Klein Pavlis & Peasley Financial, Inc. Portfolio Holdings

Klein Pavlis & Peasley Financial, Inc.

  • $150 Billion
  • Q2 2025

Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $14.6B, Cameco Corp with a value of $7.96B, Agnico Eagle Mines LTD with a value of $7.87B, Wheaton Precious Metals Corp. with a value of $5.59B, and Rb Global Inc with a value of $5.01B.

Examining the 13F form we can see an increase of $11B in the current position value, from $139B to 150B.

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 $150 Billion
Basic Materials: $24.9 Billion
Energy: $21.8 Billion
Industrials: $21.4 Billion
Financial Services: $18.6 Billion
ETFs: $14.6 Billion
Consumer Defensive: $12 Billion
Technology: $8.6 Billion
Healthcare: $7.2 Billion
Other: $13.2 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$247M
$438 Million 0.29% of portfolio
18,590
Q2 2025 Reduced 9.36%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $150 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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