Long-term investor
Klein Pavlis & Peasley Financial, Inc. @kleinpavlispeasleyfinanc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907480).
Record
- Tracked since 2025-06-30 (449 days), 132 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +18.4% · 1 year n/a · all +33.2%
- Max drawdown n/a · win rate 60% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AEM · 4.7% · long · since 2025-06-30
- TER · 4.3% · long · since 2025-09-30
- PM · 4.2% · long · since 2025-06-30
- 46436E718 · 3.6% · long · since 2025-06-30
- CCJ · 3.5% · long · since 2025-06-30
- WPM · 3.3% · long · since 2025-06-30
- G51502105 · 3.0% · long · since 2025-06-30
- RBA · 3.0% · long · since 2025-06-30
- SCHW · 2.9% · long · since 2025-06-30
- SCCO · 2.9% · long · since 2025-06-30
- 344419106 · 2.5% · long · since 2025-06-30
- CSCO · 2.5% · long · since 2025-09-30