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Size ($ in 1000's)
At 12/31/2023: $647,675
At 09/30/2023: $531,912
KLCM Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KLCM Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the KLCM Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by KLCM Advisors Inc..
In the KLCM Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by KLCM Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the KLCM Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Nvidia Corp. |
149,960 |
+70,122 |
$74,263 | | NVDA | 149,960 | +70,122 | $74,263 | | Boeing Co. |
116,032 |
-566 |
$30,245 | | BA | 116,032 | -566 | $30,245 | | Allegheny Technologies Inc. |
639,632 |
+23,981 |
$29,084 | | ATI | 639,632 | +23,981 | $29,084 | | Citigroup Inc. |
499,705 |
-32,460 |
$25,705 | | C | 499,705 | -32,460 | $25,705 | | Wells Fargo & Co. |
436,203 |
+7,288 |
$21,470 | | WFC | 436,203 | +7,288 | $21,470 | | Bristol Myers Squibb Corp. |
390,691 |
+76,740 |
$20,046 | | BMY | 390,691 | +76,740 | $20,046 | | Bank of America Corp. |
580,192 |
+215,893 |
$19,535 | | BAC | 580,192 | +215,893 | $19,535 | | AT&T Inc. |
1,150,730 |
-83,735 |
$19,309 | | T | 1,150,730 | -83,735 | $19,309 | | Medtronic PLC |
219,285 |
+7,412 |
$18,065 | | MDT | 219,285 | +7,412 | $18,065 | | Halliburton Co. |
490,230 |
+31,534 |
$17,722 | | HAL | 490,230 | +31,534 | $17,722 | | Newmont Corp. |
427,826 |
+17,791 |
$17,708 | | NEM | 427,826 | +17,791 | $17,708 | | Verizon Communications |
467,498 |
+41,393 |
$17,625 | | VZ | 467,498 | +41,393 | $17,625 | | Walgreens Boots Alliance Inc. |
670,688 |
-98,432 |
$17,512 | | WBA | 670,688 | -98,432 | $17,512 | | The Walt Disney Co. |
171,075 |
+81,227 |
$15,446 | | DIS | 171,075 | +81,227 | $15,446 | | Kinder Morgan Inc. |
824,781 |
-413,101 |
$14,549 | | KMI | 824,781 | -413,101 | $14,549 | | Cisco Systems Inc. |
287,072 |
+33,381 |
$14,503 | | CSCO | 287,072 | +33,381 | $14,503 | | Organon & Co. |
999,099 |
+376,055 |
$14,407 | | OGN | 999,099 | +376,055 | $14,407 | | Dow Inc. |
256,492 |
-224 |
$14,066 | | DOW | 256,492 | -224 | $14,066 | | Reynolds Consumer Products |
522,891 |
+276,898 |
$14,034 | | REYN | 522,891 | +276,898 | $14,034 | | Apple Inc. |
70,402 |
+12,574 |
$13,554 | | AAPL | 70,402 | +12,574 | $13,554 | | Exxon Mobil Corp. |
117,873 |
+81,371 |
$11,785 | | XOM | 117,873 | +81,371 | $11,785 | | Goodyear Tire & Rubber |
755,105 |
-50,984 |
$10,813 | | GT | 755,105 | -50,984 | $10,813 | | Kenvue Inc. |
500,663 |
+22,223 |
$10,779 | | KVUE | 500,663 | +22,223 | $10,779 | | Coterra Energy Inc. |
400,372 |
-4,200 |
$10,217 | | CTRA | 400,372 | -4,200 | $10,217 | | Louisiana Pacific Corp. |
138,103 |
+5,545 |
$9,782 | | LPX | 138,103 | +5,545 | $9,782 | | Gates Industrial Corp. |
676,773 |
-36,382 |
$9,082 | | GTES | 676,773 | -36,382 | $9,082 | | Marcus Corp. |
564,964 |
+2,999 |
$8,237 | | MCS | 564,964 | +2,999 | $8,237 | | Manpower Inc. |
102,572 |
+102,572 |
$8,151 | | MAN | 102,572 | +102,572 | $8,151 | | General Motors Co. |
213,132 |
+12,728 |
$7,656 | | GM | 213,132 | +12,728 | $7,656 | | HanesBrands Inc. |
1,470,474 |
-845,465 |
$6,558 | | HBI | 1,470,474 | -845,465 | $6,558 | | Microsoft Corp. |
15,328 |
+2,369 |
$5,764 | | MSFT | 15,328 | +2,369 | $5,764 | | US Bancorp |
132,701 |
+961 |
$5,743 | | USB | 132,701 | +961 | $5,743 | | Pfizer Inc. |
173,793 |
+74,487 |
$5,004 | | PFE | 173,793 | +74,487 | $5,004 | | Union Pacific Corp. |
20,257 |
-115 |
$4,976 | | UNP | 20,257 | -115 | $4,976 | | Eli Lilly & Co. |
7,823 |
+1,137 |
$4,560 | | LLY | 7,823 | +1,137 | $4,560 | | JP Morgan Chase & Co. |
26,107 |
-85 |
$4,441 | | JPM | 26,107 | -85 | $4,441 | | Abbvie Inc. |
25,007 |
-248 |
$3,875 | | ABBV | 25,007 | -248 | $3,875 | | Chevron Corp. |
23,776 |
+6,029 |
$3,546 | | CVX | 23,776 | +6,029 | $3,546 | | WEC Energy Group Inc. |
34,331 |
+722 |
$2,890 | | WEC | 34,331 | +722 | $2,890 | | MGIC Investment Corp. |
142,472 |
-2,000 |
$2,748 | | MTG | 142,472 | -2,000 | $2,748 | | Alphabet Inc. Cl C |
19,403 |
-98 |
$2,734 | | GOOG | 19,403 | -98 | $2,734 | | International Paper Co. |
71,210 |
-6,000 |
$2,574 | | IP | 71,210 | -6,000 | $2,574 | | Berkley W R Corp. |
36,349 |
UNCH |
$2,571 | | WRB | 36,349 | UNCH | $2,571 | | Fiserv Inc. |
19,236 |
+19,236 |
$2,555 | | FI | 19,236 | +19,236 | $2,555 | | Kellanova |
43,448 |
+38,860 |
$2,429 | | K | 43,448 | +38,860 | $2,429 | | United Parcel Service Inc. |
15,329 |
+15,329 |
$2,410 | | UPS | 15,329 | +15,329 | $2,410 | | Kraft Heinz Co. |
63,781 |
+13,575 |
$2,359 | | KHC | 63,781 | +13,575 | $2,359 | | UnitedHealth Group Inc. |
4,010 |
+1,196 |
$2,111 | | UNH | 4,010 | +1,196 | $2,111 | | Amazon Inc. |
11,988 |
+3,101 |
$1,821 | | AMZN | 11,988 | +3,101 | $1,821 | | Alphabet Inc. Cl A |
12,547 |
+6,189 |
$1,753 | | GOOGL | 12,547 | +6,189 | $1,753 |
See Full List: All Stocks Held By KLCM Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By KLCM Advisors Inc.
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