Fund Holdings — KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Total Portfolio Value
$162.89M
Total Bought
$40.56M
Total Sold
$33.38M
Net Transaction
+$7.18M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
PHILIP MORRIS INTL INC(PM)15,22838,362+23,1342,7746,2223.82%+3,449
TERADYNE INC(TER)020,804+20,80402,8631.76%+2,863
CISCO SYS INC(CSCO)025,300+25,30001,7311.06%+1,731
AGNICO EAGLE MINES LTD(AEM)66,16156,947-9,2147,8699,5995.89%+1,730
SONY GROUP CORP(SONY)43,80092,432+48,6321,1402,6611.63%+1,521
SOUTHERN COPPER CORP(SCCO)45,95450,474+4,5204,6496,1263.76%+1,476
TRACTOR SUPPLY CO(TSCO)025,775+25,77501,4660.90%+1,466
EMBRAER S.A.(EMBJ)30,50050,607+20,1071,7363,0591.88%+1,323
EOG RES INC(EOG)011,580+11,58001,2980.80%+1,298
CINCINNATI FINL CORP(CINF)5,84113,310+7,4698702,1041.29%+1,234
BANCO BILBAO VIZCAYA ARGENTA(BBVA)060,925+60,92501,1730.72%+1,173
QUEST DIAGNOSTICS INC(DGX)05,757+5,75701,0970.67%+1,097
PUBLIC SVC ENTERPRISE GRP IN(PEG)013,089+13,08901,0920.67%+1,092
ASTRAZENECA PLC(AZN)014,126+14,12601,0840.67%+1,084
HARTFORD INSURANCE GROUP INC(HIG)20,30027,400+7,1002,5753,6552.24%+1,079
ALAMOS GOLD INC NEW110,016112,766+2,7502,9223,9312.41%+1,009
APPLIED MATLS INC04,830+4,83009890.61%+989
GENUINE PARTS CO(GPC)06,856+6,85609500.58%+950
COPA HOLDINGS SA(CPA)07,349+7,34908730.54%+873
OPERA LTD(OPRA)75,100110,918+35,8181,4192,2891.41%+870
WHEATON PRECIOUS METALS CORP(WPM)62,26057,203-5,0575,5916,3983.93%+807
IMPERIAL OIL LTD(IMO)08,781+8,78107970.49%+797
TOAST INC(TOST)020,750+20,75007580.47%+758
FREEPORT-MCMORAN INC(FCX)019,022+19,02207460.46%+746
AVALONBAY CMNTYS INC6,92811,124+4,1961,4102,1491.32%+739
SEMPRA(SRE)08,016+8,01607210.44%+721
D R HORTON INC(DHI)04,210+4,21007130.44%+713
ABBOTT LABS17,00022,300+5,3002,3122,9871.83%+675
EQUINOR ASA(EQNR)026,050+26,05006350.39%+635
AMERICA MOVIL SAB DE CV(AMX)025,361+25,36105330.33%+533
TARGET CORP(TGT)05,405+5,40504850.30%+485
FOUR CORNERS PPTY TR INC(FCPT)019,829+19,82904840.30%+484
P T TELEKOMUNIKASI INDONESIA(TLK)024,724+24,72404650.29%+465
MEDTRONIC PLC(MDT)43,99345,133+1,1403,8354,2982.64%+464
XCEL ENERGY INC(XEL)05,729+5,72904620.28%+462
PPG INDS INC(PPG)04,377+4,37704600.28%+460
CONOCOPHILLIPS(COP)26,92630,326+3,4002,4162,8691.76%+452
SIXTH STREET SPECIALTY LENDI(TSLX)019,145+19,14504380.27%+438
MASCO CORP(MAS)42,90844,984+2,0762,7623,1661.94%+405
SCHWAB CHARLES CORP(SCHW)49,07251,013+1,9414,4774,8702.99%+393
NORDSON CORP(NDSN)3,1224,661+1,5396691,0580.65%+389
VANGUARD INDEX FDS0632+63203870.24%+387
FORTUNA MNG CORP(FSM)122,877127,937+5,0608041,1460.70%+343
CSG SYS INTL INC04,371+4,37102810.17%+281
BWX TECHNOLOGIES INC(BWXT)9,5538,818-7351,3761,6261.00%+250
AMERICAN ELEC PWR CO INC8,7299,990+1,2619061,1240.69%+218
HUBBELL INC(HUBB)3,5833,821+2381,4631,6441.01%+181
FRANCO NEV CORP(FNV)12,1639,594-2,5691,9942,1391.31%+145
ICICI BANK LIMITED(IBN)94,130109,241+15,1113,1673,3022.03%+136
MCKESSON CORP(MCK)1,4391,527+881,0541,1800.72%+125
UNUM GROUP(UNM)26,68129,200+2,5192,1552,2711.39%+116
ALLSTATE CORP(ALL)3,7244,028+3047508650.53%+115
SANDRIDGE ENERGY INC(SD)95,343100,946+5,6031,0321,1390.70%+107
EMERSON ELEC CO(EMR)7,3838,318+9359841,0910.67%+107
TORO CO(TORO)10,77111,380+6097618670.53%+106
FOMENTO ECONOMICO MEXICANO S(FMX)40,43343,258+2,8254,1644,2672.62%+103
ZOOM COMMUNICATIONS INC(ZM)13,53514,036+5011,0551,1580.71%+103
MICROSOFT CORP(MSFT)494561+672462910.18%+45
BUCKLE INC(BKE)33,30026,500-6,8001,5101,5540.95%+44
CME GROUP INC(CME)8821,037+1552432800.17%+37
FOX CORP(FOX)4,9494,985+362773140.19%+37
TJX COS INC NEW(TJX)1,7121,707-52112470.15%+35
ORACLE CORP(ORCL)1,129988-1412472780.17%+31
RH(RH)3,5013,392-1096626890.42%+27
CANADIAN NAT RES LTD(CNQ)47,50847,451-571,4921,5170.93%+25
BERKSHIRE HATHAWAY INC DEL511537+262482700.17%+22
SS&C TECHNOLOGIES HLDGS INC(SSNC)2,6012,595-62152300.14%+15
MASTERCARD INCORPORATED(MA)544553+93063150.19%+9
EQT CORP(EQT)3,9974,220+2232332300.14%-3
PAYPAL HLDGS INC(PYPL)13,27814,525+1,2479879740.60%-13
DIAMONDBACK ENERGY INC(FANG)1,8031,531-2722482190.13%-29
APPLE INC(AAPL)1,6211,144-4773332910.18%-41
TECK RESOURCES LTD(TECK)46,78342,083-4,7001,8891,8471.13%-42
INNOVATIVE INDL PPTYS INC(IIPR)15,20714,771-4368407910.49%-48
JOHNSON CTLS INTL PLC
SHS
42,17239,607-2,5654,4544,3552.67%-99
UNILEVER PLC(UL)41,30040,300-1,0002,5262,3891.47%-137
QUALCOMM INC(QCOM)17,64916,023-1,6262,8112,6661.64%-145
SPROUTS FMRS MKT INC(SFM)4,8995,814+9158076330.39%-174
KENNAMETAL INC(KMT)39,00433,478-5,5268967010.43%-195
SLM CORP(SLM)6,3940-6,3942100—-210
SOUTHERN CO(SO)25,61121,866-3,7452,3522,0721.27%-280
OLD REP INTL CORP(ORI)22,46412,855-9,6098645460.34%-318
RB GLOBAL INC(RBA)47,20642,858-4,3485,0134,6442.85%-369
FACTSET RESH SYS INC(FDS)2,3402,266-741,0476490.40%-397
CAMECO CORP(CCJ)107,17789,762-17,4157,9567,5274.62%-428
RCM TECHNOLOGIES INC(RCMT)18,5900-18,5904380—-438
HERSHEY CO(HSY)10,5846,184-4,4001,7561,1570.71%-600
OSHKOSH CORP(OSK)12,5126,162-6,3501,4217990.49%-621
STATE STR CORP(STT)6,3870-6,3876790—-679
ROCKWELL AUTOMATION INC(ROK)9,4846,909-2,5753,1502,4151.48%-735
STARBUCKS CORP(SBUX)11,3220-11,3221,0370—-1,037
EXXON MOBIL CORP14,8702,885-11,9851,6033250.20%-1,278
UNITED PARCEL SERVICE INC(UPS)12,9260-12,9261,3050—-1,305
BARRICK MNG CORP(B)84,5180-84,5181,7600—-1,760
CIVITAS RESOURCES INC81,3628,009-73,3532,2392600.16%-1,979
LEIDOS HOLDINGS INC(LDOS)16,2000-16,2002,5560—-2,556
CROWN CASTLE INC(CCI)25,1000-25,1002,5790—-2,579
ONEOK INC NEW(OKE)55,5400-55,5404,5340—-4,534
ISHARES TR144,99671,221-73,77514,6007,1724.40%-7,428
Page 1 of 1
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. — 13F Holdings — Q3 2025 | TickerTrail