Klcm Advisors, Inc.

CIK Number: 0001166620

940.63M
Market Value
170
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
182.02
+0.24% 1.69M +3.05% 183.6M 50.4 21.48% Share
2 BA The Boeing Comp...
233.18
-0.08% 181.16K +2.70% 30.9M 182.02 3.61% Share
3 C Citigroup Inc.
95.45
+0.85% 392.18K -10.23% 27.84M 50.26 3.26% Share
4 ATI ATI Inc.
74.00
-1.76% 470.07K +13.38% 24.46M 25.8 2.86% Share
5 APA APA Corporation
20.50
-0.27% 1.05M +51.45% 22.16M 24.46 2.59% Share
6 CAG Conagra Brands,...
19.45
-0.33% 805.97K +826.14% 21.5M 26.79 2.51% Share
7 BMY Bristol-Myers S...
47.81
-0.08% 346.29K -34.97% 21.12M 51.02 2.47% Share
8 NEM Newmont Corpora...
68.44
-0.18% 433.52K -9.84% 20.93M 47.92 2.45% Share
9 OGN Organon & Co.
9.39
+0.37% 1.27M +3.74% 18.96M 18.19 2.22% Share
10 MCS The Marcus Corp...
15.07
-2.33% 1.06M +4.38% 17.75M 13.15 2.08% Share
11 MAN ManpowerGroup I...
41.20
-1.36% 306.43K +3.32% 17.74M 65.73 2.08% Share
12 VZ Verizon Communi...
43.49
-0.49% 384.42K -0.16% 17.44M 46.23 2.04% Share
13 WFC Wells Fargo & C...
79.38
+1.91% 241.54K -1.68% 17.34M 35.63 2.03% Share
14 GT The Goodyear Ti...
8.53
-0.58% 1.81M +2.17% 16.71M 9.93 1.96% Share
15 AAPL Apple Inc.
232.81
-0.22% 74.91K -3.75% 16.64M 132.99 1.95% Share
16 META Meta Platforms,...
781.96
+0.24% 28.34K +992.29% 16.34M 559.59 1.91% Share
17 UPS United Parcel S...
88.56
+0.43% 148.43K +565.66% 16.33M 116.02 1.91% Share
18 DOW Dow Inc.
23.38
+2.01% 436.51K +66.86% 15.24M 40.83 1.78% Share
19 CSCO Cisco Systems, ...
69.28
-1.58% 238.34K -17.28% 14.71M 42.17 1.72% Share
20 BAC Bank of America...
47.70
+0.97% 346.71K +0.43% 14.47M 31.43 1.69% Share
21 TFC Truist Financia...
44.96
+0.33% 350.82K +0.67% 14.44M 42.76 1.69% Share
22 KVUE Kenvue Inc.
21.07
-2.97% 565.9K -31.79% 13.57M 20.6 1.59% Share
23 GTES Gates Industria...
24.51
-3.24% 717.66K -0.14% 13.21M 16.29 1.55% Share
24 BLDR Builders FirstS...
138.21
-4.29% 99.76K +62.44% 12.46M 167.37 1.46% Share
25 NKE NIKE, Inc.
76.39
-1.04% 166.68K +100.00% 10.58M 63.48 1.24% Share
26 TGT Target Corporat...
104.22
-1.08% 99.39K +376.19% 10.37M 114.95 1.21% Share
27 PTEN Patterson-UTI E...
5.61
+0.54% 1.26M +29.64% 10.37M 10.42 1.21% Share
28 HAL Halliburton Com...
21.35
+0.71% 379.41K -16.38% 9.63M 32.48 1.13% Share
29 DIS The Walt Disney...
116.33
-0.27% 96.4K -0.07% 9.51M 92.31 1.11% Share
30 GM General Motors ...
56.42
+1.51% 190.87K +0.41% 8.98M 34.03 1.05% Share
31 ZBH Zimmer Biomet H...
102.13
-1.06% 74.9K +1.10% 8.48M 105.71 0.99% Share
32 BBY Best Buy Co., I...
71.77
-1.32% 109.16K +1.98% 8.04M 82.12 0.94% Share
33 TPL Texas Pacific L...
913.32
+3.51% 5.01K +100.00% 6.64M 1324.99 0.78% Share
34 HBI Hanesbrands Inc...
6.45
+0.55% 1.11M +11.49% 6.39M 8.12 0.75% Share
35 MSFT Microsoft Corpo...
522.28
+0.33% 16.61K +1.49% 6.23M 255.63 0.73% Share
36 AVGO Broadcom Inc.
311.19
+0.68% 36.71K +681.06% 6.15M 164.04 0.72% Share
37 LLY Eli Lilly and C...
684.46
+3.63% 6.85K 0.00% 5.66M 174.01 0.66% Share
38 USB U.S. Bancorp
46.83
+0.46% 130.04K -0.82% 5.49M 40.02 0.64% Share
39 UNP Union Pacific C...
221.35
-0.82% 20.52K 0.00% 4.85M 44.36 0.57% Share
40 PFE Pfizer Inc.
25.11
-0.22% 184.6K -2.68% 4.68M 31.82 0.55% Share
41 XOM Exxon Mobil Cor...
107.38
-0.21% 39.25K +5.65% 4.67M 101 0.55% Share
42 CVX Chevron Corpora...
155.20
-0.43% 27.77K +2.19% 4.65M 139.9 0.54% Share
43 FI Fiserv, Inc.
134.58
+0.22% 20.12K 0.00% 4.44M 70.73 0.52% Share
44 WEC WEC Energy Grou...
108.15
-1.63% 37.99K +0.33% 4.14M 86.4 0.48% Share
45 JPM JPMorgan Chase ...
294.09
+1.23% 15.83K +8.28% 3.88M 126.05 0.45% Share
46 WRB W. R. Berkley C...
71.57
+0.32% 54.52K 0.00% 3.88M 16.27 0.45% Share
47 BRK-B Berkshire Hatha...
479.02
+0.36% 7.17K -0.07% 3.82M 349.04 0.45% Share
48 PEP PepsiCo, Inc.
148.62
-0.49% 22.53K +5.09% 3.38M 149.86 0.40% Share
49 AMZN Amazon.com, Inc...
230.94
+2.84% 17.03K +2.43% 3.24M 142.72 0.38% Share
50 MTG MGIC Investment...
27.86
+0.34% 112.88K +45.75% 2.8M 15.47 0.33% Share
51 GOOG Alphabet Inc.
203.77
+0.36% 17.31K -0.35% 2.7M 112.85 0.32% Share
52 ETN Eaton Corporati...
355.05
-0.68% 9.87K +41.60% 2.68M 251.2 0.31% Share
53 KEY KeyCorp
18.30
+0.44% 150.01K -1.06% 2.4M 16.79 0.28% Share
54 GOOGL Alphabet Inc.
202.88
+0.46% 14.45K -2.6% 2.23M 134.13 0.26% Share
55 ABBV AbbVie Inc.
204.72
+1.61% 9.99K -5.24% 2.09M 119.29 0.24% Share
56 JCI Johnson Control...
105.02
-0.71% 25.56K +4.60% 2.05M 51.34 0.24% Share
57 PM Philip Morris I...
165.25
-0.38% 12.88K +9.41% 2.04M 101.85 0.24% Share
58 CRNT Ceragon Network...
1.98
-2.71% 795.97K +100.00% 1.87M 2.35 0.22% Share
59 PG The Procter & G...
153.70
-1.1% 10.6K 0.00% 1.81M 94.12 0.21% Share
60 TSLA Tesla, Inc.
335.58
-1.12% 6.92K +0.58% 1.79M 197.61 0.21% Share
61 T AT&T Inc.
28.75
+1.27% 61.73K -92.88% 1.75M 22.01 0.20% Share
62 UNH UnitedHealth Gr...
271.50
-0.11% 3.18K -2.04% 1.66M 510.41 0.19% Share
63 IBM International B...
237.04
-1.26% 6.5K -1.75% 1.62M 156.35 0.19% Share
64 GE GE Aerospace
269.72
+0.32% 7.99K -1.59% 1.6M 78.25 0.19% Share
65 NUE Nucor Corporati...
144.34
-1.03% 12.88K 0.00% 1.55M 150.34 0.18% Share
66 COST Costco Wholesal...
975.42
-0.35% 1.56K +0.13% 1.48M 510.74 0.17% Share
67 MCD McDonald's Corp...
308.84
+1.24% 4.65K +26.30% 1.45M 200.23 0.17% Share
68 NFLX Netflix, Inc.
1230.56
+2.17% 1.44K -1.1% 1.35M 587.6 0.16% Share
69 ABT Abbott Laborato...
129.32
-0.06% 10.15K -2.21% 1.35M 66.47 0.16% Share
70 FAST Fastenal Compan...
48.70
-1.04% 17.14K 0.00% 1.33M 19.77 0.16% Share
71 CRWD CrowdStrike Hol...
424.70
-1.72% 3.72K 0.00% 1.31M 248.93 0.15% Share
72 MO Altria Group, I...
65.54
+0.06% 21.78K +14.03% 1.31M 54.36 0.15% Share
73 V Visa Inc.
345.40
+0.83% 3.72K -4.07% 1.3M 191.86 0.15% Share
74 AMD Advanced Micro ...
180.97
-1.87% 12.27K 0.00% 1.26M 152.78 0.15% Share
75 MRK Merck & Co., In...
82.74
+0.04% 13.84K +0.76% 1.24M 70.19 0.15% Share
76 JNJ Johnson & Johns...
174.72
+0.17% 7.08K -1.54% 1.17M 128.35 0.14% Share
77 MGEE MGE Energy, Inc...
84.71
-1.29% 12.22K 0.00% 1.14M 78.82 0.13% Share
78 MS Morgan Stanley
148.51
+0.51% 9.56K -1.81% 1.12M 76.25 0.13% Share
79 WMT Walmart Inc.
100.84
-0.15% 12.38K +15.77% 1.09M 70.59 0.13% Share
80 AEM Agnico Eagle Mi...
132.74
-0.71% 10.02K 0.00% 1.09M 50.31 0.13% Share
81 DUK Duke Energy Cor...
124.26
-1.15% 8.55K +7.41% 1.04M 102.33 0.12% Share
82 LNT Alliant Energy ...
64.72
-0.99% 16.15K +0.08% 1.04M 56.59 0.12% Share
83 HD The Home Depot,...
400.32
-1.68% 2.83K +0.04% 1.04M 302.29 0.12% Share
84 MA Mastercard Inco...
583.65
+0.99% 1.78K 0.00% 973.46K 366.78 0.11% Share
85 XEL Xcel Energy Inc...
72.39
-0.73% 13.2K 0.00% 934.43K 63.06 0.11% Share
86 ITW Illinois Tool W...
262.44
-1.83% 3.74K 0.00% 927.8K 236.84 0.11% Share
87 CAT Caterpillar Inc...
417.50
+0.92% 2.78K 0.00% 915.92K 251.02 0.11% Share
88 ASB Associated Banc...
25.44
+0.36% 40.36K 0.00% 909.31K 18.04 0.11% Share
89 KO The Coca-Cola C...
69.52
-1.33% 11.62K +27.85% 832.53K 60.68 0.10% Share
90 KMI Kinder Morgan, ...
26.84
-0.09% 29.07K -76.33% 829.44K 16.8 0.10% Share
91 TXN Texas Instrumen...
193.71
+0.22% 4.52K +21.50% 812.44K 152.14 0.10% Share
92 NOW ServiceNow, Inc...
850.65
-1.42% 1K 0.00% 796.14K 800.44 0.09% Share
93 COSO CoastalSouth Ba...
20.05
-0.12% 37.05K 0.00% 787.23K 14.79 0.09% Share
94 NSC Norfolk Souther...
282.46
+0.22% 3.13K 0.00% 740.19K 168.12 0.09% Share
95 CEG Constellation E...
326.16
-0.45% 3.58K +28.82% 721.03K 158.48 0.08% Share
96 MCK McKesson Corpor...
673.84
+1.61% 1.04K 0.00% 703.55K 474.18 0.08% Share
97 FIS Fidelity Nation...
71.58
-1.64% 9.18K +7.56% 685.19K 98.48 0.08% Share
98 GEV GE Vernova Inc.
625.14
-1.45% 2.17K +1.50% 661.85K 184.52 0.08% Share
99 WM Waste Managemen...
225.97
-1.71% 2.82K 0.00% 653.6K 187.67 0.08% Share
100 DE Deere & Company
478.62
-6.8% 1.29K 0.00% 603.58K 238.12 0.07% Share
101 MDLZ Mondelez Intern...
61.42
-1.24% 8.84K +7.28% 599.86K 55.06 0.07% Share
102 EXC Exelon Corporat...
44.63
-1.33% 12.28K +24.30% 565.68K 39.11 0.07% Share
103 EMR Emerson Electri...
134.37
-0.43% 5.12K +0.10% 561.1K 74.42 0.07% Share
104 MSI Motorola Soluti...
461.76
-1.79% 1.24K 0.00% 543.47K 331.13 0.06% Share
105 ORCL Oracle Corporat...
244.93
+0.31% 3.89K +2.21% 543.38K 59.92 0.06% Share
106 F Ford Motor Comp...
11.44
-0.04% 53.3K +13.57% 534.62K 12.03 0.06% Share
107 NBIS Nebius Group N....
68.46
-3.07% 25K +100.00% 527.75K 21.11 0.06% Share
108 COR Cencora, Inc.
294.88
+1.32% 1.88K 0.00% 521.42K 237.87 0.06% Share
109 UMBF UMB Financial C...
117.06
+0.33% 4.88K +100.00% 493.17K 101.1 0.06% Share
110 RTX RTX Corporation
155.06
-0.42% 3.6K -3.94% 477.48K 88.04 0.06% Share
111 LMT Lockheed Martin...
437.38
-1.17% 1.07K 0.00% 476.41K 411.33 0.06% Share
112 COP ConocoPhillips
95.63
-0.26% 4.5K +2.62% 472.9K 104.11 0.06% Share
113 KMB Kimberly-Clark ...
133.43
-1.02% 3.33K +20.51% 472.88K 131.39 0.06% Share
114 BMO Bank of Montrea...
114.11
-0.46% 4.93K +8.75% 471.33K 81.88 0.06% Share
115 CL Colgate-Palmoli...
84.62
-1.99% 4.78K -2.05% 448.26K 53.71 0.05% Share
116 AMAT Applied Materia...
188.22
-0.95% 3.07K 0.00% 445.71K 139.3 0.05% Share
117 SLB Schlumberger Li...
33.20
-1.03% 10.25K 0.00% 428.32K 24.39 0.05% Share
118 BP BP p.l.c.
34.63
+0.95% 12.66K +2.01% 427.7K 36.26 0.05% Share
119 HPE Hewlett Packard...
21.32
-1.11% 27.24K +3.81% 420.34K 20.95 0.05% Share
120 QCOM QUALCOMM Incorp...
158.09
+0.96% 2.67K -2.52% 409.45K 123.42 0.05% Share
121 INTC Intel Corporati...
23.86
+7.38% 17.35K -0.03% 394.08K 32.1 0.05% Share
122 ADI Analog Devices,...
236.13
-0.63% 1.92K +11.61% 387.81K 199.12 0.05% Share
123 L Loews Corporati...
95.57
+0.17% 4.17K +100.00% 383.26K 91.91 0.04% Share
124 K Kellanova
80.08
-0.14% 4.62K -0.54% 381.16K 56.92 0.04% Share
125 MET MetLife, Inc.
77.90
+0.70% 4.64K 0.00% 372.57K 52.69 0.04% Share
126 ACN Accenture plc
246.13
+0.18% 1.18K -7.38% 367.89K 268.96 0.04% Share
127 AXP American Expres...
307.72
+0.28% 1.36K 0.00% 365.25K 189.31 0.04% Share
128 AMGN Amgen Inc.
290.28
+0.33% 1.16K 0.00% 361.4K 239.79 0.04% Share
129 TMUS T-Mobile US, In...
250.25
-0.24% 1.27K +1.44% 338.19K 164.15 0.04% Share
130 PLTR Palantir Techno...
181.00
-1.83% 4K 0.00% 337.6K 75.63 0.04% Share
131 AJG Arthur J. Galla...
293.43
-0.57% 965 0.00% 333.26K 223.72 0.04% Share
132 MBBC Marathon Bancor...
10.10
-0.29% 25K 0.00% 332.5K 8.6 0.04% Share
133 SCHW The Charles Sch...
97.75
+2.26% 4.25K -0.28% 332.38K 69.85 0.04% Share
134 SBUX Starbucks Corpo...
93.05
-1.2% 3.22K 0.00% 315.62K 91.25 0.04% Share
135 HON Honeywell Inter...
218.15
-0.73% 1.49K +10.39% 314.87K 211.19 0.04% Share
136 CMCSA Comcast Corpora...
32.88
-0.17% 8.47K -1.44% 312.51K 40.74 0.04% Share
137 BMI Badger Meter, I...
191.11
-1.03% 1.6K +100.00% 304.4K 190.25 0.04% Share
138 UBER Uber Technologi...
91.40
+0.63% 4.02K +100.00% 292.9K 72.86 0.03% Share
139 ANSS ANSYS, Inc.
374.30
-4.69% 908 0.00% 287.44K 188.22 0.03% Share
140 OXY Occidental Petr...
44.77
+0.06% 5.81K -1.27% 287K 56.34 0.03% Share
141 CTRA Coterra Energy ...
24.07
-0.62% 9.46K -98.26% 273.26K 21.54 0.03% Share
142 MMM 3M Company
156.66
-2.21% 1.83K -0.33% 269.02K 135.38 0.03% Share
143 DHI D.R. Horton, In...
163.90
-1% 2.08K 0.00% 264.3K 161.88 0.03% Share
144 LYB LyondellBasell ...
53.31
+0.72% 3.66K +19.86% 257.88K 73.63 0.03% Share
145 KHC The Kraft Heinz...
27.64
-1.36% 8.24K -0.81% 250.87K 35.73 0.03% Share
146 PSX Phillips 66
122.70
+0.10% 2.02K 0.00% 250.05K 83.21 0.03% Share
147 ROK Rockwell Automa...
347.55
-0.42% 966 0.00% 249.59K 261.6 0.03% Share
148 SO The Southern Co...
94.18
-0.64% 2.71K -0.88% 249K 89.89 0.03% Share
149 ELV Elevance Health...
295.37
+0.32% 551 0.00% 239.82K 471.56 0.03% Share
150 JBL Jabil Inc.
217.33
-0.8% 1.71K 0.00% 232K 119.83 0.03% Share