Klein Pavlis & Peasley Financial, Inc. Portfolio Holdings

Klein Pavlis & Peasley Financial, Inc.

  • $170 Billion
  • Q4 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $170 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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