KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Diversified Active

Location: Irvine, CA

CIK: 0001907480 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $181M (100.0% shares, 0.0% debt)

Holdings (93)

AEM AGNICO EAGLE MINES LTD 6.0%
Value $10.92M Shares 53,817 Est. Cost $47.96 Unrealized +329.6%
CCJ CAMECO CORP 4.1%
Value $7.431M Shares 68,421 Est. Cost $42.09 Unrealized +176.3%
PM PHILIP MORRIS INTL INC 4.0%
Value $7.234M Shares 43,753 Est. Cost $144.07 Unrealized +22.1%
WPM WHEATON PRECIOUS METALS CORP 4.0%
Value $7.198M Shares 54,940 Est. Cost $45.84 Unrealized +205.1%
TER TERADYNE INC 3.3%
Value $5.97M Shares 20,136 Est. Cost $112.08 Unrealized +137.2%
SGOV ISHARES TR 3.1%
Value $5.567M Shares 55,301 Est. Cost $100.53 Unrealized
JCI JOHNSON CONTROLS INTERNATION 3.0%
Value $5.499M Shares 41,994 Est. Cost $60.45 Unrealized +108.5%
SCHW SCHWAB CHARLES CORP 2.9%
Value $5.246M Shares 55,819 Est. Cost $65.29 Unrealized +53.4%
SCCO SOUTHERN COPPER CORP 2.7%
Value $4.858M Shares 28,233 Est. Cost $75.18 Unrealized +149.2%
RBA RB GLOBAL INC 2.5%
Value $4.604M Shares 48,035 Est. Cost $77.58 Unrealized +41.7%
FMX FOMENTO ECONOMICO MEXICANO S 2.5%
Value $4.446M Shares 40,031 Est. Cost $113.17 Unrealized
AGI ALAMOS GOLD INC 2.4%
Value $4.339M Shares 97,661 Est. Cost $26.76 Unrealized +59.0%
MDT MEDTRONIC PLC 2.2%
Value $4.066M Shares 46,923 Est. Cost $82.95 Unrealized +20.0%
COP CONOCOPHILLIPS 2.2%
Value $3.951M Shares 29,933 Est. Cost $104.10 Unrealized -1.4%
HIG HARTFORD INSURANCE GROUP INC 2.2%
Value $3.923M Shares 29,013 Est. Cost $118.15 Unrealized +15.7%
CSCO CISCO SYS INC 2.0%
Value $3.603M Shares 46,434 Est. Cost $70.91 Unrealized +9.9%
IBN ICICI BANK LIMITED 1.9%
Value $3.444M Shares 132,985 Est. Cost $32.30 Unrealized
EMBJ EMBRAER S.A. 1.7%
Value $3.009M Shares 50,700 Est. Cost $58.33 Unrealized
ROK ROCKWELL AUTOMATION INC 1.5%
Value $2.758M Shares 7,684 Est. Cost $285.07 Unrealized +43.9%
ABT ABBOTT LABORATORIES 1.5%
Value $2.653M Shares 25,841 Est. Cost $128.59 Unrealized -10.2%
FNV FRANCO NEV CORP 1.4%
Value $2.493M Shares 10,091 Est. Cost $126.86 Unrealized +93.7%
LDOS LEIDOS HOLDINGS INC 1.4%
Value $2.473M Shares 15,902 Est. Cost $186.69 Unrealized -0.3%
B BARRICK MNG CORP 1.3%
Value $2.371M Shares 58,120 Est. Cost $37.81 Unrealized +27.7%
SO SOUTHERN CO 1.3%
Value $2.283M Shares 23,654 Est. Cost $88.16 Unrealized +1.6%
UL UNILEVER PLC 1.2%
Value $2.212M Shares 38,836 Est. Cost $64.47 Unrealized
SONY SONY GROUP CORP 1.2%
Value $2.196M Shares 106,101 Est. Cost $26.06 Unrealized
UNM UNUM GROUP 1.2%
Value $2.162M Shares 29,600 Est. Cost $77.37 Unrealized -2.3%
OPRA OPERA LTD 1.2%
Value $2.094M Shares 146,851 Est. Cost $17.54 Unrealized
CINF CINCINNATI FINL CORP 1.1%
Value $1.928M Shares 12,255 Est. Cost $147.04 Unrealized +10.8%
TSCO TRACTOR SUPPLY CO 1.1%
Value $1.912M Shares 42,200 Est. Cost $56.59 Unrealized -6.8%
QCOM QUALCOMM INC 1.0%
Value $1.876M Shares 14,564 Est. Cost $137.70 Unrealized +11.8%
BBVA BANCO BILBAO VIZCAYA ARGENTA 1.0%
Value $1.821M Shares 84,053 Est. Cost $20.38 Unrealized
TOST TOAST INC 1.0%
Value $1.798M Shares 67,806 Est. Cost $36.90 Unrealized -16.0%
MAS MASCO CORP 1.0%
Value $1.788M Shares 29,622 Est. Cost $66.04 Unrealized +6.9%
AVB AVALONBAY CMNTYS INC 1.0%
Value $1.748M Shares 10,700 Est. Cost $200.70 Unrealized -10.1%
HUBB HUBBELL INC 0.9%
Value $1.661M Shares 3,385 Est. Cost $397.17 Unrealized +24.7%
JBL JABIL INC 0.9%
Value $1.656M Shares 6,235 Est. Cost $213.29 Unrealized +16.3%
EOG EOG RES INC 0.9%
Value $1.617M Shares 11,184 Est. Cost $117.95 Unrealized -4.9%
AEP AMERICAN ELEC PWR CO INC 0.9%
Value $1.548M Shares 11,811 Est. Cost $94.01 Unrealized +28.2%
ZM ZOOM COMMUNICATIONS INC 0.8%
Value $1.52M Shares 18,914 Est. Cost $70.14 Unrealized +25.6%
AMX AMERICA MOVIL SAB DE CV 0.8%
Value $1.519M Shares 59,618 Est. Cost $21.29 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value $1.413M Shares 44,130 Est. Cost $36.23 Unrealized +7.1%
AZN ASTRAZENECA PLC 0.8%
Value $1.403M Shares 7,116 Est. Cost $190.39 Unrealized 0.0%
RTO RENTOKIL INITIAL PLC 0.8%
Value $1.368M Shares 43,466 Est. Cost $29.59 Unrealized
MCK MCKESSON CORP 0.7%
Value $1.327M Shares 1,534 Est. Cost $577.30 Unrealized +51.6%
HSY HERSHEY CO 0.7%
Value $1.312M Shares 6,309 Est. Cost $175.13 Unrealized +16.9%
DGX QUEST DIAGNOSTICS INC 0.7%
Value $1.272M Shares 6,488 Est. Cost $178.56 Unrealized +6.7%
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value $1.271M Shares 15,706 Est. Cost $82.49 Unrealized -1.1%
IMO IMPERIAL OIL LTD 0.7%
Value $1.21M Shares 9,251 Est. Cost $86.13 Unrealized +21.8%
AME AMETEK INC 0.7%
Value $1.19M Shares 5,552 Est. Cost $194.36 Unrealized +14.9%
BKE BUCKLE INC 0.6%
Value $1.163M Shares 23,100 Est. Cost $31.08 Unrealized +66.6%
FSM FORTUNA MNG CORP 0.6%
Value $1.158M Shares 116,582 Est. Cost $5.15 Unrealized +112.5%
SPGI S&P GLOBAL INC 0.6%
Value $1.131M Shares 2,658 Est. Cost $492.33 Unrealized -1.4%
FCX FREEPORT MCMORAN INC 0.6%
Value $1.098M Shares 18,674 Est. Cost $43.20 Unrealized +41.5%
EMR EMERSON ELEC CO 0.6%
Value $1.075M Shares 8,204 Est. Cost $96.80 Unrealized +53.4%
RJF RAYMOND JAMES FINL INC 0.6%
Value $1.048M Shares 7,240 Est. Cost $161.18 Unrealized +2.6%
SD SANDRIDGE ENERGY INC 0.6%
Value $1.029M Shares 63,109 Est. Cost $14.21 Unrealized +10.4%
AMAT APPLIED MATLS INC 0.6%
Value $1.027M Shares 3,005 Est. Cost $180.78 Unrealized +80.6%
SYF SYNCHRONY FINANCIAL 0.6%
Value $999K Shares 14,691 Est. Cost $76.27 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.5%
Value $958K Shares 4,686 Est. Cost $82.94 Unrealized +144.7%
INTC INTEL CORP 0.5%
Value $928K Shares 21,038 Est. Cost $37.76 Unrealized +23.0%
KMT KENNAMETAL INC 0.5%
Value $912K Shares 25,243 Est. Cost $21.90 Unrealized +62.6%
OSK OSHKOSH CORP 0.5%
Value $893K Shares 6,065 Est. Cost $101.32 Unrealized +56.0%
ALL ALLSTATE CORP 0.5%
Value $870K Shares 4,198 Est. Cost $137.70 Unrealized +47.4%
PHM PULTE GROUP INC 0.5%
Value $870K Shares 7,401 Est. Cost $122.79 Unrealized +7.0%
ACT ENACT HLDGS INC 0.5%
Value $839K Shares 20,547 Est. Cost $37.80 Unrealized +7.9%
CPA COPA HOLDINGS SA 0.5%
Value $819K Shares 7,209 Est. Cost $111.94 Unrealized +24.1%
SRE SEMPRA 0.4%
Value $793K Shares 8,164 Est. Cost $80.25 Unrealized +11.5%
GPC GENUINE PARTS CO 0.4%
Value $743K Shares 7,030 Est. Cost $132.45 Unrealized +0.8%
EQNR EQUINOR ASA 0.4%
Value $699K Shares 16,561 Est. Cost $24.38 Unrealized
TGT TARGET CORP 0.4%
Value $661K Shares 5,455 Est. Cost $96.73 Unrealized +12.9%
AAPL APPLE INC 0.3%
Value $590K Shares 2,325 Est. Cost $225.12 Unrealized +16.7%
DHI D R HORTON INC 0.3%
Value $580K Shares 4,226 Est. Cost $156.61 Unrealized -0.4%
PPG PPG INDS INC 0.3%
Value $533K Shares 4,991 Est. Cost $110.93 Unrealized +5.4%
ORI OLD REP INTL CORP 0.3%
Value $528K Shares 13,240 Est. Cost $24.74 Unrealized +68.0%
FCPT FOUR CORNERS PPTY TR INC 0.3%
Value $478K Shares 20,229 Est. Cost $24.37 Unrealized
TLK TELEKOMUNIKASI IND 0.3%
Value $477K Shares 25,537 Est. Cost $18.81 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.2%
Value $447K Shares 24,325 Est. Cost $23.31 Unrealized -10.6%
XEL XCEL ENERGY INC 0.2%
Value $443K Shares 5,578 Est. Cost $71.34 Unrealized +8.2%
TMUS T-MOBILE US INC 0.2%
Value $404K Shares 1,925 Est. Cost $200.28 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value $366K Shares 612 Est. Cost $612.35 Unrealized
CME CME GROUP INC 0.2%
Value $300K Shares 1,017 Est. Cost $209.16 Unrealized +38.3%
FOXA FOX CORP 0.2%
Value $293K Shares 5,014 Est. Cost $52.48 Unrealized +28.1%
GOOGL ALPHABET INC 0.2%
Value $284K Shares 987 Est. Cost $323.29 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value $282K Shares 880 Est. Cost $320.68 Unrealized
EQT EQT CORP 0.2%
Value $275K Shares 4,324 Est. Cost $40.04 Unrealized +38.1%
TJX TJX COS INC NEW 0.1%
Value $270K Shares 1,692 Est. Cost $120.10 Unrealized +28.4%
EME EMCOR GROUP INC 0.1%
Value $263K Shares 356 Est. Cost $726.67 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value $259K Shares 1,484 Est. Cost $186.63 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $246K Shares 513 Est. Cost $488.42 Unrealized +1.0%
XOM EXXON MOBIL CORP 0.1%
Value $243K Shares 1,434 Est. Cost $98.57 Unrealized +40.8%
VXUS VANGUARD STAR FDS 0.1%
Value $213K Shares 2,760 Est. Cost $77.11 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value $210K Shares 401 Est. Cost $549.70 Unrealized +21.9%