Top 50 Klein Pavlis & Peasley Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | 6.04% | 53.8K | $10.9M | -5.59%(-3.19K) | $50.42(+288.71%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 4.11% | 68.4K | $7.4M | -14.12%(-11.25K) | $42.15(+173.77%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 4% | 43.8K | $7.2M | +2.89%(+1.23K) | $149.57(+25.63%) | 2026-03-31 | |
| WPM | WHEATON PRECIOUS METALS CORP | 3.98% | 54.9K | $7.2M | -4.48%(-2.58K) | $46.59(+205.26%) | 2026-03-31 | |
| TER | TERADYNE INC | 3.3% | 20.1K | $6.0M | -7.85%(-1.72K) | $116.27(+212.54%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.08% | 55.3K | $5.6M | -11.89%(-7.46K) | $100.61(-0.10%) | 2026-03-31 | |
| JCI | JOHNSON CONTROLS INTERNATION | 3.04% | 42.0K | $5.5M | +0.96%(+401) | $64.73(+122.16%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 2.9% | 55.8K | $5.2M | +5.67%(+2.99K) | $69.53(+31.13%) | 2026-03-31 | |
| SCCO | SOUTHERN COPPER CORP | 2.69% | 28.2K | $4.9M | -33.11%(-13.98K) | $83.03(+131.10%) | 2026-03-31 | |
| RBA | RB GLOBAL INC | 2.55% | 48.0K | $4.6M | +5.07%(+2.32K) | $78.42(+29.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.89% | +85.60% |
| Top 20 Holdings Unweighted | +19.52% | +70.74% |
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