KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

PrivateCIK: 1907480
Location

IRVINE, CA

93
Positions
$180.86M
Total AUM (reported)
2.43M
Total Shares

Allocation by class

TOTAL AUM$180.86M93 positions
COM$124.02M68.6%
SHS$9.56M5.3%
SPONSORED ADR$6.56M3.6%
0-3 MNTH TREASRY$5.57M3.1%
SPONSORED ADS$5.10M2.8%
SPON ADR UNITS$4.45M2.5%
COM CL A$4.34M2.4%

Portfolio Concentration

Top 314.1%4–1021.5%11–2526.6%Rest37.8%TOP 1035.7%0%100%
Top 3$25.59M14.1%
4–10$38.94M21.5%
11–25$48.02M26.6%
Rest$68.31M37.8%

Top 3 weight

14.1%

Top 10 weight

35.7%

Voting Authority Distribution

Total shares with voting rights: 2.43M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.43M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole93
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings93
Rows:

AGNICO EAGLE MINES LTD

SOLE
COM
Shares53.82K
TypeSH
Market value$10.92M
6.04%
Sole
0.00
Shared
0.00
None
53.82K

CAMECO CORP

SOLE
COM
Shares68.42K
TypeSH
Market value$7.43M
4.11%
Sole
0.00
Shared
0.00
None
68.42K

PHILIP MORRIS INTL INC

SOLE
COM
Shares43.75K
TypeSH
Market value$7.23M
4.00%
Sole
0.00
Shared
0.00
None
43.75K

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares54.94K
TypeSH
Market value$7.20M
3.98%
Sole
0.00
Shared
0.00
None
54.94K

TERADYNE INC

SOLE
COM
Shares20.14K
TypeSH
Market value$5.97M
3.30%
Sole
0.00
Shared
0.00
None
20.14K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares55.30K
TypeSH
Market value$5.57M
3.08%
Sole
0.00
Shared
0.00
None
55.30K

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares41.99K
TypeSH
Market value$5.50M
3.04%
Sole
0.00
Shared
0.00
None
41.99K

SCHWAB CHARLES CORP

SOLE
COM
Shares55.82K
TypeSH
Market value$5.25M
2.90%
Sole
0.00
Shared
0.00
None
55.82K

SOUTHERN COPPER CORP

SOLE
COM
Shares28.23K
TypeSH
Market value$4.86M
2.69%
Sole
0.00
Shared
0.00
None
28.23K

RB GLOBAL INC

SOLE
COM
Shares48.03K
TypeSH
Market value$4.60M
2.55%
Sole
0.00
Shared
0.00
None
48.03K

FOMENTO ECONOMICO MEXICANO S

SOLE
SPON ADR UNITS
Shares40.03K
TypeSH
Market value$4.45M
2.46%
Sole
0.00
Shared
0.00
None
40.03K

ALAMOS GOLD INC

SOLE
COM CL A
Shares97.66K
TypeSH
Market value$4.34M
2.40%
Sole
0.00
Shared
0.00
None
97.66K

MEDTRONIC PLC

SOLE
SHS
Shares46.92K
TypeSH
Market value$4.07M
2.25%
Sole
0.00
Shared
0.00
None
46.92K

CONOCOPHILLIPS

SOLE
COM
Shares29.93K
TypeSH
Market value$3.95M
2.18%
Sole
0.00
Shared
0.00
None
29.93K

HARTFORD INSURANCE GROUP INC

SOLE
COM
Shares29.01K
TypeSH
Market value$3.92M
2.17%
Sole
0.00
Shared
0.00
None
29.01K

CISCO SYS INC

SOLE
COM
Shares46.43K
TypeSH
Market value$3.60M
1.99%
Sole
0.00
Shared
0.00
None
46.43K

ICICI BANK LIMITED

SOLE
ADR
Shares132.99K
TypeSH
Market value$3.44M
1.90%
Sole
0.00
Shared
0.00
None
132.99K

EMBRAER S.A.

SOLE
SPONSORED ADS
Shares50.70K
TypeSH
Market value$3.01M
1.66%
Sole
0.00
Shared
0.00
None
50.70K

ROCKWELL AUTOMATION INC

SOLE
COM
Shares7.68K
TypeSH
Market value$2.76M
1.52%
Sole
0.00
Shared
0.00
None
7.68K

ABBOTT LABORATORIES

SOLE
COM
Shares25.84K
TypeSH
Market value$2.65M
1.47%
Sole
0.00
Shared
0.00
None
25.84K

FRANCO NEV CORP

SOLE
COM
Shares10.09K
TypeSH
Market value$2.49M
1.38%
Sole
0.00
Shared
0.00
None
10.09K

LEIDOS HOLDINGS INC

SOLE
COM
Shares15.90K
TypeSH
Market value$2.47M
1.37%
Sole
0.00
Shared
0.00
None
15.90K

BARRICK MNG CORP

SOLE
COM SHS
Shares58.12K
TypeSH
Market value$2.37M
1.31%
Sole
0.00
Shared
0.00
None
58.12K

SOUTHERN CO

SOLE
COM
Shares23.65K
TypeSH
Market value$2.28M
1.26%
Sole
0.00
Shared
0.00
None
23.65K

UNILEVER PLC

SOLE
SPON ADR NEW
Shares38.84K
TypeSH
Market value$2.21M
1.22%
Sole
0.00
Shared
0.00
None
38.84K
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