Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $9.66B, Cameco Corp with a value of $7.29B, Philip Morris International Inc. with a value of $6.82B, Wheaton Precious Metals Corp. with a value of $6.76B, and Ishares Trishares 0 3 Mnth Tre with a value of $6.3B.
Examining the 13F form we can see an increase of $6.8B in the current position value, from $163B to 170B.
Klein Pavlis & Peasley Financial, Inc. is based out at Irvine, CA
Below you can find more details about Klein Pavlis & Peasley Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$170 Billion
Basic Materials: $30.1 Billion
Financial Services: $24.5 Billion
Industrials: $20.9 Billion
Technology: $20.7 Billion
Energy: $14.3 Billion
Consumer Defensive: $12.6 Billion
Healthcare: $10.5 Billion
Consumer Cyclical: $7.53 Billion
Other: $16.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
