterpillar$4,806,417$950,089 ▼-16.5%6,7840.4%IndustrialsWECWEC Energy Group$4,747,366$137,419 ▼-2.8%41,0070.4%UtilitiesIWMiShares Russell 2000 ETF$4,732,199$71,178 ▲1.5%19,0810.4%FinanceFISERV INC$4,727,041$2,788,549 ▲143.9%84,7140.4%COMPFEPfizer$4,665,231$37,150 ▲0.8%166,1410.4%MedicalJPMJPMorgan Chase & Co.$4,558,272$227,678 ▲5.3%15,4960.4%FinanceVZVerizon Communications$4,533,687$12,170,705 ▼-72.9%90,3120.4%Computer and TechnologyQQQInvesco QQQ$4,513,091$115,439 ▲2.6%7,8190.4%FinanceKIMBERLY-CLARK CORP$4,207,539$373,821 ▲9.8%43,6150.4%COMPEPPepsiCo$4,189,112$257,782 ▼-5.8%26,9760.4%Consumer StaplesWALMART INC$3,882,945$24,856 ▲0.6%31,2440.3%COMWRBW.R. Berkley$3,613,7840.0%54,5230.3%FinanceLAM RESEARCH CORP$3,560,217$351,684 ▲11.0%16,6630.3%COM NEWKEYKeyCorp$3,517,678$660,588 ▲23.1%175,4450.3%FinanceBRK.BBerkshire Hathaway$3,139,718$92,965 ▲3.1%6,5520.3%FinanceVEAVanguard FTSE Developed Markets ETF$2,898,467$22,364 ▼-0.8%45,2320.2%ETFWYWeyerhaeuser$2,860,142$31,148 ▼-1.1%117,0750.2%ConstructionJCIJohnson Controls International$2,850,912$132,914 ▼-4.5%21,7710.2%ConstructionAEHRAehr Test Systems$2,781,0000.0%75,0000.2%Computer and TechnologyCVXChevron$2,746,646$2,906,789 ▼-51.4%13,2750.2%EnergyCOASTALSOUTH BANCSHARES INC$2,646,3020.0%107,6170.2%COM NEWNFLXNetflix$2,612,557$2,612,557 ▲New Holding27,1720.2%Consumer DiscretionaryAMDAdvanced Micro Devices$2,580,3060.0%12,6840.2%Computer and TechnologyVOOVanguard S&P 500 ETF$2,531,504$267,135 ▲11.8%4,2360.2%ETFTSLATesla$2,465,818$299,631 ▼-10.8%6,6330.2%Auto/Tires/TrucksMCDMcDonald's$2,207,187$14,296 ▼-0.6%7,1020.2%Retail/WholesaleGEGE Aerospace$2,185,313$1,703 ▲0.1%7,7010.2%AerospaceABBVAbbVie$2,176,454$111,791 ▲5.4%10,0070.2%MedicalVUGVanguard Growth ETF$2,125,430$10,920 ▼-0.5%4,8660.2%ETFJNJJohnson & Johnson$2,118,591$154,244 ▲7.9%8,6670.2%MedicalPMPhilip Morris International$2,103,404$37,201 ▲1.8%12,7220.2%Consumer StaplesAEMAgnico Eagle Mines$2,033,454$2,029,800 ▼-50.0%10,0180.2%Basic MaterialsADPAutomatic Data Processing$2,029,971$2,029,971 ▲New Holding9,9910.2%Computer and TechnologyCLXClorox$1,889,175$571,519 ▲43.4%18,2300.2%Consumer StaplesGE VERNOVA INC$1,719,613$52,374 ▲3.1%1,9700.1%COMCRNTCeragon Networks$1,718,2800.0%795,5000.1%Computer and TechnologyNUENucor$1,713,0880.0%10,1310.1%Basic MaterialsCOSTCostco Wholesale$1,683,875$39,855 ▲2.4%1,6900.1%Retail/WholesaleMTGMGIC Investment$1,650,6000.0%62,8800.1%FinanceMRKMerck & Co., Inc.$1,622,624$24,058 ▼-1.5%13,4890.1%MedicalTSMTaiwan Semiconductor Manufacturing$1,536,321$19,601 ▲1.3%4,5460.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,530,307$133,733 ▼-8.0%49,8800.1%ETFMSMorgan Stanley$1,523,423$24,685 ▲1.6%9,2570.1%FinanceXLKTechnology Select Sector SPDR Fund$1,522,256$13,157 ▼-0.9%11,4540.1%ETFTAT&T$1,514,111$54,385 ▼-3.5%52,2290.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,508,147$541,236 ▼-26.4%10,3100.1%CL ACRMSalesforce$1,507,920$1,507,920 ▲New Holding8,0780.1%Computer and TechnologyCSCOCisco Systems$1,505,287$14,769,829 ▼-90.8%19,4010.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,498,429$205,103 ▲15.9%2,2940.1%ETFHDHome Depot$1,461,755$95,696 ▲7.0%4,4450.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,442,433$55,126 ▲4.0%56,2570.1%ETFFASTFastenal$1,430,9760.0%30,8400.1%Retail/WholesaleNEMNewmont$1,427,060$378,875 ▼-21.0%13,1830.1%Basic MaterialsVIGVanguard Dividend Appreciation ETF$1,377,222$80,646 ▼-5.5%6,4040.1%ETFVTVVanguard Value ETF$1,362,217$28,645 ▲2.1%6,9430.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,357,219$178,537 ▲15.1%46,5920.1%ETFDEDeere & Company$1,351,920$1,126,600 ▼-45.5%2,4000.1%IndustrialsShowing largest 100 holdings. 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