KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 180,864
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 93 | 180,864 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q4 2025 | 1/14/2026 | 92 | 169,684 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q3 2025 | 10/28/2025 | 90 | 162,889 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q2 2025 | 7/17/2025 | 73 | 149,867 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.4 K | 96.4% | 5.154 K | 0 | 5.154 K |
| ETFs | 6.428 K | 3.6% | 6.025 K | 0 | 6.025 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
180,864
Holdings
93
QoQ value change ($000)
11,180
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.