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Portfolio (Quarterly) Guide ↗

KLCM Advisors, Inc.

· CIK 0001166620
13F Portfolio $1.2B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 259 New
Page 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 3,277.0 $601K 0.05% NEW $183.42 -6.4%
142 LMT LOCKHEED MARTIN CORP Industrials 1,228.0 $594K 0.05% NEW $483.63 +6.4%
143 SCHW SCHWAB CHARLES CORP Financial Services 5,835.0 $583K 0.05% NEW $99.91 -8.5%
144 FIS FIDELITY NATL INFORMATION SV Technology 8,475.0 $563K 0.05% NEW $66.46 -36.7%
145 UMBF UMB FINL CORP Financial Services 4,878.0 $561K 0.05% NEW $115.04 +9.5%
146 BMI BADGER METER INC Technology 3,200.0 $558K 0.05% NEW $174.41 -33.4%
147 AMAT APPLIED MATLS INC Technology 2,166.0 $557K 0.05% NEW $257.03 +67.3%
148 GT CALL GOODYEAR TIRE & RUBR CO Consumer Cyclical 386,000.0 $540K 0.05% NEW $1.40 +301.5%
149 VGT VANGUARD WORLD FD 715.0 $539K 0.05% NEW $753.86 -84.9%
150 VWO VANGUARD INTL EQUITY INDEX F 9,966.0 $536K 0.05% NEW $53.76 +9.1%
151 NSC NORFOLK SOUTHN CORP Industrials 1,750.0 $505K 0.04% NEW $288.74 +9.9%
152 SLB SLB LIMITED Energy 13,096.0 $503K 0.04% NEW $38.38 +43.9%
153 INTC INTEL CORP Technology 13,568.0 $501K 0.04% NEW $36.90 +204.4%
154 IJK ISHARES TR 5,104.0 $494K 0.04% NEW $96.88 +13.7%
155 WM WASTE MGMT INC DEL Industrials 2,235.0 $491K 0.04% NEW $219.73 +0.1%
156 BMO BANK MONTREAL QUE Financial Services 3,779.0 $490K 0.04% NEW $129.79 +17.9%
157 SCHV SCHWAB STRATEGIC TR 16,463.0 $487K 0.04% NEW $29.61 +10.0%
158 IWO ISHARES TR 1,476.0 $477K 0.04% NEW $323.01 +12.3%
159 VB VANGUARD INDEX FDS 1,836.0 $474K 0.04% NEW $257.95 +9.3%
160 MSI MOTOROLA SOLUTIONS INC Technology 1,215.0 $466K 0.04% NEW $383.43 +3.5%
Page 8 of 13  ·  259 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 38.9%
Industrials 15.8%
Financial Services 13.3%
Communication Services 7.2%
Consumer Cyclical 5.8%
Energy 5.8%
Healthcare 4.1%
Basic Materials 4.0%
Consumer Defensive 3.8%
Utilities 1.1%