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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AEP AMERICAN ELEC PWR CO INC Utilities 10,960.0 $1.5M 0.78% NEW $136.81 -10.6%
42 AMERICA MOVIL SAB DE CV 57,155.0 $1.5M 0.77% NEW $25.99
43 CSX CSX CORP Industrials 31,200.0 $1.5M 0.77% NEW $47.53 +6.7%
44 EOG EOG RES INC Energy 11,267.0 $1.5M 0.76% NEW $129.73 +11.7%
45 DGX QUEST DIAGNOSTICS INC Healthcare 6,807.0 $1.4M 0.75% NEW $211.96 +14.2%
46 AZN ASTRAZENECA PLC Healthcare 7,484.0 $1.4M 0.74% NEW $189.62 -14.1%
47 AME AMETEK INC Industrials 5,503.0 $1.3M 0.69% NEW $241.95 -2.5%
48 RTO RENTOKIL INITIAL PLC Industrials 46,408.0 $1.3M 0.69% NEW $28.61 -17.4%
49 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 16,215.0 $1.3M 0.69% NEW $81.16 -9.6%
50 SYF SYNCHRONY FINANCIAL Financial Services 17,173.0 $1.3M 0.68% NEW $76.05 +1.9%
51 RJF RAYMOND JAMES FINL INC Financial Services 8,543.0 $1.3M 0.68% NEW $152.03 +17.8%
52 SPGI S&P GLOBAL INC Financial Services 3,145.0 $1.3M 0.67% NEW $407.28 +7.4%
53 FCX FREEPORT MCMORAN INC Basic Materials 18,643.0 $1.2M 0.61% NEW $62.89 +20.0%
54 EMR EMERSON ELEC CO Industrials 8,166.0 $1.2M 0.61% NEW $143.15 +6.8%
55 HSY HERSHEY CO Consumer Defensive 6,582.0 $1.2M 0.60% NEW $175.45 +0.5%
56 PHM PULTE GROUP INC Consumer Cyclical 8,208.0 $1.1M 0.59% NEW $137.21 -7.4%
57 CPA COPA HOLDINGS SA Industrials 7,188.0 $1.1M 0.58% NEW $155.57 -18.8%
58 INTC INTEL CORP Technology 7,770.0 $1.1M 0.56% NEW $139.63 -35.7%
59 FSM FORTUNA MNG CORP Basic Materials 123,888.0 $1.0M 0.55% NEW $8.45 +41.8%
60 IMO IMPERIAL OIL LTD Energy 9,334.0 $1.0M 0.54% NEW $112.02 +17.8%
Page 3 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%