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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 $107,268,545
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Agnico Eagle Mines Ltd
 AEM 99,487 $5,456,867 5.08%
2.
Cameco Corp
 CCJ 113,819 $4,905,605 4.57%
3.
Oneok Inc W
 OKE 68,627 $4,818,991 4.49%
4.
Ishares Tr
 46,666 $4,679,200 4.36%
5.
Skyworks Solutions Inc.
 SWKS 34,949 $3,929,051 3.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)