Klein Pavlis & Peasley Financial, Inc. Portfolio Holdings

Klein Pavlis & Peasley Financial, Inc.

  • $163 Billion
  • Q3 2025

Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $9.6B, Cameco Corp with a value of $7.53B, Ishares Trishares 0 3 Mnth Tre with a value of $7.17B, Wheaton Precious Metals Corp. with a value of $6.4B, and Philip Morris International Inc. with a value of $6.22B.

Examining the 13F form we can see an increase of $13B in the current position value, from $150B to 163B.

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 $163 Billion
Basic Materials: $31.2 Billion
Financial Services: $21.7 Billion
Industrials: $21.7 Billion
Energy: $16.8 Billion
Consumer Defensive: $15.2 Billion
Technology: $14.2 Billion
Healthcare: $10.6 Billion
ETFs: $7.56 Billion
Other: $17.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.17 Billion 4.4% of portfolio
71,221
Q3 2025 Reduced 50.88%
$0
$387 Million 0.24% of portfolio
632
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $163 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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