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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 13 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IMMUNITYBIO INC 29,000.0 $222K 0.02% NEW $7.67
242 IEFA ISHARES TR 2,451.0 $222K 0.02% NEW $90.53 +5.2%
243 HSY HERSHEY CO Consumer Defensive 1,067.0 $222K 0.02% NEW $207.89 -8.5%
244 AJG GALLAGHER ARTHUR J & CO Financial Services 1,022.0 $221K 0.02% $216.62 -7.7%
245 VGLT VANGUARD SCOTTSDALE FDS 3,964.0 $219K 0.02% -161.0 -3.9% $55.35 -3.2%
246 FNDA SCHWAB STRATEGIC TR 6,743.0 $219K 0.02% -468.0 -6.5% $32.43 +7.6%
247 LNG CHENIERE ENERGY INC Energy 767.0 $218K 0.02% NEW $283.73 -15.0%
248 AEP AMERICAN ELEC PWR CO INC Utilities 1,656.0 $217K 0.02% NEW $131.08 -4.5%
249 SDIV GLOBAL X FDS 8,530.0 $215K 0.02% -770.0 -8.3% $25.26 -0.1%
250 BCE BCE INC Communication Services 8,486.0 $214K 0.02% $25.24 -5.7%
251 SCYB SCHWAB STRATEGIC TR 8,148.0 $212K 0.02% -725.0 -8.2% $26.00 +0.1%
252 VLO VALERO ENERGY CORP Energy 854.0 $211K 0.02% NEW $247.08 -0.9%
253 ECL ECOLAB INC Basic Materials 789.0 $210K 0.02% $266.02 -6.4%
254 SPHY SPDR SERIES TRUST 8,945.0 $209K 0.02% -805.0 -8.3% $23.32 -0.1%
255 BYLD ISHARES TR 9,238.0 $208K 0.02% -832.0 -8.3% $22.53 -0.4%
256 HYDB ISHARES TR 4,473.0 $208K 0.02% -402.0 -8.2% $46.52 -0.0%
257 IYW ISHARES TR 1,145.0 $208K 0.02% $181.35 +31.7%
258 NOBL PROSHARES TR 1,928.0 $204K 0.02% NEW $106.01 -0.4%
259 VONE VANGUARD SCOTTSDALE FDS 691.0 $204K 0.02% NEW $295.12 +12.8%
260 MAS MASCO CORP Industrials 3,369.0 $203K 0.02% $60.37 +13.1%
Page 13 of 14  ·  275 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%