Stock Taper

KLCM ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Parker-Hannifin CorporationPH274$268.47K
Quanta Services, Inc.PWR339$244.09K
The Goldman Sachs Group, Inc.GS356$360.05K
Linde plcLIN515$267.25K
Elevance Health Inc.ELV552$213.61K
Generac Holdings Inc.GNRC780$228.39K
Ecolab Inc.ECL789$219.82K
Valero Energy CorporationVLO854$222.42K
American Express CompanyAXP883$298.52K
Howmet Aerospace Inc.HWM1K$269.4K
Arthur J. Gallagher & Co.AJG1.02K$234.73K
Micron Technology, Inc.MU1.09K$1.26M
Honeywell International Inc.HON1.09K$244.84K
McKesson CorporationMCK1.1K$831.47K
Applied Materials, Inc.AMAT1.11K$803.49K
Marvell Technology, Inc.MRVL1.13K$336.65K
Eli Lilly and CompanyLLY1.15K$1.38M
Motorola Solutions, Inc.MSI1.21K$500.57K
Arista Networks, Inc.ANET1.33K$225.77K
T-Mobile US, Inc.TMUS1.34K$225.09K