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| Happy Holidays!! thanks for using AUM13F!! |
| KLCM Advisors Inc
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| CRD # | 107847 |
| SEC # | 801-43503 |
| CIK # | 0001166620 |
| AUM | $1.5 B (2025-03-13) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 414-765-1234 |
| Address | 330 E Kilbourn Avenue Milwaukee, WI 53202-6615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001166620 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 254.8 | |
| Citigroup Inc | 33.0 | |
| Boeing Co | 31.1 | |
| Allegheny Technologies Inc | 29.8 | |
| Apple Inc | 25.3 | |
| Builders Firstsource Inc | 23.2 | |
| Manpower Inc /WI/ | 22.1 | |
| Facebook Inc | 21.5 | |
| Wells Fargo & Co/MN | 19.2 | |
| Goodyear Tire & Rubber Co /OH/ | 18.0 | |
| Marcus Corp | 16.9 | |
| Conagra Foods Inc /DE/ | 16.5 | |
| Gates Industrial Corp PLC | 16.3 | |
| Bank of America Corp /DE/ | 16.2 | |
| Verizon Communications Inc | 16.1 | |
| Cisco Systems Inc | 15.9 | |
| Bristol Myers Squibb Co | 15.7 | |
| United Parcel Service Inc | 14.7 | |
| BB&T Corp | 14.6 | |
| APA Corp | 14.5 | |
| Halliburton Co | 14.3 | |
| Hexcel Corp /DE/ | 12.6 | |
| Organon & Co | 11.8 | |
| Nike Inc | 11.6 | |
| Kenvue Inc | 11.5 | |
| Dow Inc | 11.4 | |
| Walt Disney Co | 11.3 | |
| Broadcom Inc | 10.1 | |
| Target Corp | 9.7 | |
| General Motors Co | 9.2 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 135.7 |
| (b) Individuals (high net worth individuals) | 346 | 1,271.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.2 |
| (h) Charitable organizations | 16 | 26.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 24.4 |
| (n) Other | 0 | 0.0 |
| Total | 623 | 1,462.0 |
| By Discretionary | ||
| Discretionary | 623 | 1,462.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 623 | 1,462.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,462.0 | |
| Total | 623 | 1,462.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001166620] | |
| SC 13G | [0001166620] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| KLCM Advisors Inc | Marcus Corp | [2024-11-06] |
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