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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 93 项建仓 5增持 66减持 19清仓 3

方向

标的

Δ市值

现股数(环比)

减持

— Comcast Corp. Cl A

-$6.4M

172,335 -41%

增持

T AT&T Inc.

-$4.3M

1,151,996 +10%

减持

BA Boeing Co.

-$4.2M

128,102 -11%

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。

减持

— Allegheny Technologies Inc.

+$4.1M

1,189,499 -2%

减持

— Verizon Communications

-$3.9M

282,930 -2%

增持

— HanesBrands Inc.

+$2.8M

1,461,185 +105%

建仓

— Johnson Controls Intl.

+$2.1M

43,622

增持

— Walgreens Boots Alliance Inc.

-$2.1M

524,056 +7%

增持

IBM IBM Corp.

-$2.1M

103,958 +2%

增持

DOW Dow Inc.

-$1.9M

256,579 +1%

减持

— 3M Company

-$1.8M

83,579 -2%

增持

— Oracle Corp.

-$1.7M

231,201 +2%

建仓

UNH UnitedHealth Group Inc.

+$1.6M

3,255

增持

C Citigroup Inc.

-$1.5M

433,846 +2%

增持

— Flowserve Corp.

-$1.4M

358,654 +2%

增持

AAPL Apple Inc.

+$1.4M

46,043 +26%

增持

— National Instrs Corp.

+$1.3M

193,910 +1%

增持

— Allison Transmission Holdings,

-$1.3M

299,219 +1%

增持

WFC Wells Fargo & Co.

+$1.2M

378,118 +5%

增持

ROST Ross Stores Inc.

+$1.2M

74,721 +2%

减持

MRK Merck & Co. Inc.

-$997.0K

159,863 -1%

增持

NEM Newmont Corp.

-$988.0K

215,359 +28%

增持

BMY Bristol-Myers Squibb Corp.

-$985.0K

298,640 +4%

减持

— Exxon Mobil Corp.

-$671.0K

34,759 -20%

增持

— Gates Industrial Corp.

-$651.0K

749,086 +2%

减持

MTG MGIC Investment Corp.

-$576.0K

282,072 -15%

清仓

— Fedex Corp.

-$567.0K

0 -100%

增持

— Medtronic PLC

-$531.0K

79,179 +3%

减持

— WEC Energy Group Inc.

-$476.0K

31,594 -4%

减持

UNP Union Pacific Corp.

-$419.0K

20,201 -1%

建仓

BCE BCE Inc.

+$391.0K

9,318

增持

KSS Kohls Corp.

-$387.0K

72,915 +17%

增持

USB US Bancorp

-$345.0K

117,810 +6%

建仓

— ConocoPhillips

+$286.0K

2,792

建仓

— Target Corp.

+$265.0K

1,789

增持

CVX Chevron Corp.

+$261.0K

9,195 +26%

清仓

RTX Raytheon Technologies Inc.

-$256.0K

0 -100%

增持

— Kinder Morgan Inc.

+$251.0K

1,208,428 +2%

清仓

D Dominion Energy Inc.

-$244.0K

0 -100%

增持

— Tesla Inc.

+$213.0K

5,298 +199%

增持

— General Motors Co.

+$209.0K

190,821 +2%

减持

— Duke Energy Corp.

-$202.0K

4,702 -21%

增持

PG Procter & Gamble Co.

-$165.0K

9,635 +0%

增持

MSFT Microsoft Corp.

+$163.0K

9,537 +19%

增持

TXN Texas Instruments Inc.

+$155.0K

2,447 +67%

增持

PM Philip Morris International In

-$152.0K

14,991 +6%

增持

— Reynolds Consumer Products

-$149.0K

240,985 +2%

增持

INTC Intel Corp.

+$132.0K

19,616 +96%

减持

KO Coca Cola Co.

-$127.0K

9,373 -10%

增持

— Coastalsouth Bancshares, Inc.

+$123.0K

37,046 +51%

增持

JNJ Johnson & Johnson

+$118.0K

5,705 +24%

增持

— Essent Group Ltd.

+$116.0K

9,651 +70%

增持

HD Home Depot Inc.

+$116.0K

1,422 +41%

增持

PFE Pfizer Inc.

-$114.0K

29,624 +10%

增持

— Fidelity National Information

-$112.0K

8,666 +4%

增持

IP International Paper Company

-$111.0K

56,150 +24%

增持

BAC Bank of America Corp.

+$107.0K

311,483 +4%

增持

GILD Gilead Sciences Inc.

+$105.0K

47,240 +4%

增持

— US Silica Holdings, Inc.

+$103.0K

25,000 +67%

增持

DIS The Walt Disney Co.

+$100.0K

34,452 +3%

增持

CVS CVS Health Corp.

+$97.0K

3,223 +43%

增持

GT Goodyear Tire & Rubber

-$92.0K

636,950 +5%

减持

MCD McDonald's Corp.

-$90.0K

4,120 -2%

减持

— Xcel Energy Inc.

-$85.0K

11,850 -1%

增持

JPM JPMorgan Chase & Co.

+$73.0K

14,262 +13%

增持

OXY Occidental Petroleum Corp.

+$71.0K

4,779 +26%

增持

F Ford Motor Co.

+$71.0K

28,224 +28%

增持

— Costco Wholesale Corp.

+$66.0K

845 +22%

增持

LMT Lockheed Martin Corp.

+$62.0K

1,101 +30%

增持

— Visa Inc.

+$61.0K

3,035 +25%

增持

ABT Abbott Laboratories

-$55.0K

9,586 +6%

增持

— Alphabet Inc. Cl A

-$48.0K

3,600 +1900%

增持

— Eaton Corp.

+$48.0K

3,100 +7%

减持

BP BP PLC

-$47.0K

11,645 -13%

增持

— Cisco Systems Inc.

+$47.0K

216,813 +7%

减持

LNT Alliant Energy Corp.

-$46.0K

7,312 -1%

增持

CL Colgate-Palmolive Co.

-$42.0K

4,987 +2%

增持

AMZN Amazon Inc.

+$38.0K

5,170 +1%

增持

— Alphabet Inc. Cl C

-$32.0K

11,890 +2114%

增持

GE General Electric Co.

+$29.0K

5,556 +12%

增持

— Abbvie Inc.

-$25.0K

10,262 +12%

减持

BRK/B Berkshire Hathaway Cl B

-$24.0K

3,008 -1%

增持

— Accenture PLC

-$23.0K

1,245 +1%

增持

MO Altria Group Inc.

-$21.0K

16,131 +0%

增持

— Vuzix Corp.

-$18.0K

21,375 +7%

增持

BMO Bank Montreal

-$18.0K

3,236 +3%

增持

PEP PepsiCo Inc.

+$13.0K

7,210 +3%

增持

MET MetLife Inc.

-$9.0K

4,660 +0%

增持

— Kellogg Co.

-$9.0K

5,071 +0%

增持

LLY Eli Lilly & Co.

+$9.0K

6,089 +1%

减持

HSY Hershey Co.

+$5.0K

1,667 -1%

减持

CTRA Coterra Energy Inc.

+$5.0K

246,867 -1%

增持

MDLZ Mondelez International Inc.

+$1.0K

10,054 +14%