13F Filings History of KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$169,683,590
Signature - Title
Jason Topor - CCO
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 92 stock holdings with total value $169,683,590 as of Q4 2025. Top holdings included AEM, CCJ, PM, WPM, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $169,683,590 +$23,312,916 -$20,612,454 +$2,700,462 AEM, CCJ, PM, WPM, SGOV 13F-HR 14 Jan 2026, 14:19
Q3 2025 90 $162,888,548 +$37,412,961 -$35,931,622 +$1,481,339 AEM, CCJ, SGOV, WPM, PM 13F-HR 28 Oct 2025, 14:51
Q2 2025 73 $149,866,978 +$31,989,381 -$30,605,833 +$1,383,548 SGOV, CCJ, AEM, WPM, RBA 13F-HR 17 Jul 2025, 12:38
Q1 2025 76 $138,883,019 +$24,684,403 -$11,471,321 +$13,213,082 AEM, SGOV, CCJ, PM, RBA 13F-HR 08 May 2025, 19:47
Q4 2024 75 $123,681,141 +$17,308,390 -$14,896,822 +$2,411,568 CCJ, AEM, SGOV, OKE, SCHW 13F-HR 27 Jan 2025, 16:08
Q3 2024 80 $124,890,433 +$11,986,776 -$8,096,519 +$3,890,257 AEM, CCJ, OKE, SCCO, NEM 13F-HR 24 Oct 2024, 17:02
Q2 2024 77 $112,610,280 +$18,538,838 -$16,156,474 +$2,382,364 AEM, CCJ, OKE, SCCO, SWKS 13F-HR 26 Jul 2024, 14:54
Q1 2024 76 $110,675,397 +$14,594,958 -$18,737,221 -$4,142,263 AEM, CCJ, OKE, SGOV, SWKS 13F-HR 07 May 2024, 11:21
Q4 2023 73 $107,268,545 $0 $0 $0 AEM, CCJ, OKE, SGOV, SWKS 13F-HR 12 Jan 2024, 12:14