Top Institutional Investors

KLCM Advisors, Inc. — 13F Holdings & Portfolio

CIK 1166620 · latest 13F-HR filed 2026-11-12

Backtest portfolio

KLCM Advisors, Inc. manages $1.32B in 13F-reported U.S. long-equity assets across 304 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (24.74%), AAPL (5.83%), ATI (3.29%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 17 new positions and exited 23; 74 existing positions rose in reported value and 107 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.32B

Long-equity book

Holdings
304

Distinct positions

Period
2026-09-30

Filed 2026-11-12

Q/Q Activity
+17 / −23 / ↑74 / ↓107

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA25.5% · +0%AAPL6.0% · -17%ATI3.4% · +10%C2.5% · -0%MAN2.4% · -36%BA2.3% · +5%GTES1.9% · +36%WFC1.8% · +25%UPS1.7% · +10%QCOM1.7% · +1%IFF1.7% · -0%SPY1.6% · -5%DG1.6% · +77%MSFT1.5% · -1%NKE1.4% · +32%VTI1.4% · +2%BLDR1.4% · +3%BMY1.3% · -7%MCS1.3% · -40%BAC1.3% · -1%TFC1.2% · +2%KMB1.2% · -1%HAL1.2% · +60%APA1.0% · -2%CXT0.9% · -2%ZBH0.8% · -3%DOW0.8% · +8%LPX0.8% · -0%LUV0.8% · +24%GOOGL0.7% · -0%TPL0.7% · 0%DIS0.6% · -0%OLN0.6% · +8%META0.6% · -1%USB0.5% · -3%AMZN0.5% · -0%RSP0.5% · -3%LRCX0.5% · +15%GT0.5% · -1%GOOG0.5% · -1%IWD0.5% · -11%PEP0.5% · +72%CLX0.4% · +69%XOM0.4% · -0%CAT0.4% · -0%QQQ0.4% · -6%ASLV0.4% · -9%IWM0.4% · +1%JPM0.4% · -0%CVX0.4% · -0%CSCO0.3% · +111%PFE0.3% · -8%WEC0.3% · -0%MU0.3% · +243%FISV0.3% · -7%ACN0.3% · -36%WRB0.3% · 0%VZ0.3% · -2%GLD0.3% · +0%VEA0.3% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 49.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 10, 2026.

Assets Under Management
$1.88B
Discretionary
$1.88B
Employees
11
Accounts
637
Address
330 E KILBOURN AVENUE
SUITE 1050
MILWAUKEE, WI 53202-6615
Phone
(414) 765-1234
Website
Name Title / Status Ownership Type
FUDA, CARL, JOSEPH ControlVICE PRESIDENT
since Aug 2016
5–10%Individual
KITZINGER, JACK, JAMES ControlPARTNER
since Jan 2025
25–50%Individual
KITZINGER, JAMES, BRIAN ControlPRESIDENT
since Apr 1993
25–50%Individual
LICAU GIFFORD, KATHERINE, ROSE ControlPARTNER
since Jul 2014
10–25%Individual
SAILER, MARK, ANTHONY ControlCHIEF COMPLIANCE OFFICER
since Mar 2018
10–25%Individual
COLEMAN, NEAL, PATRICKPARTNER
since Jan 2025
Less than 5%Individual
Ownership & leadership changes · 8 filings with changes since Mar 26, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 13, 2025 filing
  • AddedKITZINGER, JACK, JAMES · PARTNER · 25–50% · control person
  • ChangedCOLEMAN, NEAL, PATRICK · title DIRECTOR OF CLIENT SERVICE → PARTNER
  • ChangedFUDA, CARL, JOSEPH · now a control person
  • ChangedKITZINGER, JAMES, BRIAN · ownership 50–75% → 25–50%
  • ChangedLICAU GIFFORD, KATHERINE, ROSE · now a control person
  • ChangedSAILER, MARK, ANTHONY · now a control person
Mar 16, 2022 filing
  • AddedCOLEMAN, NEAL, PATRICK · DIRECTOR OF CLIENT SERVICE · Less than 5%
Mar 11, 2021 filing
  • No longer listedCONNER, RYAN, CHRISTOPHER · DIRECTOR OF CLIENT SERVICES · Less than 5% · listed since Mar 2018
Mar 17, 2020 filing
  • ChangedFUDA, CARL, JOSEPH · ownership 10–25% → 5–10%
  • ChangedLICAU GIFFORD, KATHERINE, ROSE · ownership 5–10% → 10–25%
  • ChangedSAILER, MARK, ANTHONY · ownership 5–10% → 10–25%
Mar 25, 2019 filing
  • AddedCONNER, RYAN, CHRISTOPHER · DIRECTOR OF CLIENT SERVICES · Less than 5%
Mar 13, 2018 filing
  • ChangedFUDA, CARL, JOSEPH · title CHIEF COMPLIANCE OFFICER → VICE PRESIDENT
  • ChangedSAILER, MARK, ANTHONY · title PARTNER → CHIEF COMPLIANCE OFFICER
Jan 11, 2016 filing
  • No longer listedLAUTMANN, PETER, SCOTT · PRESIDENT · 25–50% · control person · listed since Apr 1993
  • ChangedFUDA, CARL, JOSEPH · ownership 5–10% → 10–25%
  • ChangedKITZINGER, JAMES, BRIAN · title SECRETARY → PRESIDENT; ownership 25–50% → 50–75%
Mar 19, 2015 filing
  • AddedLICAU GIFFORD, KATHERINE, ROSE · PARTNER · 5–10%
  • AddedSAILER, MARK, ANTHONY · PARTNER · 5–10%
Mar 26, 2012 filing (earliest on record)
  • ListedFUDA, CARL, JOSEPH · CHIEF COMPLIANCE OFFICER · 5–10%
  • ListedKITZINGER, JAMES, BRIAN · SECRETARY · 25–50% · control person
  • ListedLAUTMANN, PETER, SCOTT · PRESIDENT · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 74 →

Top Trims

Show all 107 →

New Positions

Show all 17 →

Exited Positions

Show all 23 →

KLCM Advisors, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $325.3M 24.74% 1,424,557 SH
2 APPLE INC AAPL 037833100 $76.6M 5.83% 230,161 SH
3 ATI INC ATI 01741R102 $43.2M 3.29% 228,143 SH
4 CITIGROUP INC C 172967424 $31.6M 2.40% 244,170 SH
5 MANPOWERGROUP INC WIS MAN 56418H100 $30.6M 2.33% 551,162 SH
6 BOEING CO BA 097023105 $29.8M 2.27% 160,192 SH
7 GATES INDL CORP LTD GTES G39104107 $24.7M 1.88% 944,294 SH
8 WELLS FARGO & CO WFC 949746101 $23.1M 1.76% 289,113 SH
9 UNITED PARCEL SVCS INC UPS 911312106 $21.8M 1.66% 233,829 SH
10 QUALCOMM INC QCOM 747525103 $21.8M 1.66% 118,674 SH
11 INTERNATIONAL FLAVORS&FRAGRA IFF 459506101 $21.5M 1.63% 257,064 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $20.3M 1.55% 26,679 SH
13 DOLLAR GEN CORP DG 256677105 $19.9M 1.51% 166,313 SH
14 MICROSOFT CORP MSFT 594918104 $18.8M 1.43% 36,679 SH
15 NIKE INC NKE 654106103 $18.4M 1.40% 520,522 SH
16 VANGUARD INDEX FDS VTI 922908769 $18.4M 1.40% 49,040 SH
17 BUILDERS FIRSTSOURCE INC BLDR 12008R107 $17.4M 1.32% 304,349 SH
18 BRISTOL-MYERS SQUIBB CO BMY 110122108 $17.0M 1.30% 273,174 SH
19 MARCUS CORP DEL MCS 566330106 $16.7M 1.27% 599,690 SH
20 BANK OF AMER CORP BAC 060505104 $16.3M 1.24% 298,654 SH
21 TRUIST FINL CORP TFC 89832Q109 $16.0M 1.21% 344,517 SH
22 KIMBERLY-CLARK CORP KMB 494368103 $15.8M 1.20% 161,795 SH
23 HALLIBURTON CO HAL 406216101 $15.5M 1.18% 487,931 SH
24 APA CORPORATION APA 03743Q108 $12.9M 0.98% 310,805 SH
25 CRANE NXT CO CXT 224441105 $12.1M 0.92% 257,486 SH
26 ZIMMER BIOMET HOLDINGS INC ZBH 98956P102 $10.9M 0.83% 122,282 SH
27 DOW HLDGS INC DOW 260557103 $10.6M 0.80% 384,355 SH
28 LOUISIANA PAC CORP LPX 546347105 $10.5M 0.80% 163,272 SH
29 SOUTHWEST AIRLS CO LUV 844741108 $9.6M 0.73% 229,960 SH
30 ALPHABET INC GOOGL 02079K305 $8.5M 0.65% 24,770 SH
31 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $8.5M 0.64% 25,990 SH
32 DISNEY WALT CO DIS 254687106 $8.1M 0.61% 77,043 SH
33 ZETA GLOBAL HOLDINGS CORP Call ZETA 98956A105 $7.9M 0.60% 250,000 SH
34 OLIN CORP OLN 680665205 $7.5M 0.57% 486,165 SH
35 META PLATFORMS INC META 30303M102 $7.2M 0.55% 9,961 SH
36 US BANCORP USB 902973304 $6.7M 0.51% 116,756 SH
37 AMAZON COM INC AMZN 023135106 $6.7M 0.51% 27,028 SH
38 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $6.5M 0.49% 31,262 SH
39 LAM RESEARCH CORP LRCX 512807306 $6.2M 0.48% 19,024 SH
40 GOODYEAR TIRE & RUBR CO GT 382550101 $6.2M 0.47% 1,245,289 SH
41 ALPHABET INC GOOG 02079K107 $6.0M 0.46% 17,663 SH
42 ISHARES TR IWD 464287598 $6.0M 0.46% 24,265 SH
43 PEPSICO INC PEP 713448108 $6.0M 0.46% 47,390 SH
44 CLOROX CO DEL CLX 189054109 $5.7M 0.44% 70,782 SH
45 NVIDIA CORPORATION Put NVDA 67066G104 $5.7M 0.43% 25,000 SH
46 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $5.6M 0.42% 34,304 SH
47 CATERPILLAR INC CAT 149123101 $5.5M 0.42% 6,784 SH
48 INVESCO QQQ TR QQQ 46090E103 $5.4M 0.41% 7,355 SH
49 ALLSPRING EXCHANGE TRADED FU ASLV 01989A605 $5.4M 0.41% 181,375 SH
50 ISHARES TR IWM 464287655 $5.2M 0.39% 18,674 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-12 $1.32B 304 0001166620-26-000009
2026-06-30 2026-08-06 $1.27B 303 0001166620-26-000004
2026-03-31 2026-04-30 $1.19B 282 0001166620-26-000003
2025-12-31 2026-02-04 $1.16B 265 0001166620-26-000001
Filer Information
Address
330 E KILBOURN AVE
STE 1050
MILWAUKEE, WI 53202
Phone
(414) 765-1234
Filing Manager
KLCM Advisors, Inc.
MILWAUKEE, WI
Signatory
Tracey S. Campbell
Operations Manager