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KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 13F portfolio summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has 91 current stock holdings with a reported portfolio value of $180.9M. The portfolio 1 year return is +24.52%. Top holdings include FMX (0.00%), AEM (6.35%), CCJ (4.32%), PM (4.20%), WPM (4.18%).

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KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Latest filing: 2026-03-31

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. runs KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and currently holds 91 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $180.86M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KLEIN PAVLIS & PEASLEY FINANCIAL, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio at KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has delivered returns of +24.52%. Their 3-year annualized return is +41.94%. Looking at the 5-year horizon, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has achieved +41.94% annualized returns at KLEIN PAVLIS & PEASLEY FINANCIAL, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.52%
#0/1000
3 Year
+41.94%
#0/1000
5 Year
+41.94%
#0/1000

Portfolio Value

$180.86M

Alpha Score

34.8

#0 of 1000

Holdings

91

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change