KLCM Advisors, Inc. Diversified Active

CIK: 0001166620 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $854,759 (100.0% shares, 0.0% debt)

Holdings (178)

Nvidia Corp. 21.5%
Value ($000) $183,603 Shares 1,694,065 Est. Cost $158.19 Unrealized
BA Boeing Co. 3.6%
Value ($000) $30,897 Shares 181,162 Est. Cost $196.41 Unrealized -11.9%
C Citigroup Inc. 3.3%
Value ($000) $27,841 Shares 392,176 Est. Cost $43.00 Unrealized +73.3%
Allegheny Technologies Inc. 2.9%
Value ($000) $24,458 Shares 470,068 Est. Cost $25.51 Unrealized
APA Corporation 2.6%
Value ($000) $22,158 Shares 1,054,145 Est. Cost $24.41 Unrealized
CAG Conagra Foods Inc. 2.5%
Value ($000) $21,495 Shares 805,971 Est. Cost $24.61 Unrealized -0.9%
BMY Bristol-Myers Squibb Corp. 2.5%
Value ($000) $21,120 Shares 346,287 Est. Cost $43.00 Unrealized +29.0%
NEM Newmont Corp. 2.4%
Value ($000) $20,930 Shares 433,520 Est. Cost $42.64 Unrealized +1.4%
Organon & Co. 2.2%
Value ($000) $18,964 Shares 1,273,599 Est. Cost $18.28 Unrealized
MCS Marcus Corp. 2.1%
Value ($000) $17,746 Shares 1,063,254 Est. Cost $13.38 Unrealized +44.3%
Manpower Inc. 2.1%
Value ($000) $17,736 Shares 306,429 Est. Cost $65.76 Unrealized
Verizon Communications 2.0%
Value ($000) $17,437 Shares 384,419 Est. Cost $46.30 Unrealized
WFC Wells Fargo & Co. 2.0%
Value ($000) $17,340 Shares 241,536 Est. Cost $37.27 Unrealized +97.8%
GT Goodyear Tire & Rubber 2.0%
Value ($000) $16,714 Shares 1,808,910 Est. Cost $10.69 Unrealized -14.5%
AAPL Apple Inc. 1.9%
Value ($000) $16,640 Shares 74,912 Est. Cost $145.20 Unrealized +58.9%
META Meta Platforms Inc. 1.9%
Value ($000) $16,337 Shares 28,345 Est. Cost $616.27 Unrealized +4.4%
UPS United Parcel Service Inc. 1.9%
Value ($000) $16,326 Shares 148,428 Est. Cost $115.26 Unrealized -2.3%
DOW Dow Inc. 1.8%
Value ($000) $15,243 Shares 436,507 Est. Cost $35.71 Unrealized +0.7%
Cisco Systems Inc. 1.7%
Value ($000) $14,708 Shares 238,336 Est. Cost $42.45 Unrealized
BAC Bank of America Corp. 1.7%
Value ($000) $14,468 Shares 346,710 Est. Cost $29.65 Unrealized +47.2%
TFC Truist Financial Corp. 1.7%
Value ($000) $14,436 Shares 350,818 Est. Cost $39.58 Unrealized +7.9%
KVUE Kenvue Inc. 1.6%
Value ($000) $13,570 Shares 565,905 Est. Cost $20.05 Unrealized +6.7%
Gates Industrial Corp. 1.5%
Value ($000) $13,212 Shares 717,660 Est. Cost $16.28 Unrealized
BLDR Builders Firstsource 1.5%
Value ($000) $12,464 Shares 99,763 Est. Cost $158.01 Unrealized -7.9%
NKE Nike Inc. 1.2%
Value ($000) $10,581 Shares 166,684 Est. Cost $72.05 Unrealized 0.0%
Target Corp. 1.2%
Value ($000) $10,372 Shares 99,386 Est. Cost $114.96 Unrealized
PTEN Patterson UTI Energy 1.2%
Value ($000) $10,367 Shares 1,261,163 Est. Cost $10.27 Unrealized -18.3%
HAL Halliburton Co. 1.1%
Value ($000) $9,626 Shares 379,406 Est. Cost $32.15 Unrealized -20.4%
DIS The Walt Disney Co. 1.1%
Value ($000) $9,515 Shares 96,401 Est. Cost $91.14 Unrealized +16.6%
General Motors Co. 1.1%
Value ($000) $8,977 Shares 190,869 Est. Cost $34.02 Unrealized
Zimmer Biomet Holdings Inc. 1.0%
Value ($000) $8,477 Shares 74,901 Est. Cost $105.71 Unrealized
BBY Best Buy Inc. 0.9%
Value ($000) $8,036 Shares 109,164 Est. Cost $73.28 Unrealized +6.9%
Texas Pacific Land Corp. 0.8%
Value ($000) $6,644 Shares 5,014 Est. Cost $1324.99 Unrealized
HanesBrands Inc. 0.7%
Value ($000) $6,390 Shares 1,107,400 Est. Cost $8.12 Unrealized
MSFT Microsoft Corp. 0.7%
Value ($000) $6,233 Shares 16,605 Est. Cost $240.36 Unrealized +68.5%
AVGO Broadcom Inc. 0.7%
Value ($000) $6,146 Shares 36,710 Est. Cost $202.75 Unrealized +3.5%
LLY Eli Lilly & Co. 0.7%
Value ($000) $5,655 Shares 6,847 Est. Cost $160.69 Unrealized +414.4%
USB US Bancorp 0.6%
Value ($000) $5,490 Shares 130,044 Est. Cost $34.49 Unrealized +28.1%
UNP Union Pacific Corp. 0.6%
Value ($000) $4,847 Shares 20,519 Est. Cost $66.15 Unrealized +256.1%
PFE Pfizer Inc. 0.5%
Value ($000) $4,678 Shares 184,603 Est. Cost $28.41 Unrealized -13.0%
Exxon Mobil Corp. 0.5%
Value ($000) $4,668 Shares 39,252 Est. Cost $100.74 Unrealized
CVX Chevron Corp. 0.5%
Value ($000) $4,646 Shares 27,773 Est. Cost $124.56 Unrealized +20.8%
FISV Fiserv Inc. 0.5%
Value ($000) $4,444 Shares 20,123 Est. Cost $81.61 Unrealized +168.2%
WEC Energy Group Inc. 0.5%
Value ($000) $4,140 Shares 37,986 Est. Cost $86.38 Unrealized
JPM JP Morgan Chase & Co. 0.5%
Value ($000) $3,884 Shares 15,834 Est. Cost $118.70 Unrealized +111.4%
WRB Berkley W R Corp. 0.5%
Value ($000) $3,880 Shares 54,523 Est. Cost $33.42 Unrealized +78.7%
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $3,816 Shares 7,165 Est. Cost $328.45 Unrealized +48.0%
PEP PepsiCo Inc. 0.4%
Value ($000) $3,378 Shares 22,528 Est. Cost $146.34 Unrealized -2.0%
AMZN Amazon Inc. 0.4%
Value ($000) $3,240 Shares 17,030 Est. Cost $145.60 Unrealized +49.0%
MTG MGIC Investment Corp. 0.3%
Value ($000) $2,797 Shares 112,880 Est. Cost $14.57 Unrealized +66.2%
Alphabet Inc. Cl C 0.3%
Value ($000) $2,705 Shares 17,311 Est. Cost $158.52 Unrealized
Eaton Corp. 0.3%
Value ($000) $2,683 Shares 9,871 Est. Cost $251.18 Unrealized
KEY KeyCorp. 0.3%
Value ($000) $2,399 Shares 150,014 Est. Cost $15.08 Unrealized +7.8%
Alphabet Inc. Cl A 0.3%
Value ($000) $2,234 Shares 14,449 Est. Cost $147.42 Unrealized
AbbVie Inc. 0.2%
Value ($000) $2,092 Shares 9,986 Est. Cost $119.24 Unrealized
Johnson Controls International 0.2%
Value ($000) $2,048 Shares 25,559 Est. Cost $51.12 Unrealized
PM Philip Morris International In 0.2%
Value ($000) $2,044 Shares 12,880 Est. Cost $75.85 Unrealized +80.6%
Ceragon Networks Ltd. 0.2%
Value ($000) $1,871 Shares 795,973 Est. Cost $2.35 Unrealized
PG Procter & Gamble Co. 0.2%
Value ($000) $1,806 Shares 10,595 Est. Cost $80.87 Unrealized +102.7%
Tesla Inc. 0.2%
Value ($000) $1,792 Shares 6,915 Est. Cost $331.51 Unrealized
T AT&T Inc. 0.2%
Value ($000) $1,746 Shares 61,725 Est. Cost $15.17 Unrealized +60.6%
UNH UnitedHealth Group Inc. 0.2%
Value ($000) $1,664 Shares 3,177 Est. Cost $499.19 Unrealized +0.1%
IBM IBM Corp. 0.2%
Value ($000) $1,617 Shares 6,503 Est. Cost $121.18 Unrealized +97.6%
GE General Electric Co. 0.2%
Value ($000) $1,600 Shares 7,994 Est. Cost $78.52 Unrealized +149.3%
NUE Nucor Corp. 0.2%
Value ($000) $1,550 Shares 12,881 Est. Cost $146.81 Unrealized -13.6%
Costco Wholesale Corp. 0.2%
Value ($000) $1,480 Shares 1,565 Est. Cost $512.10 Unrealized
MCD McDonald's Corp. 0.2%
Value ($000) $1,453 Shares 4,653 Est. Cost $186.31 Unrealized +57.2%
Netflix Inc. 0.2%
Value ($000) $1,346 Shares 1,444 Est. Cost $587.51 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,346 Shares 10,149 Est. Cost $57.11 Unrealized +119.7%
FAST Fastenal Co. 0.2%
Value ($000) $1,329 Shares 17,140 Est. Cost $12.42 Unrealized +196.6%
CrowdStrike Holdings Inc. 0.2%
Value ($000) $1,312 Shares 3,720 Est. Cost $248.93 Unrealized
MO Altria Group Inc. 0.2%
Value ($000) $1,307 Shares 21,778 Est. Cost $36.41 Unrealized +40.1%
Visa Inc. 0.2%
Value ($000) $1,305 Shares 3,723 Est. Cost $191.77 Unrealized
AMD Advanced Micro Devices Inc. 0.1%
Value ($000) $1,261 Shares 12,274 Est. Cost $127.45 Unrealized -12.8%
MRK Merck & Co. Inc. 0.1%
Value ($000) $1,242 Shares 13,836 Est. Cost $58.57 Unrealized +53.9%
JNJ Johnson & Johnson 0.1%
Value ($000) $1,173 Shares 7,075 Est. Cost $112.71 Unrealized +35.3%
MGE Energy Inc. 0.1%
Value ($000) $1,136 Shares 12,225 Est. Cost $78.84 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $1,115 Shares 9,557 Est. Cost $68.17 Unrealized +84.7%
WMT Walmart Inc. 0.1%
Value ($000) $1,087 Shares 12,382 Est. Cost $68.78 Unrealized +35.1%
AEM Agnico Eagle Mines Ltd. 0.1%
Value ($000) $1,086 Shares 10,018 Est. Cost $45.77 Unrealized +106.6%
Duke Energy Corp. 0.1%
Value ($000) $1,043 Shares 8,554 Est. Cost $102.46 Unrealized
LNT Alliant Energy Corp. 0.1%
Value ($000) $1,039 Shares 16,146 Est. Cost $50.92 Unrealized +17.0%
HD Home Depot Inc. 0.1%
Value ($000) $1,037 Shares 2,830 Est. Cost $287.64 Unrealized +32.4%
Mastercard Inc. 0.1%
Value ($000) $973 Shares 1,776 Est. Cost $366.77 Unrealized
XCEL Energy Inc. 0.1%
Value ($000) $934 Shares 13,200 Est. Cost $63.11 Unrealized
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $928 Shares 3,741 Est. Cost $227.67 Unrealized +10.1%
CAT Caterpillar Inc. 0.1%
Value ($000) $916 Shares 2,777 Est. Cost $231.07 Unrealized +52.3%
ASB Associated Banc-Corp. 0.1%
Value ($000) $909 Shares 40,360 Est. Cost $19.27 Unrealized +20.4%
KO The Coca-Cola Co. 0.1%
Value ($000) $833 Shares 11,624 Est. Cost $54.26 Unrealized +19.7%
Kinder Morgan Inc. 0.1%
Value ($000) $829 Shares 29,072 Est. Cost $16.68 Unrealized
TXN Texas Instruments Inc. 0.1%
Value ($000) $812 Shares 4,521 Est. Cost $139.02 Unrealized +31.1%
Servicenow Inc. 0.1%
Value ($000) $796 Shares 1,000 Est. Cost $800.44 Unrealized
Coastalsouth Bancshares, Inc. 0.1%
Value ($000) $787 Shares 37,046 Est. Cost $14.79 Unrealized
NSC Norfolk Southern Corp. 0.1%
Value ($000) $740 Shares 3,125 Est. Cost $160.54 Unrealized +49.1%
CEG Constellation Energy Corp. 0.1%
Value ($000) $721 Shares 3,576 Est. Cost $174.64 Unrealized +52.7%
McKesson Corp. 0.1%
Value ($000) $704 Shares 1,045 Est. Cost $474.43 Unrealized
Fidelity National Information 0.1%
Value ($000) $685 Shares 9,175 Est. Cost $98.46 Unrealized
GEV GE Vernova Inc. 0.1%
Value ($000) $662 Shares 2,168 Est. Cost $175.16 Unrealized +98.8%
Waste Management Inc. 0.1%
Value ($000) $654 Shares 2,823 Est. Cost $187.74 Unrealized
DE Deere & Co. 0.1%
Value ($000) $604 Shares 1,286 Est. Cost $198.97 Unrealized +132.0%
MDLZ Mondelez International Inc. 0.1%
Value ($000) $600 Shares 8,841 Est. Cost $47.20 Unrealized +26.6%
Exelon Corp. 0.1%
Value ($000) $566 Shares 12,276 Est. Cost $39.11 Unrealized
EMR Emerson Electric Co. 0.1%
Value ($000) $561 Shares 5,118 Est. Cost $68.85 Unrealized +72.5%
MSI Motorola Solutions Inc. 0.1%
Value ($000) $543 Shares 1,241 Est. Cost $308.01 Unrealized +43.4%
Oracle Corp. 0.1%
Value ($000) $543 Shares 3,887 Est. Cost $60.28 Unrealized
F Ford Motor Co. 0.1%
Value ($000) $535 Shares 53,302 Est. Cost $9.62 Unrealized -3.9%
NBIS Nebius Group NV 0.1%
Value ($000) $528 Shares 25,000 Est. Cost $32.90 Unrealized 0.0%
Cencora Inc. 0.1%
Value ($000) $521 Shares 1,875 Est. Cost $237.86 Unrealized
UMBF UMB Financial Corp. 0.1%
Value ($000) $493 Shares 4,878 Est. Cost $110.25 Unrealized 0.0%
RTX Raytheon Technologies Inc. 0.1%
Value ($000) $477 Shares 3,605 Est. Cost $81.35 Unrealized +53.4%
LMT Lockheed Martin Corp. 0.1%
Value ($000) $476 Shares 1,066 Est. Cost $371.87 Unrealized +20.5%
ConocoPhillips 0.1%
Value ($000) $473 Shares 4,503 Est. Cost $104.20 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $473 Shares 3,325 Est. Cost $115.51 Unrealized +12.4%
BMO Bank of Montreal 0.1%
Value ($000) $471 Shares 4,935 Est. Cost $67.34 Unrealized +43.1%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $448 Shares 4,784 Est. Cost $48.58 Unrealized +80.8%
AMAT Applied Materials Inc. 0.1%
Value ($000) $446 Shares 3,071 Est. Cost $125.78 Unrealized +32.5%
SLB Schlumberger 0.1%
Value ($000) $428 Shares 10,247 Est. Cost $19.11 Unrealized +108.7%
BP BP PLC 0.1%
Value ($000) $428 Shares 12,658 Est. Cost $36.11 Unrealized
Hewlett Packard Enterprise 0.0%
Value ($000) $420 Shares 27,242 Est. Cost $20.96 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $409 Shares 2,666 Est. Cost $119.83 Unrealized +33.3%
INTC Intel Corp. 0.0%
Value ($000) $394 Shares 17,353 Est. Cost $32.26 Unrealized -32.2%
ADI Analog Devices 0.0%
Value ($000) $388 Shares 1,923 Est. Cost $186.19 Unrealized +14.4%
L Loews Corp. 0.0%
Value ($000) $383 Shares 4,170 Est. Cost $85.35 Unrealized 0.0%
Kellanova 0.0%
Value ($000) $381 Shares 4,621 Est. Cost $48.44 Unrealized +65.2%
MET MetLife Inc. 0.0%
Value ($000) $373 Shares 4,640 Est. Cost $42.57 Unrealized +90.7%
ACN Accenture PLC 0.0%
Value ($000) $368 Shares 1,179 Est. Cost $241.17 Unrealized +44.9%
AXP American Express Co. 0.0%
Value ($000) $365 Shares 1,358 Est. Cost $159.25 Unrealized +83.7%
AMGN Amgen Inc. 0.0%
Value ($000) $361 Shares 1,160 Est. Cost $236.14 Unrealized +21.6%
TMUS T Mobile US Inc. 0.0%
Value ($000) $338 Shares 1,268 Est. Cost $159.36 Unrealized +52.5%
PLTR Palantir Technologies Inc. 0.0%
Value ($000) $338 Shares 4,000 Est. Cost $58.25 Unrealized +50.8%
AJG Arthur J. Gallagher & Co. 0.0%
Value ($000) $333 Shares 965 Est. Cost $207.44 Unrealized +51.0%
Marathon Bancorp Inc. 0.0%
Value ($000) $333 Shares 25,000 Est. Cost $8.60 Unrealized
SCHW Charles Schwab 0.0%
Value ($000) $332 Shares 4,246 Est. Cost $58.51 Unrealized +32.7%
SBUX Starbucks Corp. 0.0%
Value ($000) $316 Shares 3,218 Est. Cost $93.94 Unrealized +7.5%
HON Honeywell Inc. 0.0%
Value ($000) $315 Shares 1,487 Est. Cost $178.80 Unrealized +11.0%
Comcast Corp. Cl A 0.0%
Value ($000) $313 Shares 8,469 Est. Cost $40.74 Unrealized
BMI Badger Meter Inc. 0.0%
Value ($000) $304 Shares 1,600 Est. Cost $207.21 Unrealized 0.0%
Uber Technologies 0.0%
Value ($000) $293 Shares 4,020 Est. Cost $72.86 Unrealized
Ansys Inc. 0.0%
Value ($000) $287 Shares 908 Est. Cost $182.96 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $287 Shares 5,814 Est. Cost $46.63 Unrealized +2.6%
CTRA Coterra Energy Inc. 0.0%
Value ($000) $273 Shares 9,455 Est. Cost $19.25 Unrealized +40.2%
3M Co. 0.0%
Value ($000) $269 Shares 1,832 Est. Cost $135.40 Unrealized
D R Horton Inc. 0.0%
Value ($000) $264 Shares 2,079 Est. Cost $164.55 Unrealized
LYB LyondellBasell Industries 0.0%
Value ($000) $258 Shares 3,663 Est. Cost $74.54 Unrealized -7.7%
KHC Kraft Heinz Co. 0.0%
Value ($000) $251 Shares 8,244 Est. Cost $32.63 Unrealized -13.1%
PSX Phillips 66 0.0%
Value ($000) $250 Shares 2,025 Est. Cost $81.52 Unrealized +46.3%
ROK Rockwell Automation, Inc. 0.0%
Value ($000) $250 Shares 966 Est. Cost $246.25 Unrealized +11.5%
SO The Southern Co. 0.0%
Value ($000) $249 Shares 2,708 Est. Cost $81.73 Unrealized +2.9%
ELV Elevance Health Inc. 0.0%
Value ($000) $240 Shares 551 Est. Cost $446.64 Unrealized -11.7%
JBL Jabil Circuit Inc. 0.0%
Value ($000) $232 Shares 1,705 Est. Cost $108.32 Unrealized +41.8%
Ares Capital Corp. 0.0%
Value ($000) $230 Shares 10,370 Est. Cost $18.79 Unrealized
LOW Lowes Companies Inc. 0.0%
Value ($000) $229 Shares 982 Est. Cost $198.54 Unrealized +21.9%
KLAC KLA-Tencor Corp. 0.0%
Value ($000) $226 Shares 332 Est. Cost $510.90 Unrealized +39.9%
RPM RPM Intl. 0.0%
Value ($000) $224 Shares 1,933 Est. Cost $110.72 Unrealized +9.8%
Paypal Holdings Inc. 0.0%
Value ($000) $221 Shares 3,380 Est. Cost $65.25 Unrealized
CVS CVS Health Corp. 0.0%
Value ($000) $218 Shares 3,215 Est. Cost $57.99 Unrealized 0.0%
CINF Cincinnati Financial Corp. 0.0%
Value ($000) $217 Shares 1,472 Est. Cost $142.02 Unrealized -3.1%
OKLO Oklo Inc. 0.0%
Value ($000) $216 Shares 10,000 Est. Cost $19.38 Unrealized +74.3%
BCE BCE Inc. 0.0%
Value ($000) $213 Shares 9,288 Est. Cost $37.51 Unrealized -41.2%
OSG AMBAC Financial Group 0.0%
Value ($000) $210 Shares 24,000 Est. Cost $10.37 Unrealized +1.5%
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $209 Shares 420 Est. Cost $547.53 Unrealized -1.4%
GILD Gilead Sciences Inc. 0.0%
Value ($000) $203 Shares 1,808 Est. Cost $100.53 Unrealized 0.0%
MAS Masco Corp. 0.0%
Value ($000) $200 Shares 2,880 Est. Cost $74.05 Unrealized -0.6%
AEHR Test Sys 0.0%
Value ($000) $182 Shares 25,000 Est. Cost $12.85 Unrealized
O-I Glass Inc. 0.0%
Value ($000) $151 Shares 13,200 Est. Cost $15.58 Unrealized
SOFI Sofi Technologies Inc. 0.0%
Value ($000) $128 Shares 11,000 Est. Cost $7.95 Unrealized +81.3%
TTI Tetra Technologies Inc. 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $3.55 Unrealized +12.2%
OPKO Health Inc. 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $3.54 Unrealized
POWW Ammo Inc. 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.19 Unrealized +30.3%
Office Pptys Income Tr Reit 0.0%
Value ($000) $13 Shares 27,900 Est. Cost $0.46 Unrealized
Range Impact Inc. 0.0%
Value ($000) $12 Shares 74,000 Est. Cost $0.26 Unrealized
P3 Health Partners Inc. 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $0.22 Unrealized
Northwest Biotherapeutics 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.43 Unrealized
Troy Minerals Inc. 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.18 Unrealized
Dotz Nano Ltd. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.17 Unrealized
BEEI Bald Eagle Energy 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $0.00 Unrealized
OPMG Options Media Group Hldgs. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized -86.0%
Isracann Biosciences 0.0%
Value ($000) $0 Shares 12,000 Est. Cost Unrealized