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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SDIV GLOBAL X FDS 8,530.0 $215K 0.02% -770.0 -8.3% $25.26 -0.1%
62 SCYB SCHWAB STRATEGIC TR 8,148.0 $212K 0.02% -725.0 -8.2% $26.00 +0.1%
63 SPHY SPDR SERIES TRUST 8,945.0 $209K 0.02% -805.0 -8.3% $23.32 -0.1%
64 BYLD ISHARES TR 9,238.0 $208K 0.02% -832.0 -8.3% $22.53 -0.4%
65 HYDB ISHARES TR 4,473.0 $208K 0.02% -402.0 -8.2% $46.52 -0.0%
66 PTEN PATTERSON-UTI ENERGY INC Energy 18,250.0 $198K 0.02% -1.1M -98.3% $10.83 +11.9%
67 POET CALL POET TECHNOLOGIES INC Technology 25,000.0 $148K 0.01% -25K -50.0% $5.94 +246.3%
68 OGN CALL ORGANON & CO Healthcare 7,000.0 $42K 0.00% -40K -85.1% $5.99 +123.0%
Page 4 of 4  ·  68 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%