Fund HoldingsKLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Total Portfolio Value
$123.68M
Total Bought
$19.52M
Total Sold
$16.96M
Net Transaction
+$2.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR26,18452,274+26,0902,6375,2444.24%+2,607
PHILIP MORRIS INTL INC(PM)12,56029,542+16,9821,5253,5552.87%+2,031
HARTFORD FINL SVCS GROUP INC(HIG)014,800+14,80001,6191.31%+1,619
ROCKWELL AUTOMATION INC(ROK)4,5639,241+4,6781,2252,6412.14%+1,416
AVALONBAY CMNTYS INC06,005+6,00501,3211.07%+1,321
OPERA LTD(OPRA)056,003+56,00301,0610.86%+1,061
DEVON ENERGY CORP NEW(DVN)023,884+23,88407820.63%+782
OSHKOSH CORP(OSK)07,918+7,91807530.61%+753
SCHWAB CHARLES CORP(SCHW)56,56958,798+2,2293,6664,3523.52%+685
RB GLOBAL INC(RBA)44,69645,363+6673,5984,0923.31%+495
CAMECO CORP(CCJ)113,483114,070+5875,4205,8624.74%+442
BEST BUY INC(BBY)17,76026,400+8,6401,8352,2651.83%+431
STARBUCKS CORP(SBUX)29,55035,606+6,0562,8813,2492.63%+368
ALLISON TRANSMISSION HLDGS I(ALSN)33,84733,198-6493,2523,5872.90%+336
RH(RH)4,0194,157+1381,3441,6361.32%+292
NIKE INC(NKE)19,71125,835+6,1241,7421,9551.58%+212
WILLIAMS SONOMA INC(WSM)5,5905,809+2198661,0760.87%+210
BUCKLE INC(BKE)40,80039,400-1,4001,7942,0021.62%+208
RCM TECHNOLOGIES INC13,01220,881+7,8692644630.37%+199
QUALCOMM INC(QCOM)9,53011,844+2,3141,6211,8191.47%+199
ZOOM COMMUNICATIONS INC(ZM)11,86412,574+7108271,0260.83%+199
H & E EQUIPMENT SERVICES INC11,91515,335+3,4205807510.61%+171
CF INDS HLDGS INC(CF)26,63028,730+2,1002,2852,4511.98%+166
EMERSON ELEC CO(EMR)7,9898,389+4008741,0400.84%+166
VONTIER CORPORATION(VNT)35,30036,700+1,4001,1911,3381.08%+147
JOHNSON CTLS INTL PLC
SHS
38,89639,968+1,0723,0193,1552.55%+136
HUBBELL INC(HUBB)2,3942,766+3721,0251,1590.94%+133
MEDTRONIC PLC(MDT)25,12429,931+4,8072,2622,3911.93%+129
MCKESSON CORP(MCK)1,6641,647-178239390.76%+116
GRACO INC(GGG)19,70021,800+2,1001,7241,8381.49%+114
PAYPAL HLDGS INC(PYPL)12,11712,324+2079451,0520.85%+106
APPLE INC(AAPL)4,4544,414-401,0381,1050.89%+68
STATE STR CORP(STT)6,8186,742-766036620.54%+59
EQT CORP(EQT)5,8965,848-482162700.22%+54
RLI CORP(RLI)5,7575,712-458929420.76%+49
SANDRIDGE ENERGY INC89,16597,112+7,9471,0901,1370.92%+47
SLM CORP(SLM)9,2209,22002112540.21%+43
FACTSET RESH SYS INC(FDS)1,8181,796-228368630.70%+27
OLD REP INTL CORP(ORI)22,00822,002-67807960.64%+17
CME GROUP INC(CME)1,0011,021+202212370.19%+16
BWX TECHNOLOGIES INC(BWXT)9,2039,104-991,0001,0140.82%+14
MURPHY OIL CORP(MUR)23,58226,628+3,0467968060.65%+10
ALLSTATE CORP(ALL)3,7683,751-177157230.58%+9
UNITED PARCEL SERVICE INC(UPS)8,1818,806+6251,1151,1100.90%-5
MASTERCARD INCORPORATED(MA)592544-482922860.23%-6
DIAMONDBACK ENERGY INC(FANG)1,4511,488+372502440.20%-6
META PLATFORMS INC(META)369349-202112040.17%-7
CONOCOPHILLIPS(COP)20,20021,326+1,1262,1272,1151.71%-12
AMERICAN ELEC PWR CO INC4,5534,498-554674150.34%-52
MICROSOFT CORP(MSFT)702591-1113022490.20%-53
CANADIAN NAT RES LTD(CNQ)31,24031,845+6051,0379830.79%-54
ORACLE CORP(ORCL)2,0321,731-3013462880.23%-58
ONEOK INC NEW(OKE)51,15745,819-5,3384,6624,6003.72%-62
FORTUNA MNG CORP(FSM)279,713287,357+7,6441,2951,2331.00%-62
HP INC(HPQ)89,15095,440+6,2903,1983,1142.52%-84
CARTERS INC(CRI)16,85418,300+1,4461,0959920.80%-103
FOMENTO ECONOMICO MEXICANO S(FMX)25,50728,176+2,6692,5182,4091.95%-109
FRANCO NEV CORP(FNV)11,01410,626-3881,3691,2501.01%-119
BARRICK GOLD CORP58,18166,222+8,0411,1571,0260.83%-131
HERSHEY CO(HSY)7,0787,182+1041,3571,2160.98%-141
EASTMAN CHEM CO(EMN)9,49810,010+5121,0639140.74%-149
EXXON MOBIL CORP13,23512,979-2561,5511,3961.13%-155
WHEATON PRECIOUS METALS CORP(WPM)58,91361,110+2,1973,5983,4372.78%-162
NORDSON CORP(NDSN)3,2523,308+568546920.56%-162
FIRSTENERGY CORP(FE)31,10030,300-8001,3791,2050.97%-174
ELECTRONIC ARTS INC(EA)1,4700-1,4702110-211
SPROUTS FMRS MKT INC(SFM)11,9718,716-3,2551,3221,1080.90%-214
MERCK & CO INC(MRK)1,8950-1,8952150-215
MICRON TECHNOLOGY INC(MU)2,0810-2,0812160-216
LANTHEUS HLDGS INC(LNTH)2,1590-2,1592370-237
FORTUNE BRANDS INNOVATIONS I(FBIN)20,70023,100+2,4001,8531,5781.28%-275
TORO CO7,8794,951-2,9286833970.32%-287
TECK RESOURCES LTD(TECK)34,20035,800+1,6001,7871,4511.17%-336
MASCO CORP(MAS)40,21841,823+1,6053,3763,0352.45%-341
ENCORE CAP GROUP INC(ECPG)8,8840-8,8844200-420
AGNICO EAGLE MINES LTD(AEM)73,22669,439-3,7875,8995,4314.39%-468
SOUTHERN COPPER CORP(SCCO)37,70539,837+2,1324,3613,6302.94%-731
CHEVRON CORP NEW(CVX)5,8680-5,8688640-864
INNOVATIVE INDL PPTYS INC(IIPR)12,77712,597-1801,7208390.68%-880
WABASH NATL CORP51,0000-51,0009790-979
CIVITAS RESOURCES INC41,16320,885-20,2782,0869580.77%-1,128
NEXSTAR MEDIA GROUP INC(NXST)7,0830-7,0831,1710-1,171
SYNCHRONY FINANCIAL(SYF)24,6000-24,6001,2270-1,227
SKYWORKS SOLUTIONS INC(SWKS)31,2556,685-24,5703,0875930.48%-2,494
NEWMONT CORP(NEM)80,6110-80,6114,3090-4,309
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