KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

CIK: 0001907480 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value ($000): $123,681 (100.0% shares, 0.0% debt)

Holdings (75)

CCJ CAMECO CORP 4.7%
Value ($000) $5,862 Shares 114,070 Est. Cost $41.74 Unrealized +30.1%
AEM AGNICO EAGLE MINES LTD 4.4%
Value ($000) $5,431 Shares 69,439 Est. Cost $47.96 Unrealized +69.2%
SGOV ISHARES TR 4.2%
Value ($000) $5,244 Shares 52,274 Est. Cost $100.36 Unrealized
OKE ONEOK INC NEW 3.7%
Value ($000) $4,600 Shares 45,819 Est. Cost $60.75 Unrealized +59.4%
SCHW SCHWAB CHARLES CORP 3.5%
Value ($000) $4,352 Shares 58,798 Est. Cost $60.92 Unrealized +21.2%
RBA RB GLOBAL INC 3.3%
Value ($000) $4,092 Shares 45,363 Est. Cost $72.75 Unrealized +23.0%
SCCO SOUTHERN COPPER CORP 2.9%
Value ($000) $3,630 Shares 39,837 Est. Cost $70.65 Unrealized +38.9%
ALSN ALLISON TRANSMISSION HLDGS I 2.9%
Value ($000) $3,587 Shares 33,198 Est. Cost $57.82 Unrealized +86.4%
PM PHILIP MORRIS INTL INC 2.9%
Value ($000) $3,555 Shares 29,542 Est. Cost $104.92 Unrealized +14.9%
WPM WHEATON PRECIOUS METALS CORP 2.8%
Value ($000) $3,437 Shares 61,110 Est. Cost $45.10 Unrealized +36.6%
SBUX STARBUCKS CORP 2.6%
Value ($000) $3,249 Shares 35,606 Est. Cost $80.94 Unrealized +16.1%
JCI JOHNSON CTLS INTL PLC 2.6%
Value ($000) $3,155 Shares 39,968 Est. Cost $55.20 Unrealized +43.6%
HPQ HP INC 2.5%
Value ($000) $3,114 Shares 95,440 Est. Cost $26.56 Unrealized +28.8%
MAS MASCO CORP 2.5%
Value ($000) $3,035 Shares 41,823 Est. Cost $64.70 Unrealized +21.2%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $2,641 Shares 9,241 Est. Cost $272.37 Unrealized +1.4%
CF CF INDS HLDGS INC 2.0%
Value ($000) $2,451 Shares 28,730 Est. Cost $76.12 Unrealized +10.7%
FMX FOMENTO ECONOMICO MEXICANO S 1.9%
Value ($000) $2,409 Shares 28,176 Est. Cost $120.05 Unrealized
MDT MEDTRONIC PLC 1.9%
Value ($000) $2,391 Shares 29,931 Est. Cost $79.84 Unrealized +5.0%
BBY BEST BUY INC 1.8%
Value ($000) $2,265 Shares 26,400 Est. Cost $72.01 Unrealized +19.2%
COP CONOCOPHILLIPS 1.7%
Value ($000) $2,115 Shares 21,326 Est. Cost $108.28 Unrealized -5.5%
BKE BUCKLE INC 1.6%
Value ($000) $2,002 Shares 39,400 Est. Cost $30.24 Unrealized +35.4%
NKE NIKE INC 1.6%
Value ($000) $1,955 Shares 25,835 Est. Cost $76.12 Unrealized +0.5%
GGG GRACO INC 1.5%
Value ($000) $1,838 Shares 21,800 Est. Cost $84.66 Unrealized +0.6%
QCOM QUALCOMM INC 1.5%
Value ($000) $1,819 Shares 11,844 Est. Cost $126.38 Unrealized +26.2%
RH RH 1.3%
Value ($000) $1,636 Shares 4,157 Est. Cost $261.67 Unrealized +35.9%
HIG HARTFORD FINL SVCS GROUP INC 1.3%
Value ($000) $1,619 Shares 14,800 Est. Cost $113.69 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 1.3%
Value ($000) $1,578 Shares 23,100 Est. Cost $72.44 Unrealized +7.8%
TECK TECK RESOURCES LTD 1.2%
Value ($000) $1,451 Shares 35,800 Est. Cost $46.29 Unrealized +1.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,396 Shares 12,979 Est. Cost $97.59 Unrealized +15.1%
VNT VONTIER CORPORATION 1.1%
Value ($000) $1,338 Shares 36,700 Est. Cost $32.82 Unrealized +12.4%
AVB AVALONBAY CMNTYS INC 1.1%
Value ($000) $1,321 Shares 6,005 Est. Cost $216.25 Unrealized 0.0%
FNV FRANCO NEV CORP 1.0%
Value ($000) $1,250 Shares 10,626 Est. Cost $118.92 Unrealized +3.3%
FSM FORTUNA MNG CORP 1.0%
Value ($000) $1,233 Shares 287,357 Est. Cost $5.03 Unrealized -5.2%
HSY HERSHEY CO 1.0%
Value ($000) $1,216 Shares 7,182 Est. Cost $180.33 Unrealized -4.1%
FE FIRSTENERGY CORP 1.0%
Value ($000) $1,205 Shares 30,300 Est. Cost $33.41 Unrealized +19.6%
HUBB HUBBELL INC 0.9%
Value ($000) $1,159 Shares 2,766 Est. Cost $390.86 Unrealized +12.5%
SD SANDRIDGE ENERGY INC 0.9%
Value ($000) $1,137 Shares 97,112 Est. Cost $14.47 Unrealized -20.2%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $1,110 Shares 8,806 Est. Cost $133.33 Unrealized -8.2%
SFM SPROUTS FMRS MKT INC 0.9%
Value ($000) $1,108 Shares 8,716 Est. Cost $43.75 Unrealized +203.8%
AAPL APPLE INC 0.9%
Value ($000) $1,105 Shares 4,414 Est. Cost $182.83 Unrealized +28.3%
WSM WILLIAMS SONOMA INC 0.9%
Value ($000) $1,076 Shares 5,809 Est. Cost $115.34 Unrealized +35.4%
OPRA OPERA LTD 0.9%
Value ($000) $1,061 Shares 56,003 Est. Cost $18.94 Unrealized
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $1,052 Shares 12,324 Est. Cost $67.02 Unrealized +25.2%
EMR EMERSON ELEC CO 0.8%
Value ($000) $1,040 Shares 8,389 Est. Cost $91.90 Unrealized +29.5%
BARRICK GOLD CORP 0.8%
Value ($000) $1,026 Shares 66,222 Est. Cost $17.40 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.8%
Value ($000) $1,026 Shares 12,574 Est. Cost $63.42 Unrealized +24.0%
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $1,014 Shares 9,104 Est. Cost $76.48 Unrealized +58.4%
CRI CARTERS INC 0.8%
Value ($000) $992 Shares 18,300 Est. Cost $62.89 Unrealized -13.7%
CNQ CANADIAN NAT RES LTD 0.8%
Value ($000) $983 Shares 31,845 Est. Cost $35.08 Unrealized -7.4%
CIVI CIVITAS RESOURCES INC 0.8%
Value ($000) $958 Shares 20,885 Est. Cost $60.01 Unrealized -22.8%
RLI RLI CORP 0.8%
Value ($000) $942 Shares 5,712 Est. Cost $62.76 Unrealized +25.0%
MCK MCKESSON CORP 0.8%
Value ($000) $939 Shares 1,647 Est. Cost $553.16 Unrealized +0.7%
EMN EASTMAN CHEM CO 0.7%
Value ($000) $914 Shares 10,010 Est. Cost $74.38 Unrealized +30.8%
FDS FACTSET RESH SYS INC 0.7%
Value ($000) $863 Shares 1,796 Est. Cost $436.49 Unrealized +7.4%
IIPR INNOVATIVE INDL PPTYS INC 0.7%
Value ($000) $839 Shares 12,597 Est. Cost $100.82 Unrealized
MUR MURPHY OIL CORP 0.7%
Value ($000) $806 Shares 26,628 Est. Cost $34.46 Unrealized -12.7%
ORI OLD REP INTL CORP 0.6%
Value ($000) $796 Shares 22,002 Est. Cost $23.54 Unrealized +33.7%
DVN DEVON ENERGY CORP NEW 0.6%
Value ($000) $782 Shares 23,884 Est. Cost $36.44 Unrealized 0.0%
OSK OSHKOSH CORP 0.6%
Value ($000) $753 Shares 7,918 Est. Cost $102.34 Unrealized 0.0%
H & E EQUIPMENT SERVICES INC 0.6%
Value ($000) $751 Shares 15,335 Est. Cost $48.74 Unrealized
ALL ALLSTATE CORP 0.6%
Value ($000) $723 Shares 3,751 Est. Cost $125.15 Unrealized +51.7%
NDSN NORDSON CORP 0.6%
Value ($000) $692 Shares 3,308 Est. Cost $239.62 Unrealized +1.2%
STT STATE STR CORP 0.5%
Value ($000) $662 Shares 6,742 Est. Cost $65.12 Unrealized +40.1%
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value ($000) $593 Shares 6,685 Est. Cost $91.32 Unrealized -5.1%
RCMT RCM TECHNOLOGIES INC 0.4%
Value ($000) $463 Shares 20,881 Est. Cost $24.81 Unrealized -10.3%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $415 Shares 4,498 Est. Cost $72.88 Unrealized +27.8%
TTC TORO CO 0.3%
Value ($000) $397 Shares 4,951 Est. Cost $85.95 Unrealized -2.5%
ORCL ORACLE CORP 0.2%
Value ($000) $288 Shares 1,731 Est. Cost $106.71 Unrealized +64.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $286 Shares 544 Est. Cost $397.11 Unrealized +29.6%
EQT EQT CORP 0.2%
Value ($000) $270 Shares 5,848 Est. Cost $38.91 Unrealized +4.6%
SLM SLM CORP 0.2%
Value ($000) $254 Shares 9,220 Est. Cost $21.55 Unrealized +14.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $249 Shares 591 Est. Cost $354.43 Unrealized +19.2%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $244 Shares 1,488 Est. Cost $146.00 Unrealized +17.1%
CME CME GROUP INC 0.2%
Value ($000) $237 Shares 1,021 Est. Cost $195.14 Unrealized +12.6%
META META PLATFORMS INC 0.2%
Value ($000) $204 Shares 349 Est. Cost $483.31 Unrealized +21.0%