KLCM Advisors, Inc.
Top Portfolio Positions
197 positions ·
$1,106,419,101 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,578,184 | $275,235,289 | 24.88% | |
| AAPL |
Apple Inc.
Technology
|
283,968 | $72,068,238 | 6.51% | |
| ATI |
Ati Inc
Industrials
|
266,839 | $38,814,400 | 3.51% | |
| BA |
Boeing Co
Industrials
|
153,508 | $30,552,697 | 2.76% | |
| MAN |
ManpowerGroup Inc.
Industrials
|
1,004,708 | $29,598,697 | 2.68% | |
| C |
Citigroup Inc
Financial Services
|
255,989 | $29,031,712 | 2.62% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
341,179 | $28,089,267 | 2.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
37,104 | $21,228,311 | 1.92% | |
| UPS |
United Parcel Service Inc
Industrials
|
212,251 | $20,881,253 | 1.89% | |
| QCOM |
Qualcomm Inc/De
Technology
|
161,274 | $20,768,865 | 1.88% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OSG
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,135 | 23,900 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $185,942 | 23,900 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $200,160 | 24,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $170,400 | 24,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $210,000 | 24,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $177,100 | 14,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $156,940 | 14,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $179,480 | 14,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $218,820 | 14,000 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $230,720 | 14,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $168,840 | 14,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $199,360 | 14,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $216,720 | 14,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244,160 | 14,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $153,000 | 12,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $136,200 | 12,000 | Shares | Sole | 2022-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||