BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

KLCM Advisors, Inc.

· CIK 0001166620
13F Portfolio $1.2B AUM 282 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 84 Added 68 Reduced 16 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CNM CORE & MAIN INC Industrials 5,000.0 $247K 0.02% +1K +25.0% $49.40 -2.8%
82 SPDW SPDR INDEX SHS FDS 5,261.0 $240K 0.02% +172.0 +3.4% $45.65 +7.7%
83 ED CONSOLIDATED EDISON INC Utilities 2,106.0 $238K 0.02% +46.0 +2.2% $113.18 -5.3%
84 SPYG SPDR SERIES TRUST 2,073.0 $203K 0.02% +168.0 +8.8% $97.91 +20.9%
Page 5 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.0%
Industrials 17.8%
Financial Services 12.6%
Communication Services 6.2%
Basic Materials 6.0%
Energy 5.6%
Healthcare 4.3%
Consumer Defensive 4.2%
Consumer Cyclical 4.0%
Utilities 1.2%