Fund Holdings

Lesa Sroufe & Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ANGLOGOLD ASHANTI PLC COM SHS(AU)084,691+84,69108,2465.61%+8,246
ISHARES SILVER TRUST ETF(SLV)096,703+96,70306,5894.49%+6,589
PETROLEO BRASILEIRO S A SPONSORED ADR(PBR)0288,150+288,15005,9794.07%+5,979
M & T BANK CORP(MTB)025,874+25,87405,3493.64%+5,349
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS066,628+66,62804,8513.30%+4,851
RANGE RES CORP COM(RRC)0100,708+100,70804,5503.10%+4,550
TOTALENERGIES F(TTE)047,819+47,81904,3532.96%+4,353
INTERNATIONAL SEAWAYS INC COM(INSW)059,688+59,68804,3502.96%+4,350
NUTRIEN LTD COM(NTR)052,002+52,00203,9242.67%+3,924
BUNGE GLOBAL SA COM SHS(BG)029,706+29,70603,7792.57%+3,779
TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR(VIV)0229,279+229,27903,6482.48%+3,648
PROSHARES SHORT QQQ ETF
SHORT QQQ
0108,715+108,71503,5002.38%+3,500
DOLE PLC ORD SHS(DOLE)0130,629+130,62901,8671.27%+1,867
ALASKA AIR GROUP INC36,34984,233+47,8841,8283,0982.11%+1,270
ALCOA CORP COM(AA)76,43577,650+1,2154,0625,1513.51%+1,089
SPDR GOLD SHARES ETF(GLD)02,198+2,19809460.64%+946
CISCO SYS INC COM(MRK)09,067+9,06709210.63%+921
NEWMONT CORP COM(NEM)80,66581,467+8028,0548,8196.00%+765
PACCAR INC(PCAR)06,290+6,29007260.49%+726
BERKSHIRE HATHAWAY INC DEL CL A01+107180.49%+718
ABBVIE INC COM(ABBV)02,599+2,59905650.38%+565
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF03,854+3,85405330.36%+533
HAWAIIAN ELEC INDS INC MTN BE COM(HE)190,827193,981+3,1542,3472,8791.96%+532
PAN AMERN SILVER CORP COM(PAAS)143,075145,389+2,3147,4137,9435.41%+530
FLUOR CORP COM(FLR)61,39462,166+7722,4332,9001.97%+467
SMITH & WESSON BRANDS INC COM75,22583,567+8,3427421,1980.82%+456
ISHARES GOLD ETF(IAU)05,142+5,14204530.31%+453
HEARTLAND EXPRESS INC COM(HTLD)219,815229,848+10,0331,9852,3901.63%+405
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
INF TECH ETF
0542+54203780.26%+378
AMERISERV FINL INC COM0100,000+100,00003620.25%+362
ORACLE CORP COM(ORCL)02,441+2,44103590.24%+359
INNOVEX INTERNATIONAL INC COM(INVX)121,535122,788+1,2532,6582,9952.04%+337
AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS F-304,509+4,50903340.23%+334
JPMORGAN CHASE & CO COM(JPM)01,061+1,06103120.21%+312
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL07,258+7,25802990.20%+299
CHENIERE ENERGY INC COM NEW(LNG)01,043+1,04302960.20%+296
CAMECO CORP COM(CCJ)02,690+2,69002920.20%+292
STATE STREET SPDR S&P MIDCAP 400 ETF(MDY)0470+47002900.20%+290
EXXON MOBIL CORP COM01,710+1,71002900.20%+290
NVIDIA CORPORATION COM(NVDA)01,483+1,48302590.18%+259
AMGEN INC COM(AMGN)8,4908,49002,7792,9872.03%+208
COMPASS INC CL A(COMP)025,089+25,08901830.12%+183
CHEVRON CORPORATION COM(CVX)2,4852,48503795140.35%+135
JOHNSON & JOHNSON COM(JNJ)3,5813,58107418750.60%+134
NORTHWESTERN ENERGY GROUP INC COM NEW(NWE)40,19440,655+4612,5942,6811.83%+87
BANK UTICA N Y COM NON VTG1,0001,00005176010.41%+84
ENEL CHILE SA SPONSORED ADR(ENIC)012,235+12,2350480.03%+48
PEPSICO INC COM(PEP)3,5723,57205135550.38%+42
BLACK HILLS CORP COM46,25746,831+5743,2113,2512.21%+40
CEMEX SA EURO MTN BE 144A SPON ADR NEW(CX)376,017380,698+4,6814,3204,3552.96%+35
ORMAT TECHNOLOGIES INC COM(ORA)2,0122,270+2582222540.17%+32
MCDONALDS CORP COM(MCD)3,1883,18809749910.67%+17
PROCTER & GAMBLE CO COM(PG)3,5703,583+135125180.35%+6
SEACO LTD ORDF020,000+20,000000
WALGREENS BOOTS ALLIANCE10,1890-10,189000
SYSCO CORP COM(SYY)4,7814,78103523410.23%-11
BERKSHIRE HATHAWAY INC DEL CL B NEW487480-72452300.16%-15
BOEING CO COM(BA)1,3121,31202852610.18%-24
CVS HEALTH CORP COM(CVS)3,9653,96503152850.19%-30
DISNEY WALT CO COM(DIS)2,2312,23102542150.15%-39
INTERNATIONAL BUSINESS MACHS COM(IBM)88088002612130.14%-48
ENEL CHILE S A F SPONSORED ADR12,2350-12,235490-49
ABBOTT LABORATORIES COM2,6892,68903372760.19%-61
AMAZON COM INC COM(AMZN)2,3152,264-515344720.32%-62
BRT APARTMENTS CORP COM17,50013,479-4,0212571800.12%-77
APPLE INC COM(AAPL)5,9915,992+11,6291,5211.04%-108
SCHWAB US LARGE CAP ETF7,5090-7,5092020-202
EXXON MOBIL CORP1,7100-1,7102060-206
PALANTIR TECHNOLOGIES IN CLASS(PLTR)1,2200-1,2202170-217
CHENIERE ENERGY INC(LNG)1,1400-1,1402220-222
SAN JUAN BASIN RTY TR UNIT BEN INT340,390346,870+6,4801,9131,6681.14%-245
COMPASS INC CLASS CLASS A25,0890-25,0892650-265
NVIDIA CORP(NVDA)1,4830-1,4832770-277
SPDR S&P MIDCAP 400 ETF(MDY)4700-4702840-284
CAMECO CORP F(CCJ)3,1900-3,1902920-292
CISCO SYS INC(CSCO)4,0870-4,0873150-315
AMERISERV FINL INC100,0000-100,0003190-319
JPMORGAN CHASE & CO(JPM)1,0610-1,0613420-342
ISHARES GOLD ETF(IAU)5,1420-5,1424170-417
VANGUARD INFORMATION TECHNOLOG5570-5574200-420
ORACLE CORP(ORCL)2,4410-2,4414760-476
VANGUARD TOTAL WORLD STOCK ETF3,7510-3,7515290-529
MERCK & CO. INC.(MRK)5,1000-5,1005370-537
ABBVIE INC(ABBV)2,5990-2,5995940-594
MICROSOFT CORP COM(MSFT)20,27824,804+4,5269,8079,1826.25%-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 F(DOLE)129,2180-129,2181,9370-1,937
TUTOR PERINI CORP COM(TPC)72,49737,787-34,7104,8592,9171.99%-1,942
NOKIA CORP F SPONSORED ADR 1 A(NOK)383,1980-383,1982,4790-2,479
LAZARD INC(LAZ)52,8340-52,8342,5660-2,566
BUNGE GLOBAL SA F29,2060-29,2062,6020-2,602
TELEFONICA BRASIL SA F SPONSOR(VIV)224,2330-224,2332,6590-2,659
INTERNATIONAL SEAWAYS INC58,8340-58,8342,8560-2,856
TOTALENERGIES F(TTE)47,1850-47,1853,0870-3,087
NUTRIEN LTD F(NTR)51,0810-51,0813,1530-3,153
PETROLEO BRASILEIRO SA F SPONS288,6000-288,6003,4200-3,420
RANGE RESOURCES CORP97,4980-97,4983,4380-3,438
HECLA MINING COMPANY COM(HL)473,169248,692-224,4779,0804,6333.15%-4,447
Page 1 of 2