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Home > Institutional Investor > Klein Pavlis & Peasley Financial, Inc. > Profile

Instuitional Investor - Klein Pavlis & Peasley Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Klein Pavlis & Peasley Financial, Inc.
Portfolio Value $123,681,141
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cameco Corp
 CCJ 114,070 $5,862,065 4.73%
2.
Agnico Eagle Mines Ltd
 AEM 69,439 $5,430,831 4.39%
3.
Ishares Tr
 52,274 $5,244,147 4.24%
4.
Oneok Inc W
 OKE 45,819 $4,600,269 3.71%
5.
Schwab Charles Corp
 SCHW 58,798 $4,351,657 3.51%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)