Klcm Advisors
$1.1B Assets Reported
270 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,499,184 | $261M | 22.8% |
| AAPL | APPLE INC | 282,168 | $72M | 6.2% |
| ATI | ATI INC | 262,839 | $38M | 3.3% |
| BA | BOEING CO | 153,508 | $31M | 2.7% |
| C | CITIGROUP INC | 255,989 | $29M | 2.5% |
| MAN | MANPOWERGROUP INC WIS | 900,208 | $27M | 2.3% |
| BLDR | BUILDERS FIRSTSOURCE INC | 293,679 | $24M | 2.1% |
| UPS | UNITED PARCEL SVCS INC | 212,251 | $21M | 1.8% |
| META | META PLATFORMS INC | 36,404 | $21M | 1.8% |
| HAL | HALLIBURTON CO | 507,360 | $20M | 1.7% |
Track Klcm Advisors's 13F portfolio: $1.1B in reported holdings, 270 positions. Top holdings, AUM, and quarterly changes on SentiSense.