StockDriftsStockDriftsTop 50 KLCM Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 22.76% | 1.50M | $261.5M | +1.00%(+14.84K) | $52.69(+328.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.23% | 282.2K | $71.6M | +3.92%(+10.63K) | $204.42(+46.20%) | 2026-03-31 | |
| ATI | ATI INC | 3.33% | 262.8K | $38.2M | -18.54%(-59.83K) | $31.09(+430.10%) | 2026-03-31 | |
| BA | BOEING CO | 2.66% | 153.5K | $30.6M | -2.59%(-4.08K) | $193.68(+24.23%) | 2026-03-31 | |
| C | CITIGROUP INC | 2.53% | 256.0K | $29.0M | -0.73%(-1.89K) | $49.52(+150.61%) | 2026-03-31 | |
| MAN | MANPOWERGROUP INC WIS | 2.31% | 900.2K | $26.5M | +68.08%(+364.63K) | $47.85(-45.49%) | 2026-03-31 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 2.1% | 293.7K | $24.2M | +81.75%(+132.09K) | $117.17(-38.28%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 1.82% | 212.3K | $20.9M | +9.51%(+18.44K) | $112.37(-12.39%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.81% | 36.4K | $20.8M | +0.78%(+280) | $598.02(+3.11%) | 2026-03-31 | |
| HAL | HALLIBURTON CO | 1.72% | 507.4K | $19.8M | -24.54%(-165.03K) | $28.70(+42.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.37% | +87.78% |
| Top 20 Holdings Unweighted | +15.17% | +52.77% |
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