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Portfolio (Quarterly) Guide ↗

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

· CIK 0001907480
13F Portfolio $192M AUM 89 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 89 New
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALL ALLSTATE CORP Financial Services 4,307.0 $1.0M 0.53% NEW $237.97 +8.3%
62 BKE BUCKLE INC Consumer Cyclical 24,000.0 $1.0M 0.53% NEW $42.20 +0.9%
63 BWXT BWX TECHNOLOGIES INC Industrials 5,173.0 $1.0M 0.52% NEW $194.64 -21.8%
64 OSK OSHKOSH CORP Industrials 6,330.0 $971K 0.51% NEW $153.47 +0.4%
65 ACT ENACT HLDGS INC Financial Services 21,035.0 $962K 0.50% NEW $45.71 +5.4%
66 SD SANDRIDGE ENERGY INC Energy 65,746.0 $901K 0.47% NEW $13.70 +3.1%
67 GPC GENUINE PARTS CO Consumer Cyclical 7,607.0 $897K 0.47% NEW $117.97 +15.0%
68 SRE SEMPRA Utilities 8,459.0 $784K 0.41% NEW $92.70 -11.9%
69 TGT TARGET CORP Consumer Defensive 5,474.0 $715K 0.37% NEW $130.60 +23.2%
70 DHI D R HORTON INC Consumer Cyclical 4,204.0 $685K 0.36% NEW $162.88 -11.3%
71 AAPL APPLE INC Technology 2,302.0 $666K 0.35% NEW $289.38 +9.5%
72 PPG PPG INDS INC Basic Materials 4,943.0 $600K 0.31% NEW $121.30 -7.5%
73 ORI OLD REP INTL CORP Financial Services 13,894.0 $569K 0.30% NEW $40.92 +2.0%
74 EQNR EQUINOR ASA Energy 16,557.0 $520K 0.27% NEW $31.40 +36.3%
75 GOOGL ALPHABET INC Communication Services 1,421.0 $508K 0.26% NEW $357.38 -5.0%
76 AVGO BROADCOM INC Technology 1,331.0 $503K 0.26% NEW $377.75 -2.0%
77 FCPT FOUR CORNERS PPTY TR INC Real Estate 19,956.0 $490K 0.26% NEW $24.55 +1.3%
78 XEL XCEL ENERGY INC Utilities 5,752.0 $462K 0.24% NEW $80.31 -5.7%
79 VOO VANGUARD INDEX FDS 613.0 $421K 0.22% NEW $687.14 +2.6%
80 TMUS T-MOBILE US INC Communication Services 2,016.0 $338K 0.18% NEW $167.74 +7.6%
Page 4 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 19.0%
Technology 16.7%
Industrials 15.5%
Financial Services 13.7%
Consumer Defensive 8.8%
Energy 8.4%
Healthcare 6.7%
Utilities 3.9%
Consumer Cyclical 3.5%
Communication Services 2.2%