KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

Location: Irvine, CA

CIK: 0001907480 · Show all filings

Period: Q4 2023 (Next →)

Filing Date: Jan 12, 2024

Total Value: $107M (100.0% shares, 0.0% debt)

Holdings (73)

AEM AGNICO EAGLE MINES LTD 5.1%
Value $5.457M Shares 99,487 Est. Cost $47.96 Unrealized 0.0%
CCJ CAMECO CORP 4.6%
Value $4.906M Shares 113,819 Est. Cost $41.63 Unrealized 0.0%
OKE ONEOK INC NEW 4.5%
Value $4.819M Shares 68,627 Est. Cost $60.36 Unrealized 0.0%
SGOV ISHARES TR 4.4%
Value $4.679M Shares 46,666 Est. Cost $100.27 Unrealized
SWKS SKYWORKS SOLUTIONS INC 3.7%
Value $3.929M Shares 34,949 Est. Cost $90.94 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 3.5%
Value $3.728M Shares 64,109 Est. Cost $54.40 Unrealized 0.0%
NEM NEWMONT CORP 3.2%
Value $3.459M Shares 83,573 Est. Cost $36.81 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 3.1%
Value $3.326M Shares 38,648 Est. Cost $67.36 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 3.1%
Value $3.299M Shares 35,060 Est. Cost $83.71 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 2.8%
Value $3.054M Shares 61,898 Est. Cost $44.49 Unrealized 0.0%
HPQ HP INC 2.4%
Value $2.617M Shares 86,967 Est. Cost $25.76 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 2.2%
Value $2.388M Shares 39,074 Est. Cost $54.63 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 2.0%
Value $2.096M Shares 30,468 Est. Cost $56.12 Unrealized 0.0%
CIVI CIVITAS RESOURCES INC 1.9%
Value $1.996M Shares 29,194 Est. Cost $60.71 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.8%
Value $1.974M Shares 13,235 Est. Cost $137.80 Unrealized 0.0%
BKE BUCKLE INC 1.6%
Value $1.679M Shares 35,328 Est. Cost $29.82 Unrealized 0.0%
CF CF INDS HLDGS INC 1.5%
Value $1.627M Shares 20,466 Est. Cost $75.56 Unrealized 0.0%
QCOM QUALCOMM INC 1.5%
Value $1.623M Shares 11,223 Est. Cost $118.34 Unrealized 0.0%
BBY BEST BUY INC 1.5%
Value $1.589M Shares 20,300 Est. Cost $63.45 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.4%
Value $1.552M Shares 15,526 Est. Cost $97.59 Unrealized 0.0%
ENERPLUS CORP 1.4%
Value $1.55M Shares 101,053 Est. Cost $15.34 Unrealized
TECK TECK RESOURCES LTD 1.4%
Value $1.526M Shares 36,100 Est. Cost $38.40 Unrealized 0.0%
VNT VONTIER CORPORATION 1.4%
Value $1.524M Shares 44,100 Est. Cost $32.54 Unrealized 0.0%
CVS CVS HEALTH CORP 1.4%
Value $1.515M Shares 19,189 Est. Cost $65.40 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC 1.4%
Value $1.472M Shares 14,599 Est. Cost $100.82 Unrealized
ORI OLD REP INTL CORP 1.3%
Value $1.437M Shares 48,881 Est. Cost $23.48 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 1.3%
Value $1.424M Shares 7,058 Est. Cost $83.80 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 1.3%
Value $1.39M Shares 36,400 Est. Cost $30.33 Unrealized 0.0%
SD SANDRIDGE ENERGY INC 1.3%
Value $1.369M Shares 100,172 Est. Cost $14.77 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 1.2%
Value $1.337M Shares 27,793 Est. Cost $43.75 Unrealized 0.0%
BARRICK GOLD CORP 1.2%
Value $1.331M Shares 73,581 Est. Cost $18.09 Unrealized
ROK ROCKWELL AUTOMATION INC 1.2%
Value $1.26M Shares 4,058 Est. Cost $270.11 Unrealized 0.0%
RH RH 1.2%
Value $1.246M Shares 4,275 Est. Cost $258.22 Unrealized 0.0%
COP CONOCOPHILLIPS 1.2%
Value $1.239M Shares 10,675 Est. Cost $109.73 Unrealized 0.0%
FORTUNA SILVER MINES INC 1.1%
Value $1.22M Shares 316,022 Est. Cost $3.86 Unrealized
FNV FRANCO NEV CORP 1.1%
Value $1.21M Shares 10,916 Est. Cost $119.31 Unrealized 0.0%
FE FIRSTENERGY CORP 1.1%
Value $1.18M Shares 32,200 Est. Cost $33.15 Unrealized 0.0%
CSCO CISCO SYS INC 1.1%
Value $1.18M Shares 23,350 Est. Cost $47.98 Unrealized 0.0%
EMR EMERSON ELEC CO 1.1%
Value $1.176M Shares 12,087 Est. Cost $88.09 Unrealized 0.0%
WNC WABASH NATL CORP 1.1%
Value $1.153M Shares 45,000 Est. Cost $21.48 Unrealized 0.0%
NXST NEXSTAR MEDIA GROUP INC 1.1%
Value $1.139M Shares 7,268 Est. Cost $133.22 Unrealized 0.0%
INTC INTEL CORP 1.1%
Value $1.127M Shares 22,432 Est. Cost $40.04 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.0%
Value $1.087M Shares 20,878 Est. Cost $51.21 Unrealized 0.0%
MAS MASCO CORP 0.9%
Value $1.005M Shares 15,000 Est. Cost $56.03 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.9%
Value $980K Shares 10,905 Est. Cost $73.14 Unrealized 0.0%
OGS ONE GAS INC 0.9%
Value $964K Shares 15,130 Est. Cost $63.18 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.9%
Value $928K Shares 16,100 Est. Cost $50.71 Unrealized 0.0%
AAPL APPLE INC 0.8%
Value $894K Shares 4,645 Est. Cost $182.81 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.8%
Value $873K Shares 8,621 Est. Cost $98.95 Unrealized 0.0%
ECPG ENCORE CAP GROUP INC 0.8%
Value $853K Shares 16,804 Est. Cost $45.37 Unrealized 0.0%
PATTERSON COS INC 0.7%
Value $788K Shares 27,693 Est. Cost $28.45 Unrealized
FDS FACTSET RESH SYS INC 0.7%
Value $781K Shares 1,637 Est. Cost $440.11 Unrealized 0.0%
TTC TORO CO 0.7%
Value $780K Shares 8,122 Est. Cost $85.68 Unrealized 0.0%
FISV FISERV INC 0.7%
Value $758K Shares 5,706 Est. Cost $122.71 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.7%
Value $756K Shares 9,851 Est. Cost $75.46 Unrealized 0.0%
HSY HERSHEY CO 0.7%
Value $736K Shares 3,948 Est. Cost $177.67 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.7%
Value $699K Shares 5,362 Est. Cost $130.35 Unrealized
RLI RLI CORP 0.6%
Value $630K Shares 4,733 Est. Cost $61.89 Unrealized 0.0%
ALL ALLSTATE CORP 0.5%
Value $583K Shares 4,168 Est. Cost $124.75 Unrealized 0.0%
STT STATE STR CORP 0.5%
Value $557K Shares 7,186 Est. Cost $64.81 Unrealized 0.0%
SSRM SSR MINING IN 0.5%
Value $536K Shares 49,895 Est. Cost $12.15 Unrealized 0.0%
NDSN NORDSON CORP 0.3%
Value $366K Shares 1,385 Est. Cost $225.32 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value $342K Shares 4,216 Est. Cost $71.72 Unrealized 0.0%
MSFT MICROSOFT CORP 0.3%
Value $323K Shares 859 Est. Cost $350.36 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.3%
Value $312K Shares 4,100 Est. Cost $63.36 Unrealized 0.0%
ENCORE WIRE CORP 0.3%
Value $275K Shares 1,287 Est. Cost $213.60 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $252K Shares 592 Est. Cost $397.11 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.2%
Value $250K Shares 1,612 Est. Cost $144.29 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value $246K Shares 2,337 Est. Cost $106.71 Unrealized 0.0%
RVLV REVOLVE GROUP INC 0.2%
Value $240K Shares 14,469 Est. Cost $14.76 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value $239K Shares 1,134 Est. Cost $194.65 Unrealized 0.0%
EQT EQT CORP 0.2%
Value $218K Shares 5,641 Est. Cost $39.30 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.2%
Value $214K Shares 1,686 Est. Cost $113.23 Unrealized 0.0%