KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

CIK: 0001907480 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $124,890 (100.0% shares, 0.0% debt)

Holdings (80)

AEM AGNICO EAGLE MINES LTD 4.7%
Value ($000) $5,899 Shares 73,226 Est. Cost $47.96 Unrealized +58.2%
CCJ CAMECO CORP 4.3%
Value ($000) $5,420 Shares 113,483 Est. Cost $41.74 Unrealized +4.0%
OKE ONEOK INC NEW 3.7%
Value ($000) $4,662 Shares 51,157 Est. Cost $60.75 Unrealized +34.1%
SCCO SOUTHERN COPPER CORP 3.5%
Value ($000) $4,361 Shares 37,705 Est. Cost $69.09 Unrealized +39.2%
NEM NEWMONT CORP 3.4%
Value ($000) $4,309 Shares 80,611 Est. Cost $36.91 Unrealized +31.1%
SCHW SCHWAB CHARLES CORP 2.9%
Value ($000) $3,666 Shares 56,569 Est. Cost $60.41 Unrealized +6.9%
WPM WHEATON PRECIOUS METALS CORP 2.9%
Value ($000) $3,598 Shares 58,913 Est. Cost $44.49 Unrealized +32.6%
RBA RB GLOBAL INC 2.9%
Value ($000) $3,598 Shares 44,696 Est. Cost $72.50 Unrealized +11.9%
MAS MASCO CORP 2.7%
Value ($000) $3,376 Shares 40,218 Est. Cost $64.15 Unrealized +15.4%
ALSN ALLISON TRANSMISSION HLDGS I 2.6%
Value ($000) $3,252 Shares 33,847 Est. Cost $57.82 Unrealized +46.0%
HPQ HP INC 2.6%
Value ($000) $3,198 Shares 89,150 Est. Cost $26.02 Unrealized +27.8%
SWKS SKYWORKS SOLUTIONS INC 2.5%
Value ($000) $3,087 Shares 31,255 Est. Cost $91.32 Unrealized +10.2%
JCI JOHNSON CTLS INTL PLC 2.4%
Value ($000) $3,019 Shares 38,896 Est. Cost $54.54 Unrealized +26.4%
SBUX STARBUCKS CORP 2.3%
Value ($000) $2,881 Shares 29,550 Est. Cost $78.28 Unrealized +5.8%
SGOV ISHARES TR 2.1%
Value ($000) $2,637 Shares 26,184 Est. Cost $100.40 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 2.0%
Value ($000) $2,518 Shares 25,507 Est. Cost $123.67 Unrealized
CF CF INDS HLDGS INC 1.8%
Value ($000) $2,285 Shares 26,630 Est. Cost $75.48 Unrealized -0.8%
MDT MEDTRONIC PLC 1.8%
Value ($000) $2,262 Shares 25,124 Est. Cost $79.07 Unrealized +2.2%
COP CONOCOPHILLIPS 1.7%
Value ($000) $2,127 Shares 20,200 Est. Cost $108.62 Unrealized -3.3%
CIVI CIVITAS RESOURCES INC 1.7%
Value ($000) $2,086 Shares 41,163 Est. Cost $60.01 Unrealized -6.4%
FBIN FORTUNE BRANDS INNOVATIONS I 1.5%
Value ($000) $1,853 Shares 20,700 Est. Cost $71.78 Unrealized +3.8%
BBY BEST BUY INC 1.5%
Value ($000) $1,835 Shares 17,760 Est. Cost $65.28 Unrealized +28.5%
BKE BUCKLE INC 1.4%
Value ($000) $1,794 Shares 40,800 Est. Cost $30.24 Unrealized +16.5%
TECK TECK RESOURCES LTD 1.4%
Value ($000) $1,787 Shares 34,200 Est. Cost $46.27 Unrealized +2.9%
NKE NIKE INC 1.4%
Value ($000) $1,742 Shares 19,711 Est. Cost $76.01 Unrealized 0.0%
GGG GRACO INC 1.4%
Value ($000) $1,724 Shares 19,700 Est. Cost $84.60 Unrealized -5.0%
IIPR INNOVATIVE INDL PPTYS INC 1.4%
Value ($000) $1,720 Shares 12,777 Est. Cost $100.82 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $1,621 Shares 9,530 Est. Cost $118.34 Unrealized +44.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,551 Shares 13,235 Est. Cost $97.59 Unrealized +12.7%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $1,525 Shares 12,560 Est. Cost $83.73 Unrealized +31.2%
FE FIRSTENERGY CORP 1.1%
Value ($000) $1,379 Shares 31,100 Est. Cost $33.41 Unrealized +19.2%
FNV FRANCO NEV CORP 1.1%
Value ($000) $1,369 Shares 11,014 Est. Cost $118.92 Unrealized +3.1%
HSY HERSHEY CO 1.1%
Value ($000) $1,357 Shares 7,078 Est. Cost $180.44 Unrealized +3.1%
RH RH 1.1%
Value ($000) $1,344 Shares 4,019 Est. Cost $258.44 Unrealized +6.5%
SFM SPROUTS FMRS MKT INC 1.1%
Value ($000) $1,322 Shares 11,971 Est. Cost $43.75 Unrealized +118.0%
FSM FORTUNA MNG CORP 1.0%
Value ($000) $1,295 Shares 279,713 Est. Cost $5.04 Unrealized -5.9%
SYF SYNCHRONY FINANCIAL 1.0%
Value ($000) $1,227 Shares 24,600 Est. Cost $35.75 Unrealized +32.1%
ROK ROCKWELL AUTOMATION INC 1.0%
Value ($000) $1,225 Shares 4,563 Est. Cost $268.56 Unrealized -3.4%
VNT VONTIER CORPORATION 1.0%
Value ($000) $1,191 Shares 35,300 Est. Cost $32.65 Unrealized +8.9%
NXST NEXSTAR MEDIA GROUP INC 0.9%
Value ($000) $1,171 Shares 7,083 Est. Cost $143.25 Unrealized +10.8%
BARRICK GOLD CORP 0.9%
Value ($000) $1,157 Shares 58,181 Est. Cost $17.66 Unrealized
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $1,115 Shares 8,181 Est. Cost $134.17 Unrealized -10.2%
CRI CARTERS INC 0.9%
Value ($000) $1,095 Shares 16,854 Est. Cost $63.63 Unrealized -5.6%
SD SANDRIDGE ENERGY INC 0.9%
Value ($000) $1,090 Shares 89,165 Est. Cost $14.73 Unrealized -13.3%
EMN EASTMAN CHEM CO 0.9%
Value ($000) $1,063 Shares 9,498 Est. Cost $73.14 Unrealized +28.8%
AAPL APPLE INC 0.8%
Value ($000) $1,038 Shares 4,454 Est. Cost $182.83 Unrealized +21.4%
CNQ CANADIAN NAT RES LTD 0.8%
Value ($000) $1,037 Shares 31,240 Est. Cost $35.13 Unrealized -5.6%
HUBB HUBBELL INC 0.8%
Value ($000) $1,025 Shares 2,394 Est. Cost $383.28 Unrealized -1.5%
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $1,000 Shares 9,203 Est. Cost $76.48 Unrealized +28.5%
WNC WABASH NATL CORP 0.8%
Value ($000) $979 Shares 51,000 Est. Cost $21.30 Unrealized -9.3%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $945 Shares 12,117 Est. Cost $66.73 Unrealized 0.0%
RLI RLI CORP 0.7%
Value ($000) $892 Shares 5,757 Est. Cost $62.76 Unrealized +10.3%
EMR EMERSON ELEC CO 0.7%
Value ($000) $874 Shares 7,989 Est. Cost $90.54 Unrealized +16.1%
WSM WILLIAMS SONOMA INC 0.7%
Value ($000) $866 Shares 5,590 Est. Cost $113.74 Unrealized +23.6%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $864 Shares 5,868 Est. Cost $137.80 Unrealized +1.6%
NDSN NORDSON CORP 0.7%
Value ($000) $854 Shares 3,252 Est. Cost $239.57 Unrealized +0.0%
FDS FACTSET RESH SYS INC 0.7%
Value ($000) $836 Shares 1,818 Est. Cost $436.49 Unrealized -4.2%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.7%
Value ($000) $827 Shares 11,864 Est. Cost $62.51 Unrealized 0.0%
MCK MCKESSON CORP 0.7%
Value ($000) $823 Shares 1,664 Est. Cost $553.16 Unrealized +0.0%
MUR MURPHY OIL CORP 0.6%
Value ($000) $796 Shares 23,582 Est. Cost $35.03 Unrealized 0.0%
ORI OLD REP INTL CORP 0.6%
Value ($000) $780 Shares 22,008 Est. Cost $23.54 Unrealized +23.1%
ALL ALLSTATE CORP 0.6%
Value ($000) $715 Shares 3,768 Est. Cost $125.15 Unrealized +38.1%
TTC TORO CO 0.5%
Value ($000) $683 Shares 7,879 Est. Cost $85.95 Unrealized +4.6%
STT STATE STR CORP 0.5%
Value ($000) $603 Shares 6,818 Est. Cost $65.12 Unrealized +20.9%
H & E EQUIPMENT SERVICES INC 0.5%
Value ($000) $580 Shares 11,915 Est. Cost $48.68 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $467 Shares 4,553 Est. Cost $72.88 Unrealized +27.7%
ECPG ENCORE CAP GROUP INC 0.3%
Value ($000) $420 Shares 8,884 Est. Cost $45.25 Unrealized +4.9%
ORCL ORACLE CORP 0.3%
Value ($000) $346 Shares 2,032 Est. Cost $106.71 Unrealized +34.1%
MSFT MICROSOFT CORP 0.2%
Value ($000) $302 Shares 702 Est. Cost $354.43 Unrealized +19.4%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $292 Shares 592 Est. Cost $397.11 Unrealized +16.3%
RCMT RCM TECHNOLOGIES INC 0.2%
Value ($000) $264 Shares 13,012 Est. Cost $26.35 Unrealized -26.6%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $250 Shares 1,451 Est. Cost $145.37 Unrealized +27.3%
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $237 Shares 2,159 Est. Cost $103.88 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value ($000) $221 Shares 1,001 Est. Cost $194.65 Unrealized +0.9%
EQT EQT CORP 0.2%
Value ($000) $216 Shares 5,896 Est. Cost $38.91 Unrealized -14.2%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $216 Shares 2,081 Est. Cost $121.96 Unrealized -14.7%
MRK MERCK & CO INC 0.2%
Value ($000) $215 Shares 1,895 Est. Cost $115.94 Unrealized -2.6%
META META PLATFORMS INC 0.2%
Value ($000) $211 Shares 369 Est. Cost $483.31 Unrealized +6.0%
SLM SLM CORP 0.2%
Value ($000) $211 Shares 9,220 Est. Cost $21.55 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $211 Shares 1,470 Est. Cost $130.68 Unrealized +10.2%