KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

CIK: 0001907480 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $110,675 (100.0% shares, 0.0% debt)

Holdings (76)

AEM AGNICO EAGLE MINES LTD 5.1%
Value ($000) $5,695 Shares 95,471 Est. Cost $47.96 Unrealized +3.3%
CCJ CAMECO CORP 4.2%
Value ($000) $4,609 Shares 106,404 Est. Cost $41.63 Unrealized +4.9%
OKE ONEOK INC NEW 4.2%
Value ($000) $4,602 Shares 57,408 Est. Cost $60.36 Unrealized +10.6%
SGOV ISHARES TR 4.1%
Value ($000) $4,504 Shares 44,726 Est. Cost $100.27 Unrealized
SWKS SKYWORKS SOLUTIONS INC 3.6%
Value ($000) $3,999 Shares 36,923 Est. Cost $91.32 Unrealized +7.5%
SCCO SOUTHERN COPPER CORP 3.4%
Value ($000) $3,803 Shares 35,705 Est. Cost $67.36 Unrealized +16.1%
PM PHILIP MORRIS INTL INC 2.9%
Value ($000) $3,261 Shares 35,596 Est. Cost $83.73 Unrealized +1.5%
SCHW SCHWAB CHARLES CORP 2.7%
Value ($000) $2,968 Shares 41,034 Est. Cost $58.21 Unrealized +10.4%
WPM WHEATON PRECIOUS METALS CORP 2.6%
Value ($000) $2,882 Shares 61,146 Est. Cost $44.49 Unrealized +0.0%
NEM NEWMONT CORP 2.5%
Value ($000) $2,809 Shares 78,366 Est. Cost $36.81 Unrealized -9.9%
CIVI CIVITAS RESOURCES INC 2.4%
Value ($000) $2,692 Shares 35,466 Est. Cost $60.25 Unrealized -3.6%
HPQ HP INC 2.3%
Value ($000) $2,576 Shares 85,247 Est. Cost $25.76 Unrealized +6.0%
ALSN ALLISON TRANSMISSION HLDGS I 2.3%
Value ($000) $2,498 Shares 30,778 Est. Cost $54.40 Unrealized +21.2%
JCI JOHNSON CTLS INTL PLC 2.2%
Value ($000) $2,450 Shares 37,508 Est. Cost $54.08 Unrealized +4.7%
FMX FOMENTO ECONOMICO MEXICANO S 2.2%
Value ($000) $2,423 Shares 18,600 Est. Cost $130.29 Unrealized
NXST NEXSTAR MEDIA GROUP INC 2.2%
Value ($000) $2,380 Shares 13,816 Est. Cost $143.25 Unrealized +7.8%
BBY BEST BUY INC 1.9%
Value ($000) $2,100 Shares 25,600 Est. Cost $64.66 Unrealized +7.2%
VNT VONTIER CORPORATION 1.8%
Value ($000) $1,941 Shares 42,800 Est. Cost $32.54 Unrealized +19.8%
CF CF INDS HLDGS INC 1.7%
Value ($000) $1,883 Shares 22,630 Est. Cost $75.62 Unrealized +0.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.7%
Value ($000) $1,833 Shares 28,476 Est. Cost $54.63 Unrealized +13.7%
COP CONOCOPHILLIPS 1.7%
Value ($000) $1,833 Shares 14,400 Est. Cost $109.18 Unrealized -1.4%
QCOM QUALCOMM INC 1.6%
Value ($000) $1,775 Shares 10,483 Est. Cost $118.34 Unrealized +25.5%
MAS MASCO CORP 1.6%
Value ($000) $1,721 Shares 21,812 Est. Cost $60.31 Unrealized +15.7%
RBA RB GLOBAL INC 1.5%
Value ($000) $1,715 Shares 22,514 Est. Cost $69.86 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $1,668 Shares 14,351 Est. Cost $97.59 Unrealized +0.5%
CVS CVS HEALTH CORP 1.5%
Value ($000) $1,663 Shares 20,846 Est. Cost $65.83 Unrealized +7.6%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $1,595 Shares 10,111 Est. Cost $137.80 Unrealized +0.9%
BKE BUCKLE INC 1.4%
Value ($000) $1,518 Shares 37,700 Est. Cost $30.01 Unrealized +9.6%
WSM WILLIAMS SONOMA INC 1.3%
Value ($000) $1,429 Shares 4,500 Est. Cost $83.80 Unrealized +34.7%
IIPR INNOVATIVE INDL PPTYS INC 1.3%
Value ($000) $1,405 Shares 13,573 Est. Cost $100.82 Unrealized
FNV FRANCO NEV CORP 1.2%
Value ($000) $1,348 Shares 11,315 Est. Cost $118.92 Unrealized -8.9%
RH RH 1.2%
Value ($000) $1,348 Shares 3,870 Est. Cost $258.22 Unrealized +5.5%
WNC WABASH NATL CORP 1.2%
Value ($000) $1,317 Shares 44,000 Est. Cost $21.48 Unrealized +17.1%
SFM SPROUTS FMRS MKT INC 1.2%
Value ($000) $1,312 Shares 20,352 Est. Cost $43.75 Unrealized +27.4%
SD SANDRIDGE ENERGY INC 1.1%
Value ($000) $1,253 Shares 85,968 Est. Cost $14.77 Unrealized -8.6%
GGG GRACO INC 1.1%
Value ($000) $1,243 Shares 13,300 Est. Cost $86.25 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 1.1%
Value ($000) $1,168 Shares 13,800 Est. Cost $72.77 Unrealized +5.5%
FE FIRSTENERGY CORP 1.0%
Value ($000) $1,124 Shares 29,100 Est. Cost $33.15 Unrealized +4.5%
ROK ROCKWELL AUTOMATION INC 1.0%
Value ($000) $1,084 Shares 3,722 Est. Cost $270.11 Unrealized +3.2%
FORTUNA SILVER MINES INC 1.0%
Value ($000) $1,066 Shares 285,671 Est. Cost $3.86 Unrealized
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $1,023 Shares 18,663 Est. Cost $51.21 Unrealized -6.6%
EMN EASTMAN CHEM CO 0.9%
Value ($000) $1,004 Shares 10,014 Est. Cost $73.14 Unrealized +11.4%
INTC INTEL CORP 0.9%
Value ($000) $956 Shares 21,654 Est. Cost $40.04 Unrealized +10.0%
ENCORE WIRE CORP 0.9%
Value ($000) $947 Shares 3,603 Est. Cost $245.21 Unrealized
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $878 Shares 8,553 Est. Cost $75.46 Unrealized +16.6%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $826 Shares 5,557 Est. Cost $136.41 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.7%
Value ($000) $808 Shares 8,328 Est. Cost $98.95 Unrealized -0.9%
EMR EMERSON ELEC CO 0.7%
Value ($000) $789 Shares 6,960 Est. Cost $88.09 Unrealized +12.8%
RLI RLI CORP 0.7%
Value ($000) $786 Shares 5,292 Est. Cost $62.37 Unrealized +6.5%
HSY HERSHEY CO 0.7%
Value ($000) $770 Shares 3,961 Est. Cost $177.67 Unrealized +2.5%
SYF SYNCHRONY FINANCIAL 0.7%
Value ($000) $768 Shares 17,800 Est. Cost $30.33 Unrealized +26.8%
AAPL APPLE INC 0.7%
Value ($000) $764 Shares 4,454 Est. Cost $182.81 Unrealized -1.4%
TTC TORO CO 0.6%
Value ($000) $697 Shares 7,607 Est. Cost $85.68 Unrealized +7.6%
FDS FACTSET RESH SYS INC 0.6%
Value ($000) $694 Shares 1,527 Est. Cost $440.11 Unrealized +3.8%
PATTERSON COS INC 0.6%
Value ($000) $686 Shares 24,822 Est. Cost $28.45 Unrealized
ORI OLD REP INTL CORP 0.6%
Value ($000) $679 Shares 22,087 Est. Cost $23.48 Unrealized +4.2%
ECPG ENCORE CAP GROUP INC 0.6%
Value ($000) $678 Shares 14,856 Est. Cost $45.37 Unrealized +8.7%
ALL ALLSTATE CORP 0.6%
Value ($000) $661 Shares 3,823 Est. Cost $124.75 Unrealized +21.8%
NDSN NORDSON CORP 0.6%
Value ($000) $648 Shares 2,359 Est. Cost $237.17 Unrealized +7.1%
BARRICK GOLD CORP 0.6%
Value ($000) $621 Shares 37,342 Est. Cost $18.09 Unrealized
STT STATE STR CORP 0.5%
Value ($000) $505 Shares 6,537 Est. Cost $64.81 Unrealized +7.3%
MSFT MICROSOFT CORP 0.4%
Value ($000) $394 Shares 937 Est. Cost $354.43 Unrealized +12.6%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $385 Shares 8,400 Est. Cost $38.40 Unrealized +4.5%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $359 Shares 4,166 Est. Cost $71.72 Unrealized +5.9%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $297 Shares 1,497 Est. Cost $144.29 Unrealized +10.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $285 Shares 592 Est. Cost $397.11 Unrealized +14.0%
ORCL ORACLE CORP 0.2%
Value ($000) $275 Shares 2,189 Est. Cost $106.71 Unrealized +5.3%
CME CME GROUP INC 0.2%
Value ($000) $237 Shares 1,102 Est. Cost $194.65 Unrealized +1.3%
RCMT RCM TECHNOLOGIES INC 0.2%
Value ($000) $235 Shares 11,017 Est. Cost $27.64 Unrealized 0.0%
IVV ISHARES TR 0.2%
Value ($000) $229 Shares 436 Est. Cost $525.73 Unrealized
EQT EQT CORP 0.2%
Value ($000) $229 Shares 6,180 Est. Cost $38.91 Unrealized -10.5%
BA BOEING CO 0.2%
Value ($000) $220 Shares 1,139 Est. Cost $205.48 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $219 Shares 299 Est. Cost $706.75 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $212 Shares 1,584 Est. Cost $113.23 Unrealized +14.4%
MRK MERCK & CO INC 0.2%
Value ($000) $208 Shares 1,578 Est. Cost $115.77 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC 0.2%
Value ($000) $208 Shares 6,446 Est. Cost $30.50 Unrealized 0.0%