Fund Holdings

Lesa Sroufe & Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ANGLOGOLD ASHANTI PLC COM SHS084,691+84,69108,246+8,246
ISHARES SILVER TRUST ETF096,703+96,70306,589+6,589
PETROLEO BRASILEIRO S A SPONSORED ADR0288,150+288,15005,979+5,979
M & T BANK CORP025,874+25,87405,349+5,349
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS066,628+66,62804,851+4,851
RANGE RES CORP COM0100,708+100,70804,550+4,550
TOTALENERGIES F047,819+47,81904,353+4,353
INTERNATIONAL SEAWAYS INC COM059,688+59,68804,350+4,350
NUTRIEN LTD COM052,002+52,00203,924+3,924
BUNGE GLOBAL SA COM SHS029,706+29,70603,779+3,779
TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR0229,279+229,27903,648+3,648
PROSHARES SHORT QQQ ETF0108,715+108,71503,500+3,500
DOLE PLC ORD SHS0130,629+130,62901,867+1,867
ALASKA AIR GROUP INC36,34984,233+47,8841,8283,098+1,270
ALCOA CORP COM76,43577,650+1,2154,0625,151+1,089
SPDR GOLD SHARES ETF02,198+2,1980946+946
CISCO SYS INC COM09,067+9,0670921+921
NEWMONT CORP COM80,66581,467+8028,0548,819+765
PACCAR INC06,290+6,2900726+726
BERKSHIRE HATHAWAY INC DEL CL A01+10718+718
ABBVIE INC COM02,599+2,5990565+565
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF03,854+3,8540533+533
HAWAIIAN ELEC INDS INC MTN BE COM190,827193,981+3,1542,3472,879+532
PAN AMERN SILVER CORP COM143,075145,389+2,3147,4137,943+530
FLUOR CORP COM61,39462,166+7722,4332,900+467
SMITH & WESSON BRANDS INC COM75,22583,567+8,3427421,198+456
ISHARES GOLD ETF05,142+5,1420453+453
HEARTLAND EXPRESS INC COM219,815229,848+10,0331,9852,390+405
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES0542+5420378+378
AMERISERV FINL INC COM0100,000+100,0000362+362
ORACLE CORP COM02,441+2,4410359+359
INNOVEX INTERNATIONAL INC COM121,535122,788+1,2532,6582,995+337
AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS F-304,509+4,5090334+334
JPMORGAN CHASE & CO COM01,061+1,0610312+312
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL07,258+7,2580299+299
CHENIERE ENERGY INC COM NEW01,043+1,0430296+296
CAMECO CORP COM02,690+2,6900292+292
STATE STREET SPDR S&P MIDCAP 400 ETF0470+4700290+290
EXXON MOBIL CORP COM01,710+1,7100290+290
NVIDIA CORPORATION COM01,483+1,4830259+259
AMGEN INC COM8,4908,49002,7792,987+208
COMPASS INC CL A025,089+25,0890183+183
CHEVRON CORPORATION COM2,4852,4850379514+135
JOHNSON & JOHNSON COM3,5813,5810741875+134
NORTHWESTERN ENERGY GROUP INC COM NEW40,19440,655+4612,5942,681+87
BANK UTICA N Y COM NON VTG1,0001,0000517601+84
ENEL CHILE SA SPONSORED ADR012,235+12,235048+48
PEPSICO INC COM3,5723,5720513555+42
BLACK HILLS CORP COM46,25746,831+5743,2113,251+40
CEMEX SA EURO MTN BE 144A SPON ADR NEW376,017380,698+4,6814,3204,355+35
ORMAT TECHNOLOGIES INC COM2,0122,270+258222254+32
MCDONALDS CORP COM3,1883,1880974991+17
PROCTER & GAMBLE CO COM3,5703,583+13512518+6
SEACO LTD ORDF020,000+20,000000
WALGREENS BOOTS ALLIANCE10,1890-10,189000
SYSCO CORP COM4,7814,7810352341-11
BERKSHIRE HATHAWAY INC DEL CL B NEW487480-7245230-15
BOEING CO COM1,3121,3120285261-24
CVS HEALTH CORP COM3,9653,9650315285-30
DISNEY WALT CO COM2,2312,2310254215-39
INTERNATIONAL BUSINESS MACHS COM8808800261213-48
ENEL CHILE S A F SPONSORED ADR12,2350-12,235490-49
ABBOTT LABORATORIES COM2,6892,6890337276-61
AMAZON COM INC COM2,3152,264-51534472-62
BRT APARTMENTS CORP COM17,50013,479-4,021257180-77
APPLE INC COM5,9915,992+11,6291,521-108
SCHWAB US LARGE CAP ETF7,5090-7,5092020-202
EXXON MOBIL CORP1,7100-1,7102060-206
PALANTIR TECHNOLOGIES IN CLASS1,2200-1,2202170-217
CHENIERE ENERGY INC1,1400-1,1402220-222
SAN JUAN BASIN RTY TR UNIT BEN INT340,390346,870+6,4801,9131,668-245
COMPASS INC CLASS CLASS A25,0890-25,0892650-265
NVIDIA CORP1,4830-1,4832770-277
SPDR S&P MIDCAP 400 ETF4700-4702840-284
CAMECO CORP F3,1900-3,1902920-292
CISCO SYS INC4,0870-4,0873150-315
AMERISERV FINL INC100,0000-100,0003190-319
JPMORGAN CHASE & CO1,0610-1,0613420-342
ISHARES GOLD ETF5,1420-5,1424170-417
VANGUARD INFORMATION TECHNOLOG5570-5574200-420
ORACLE CORP2,4410-2,4414760-476
VANGUARD TOTAL WORLD STOCK ETF3,7510-3,7515290-529
MERCK & CO. INC.5,1000-5,1005370-537
ABBVIE INC2,5990-2,5995940-594
MICROSOFT CORP COM20,27824,804+4,5269,8079,182-625
BERKSHIRE HATHAWAY INC DCLASS10-17550-755
SPDR GOLD SHARES ETF2,2150-2,2158780-878
PROSHARES SHORT QQQ ETF63,7100-63,7101,9240-1,924
DOLE PLC F129,2180-129,2181,9370-1,937
TUTOR PERINI CORP COM72,49737,787-34,7104,8592,917-1,942
NOKIA CORP F SPONSORED ADR 1 A383,1980-383,1982,4790-2,479
LAZARD INC52,8340-52,8342,5660-2,566
BUNGE GLOBAL SA F29,2060-29,2062,6020-2,602
TELEFONICA BRASIL SA F SPONSOR224,2330-224,2332,6590-2,659
INTERNATIONAL SEAWAYS INC58,8340-58,8342,8560-2,856
TOTALENERGIES F47,1850-47,1853,0870-3,087
NUTRIEN LTD F51,0810-51,0813,1530-3,153
PETROLEO BRASILEIRO SA F SPONS288,6000-288,6003,4200-3,420
RANGE RESOURCES CORP97,4980-97,4983,4380-3,438
HECLA MINING COMPANY COM473,169248,692-224,4779,0804,633-4,447
Page 1 of 2