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KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Latest filing: 2026-06-30
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. runs KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and currently holds 89 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $192.10M. Their top holdings are AEM, TER, PM, SGOV, CCJ. The top five represent 20.3% of reported portfolio weight. KLEIN PAVLIS & PEASLEY FINANCIAL, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. initiated 3 new positions. They added to 52 existing positions. They trimmed 29 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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89 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AEM AGNICO EAGLE MINES LTD | 4.66% | $61.91 | $216.20 | +249.22% | Added +7.26% |
 TER TERADYNE INC | 4.34% | $140.32 | $375.74 | +167.77% | Trimmed -14.42% |
 PM PHILIP MORRIS INTL INC | 4.22% | $145.54 | $188.29 | +29.37% | Added +2.41% |
 SGOV ISHARES TR | 3.62% | $100.59 | $100.63 | +0.03% | Added +24.95% |
 CCJ CAMECO CORP | 3.48% | $43.28 | $102.51 | +136.84% | Trimmed -4.20% |
 WPM WHEATON PRECIOUS METALS CORP | 3.34% | $53.34 | $157.73 | +195.71% | Added +4.06% |
 JCI JOHNSON CONTROLS INTERNATION | 3.00% | $67.55 | $143.05 | +111.77% | Trimmed -6.17% |
 RBA RB GLOBAL INC | 2.97% | $81.10 | $87.00 | +7.27% | Added +1.89% |
 SCHW SCHWAB CHARLES CORP | 2.92% | $73.95 | $112.30 | +51.85% | Added +8.87% |
 SCCO SOUTHERN COPPER CORP | 2.88% | $97.53 | $216.01 | +121.48% | Added +12.35% |
Showing 1-10 of 89