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Tracey S. Campbell

Klcm Advisors, Inc.

Assets Managed
$1.185B
Holdings
256
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
1.81%(2Q avg: 8.97%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Klcm Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of Klcm Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.185B in assets, with a quarterly growth rate of 1.81% and a 2-quarter average growth rate of 8.97%. The portfolio is managed by Tracey S. Campbell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.95%
23.22%
$275.235M↓ Put
1.578M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.58%
6.08%
$72.068M
283,968 shares@ $253.79 avg price
ATI
Ati Inc
Recent Activity
Decreased -17.3%
3.28%
$38.814M
266,839 shares@ $145.47 avg price
BA
Boeing Co The
Recent Activity
Decreased -2.59%
2.58%
$30.553M
153,508 shares@ $199.03 avg price
MAN
Manpowergroup Inc
Recent Activity
Increased 68.13%
2.5%
$29.599M↑ Call
1.005M shares@ $29.47 avg price
C
Citigroup Inc
Recent Activity
Decreased -0.73%
2.45%
$29.032M
255,989 shares@ $113.41 avg price
BLDR
Builders Firstsource Inc
Recent Activity
Increased 111.15%
2.37%
$28.089M↑ Call
341,179 shares@ $82.33 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 2.72%
1.8%
$21.228M
37,104 shares@ $572.13 avg price
UPS
United Parcel Service-cl B
Recent Activity
Increased 9.52%
1.77%
$20.881M
212,251 shares@ $98.38 avg price
QCOM
Qualcomm Inc
Recent Activity
Increased 1065.78%
1.76%
$20.769M↑ Call
161,274 shares@ $128.78 avg price

1-10 of 256