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Home > Institutional Investor > Klein Pavlis & Peasley Financial, Inc. > Profile

Instuitional Investor - Klein Pavlis & Peasley Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Klein Pavlis & Peasley Financial, Inc.
Portfolio Value $149,866,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 144,996 $14,599,658 9.74%
2.
Cameco Corp
 CCJ 107,177 $7,955,759 5.31%
3.
Agnico Eagle Mines Ltd
 AEM 66,161 $7,868,532 5.25%
4.
Wheaton Precious Metals Corp.
 WPM 62,260 $5,590,946 3.73%
5.
Rb Global Inc
 47,206 $5,012,805 3.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)