KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

CIK: 0001907480 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $162,889 (100.0% shares, 0.0% debt)

Holdings (90)

AEM AGNICO EAGLE MINES LTD 5.9%
Value ($000) $9,599 Shares 56,947 Est. Cost $47.96 Unrealized +185.3%
CCJ CAMECO CORP 4.6%
Value ($000) $7,527 Shares 89,762 Est. Cost $42.09 Unrealized +83.9%
SGOV ISHARES TR 4.4%
Value ($000) $7,172 Shares 71,221 Est. Cost $100.53 Unrealized
WPM WHEATON PRECIOUS METALS CORP 3.9%
Value ($000) $6,398 Shares 57,203 Est. Cost $45.84 Unrealized +113.2%
PM PHILIP MORRIS INTL INC 3.8%
Value ($000) $6,222 Shares 38,362 Est. Cost $142.01 Unrealized +16.3%
SCCO SOUTHERN COPPER CORP 3.8%
Value ($000) $6,126 Shares 50,474 Est. Cost $75.18 Unrealized +30.0%
SCHW SCHWAB CHARLES CORP 3.0%
Value ($000) $4,870 Shares 51,013 Est. Cost $62.20 Unrealized +52.0%
RBA RB GLOBAL INC 2.9%
Value ($000) $4,644 Shares 42,858 Est. Cost $74.23 Unrealized +51.0%
JCI JOHNSON CTLS INTL PLC 2.7%
Value ($000) $4,355 Shares 39,607 Est. Cost $57.72 Unrealized +85.1%
MDT MEDTRONIC PLC 2.6%
Value ($000) $4,298 Shares 45,133 Est. Cost $82.00 Unrealized +11.3%
FMX FOMENTO ECONOMICO MEXICANO S 2.6%
Value ($000) $4,267 Shares 43,258 Est. Cost $113.17 Unrealized
AGI ALAMOS GOLD INC NEW 2.4%
Value ($000) $3,931 Shares 112,766 Est. Cost $26.76 Unrealized +6.8%
HIG HARTFORD INSURANCE GROUP INC 2.2%
Value ($000) $3,655 Shares 27,400 Est. Cost $117.06 Unrealized +8.8%
IBN ICICI BANK LIMITED 2.0%
Value ($000) $3,302 Shares 109,241 Est. Cost $33.17 Unrealized
MAS MASCO CORP 1.9%
Value ($000) $3,166 Shares 44,984 Est. Cost $65.66 Unrealized +6.5%
EMBJ EMBRAER S.A. 1.9%
Value ($000) $3,059 Shares 50,607 Est. Cost $58.32 Unrealized
ABT ABBOTT LABS 1.8%
Value ($000) $2,987 Shares 22,300 Est. Cost $130.60 Unrealized +0.0%
COP CONOCOPHILLIPS 1.8%
Value ($000) $2,869 Shares 30,326 Est. Cost $104.10 Unrealized -10.4%
TER TERADYNE INC 1.8%
Value ($000) $2,863 Shares 20,804 Est. Cost $109.09 Unrealized 0.0%
QCOM QUALCOMM INC 1.6%
Value ($000) $2,666 Shares 16,023 Est. Cost $137.70 Unrealized +14.2%
SONY SONY GROUP CORP 1.6%
Value ($000) $2,661 Shares 92,432 Est. Cost $27.48 Unrealized
ROK ROCKWELL AUTOMATION INC 1.5%
Value ($000) $2,415 Shares 6,909 Est. Cost $272.51 Unrealized +26.0%
UNILEVER PLC 1.5%
Value ($000) $2,389 Shares 40,300 Est. Cost $59.72 Unrealized
OPRA OPERA LTD 1.4%
Value ($000) $2,289 Shares 110,918 Est. Cost $19.06 Unrealized
UNM UNUM GROUP 1.4%
Value ($000) $2,271 Shares 29,200 Est. Cost $77.42 Unrealized -3.2%
AVB AVALONBAY CMNTYS INC 1.3%
Value ($000) $2,149 Shares 11,124 Est. Cost $205.92 Unrealized -7.2%
FNV FRANCO NEV CORP 1.3%
Value ($000) $2,139 Shares 9,594 Est. Cost $122.58 Unrealized +47.0%
CINF CINCINNATI FINL CORP 1.3%
Value ($000) $2,104 Shares 13,310 Est. Cost $144.72 Unrealized +3.8%
SO SOUTHERN CO 1.3%
Value ($000) $2,072 Shares 21,866 Est. Cost $87.99 Unrealized +4.8%
TECK TECK RESOURCES LTD 1.1%
Value ($000) $1,847 Shares 42,083 Est. Cost $44.68 Unrealized -18.7%
CSCO CISCO SYS INC 1.1%
Value ($000) $1,731 Shares 25,300 Est. Cost $67.38 Unrealized 0.0%
HUBB HUBBELL INC 1.0%
Value ($000) $1,644 Shares 3,821 Est. Cost $391.14 Unrealized +9.5%
BWXT BWX TECHNOLOGIES INC 1.0%
Value ($000) $1,626 Shares 8,818 Est. Cost $78.86 Unrealized +103.6%
BKE BUCKLE INC 1.0%
Value ($000) $1,554 Shares 26,500 Est. Cost $30.24 Unrealized +66.8%
CNQ CANADIAN NAT RES LTD 0.9%
Value ($000) $1,517 Shares 47,451 Est. Cost $33.19 Unrealized -5.6%
TSCO TRACTOR SUPPLY CO 0.9%
Value ($000) $1,466 Shares 25,775 Est. Cost $58.52 Unrealized 0.0%
EOG EOG RES INC 0.8%
Value ($000) $1,298 Shares 11,580 Est. Cost $117.95 Unrealized 0.0%
MCK MCKESSON CORP 0.7%
Value ($000) $1,180 Shares 1,527 Est. Cost $565.59 Unrealized +24.3%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.7%
Value ($000) $1,173 Shares 60,925 Est. Cost $19.25 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.7%
Value ($000) $1,158 Shares 14,036 Est. Cost $64.92 Unrealized +20.2%
HSY HERSHEY CO 0.7%
Value ($000) $1,157 Shares 6,184 Est. Cost $174.44 Unrealized +3.0%
FSM FORTUNA MNG CORP 0.7%
Value ($000) $1,146 Shares 127,937 Est. Cost $5.15 Unrealized +41.7%
SD SANDRIDGE ENERGY INC 0.7%
Value ($000) $1,139 Shares 100,946 Est. Cost $14.21 Unrealized -22.3%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value ($000) $1,124 Shares 9,990 Est. Cost $89.55 Unrealized +20.8%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $1,097 Shares 5,757 Est. Cost $176.64 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.7%
Value ($000) $1,092 Shares 13,089 Est. Cost $82.72 Unrealized 0.0%
EMR EMERSON ELEC CO 0.7%
Value ($000) $1,091 Shares 8,318 Est. Cost $96.80 Unrealized +40.0%
AZN ASTRAZENECA PLC 0.7%
Value ($000) $1,084 Shares 14,126 Est. Cost $76.72 Unrealized
NDSN NORDSON CORP 0.6%
Value ($000) $1,058 Shares 4,661 Est. Cost $232.82 Unrealized -5.9%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $989 Shares 4,830 Est. Cost $180.78 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $974 Shares 14,525 Est. Cost $67.94 Unrealized +3.5%
GPC GENUINE PARTS CO 0.6%
Value ($000) $950 Shares 6,856 Est. Cost $132.40 Unrealized 0.0%
CPA COPA HOLDINGS SA 0.5%
Value ($000) $873 Shares 7,349 Est. Cost $111.94 Unrealized 0.0%
TTC TORO CO 0.5%
Value ($000) $867 Shares 11,380 Est. Cost $81.78 Unrealized -6.2%
ALL ALLSTATE CORP 0.5%
Value ($000) $865 Shares 4,028 Est. Cost $133.03 Unrealized +50.5%
OSK OSHKOSH CORP 0.5%
Value ($000) $799 Shares 6,162 Est. Cost $100.74 Unrealized +30.5%
IMO IMPERIAL OIL LTD 0.5%
Value ($000) $797 Shares 8,781 Est. Cost $85.57 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC 0.5%
Value ($000) $791 Shares 14,771 Est. Cost $91.30 Unrealized
TOST TOAST INC 0.5%
Value ($000) $758 Shares 20,750 Est. Cost $43.41 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $746 Shares 19,022 Est. Cost $43.20 Unrealized 0.0%
SRE SEMPRA 0.4%
Value ($000) $721 Shares 8,016 Est. Cost $79.82 Unrealized 0.0%
DHI D R HORTON INC 0.4%
Value ($000) $713 Shares 4,210 Est. Cost $156.63 Unrealized 0.0%
KMT KENNAMETAL INC 0.4%
Value ($000) $701 Shares 33,478 Est. Cost $21.90 Unrealized +0.8%
RH RH 0.4%
Value ($000) $689 Shares 3,392 Est. Cost $261.67 Unrealized -17.0%
FDS FACTSET RESH SYS INC 0.4%
Value ($000) $649 Shares 2,266 Est. Cost $436.96 Unrealized -13.1%
EQNR EQUINOR ASA 0.4%
Value ($000) $635 Shares 26,050 Est. Cost $24.38 Unrealized
SFM SPROUTS FMRS MKT INC 0.4%
Value ($000) $633 Shares 5,814 Est. Cost $59.76 Unrealized +143.4%
ORI OLD REP INTL CORP 0.3%
Value ($000) $546 Shares 12,855 Est. Cost $23.93 Unrealized +50.6%
AMX AMERICA MOVIL SAB DE CV 0.3%
Value ($000) $533 Shares 25,361 Est. Cost $21.00 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $485 Shares 5,405 Est. Cost $96.73 Unrealized 0.0%
FCPT FOUR CORNERS PPTY TR INC 0.3%
Value ($000) $484 Shares 19,829 Est. Cost $24.40 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA 0.3%
Value ($000) $465 Shares 24,724 Est. Cost $18.82 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $462 Shares 5,729 Est. Cost $71.34 Unrealized 0.0%
PPG PPG INDS INC 0.3%
Value ($000) $460 Shares 4,377 Est. Cost $109.99 Unrealized 0.0%
TSLX SIXTH STREET SPECIALTY LENDI 0.3%
Value ($000) $438 Shares 19,145 Est. Cost $24.05 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $387 Shares 632 Est. Cost $612.12 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $325 Shares 2,885 Est. Cost $98.57 Unrealized +11.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $315 Shares 553 Est. Cost $399.98 Unrealized +43.4%
FOXA FOX CORP 0.2%
Value ($000) $314 Shares 4,985 Est. Cost $52.48 Unrealized +9.9%
AAPL APPLE INC 0.2%
Value ($000) $291 Shares 1,144 Est. Cost $182.83 Unrealized +23.4%
MSFT MICROSOFT CORP 0.2%
Value ($000) $291 Shares 561 Est. Cost $381.10 Unrealized +33.5%
CSGS CSG SYS INTL INC 0.2%
Value ($000) $281 Shares 4,371 Est. Cost $63.18 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value ($000) $280 Shares 1,037 Est. Cost $209.16 Unrealized +29.0%
ORCL ORACLE CORP 0.2%
Value ($000) $278 Shares 988 Est. Cost $109.05 Unrealized +133.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $270 Shares 537 Est. Cost $487.08 Unrealized -0.6%
CIVI CIVITAS RESOURCES INC 0.2%
Value ($000) $260 Shares 8,009 Est. Cost $43.12 Unrealized -27.9%
TJX TJX COS INC NEW 0.2%
Value ($000) $247 Shares 1,707 Est. Cost $120.10 Unrealized +10.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $230 Shares 2,595 Est. Cost $78.61 Unrealized +10.1%
EQT EQT CORP 0.1%
Value ($000) $230 Shares 4,220 Est. Cost $39.64 Unrealized +32.7%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $219 Shares 1,531 Est. Cost $148.67 Unrealized -5.3%