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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 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OPRA OPERA LTD Communication Services 148,463.0 $2.9M 1.53% NEW $19.83 -3.1%
22 ABT ABBOTT LABORATORIES Healthcare 29,600.0 $2.7M 1.40% NEW $90.74 +21.7%
23 UNM UNUM GROUP Financial Services 29,900.0 $2.7M 1.39% NEW $89.40 +4.0%
24 SO SOUTHERN CO Utilities 25,575.0 $2.4M 1.27% NEW $95.71 -8.2%
25 MAS MASCO CORP Industrials 29,657.0 $2.4M 1.26% NEW $81.37 -10.8%
26 UNILEVER PLC 39,339.0 $2.4M 1.23% NEW $60.12
27 QCOM QUALCOMM INC Technology 12,697.0 $2.3M 1.22% NEW $184.79 -8.5%
28 AVB AVALONBAY CMNTYS INC Real Estate 12,238.0 $2.3M 1.20% NEW $188.70 -2.5%
29 CINF CINCINNATI FINL CORP Financial Services 12,185.0 $2.3M 1.17% NEW $185.14 -7.4%
30 HUBB HUBBELL INC Industrials 4,308.0 $2.3M 1.17% NEW $523.24 -13.4%
31 TOST TOAST INC Technology 80,204.0 $2.2M 1.16% NEW $27.82 +23.8%
32 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 87,197.0 $2.2M 1.14% NEW $25.06 +15.8%
33 AMAT APPLIED MATLS INC Technology 3,002.0 $2.2M 1.13% NEW $723.09 -36.9%
34 SONY SONY GROUP CORP Technology 106,737.0 $2.1M 1.11% NEW $20.06 +23.7%
35 FNV FRANCO NEV CORP Basic Materials 9,041.0 $1.9M 0.98% NEW $208.44 +26.1%
36 JBL JABIL INC Technology 4,868.0 $1.9M 0.98% NEW $385.48 -21.7%
37 LEIDOS HOLDINGS INC 18,002.0 $1.9M 0.96% NEW $102.97
38 ZM ZOOM COMMUNICATIONS INC Technology 19,605.0 $1.7M 0.88% NEW $86.31 +12.0%
39 MCK MCKESSON CORP Healthcare 2,176.0 $1.6M 0.86% NEW $755.62 +17.9%
40 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 47,899.0 $1.6M 0.85% NEW $34.00 +12.1%
Page 2 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%