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KLCM Advisors, Inc.
KLCM Advisors, Inc. is a Milwaukee, Wisconsin-based independent registered investment adviser founded as Kitzinger Lautmann Capital Management Inc. The firm primarily serves high net worth individuals, families, and charitable organizations with tailored investment management and advisory services. As of March 2025, KLCM Advisors manages approximately $1.5 billion in assets for over 600 accounts, with a professional team of 12 employees. The firm is known for its personalized approach serving both individuals and select institutional clients.
Investment Strategy
KLCM Advisors implements a long-term, research-driven investment strategy, focusing on constructing diversified portfolios of publicly traded equities and fixed income tailored to client objectives and risk tolerance. The firm emphasizes fundamental analysis, security selection, and active management, primarily on a discretionary basis. This approach serves both high net worth individuals and charitable entities, seeking to preserve and grow capital responsibly over time.
Latest 13F Filing Activity
KLCM Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 169 equity positions with a total 13F market value of $941M. The fund increased holdings in Nvidia Corp., Hexcel Corp., Builders Firstsource among other positions. KLCM Advisors, Inc. reduced exposure to Newmont Corp., Apa Corporation, Organon & Co. among others.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp. | 27.09% | $254.8M | 1,613,060 | $50.40 | $157.99 | +$71.2M |
C C | Citigroup Inc. | 3.50% | $33.0M | 387,142 | $50.26 | $85.12 | +$5.1M |
B BA | Boeing Co. | 3.31% | $31.1M | 148,609 | $182.02 | $209.53 | +$240.9K |
A ATI | Allegheny Technologies Inc. | 3.17% | $29.8M | 345,263 | $25.80 | $86.34 | +$5.4M |
A AAPL | Apple Inc. | 2.69% | $25.3M | 123,458 | $161.37 | $205.17 | +$8.7M |
Industry Allocation
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