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KLCM Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KLCM Advisors, Inc.
报告期 2026-03-31 · CIK 0001166620
持仓数
275
前50大市值合计
$973.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 104 项
建仓 12
增持 47
减持 34
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
—
Verizon Communications
+$10.7M
289,058
+271%
增持
BAC
Bank of America Corp.
+$8.3M
298,746
+1188%
减持
MRK
Merck & Co. Inc.
-$8.0M
161,943
-42%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
Medtronic PLC
+$6.9M
77,164
减持
KO
Coca Cola Co.
-$6.8M
10,363
-91%
建仓
GT
Goodyear Tire & Rubber
+$6.5M
608,650
减持
CTRA
Coterra Energy Inc.
-$5.9M
249,822
-45%
清仓
—
TreeHouse Foods Inc.
-$5.6M
0
-100%
减持
NEM
Newmont Corp.
-$5.2M
168,259
-12%
建仓
ROST
Ross Stores Inc.
+$5.1M
73,261
减持
DOW
Dow Inc.
-$4.3M
254,728
-7%
增持
—
Comcast Corp. Cl A
+$4.1M
292,356
+85%
建仓
GILD
Gilead Sciences Inc.
+$2.8M
45,438
增持
WFC
Wells Fargo & Co.
+$2.8M
358,807
+54%
减持
BMY
Bristol-Myers Squibb Corp.
-$2.7M
288,502
-15%
减持
—
Kinder Morgan Inc.
-$2.6M
1,184,764
-0%
增持
—
Gates Industrial Corp.
-$2.6M
736,581
+5%
增持
—
Oracle Corp.
-$2.6M
226,729
+2%
增持
—
Walgreens Boots Alliance Inc.
-$2.5M
489,044
+4%
增持
—
Flowserve Corp.
-$2.2M
353,218
+3%
建仓
KSS
Kohls Corp.
+$2.2M
62,217
增持
T
AT&T Inc.
-$2.2M
1,047,791
+3%
增持
USB
US Bancorp
+$2.1M
110,705
+100%
增持
—
Cisco Systems Inc.
-$2.1M
202,300
+5%
增持
—
Allegheny Technologies Inc.
-$2.0M
1,213,201
+10%
增持
BA
Boeing Co.
-$2.0M
143,968
+27%
减持
—
Exxon Mobil Corp.
-$2.0M
43,273
-38%
增持
C
Citigroup Inc.
-$1.9M
426,202
+6%
增持
—
3M Company
-$1.6M
85,131
+0%
增持
DIS
The Walt Disney Co.
-$1.4M
33,368
+1%
增持
IBM
IBM Corp.
+$1.3M
102,052
+1%
增持
UNP
Union Pacific Corp.
-$1.2M
20,421
+1%
增持
—
National Instrs Corp.
-$943.0K
191,710
+12%
增持
—
General Motors Co.
-$770.0K
186,196
+22%
减持
MTG
MGIC Investment Corp.
-$708.0K
332,732
-8%
增持
—
Tesla Inc.
-$602.0K
1,770
+6%
减持
—
Reynolds Consumer Products
-$582.0K
235,323
-1%
减持
FISV
Fiserv Inc.
-$479.0K
37,550
-0%
减持
—
Allison Transmission Holdings,
-$461.0K
296,433
-2%
增持
MSFT
Microsoft Corp.
-$399.0K
8,015
+1%
增持
AAPL
Apple Inc.
+$339.0K
36,640
+37%
清仓
—
Target Corp.
-$310.0K
0
-100%
清仓
LOW
Lowes Companies Inc.
-$278.0K
0
-100%
建仓
HD
Home Depot Inc.
+$276.0K
1,006
增持
—
HanesBrands Inc.
+$273.0K
711,850
+50%
增持
—
WEC Energy Group Inc.
+$268.0K
32,795
+8%
增持
JPM
JPMorgan Chase & Co.
-$268.0K
12,586
+2%
减持
CAT
Caterpillar Inc.
-$260.0K
2,081
-27%
清仓
ROK
Rockwell Automation, Inc.
-$260.0K
0
-100%
减持
BRK/B
Berkshire Hathaway Cl B
-$249.0K
3,028
-1%
建仓
D
Dominion Energy Inc.
+$244.0K
3,056
清仓
—
LyondellBasell Industries
-$238.0K
0
-100%
减持
EMR
Emerson Electric Co.
-$237.0K
6,273
-16%
清仓
—
Exelon Corp.
-$217.0K
0
-100%
清仓
LNC
Lincoln National Corp.
-$213.0K
0
-100%
清仓
SBUX
Starbucks Corp.
-$212.0K
0
-100%
增持
—
Abbvie Inc.
+$212.0K
9,152
+25%
建仓
CVS
CVS Health Corp.
+$210.0K
2,261
清仓
—
Johnson Controls Intl.
-$209.0K
0
-100%
建仓
PSX
Phillips 66
+$204.0K
2,491
清仓
PTEN
Patterson UTI Energy
-$204.0K
0
-100%
清仓
—
Heartland Financial Inc.
-$202.0K
0
-100%
减持
LLY
Eli Lilly & Co.
+$202.0K
6,044
-2%
增持
—
Alphabet Inc. Cl C
-$185.0K
537
+10%
建仓
—
US Silica Holdings, Inc.
+$171.0K
15,000
增持
AMZN
Amazon Inc.
-$165.0K
5,140
+2258%
减持
F
Ford Motor Co.
-$139.0K
21,974
-3%
增持
MO
Altria Group Inc.
-$137.0K
16,089
+4%
建仓
OSG
AMBAC Financial Group
+$136.0K
12,000
减持
MET
MetLife Inc.
-$132.0K
4,655
-23%
增持
—
Duke Energy Corp.
+$115.0K
5,962
+27%
增持
PEP
PepsiCo Inc.
+$108.0K
6,982
+11%
增持
INTC
Intel Corp.
-$103.0K
10,007
+4%
减持
HP
Helmerich & Payne Inc.
-$103.0K
15,500
-14%
增持
CVX
Chevron Corp.
-$95.0K
7,325
+3%
减持
PG
Procter & Gamble Co.
-$93.0K
9,604
-0%
减持
—
Eaton Corp.
-$91.0K
2,900
-3%
增持
—
Coastalsouth Bancshares, Inc.
+$83.0K
24,545
+31%
减持
BMO
Bank Montreal
-$83.0K
3,136
-4%
减持
LUV
Southwest Airlines Co.
-$82.0K
7,980
-1%
减持
—
Fedex Corp.
-$81.0K
2,500
-11%
减持
—
Fidelity National Information
-$81.0K
8,366
-1%
增持
IP
International Paper Company
-$80.0K
45,215
+6%
增持
ABT
Abbott Laboratories
-$76.0K
9,040
+1%
减持
PFE
Pfizer Inc.
-$70.0K
26,899
-6%
减持
—
Tellurian Inc.
-$61.0K
23,000
-6%
增持
GE
General Electric Co.
-$49.0K
4,949
+24%
减持
PM
Philip Morris International In
+$48.0K
14,140
-1%
增持
—
Vuzix Corp.
+$47.0K
20,000
+40%
增持
BP
BP PLC
+$46.0K
13,378
+18%
增持
TXN
Texas Instruments Inc.
-$43.0K
1,461
+0%
减持
KMB
Kimberly-Clark Corp.
-$39.0K
4,457
-14%
减持
LMT
Lockheed Martin Corp.
-$26.0K
845
-4%
减持
MCD
McDonald's Corp.
-$24.0K
4,215
-2%
增持
LNT
Alliant Energy Corp.
-$24.0K
7,387
+1%
增持
RTX
Raytheon Technologies Inc.
+$22.0K
2,660
+12%
减持
CL
Colgate-Palmolive Co.
+$16.0K
4,893
-1%
增持
—
Visa Inc.
-$14.0K
2,428
+9%
增持
—
Xcel Energy Inc.
-$12.0K
11,913
+1%
减持
NOK
Nokia Corp.
-$11.0K
12,521
-2%
增持
—
Accenture PLC
+$4.0K
1,237
+23%
增持
HSY
Hershey Co.
+$2.0K
1,688
+1%
减持
JNJ
Johnson & Johnson
+$1.0K
4,583
-0%
建仓
—
Bald Eagle Energy
+$0
14,000
