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KLCM Advisors, Inc.
James B. Kitzinger · Investment Advisor · Value
Founded in 1993, KLCM Advisors, Inc. is an independent, registered investment advisory firm headquartered in Milwaukee, Wisconsin. The firm specializes in providing customized wealth management and portfolio management solutions, including balanced, equity, and fixed-income strategies for individuals, corporate sponsors, and institutional clients. KLCM is dedicated to a conservative investment approach that prioritizes capital preservation while seeking to achieve attractive risk-adjusted returns through disciplined research and long-term security selection.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +26.5% |
| YTD return | +20.0% |
| Sharpe ratio | 3.83 |
| Win rate | 58% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://klcminc.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 38.2% | +20.9% |
| AAPL | Apple Inc | 11.3% | +28.9% |
| MAN | ManpowerGroup Inc | 6.0% | +72.6% |
| ATI | Allegheny Technologies Incorporated | 4.7% | +108.6% |
| C | Citigroup Inc | 4.0% | +32.1% |
| BA | The Boeing Company | 3.7% | -7.9% |
| MCS | Marcus Corporation | 3.4% | +66.6% |
| IFF | International Flavors & Fragrances Inc | 2.6% | +3.9% |
| QCOM | Qualcomm Incorporated | 2.6% | -10.4% |
| UPS | United Parcel Service Inc | 2.6% | +8.2% |
| WFC | Wells Fargo & Company | 2.4% | +6.7% |
| BMY | Bristol-Myers Squibb Company | 2.3% | +25.9% |
| MSFT | Microsoft Corporation | 2.2% | +1.3% |
| GTES | Gates Industrial Corporation plc | 2.2% | +1.7% |
| BAC | Bank of America Corp | 2.1% | +11.3% |
| BLDR | Builders FirstSource Inc | 2.1% | -24.6% |
| TFC | Truist Financial Corp | 2.0% | +2.9% |
| KMB | Kimberly-Clark Corporation | 2.0% | -11.4% |
| GOOGL | Alphabet Inc Class A | 1.8% | +2.9% |
| APA | APA Corporation | 1.8% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | BA | 4.1% → 3.7% |
| Sep 21, 2026 | BUY | APA | 0.0% → 1.8% |
| Sep 21, 2026 | SELL | TFC | 2.1% → 2.0% |
| Sep 21, 2026 | BUY | GOOGL | 1.7% → 1.8% |
| Sep 21, 2026 | BUY | GTES | 2.3% → 2.2% |
Investment Style Analysis
KLCM Advisors, Inc. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, KLCM Advisors, Inc. made a significant move by reducing the position in BA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
KLCM Advisors adheres to a value-oriented investment philosophy focused on identifying high-quality companies that possess durable business models, strong cash flow, and robust balance sheets. The firm's strategy emphasizes capital preservation and a long-term time horizon, seeking out businesses led by trustworthy management teams that are trading at a discount to their intrinsic value. By conducting intensive, proprietary research and maintaining a focused portfolio, KLCM aims to capitalize on market opportunities and navigate volatility while aiming to outperform over full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with KLCM Advisors, Inc..
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Frequently asked questions
How is the simulated portfolio for KLCM Advisors, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is KLCM Advisors, Inc.'s largest holding?
As of the latest filing, KLCM Advisors, Inc.'s top position is NVIDIA Corporation (NVDA), representing 38.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is KLCM Advisors, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +26.5% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.83, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does KLCM Advisors, Inc. primarily invest in?
KLCM Advisors, Inc. has a strong preference for the Semiconductors sector, which makes up 40.8% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is KLCM Advisors, Inc.'s portfolio concentrated or diversified?
KLCM Advisors, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 55.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has KLCM Advisors, Inc. performed in 2026?
Our AI-simulated model portfolio for KLCM Advisors, Inc. tracks a Year-to-Date (YTD) return of +20.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does James B. Kitzinger manage KLCM Advisors, Inc. directly?
Yes, James B. Kitzinger serves as the key portfolio manager for KLCM Advisors, Inc., overseeing the investment strategy and final capital allocation decisions.