account_balance
Investment manager · 13F filer · SEC CIK 1907480
Klein Pavlis & Peasley Financial, Inc.
Reported value$198Mas of Sep 30, 2026
Positions97 18 new, 10 sold out
Top 10 weight37.3%SGOV alone is 6%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
5.7%Added +61%
AEMAgnico Eagle Mines Ltd
5.6%Added +4%
PMPhilip Morris International Inc.
4.5%Added +3%
WPMWheaton Precious Metals Corp.
4.0%Added +4%
SCCOSouthern Copper Corp
3.6%Added +10%
CCJCameco Corp
3.2%Added +10%
SCHWCharles Schwab Corp
3.0%
JCIJohnson Controls International PLC
3.0%
MDTMedtronic PLC
2.4%Added +7%
FMXMexican Economic Development Inc
2.4%Added +5%
IBNIcici Bank Ltd
2.2%+14%
HIGHartford Insurance Group, Inc.
2.0%+6%
SGOViShares Tr
5.7%Added +61%
AEMAgnico Eagle Mines Ltd
5.6%Added +4%
PMPhilip Morris International Inc.
4.5%+3%
WPMWheaton Precious Metals Corp.
4.0%+4%
SCCOSouthern Copper Corp
3.6%+10%
CCJCameco Corp
3.2%
SCHWCharles Schwab Corp
3.0%
JCIJohnson Controls International PLC
3.0%
MDTMedtronic PLC
2.4%
FMX2.4%IBN2.2%HIG2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 5.7% Added +61%
AEM Agnico Eagle Mines Ltd 5.6% Added +4%PM Philip Morris International Inc. 4.5% Added +3%WPM Wheaton Precious Metals Corp. 4.0% Added +4%SCCO Southern Copper Corp 3.6% Added +10%CCJ Cameco Corp 3.2% Added +10%SCHW Charles Schwab Corp 3.0% HeldJCI Johnson Controls International PLC 3.0% HeldMDT Medtronic PLC 2.4% Added +7%FMX Mexican Economic Development Inc 2.4% Added +5%IBN Icici Bank Ltd 2.2% Added +14%HIG Hartford Insurance Group, Inc. 2.0% Added +6%What changed
Biggest moves since Jun 30, 2026
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