Klcm Advisors
$1.2B 13F equity value
290 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Klcm Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,421,708 | $284M | 22.8% |
| AAPL | APPLE INC | 276,575 | $80M | 6.4% |
| ATI | ATI INC | 207,475 | $41M | 3.3% |
| C | CITIGROUP INC | 244,934 | $34M | 2.7% |
| BA | BOEING CO | 152,129 | $33M | 2.6% |
| MAN | MANPOWERGROUP INC WIS | 867,407 | $29M | 2.3% |
| BLDR | BUILDERS FIRSTSOURCE INC | 296,590 | $27M | 2.1% |
| MCS | MARCUS CORP DEL | 995,125 | $23M | 1.9% |
| UPS | UNITED PARCEL SVCS INC | 211,647 | $23M | 1.8% |
| QCOM | QUALCOMM INC | 117,789 | $22M | 1.7% |
Track Klcm Advisors's 13F portfolio: $1.2B in reported holdings, 290 positions. Top holdings and quarterly changes on SentiSense.
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