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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 $192,100,266
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Agnico Eagle Mines Ltd
 AEM 57,724 $8,954,690 4.66%
2.
Teradyne Inc
 TER 17,233 $8,338,020 4.34%
3.
Philip Morris International Inc.
 PM 44,808 $8,106,253 4.22%
4.
Ishares Tr
 69,096 $6,955,851 3.62%
5.
Cameco Corp
 CCJ 65,546 $6,676,529 3.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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