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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 9 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TCAF T ROWE PRICE ETF INC 11,935.0 $456K 0.04% NEW $38.22 +4.7%
162 KO COCA COLA CO Consumer Defensive 6,480.0 $453K 0.04% NEW $69.91 +15.6%
163 AMGN AMGEN INC Healthcare 1,343.0 $440K 0.04% NEW $327.31 -0.9%
164 VOT VANGUARD INDEX FDS 1,564.0 $437K 0.04% NEW $279.14 +1.8%
165 LOW LOWES COS INC Consumer Cyclical 1,757.0 $424K 0.04% NEW $241.17 -9.4%
166 COP CONOCOPHILLIPS Energy 4,503.0 $422K 0.04% NEW $93.61 +30.8%
167 GLW CORNING INC Technology 4,785.0 $419K 0.04% NEW $87.56 +119.1%
168 MBBC MARATHON BANCORP INC Financial Services 34,320.0 $417K 0.04% NEW $12.16 +17.3%
169 DXCM DEXCOM INC Healthcare 6,037.0 $401K 0.03% NEW $66.37 -7.1%
170 IVW ISHARES TR 3,244.0 $400K 0.03% NEW $123.26 +10.2%
171 BP BP PLC Energy 11,351.0 $394K 0.03% NEW $34.73 +31.6%
172 MDLZ MONDELEZ INTL INC Consumer Defensive 7,093.0 $382K 0.03% NEW $53.83 +12.3%
173 CL COLGATE PALMOLIVE CO Consumer Defensive 4,649.0 $367K 0.03% NEW $79.02 +13.8%
174 AOS SMITH A O CORP Industrials 5,400.0 $361K 0.03% NEW $66.88 -15.2%
175 SKYY FIRST TR EXCHANGE TRADED FD 2,714.0 $353K 0.03% NEW $130.06 -0.6%
176 FNDF SCHWAB STRATEGIC TR 7,736.0 $350K 0.03% NEW $45.21 +17.1%
177 JBL JABIL INC Technology 1,500.0 $342K 0.03% NEW $228.02 +49.0%
178 SCHF SCHWAB STRATEGIC TR 14,002.0 $337K 0.03% NEW $24.04 +11.8%
179 MET METLIFE INC Financial Services 4,259.0 $336K 0.03% NEW $78.95 +1.1%
180 AGG ISHARES TR 3,360.0 $336K 0.03% NEW $99.89 -1.9%
Page 9 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%