KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

CIK: 0001907480 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $112,610 (100.0% shares, 0.0% debt)

Holdings (77)

AEM AGNICO EAGLE MINES LTD 4.7%
Value ($000) $5,345 Shares 81,731 Est. Cost $47.96 Unrealized +32.5%
CCJ CAMECO CORP 4.6%
Value ($000) $5,234 Shares 106,386 Est. Cost $41.63 Unrealized +21.3%
OKE ONEOK INC NEW 3.6%
Value ($000) $4,094 Shares 50,206 Est. Cost $60.36 Unrealized +22.5%
SCCO SOUTHERN COPPER CORP 3.5%
Value ($000) $3,953 Shares 36,691 Est. Cost $68.34 Unrealized +52.2%
SWKS SKYWORKS SOLUTIONS INC 3.5%
Value ($000) $3,947 Shares 37,037 Est. Cost $91.32 Unrealized +1.7%
NEM NEWMONT CORP 3.0%
Value ($000) $3,408 Shares 81,392 Est. Cost $36.91 Unrealized +7.3%
RBA RB GLOBAL INC 3.0%
Value ($000) $3,346 Shares 43,824 Est. Cost $72.33 Unrealized +3.6%
SCHW SCHWAB CHARLES CORP 2.9%
Value ($000) $3,266 Shares 44,325 Est. Cost $59.26 Unrealized +22.1%
WPM WHEATON PRECIOUS METALS CORP 2.9%
Value ($000) $3,231 Shares 61,628 Est. Cost $44.49 Unrealized +18.9%
HPQ HP INC 2.7%
Value ($000) $3,048 Shares 87,042 Est. Cost $25.84 Unrealized +15.0%
ALSN ALLISON TRANSMISSION HLDGS I 2.5%
Value ($000) $2,795 Shares 36,820 Est. Cost $57.82 Unrealized +30.1%
MAS MASCO CORP 2.3%
Value ($000) $2,639 Shares 39,590 Est. Cost $63.99 Unrealized +7.1%
FMX FOMENTO ECONOMICO MEXICANO S 2.3%
Value ($000) $2,595 Shares 24,105 Est. Cost $125.12 Unrealized
CIVI CIVITAS RESOURCES INC 2.3%
Value ($000) $2,563 Shares 37,149 Est. Cost $60.43 Unrealized +6.1%
JCI JOHNSON CTLS INTL PLC 2.3%
Value ($000) $2,557 Shares 38,467 Est. Cost $54.38 Unrealized +21.0%
BBY BEST BUY INC 2.1%
Value ($000) $2,326 Shares 27,600 Est. Cost $65.28 Unrealized +12.1%
NXST NEXSTAR MEDIA GROUP INC 2.0%
Value ($000) $2,308 Shares 13,903 Est. Cost $143.25 Unrealized +5.3%
SBUX STARBUCKS CORP 1.9%
Value ($000) $2,194 Shares 28,178 Est. Cost $78.06 Unrealized 0.0%
CF CF INDS HLDGS INC 1.7%
Value ($000) $1,900 Shares 25,630 Est. Cost $75.50 Unrealized -1.1%
QCOM QUALCOMM INC 1.7%
Value ($000) $1,892 Shares 9,499 Est. Cost $118.34 Unrealized +54.1%
SGOV ISHARES TR 1.7%
Value ($000) $1,885 Shares 18,722 Est. Cost $100.27 Unrealized
COP CONOCOPHILLIPS 1.6%
Value ($000) $1,784 Shares 15,600 Est. Cost $109.66 Unrealized +5.2%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $1,580 Shares 13,721 Est. Cost $97.59 Unrealized +12.8%
SYF SYNCHRONY FINANCIAL 1.4%
Value ($000) $1,553 Shares 32,900 Est. Cost $35.75 Unrealized +17.9%
BKE BUCKLE INC 1.3%
Value ($000) $1,467 Shares 39,700 Est. Cost $30.10 Unrealized +5.8%
IIPR INNOVATIVE INDL PPTYS INC 1.3%
Value ($000) $1,465 Shares 13,410 Est. Cost $100.82 Unrealized
FSM FORTUNA MNG CORP 1.2%
Value ($000) $1,371 Shares 280,403 Est. Cost $5.04 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 1.2%
Value ($000) $1,370 Shares 21,100 Est. Cost $71.78 Unrealized -2.6%
GGG GRACO INC 1.2%
Value ($000) $1,348 Shares 17,000 Est. Cost $85.27 Unrealized -4.1%
TECK TECK RESOURCES LTD 1.2%
Value ($000) $1,341 Shares 28,000 Est. Cost $45.96 Unrealized +7.1%
FNV FRANCO NEV CORP 1.2%
Value ($000) $1,334 Shares 11,258 Est. Cost $118.92 Unrealized +0.8%
SFM SPROUTS FMRS MKT INC 1.2%
Value ($000) $1,333 Shares 15,935 Est. Cost $43.75 Unrealized +66.5%
HSY HERSHEY CO 1.2%
Value ($000) $1,312 Shares 7,138 Est. Cost $180.44 Unrealized +1.9%
VNT VONTIER CORPORATION 1.2%
Value ($000) $1,299 Shares 34,000 Est. Cost $32.54 Unrealized +23.9%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $1,294 Shares 12,773 Est. Cost $83.73 Unrealized +9.0%
MDT MEDTRONIC PLC 1.1%
Value ($000) $1,256 Shares 15,956 Est. Cost $78.07 Unrealized 0.0%
FE FIRSTENERGY CORP 1.1%
Value ($000) $1,213 Shares 31,700 Est. Cost $33.41 Unrealized +8.7%
ROK ROCKWELL AUTOMATION INC 1.1%
Value ($000) $1,198 Shares 4,353 Est. Cost $269.00 Unrealized -2.4%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.1%
Value ($000) $1,196 Shares 19,091 Est. Cost $54.63 Unrealized +13.6%
SD SANDRIDGE ENERGY INC 1.0%
Value ($000) $1,162 Shares 89,852 Est. Cost $14.73 Unrealized -6.0%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,098 Shares 8,025 Est. Cost $134.43 Unrealized -3.3%
WNC WABASH NATL CORP 0.9%
Value ($000) $1,002 Shares 45,900 Est. Cost $21.52 Unrealized +4.7%
RH RH 0.9%
Value ($000) $992 Shares 4,059 Est. Cost $258.44 Unrealized +1.7%
CNQ CANADIAN NAT RES LTD 0.9%
Value ($000) $969 Shares 27,222 Est. Cost $35.42 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.9%
Value ($000) $961 Shares 9,804 Est. Cost $73.14 Unrealized +26.7%
AAPL APPLE INC 0.8%
Value ($000) $949 Shares 4,505 Est. Cost $182.83 Unrealized +1.3%
BARRICK GOLD CORP 0.8%
Value ($000) $947 Shares 56,767 Est. Cost $17.61 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $920 Shares 5,880 Est. Cost $137.80 Unrealized +7.7%
CRI CARTERS INC 0.8%
Value ($000) $918 Shares 14,808 Est. Cost $64.13 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $867 Shares 9,131 Est. Cost $76.48 Unrealized +19.6%
EMR EMERSON ELEC CO 0.8%
Value ($000) $864 Shares 7,845 Est. Cost $90.27 Unrealized +19.0%
RLI RLI CORP 0.7%
Value ($000) $800 Shares 5,689 Est. Cost $62.68 Unrealized +6.7%
INTC INTEL CORP 0.7%
Value ($000) $790 Shares 25,516 Est. Cost $38.90 Unrealized -16.4%
HUBB HUBBELL INC 0.7%
Value ($000) $787 Shares 2,152 Est. Cost $383.93 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.7%
Value ($000) $747 Shares 2,645 Est. Cost $83.80 Unrealized +73.7%
NDSN NORDSON CORP 0.7%
Value ($000) $738 Shares 3,181 Est. Cost $239.57 Unrealized +2.9%
FDS FACTSET RESH SYS INC 0.6%
Value ($000) $723 Shares 1,770 Est. Cost $436.98 Unrealized -4.5%
ORI OLD REP INTL CORP 0.6%
Value ($000) $697 Shares 22,568 Est. Cost $23.54 Unrealized +10.5%
TTC TORO CO 0.6%
Value ($000) $689 Shares 7,372 Est. Cost $85.68 Unrealized +2.9%
ECPG ENCORE CAP GROUP INC 0.6%
Value ($000) $653 Shares 15,652 Est. Cost $45.25 Unrealized -4.7%
ALL ALLSTATE CORP 0.5%
Value ($000) $617 Shares 3,866 Est. Cost $125.15 Unrealized +29.0%
STT STATE STR CORP 0.5%
Value ($000) $511 Shares 6,911 Est. Cost $65.12 Unrealized +8.3%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $391 Shares 4,454 Est. Cost $72.43 Unrealized +14.1%
MSFT MICROSOFT CORP 0.3%
Value ($000) $375 Shares 840 Est. Cost $354.43 Unrealized +17.7%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $307 Shares 1,534 Est. Cost $145.37 Unrealized +29.9%
ORCL ORACLE CORP 0.3%
Value ($000) $297 Shares 2,102 Est. Cost $106.71 Unrealized +14.6%
MCK MCKESSON CORP 0.2%
Value ($000) $278 Shares 476 Est. Cost $552.61 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $261 Shares 592 Est. Cost $397.11 Unrealized +13.7%
AMKR AMKOR TECHNOLOGY INC 0.2%
Value ($000) $256 Shares 6,403 Est. Cost $30.50 Unrealized +4.7%
RCMT RCM TECHNOLOGIES INC 0.2%
Value ($000) $247 Shares 13,208 Est. Cost $26.35 Unrealized -24.6%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $246 Shares 289 Est. Cost $706.75 Unrealized +9.5%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $232 Shares 1,764 Est. Cost $125.19 Unrealized 0.0%
EQT EQT CORP 0.2%
Value ($000) $227 Shares 6,150 Est. Cost $38.91 Unrealized -1.6%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $220 Shares 1,577 Est. Cost $130.68 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value ($000) $214 Shares 1,087 Est. Cost $194.65 Unrealized +0.2%
MRK MERCK & CO INC 0.2%
Value ($000) $212 Shares 1,716 Est. Cost $116.25 Unrealized +4.7%
META META PLATFORMS INC 0.2%
Value ($000) $202 Shares 400 Est. Cost $483.31 Unrealized 0.0%