Arkolith/Funds/Klein Pavlis & Peasley Financial, Inc.

Klein Pavlis & Peasley Financial, Inc.

CIK 1907480
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Klein Pavlis & Peasley Financial, Inc. holds a diversified book of 89 stocks worth $192.1M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened CSX Corp and trimmed Teradyne Inc. Their largest long position is Agnico Eagle Mines Ltd at 5% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
55
new positions
Added to
57
existing
Trimmed
29
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.9%
+14.5%/yr · since Oct '24
Their reported book
+24.6%
held from quarter-end
S&P 500
+29.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Klein Pavlis & Peasley Financial, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.3 points over this window.

Growth of $10,000 cloning Klein Pavlis & Peasley Financial, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
35%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Materials
21%
Information Technology
21%
Financials
14%
Industrials
14%
Consumer Staples
7%
Health Care
5%
ETF / fund or unclassified
4%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

89 positions
#SecurityValueShares% PortLast moveHistory
1Agnico Eagle Mines Ltd
COM
$9.0M57.7K
4.7%
+7.3%
Added · +4K sh
2Teradyne Inc
COM
$8.3M17.2K
4.3%
−14%
Reduced · −3K sh
3Philip Morris Intl Inc
COM
$8.1M44.8K
4.2%
+2.4%
Added · +1K sh
4Ishares TR
0-3 MTH TREASURY
$7.0M69.1K
3.6%
+25%
Added · +14K sh
5Cameco Corp
COM
$6.7M65.5K
3.5%
−4.2%
Reduced · −3K sh
6Wheaton Precious Metals Corp
COM
$6.4M57.2K
3.3%
+4.1%
Added · +2K sh
7Johnson Controls Internation
SHS
$5.8M39.4K
3.0%
−6.2%
Reduced · −3K sh
8RB Global Inc
COM
$5.7M48.9K
3.0%
+1.9%
Added · +906 sh
9Schwab Charles Corp
COM
$5.6M60.8K
2.9%
+8.9%
Added · +5K sh
10Southern Copper Corp
COM
$5.5M31.7K
2.9%
+12%
Added · +3K sh
11Fomento Economico Mexicano S
SPON ADR UNITS
$4.8M37.5K
2.5%
−6.4%
Reduced · −3K sh
12Cisco Sys Inc
COM
$4.7M40.4K
2.5%
−13%
Reduced · −6K sh
13Medtronic PLC
SHS
$4.1M51.8K
2.1%
+10%
Added · +5K sh
14Hartford Insurance Group Inc
COM
$4.0M30.3K
2.1%
+4.6%
Added · +1K sh
15Icici Bank Limited
ADR
$3.9M136.1K
2.1%
+2.3%
Added · +3K sh
16Rockwell Automation Inc
COM
$3.7M7.6K
1.9%
−1.6%
Reduced · −123 sh
17Alamos Gold Inc
COM CL A
$3.4M113.6K
1.8%
+16%
Added · +16K sh
18Embraer S.A.
SPONSORED ADS
$3.3M52.4K
1.7%
+3.4%
Added · +2K sh
19ConocoPhillips
COM
$3.1M29.8K
1.6%
−0.6%
Reduced · −172 sh
20Barrick MNG Corp
COM SHS
$3.1M83.4K
1.6%
+44%
Added · +25K sh
21Opera Ltd
SPONSORED ADS
$2.9M148.5K
1.5%
+1.1%
Added · +2K sh
22Abbott Laboratories
COM
$2.7M29.6K
1.4%
+15%
Added · +4K sh
23Unum Group
COM
$2.7M29.9K
1.4%
+1.0%
Added · +300 sh
24Southern Co
COM
$2.4M25.6K
1.3%
+8.1%
Added · +2K sh
25Masco Corp
COM
$2.4M29.7K
1.3%
+0.1%
Added · +35 sh
26Unilever PLC
SPON ADR NEW
$2.4M39.3K
1.2%
+1.3%
Added · +503 sh
27Qualcomm Inc
COM
$2.3M12.7K
1.2%
−13%
Reduced · −2K sh
28Avalonbay Cmntys Inc
COM
$2.3M12.2K
1.2%
+14%
Added · +2K sh
29Cincinnati Finl Corp
COM
$2.3M12.2K
1.2%
−0.6%
Reduced · −70 sh
30Hubbell Inc
COM
$2.3M4.3K
1.2%
+27%
Added · +923 sh
31Toast Inc
CL A
$2.2M80.2K
1.2%
+18%
Added · +12K sh
32Banco Bilbao Vizcaya Argenta
SPONSORED ADR
$2.2M87.2K
1.1%
+3.7%
Added · +3K sh
33Applied Matls Inc
COM
$2.2M3.0K
1.1%
−0.1%
Reduced · −3 sh
34Sony Group Corp
SPONSORED ADR
$2.1M106.7K
1.1%
+0.6%
Added · +636 sh
35Franco Nev Corp
COM
$1.9M9.0K
1.0%
−10%
Reduced · −1K sh
36Jabil Inc
COM
$1.9M4.9K
1.0%
−22%
Reduced · −1K sh
37Leidos Holdings Inc
COM
$1.9M18.0K
1.0%
+13%
Added · +2K sh
38Zoom Communications Inc
CL A
$1.7M19.6K
0.9%
+3.6%
Added · +691 sh
39McKesson Corp
COM
$1.6M2.2K
0.9%
+42%
Added · +642 sh
40Chipotle Mexican Grill Inc
COM
$1.6M47.9K
0.8%
+8.5%
Added · +4K sh
41American Elec PWR Co Inc
COM
$1.5M11.0K
0.8%
−7.2%
Reduced · −851 sh
42America Movil SAB De CV
SPON ADS RP CL B
$1.5M57.2K
0.8%
−4.1%
Reduced · −2K sh
43CSX Corp
COM
$1.5M31.2K
0.8%
New
New position
44Eog Res Inc
COM
$1.5M11.3K
0.8%
+0.7%
Added · +83 sh
45Quest Diagnostics Inc
COM
$1.4M6.8K
0.8%
+4.9%
Added · +319 sh
46AstraZeneca PLC
ORD
$1.4M7.5K
0.7%
+5.2%
Added · +368 sh
47Ametek Inc
COM
$1.3M5.5K
0.7%
−0.9%
Reduced · −49 sh
48Rentokil Initial PLC
SPONSORED ADR
$1.3M46.4K
0.7%
+6.8%
Added · +3K sh
49Public SVC Enterprise Group
COM
$1.3M16.2K
0.7%
+3.2%
Added · +509 sh
50Synchrony Financial
COM
$1.3M17.2K
0.7%
+17%
Added · +2K sh
Showing 50 of 89 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202689$192.1M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202693$180.9M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202692$169.7M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202590$162.9M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202573$149.9M13F-HR
Q1 2025Mar 31, 2025May 9, 202576$138.9M13F-HR
Q4 2024Dec 31, 2024Jan 27, 202575$123.7M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202480$124.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.