KLCM Advisors, Inc. — 13F holdings

KLCM Advisors, Inc. reported 303 holdings worth $1.27B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $292M (23.0%)
2. AAPL APPLE INC — $80.0M (6.3%)
3. ATI ATI INC — $41.2M (3.2%)
4. C CITIGROUP INC — $34.3M (2.7%)
5. BA BOEING CO — $32.9M (2.6%)
6. MAN MANPOWERGROUP INC WIS — $32.0M (2.5%)
7. BLDR BUILDERS FIRSTSOURCE INC — $30.8M (2.4%)
8. MCS MARCUS CORP DEL — $23.3M (1.8%)
9. UPS UNITED PARCEL SERVICE INC — $22.8M (1.8%)
10. QCOM QUALCOMM INC — $21.8M (1.7%)