Fund HoldingsLesa Sroufe & Co

Total Portfolio Value
$134.3K
Total Bought
$14.3K
Total Sold
$7.6K
Net Transaction
+$6.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HECLA MNG CO(HL)472,476473,169+693696.76%+3
TOTALENERGIES F(TTE)047,185+47,185032.30%+3
ALCOA CORP(AA)75,50476,435+931243.02%+2
ANGLOGOLD ASHANTI PLC F(AU)85,89886,910+1,012675.52%+1
NEWMONT CORP(NEM)80,67980,665-14786.00%+1
CEMEX S A B DE C V F SPONSORED(CX)374,626376,017+1,391343.22%+1
NOKIA CORP F SPONSORED ADR 1 A(NOK)380,912383,198+2,286221.85%+1
ISHARES SILVER TRUST ETF133,15097,230-35,920664.66%+1
INNOVEX INTL INC EQUITY CLASS(INVX)114,980121,535+6,555231.98%+1
BLACK HILLS CORP45,83346,257+424332.39%0
AMGEN INC(AMGN)8,4908,4900232.07%0
COMPASS INC CLASS CLASS A025,089+25,089000.20%0
NORTHWESTERN ENERGY(NWE)39,73140,194+463231.93%0
BUNGE GLOBAL SA F29,01629,206+190231.94%0
HAWAIIAN ELEC INDS INC(HE)190,666190,827+161221.75%0
DOLE PLC F(DOLE)126,634129,218+2,584221.44%0
ORMAT TECHNOLOGIES INC(ORA)02,012+2,012000.17%0
TUTOR PERINI CORP(TPC)71,17172,497+1,326553.62%0
NUTRIEN LTD F(NTR)50,56951,081+512332.35%0
INTERNATIONAL SEAWAYS INC59,05158,834-217332.13%0
MERCK & CO. INC.(MRK)5,1005,1000010.40%0
APPLE INC(AAPL)5,9905,991+1221.21%0
SPDR GOLD SHARES ETF2,2152,2150110.65%0
JOHNSON & JOHNSON(JNJ)3,5813,5810110.55%0
HEARTLAND EXPRESS INC(HTLD)227,936219,815-8,121221.48%0
ISHARES GOLD ETF(IAU)5,1425,1420000.31%0
CISCO SYS INC(CSCO)4,0874,0870000.23%0
AMERISERV FINL INC100,000100,0000000.24%0
AMAZON.COM INC(AMZN)2,3152,3150110.40%0
CAMECO CORP F(CCJ)3,1903,1900000.22%0
BANK UTICA N Y1,0001,0000110.38%0
CVS HEALTH CORP(CVS)3,9653,9650000.23%0
VANGUARD TOTAL WORLD STOCK ETF3,7223,751+29110.39%0
ALASKA AIR GROUP INC36,58936,349-240221.36%0
JPMORGAN CHASE & CO(JPM)1,0611,0610000.25%0
MCDONALDS CORP(MCD)3,1883,1880110.73%0
SPDR S&P MIDCAP 400 ETF(MDY)4704700000.21%0
VANGUARD INFORMATION TECHNOLOG5575570000.31%0
BOEING CO(BA)1,3121,3120000.21%0
BERKSHIRE HATHAWAY INC DCLASS110110.56%0
ENEL CHILE S A F SPONSORED ADR12,23512,2350000.04%0
BERKSHIRE HATHAWAY INC CL B4874870000.18%0
M&T BK CORP22,85322,414-439553.36%0
WALGREENS BOOTS ALLIANCE010,189+10,189000
WALGREENS BOOTS ALLI10,1890-10,189000
DISNEY WALT CO(DIS)2,2312,2310000.19%-0
EXXON MOBIL CORP1,8451,710-135000.15%-0
IBM CORP(IBM)945880-65000.19%-0
PALANTIR TECHNOLOGIES IN CLASS(PLTR)1,2201,2200000.16%-0
CHEVRON CORP NEW(CVX)2,4852,4850000.28%-0
ABBVIE INC(ABBV)2,5992,5990110.44%-0
PEPSICO INC(PEP)3,7273,572-155110.38%-0
BRT RLTY TR17,50017,5000000.19%-0
ABBOTT LABS2,6892,6890000.25%-0
PROCTER & GAMBLE CO(PG)3,5703,5700110.38%-0
SCHWAB US LARGE CAP ETF9,1917,509-1,682000.15%-0
SYSCO CORP(SYY)4,7814,7810000.26%-0
CHENIERE ENERGY INC(LNG)1,1401,1400000.17%-0
SMITH & WESSON BRANDS IN81,45475,225-6,229110.55%-0
NVIDIA CORP(NVDA)1,9181,483-435000.21%-0
PROSHARES SHORT QQQ ETF65,01263,710-1,302221.43%-0
FLUOR CORP NEW(FLR)60,15461,394+1,240321.81%-0
SAN JUAN BASIN RTY T ROYALTY T(SJT)339,978340,390+412221.42%-0
PAN AMERN SILVER CORP F(PAAS)196,390143,075-53,315875.52%-0
TELEFONICA BRASIL SA F SPONSOR(VIV)224,116224,233+117331.98%-0
COMPASS INC(COMP)25,0890-25,08900-0
ORACLE CORP(ORCL)2,4412,4410100.35%-0
LAZARD INC(LAZ)52,83652,834-2331.91%-0
RANGE RESOURCES CORP97,93097,498-432432.56%-0
UNITEDHEALTH GROUP INC(UNH)8770-87700-0
PETROLEO BRASILEIRO SA F SPONS314,018288,600-25,418432.55%-1
MICROSOFT CORP(MSFT)20,37620,278-9811107.30%-1
TOTALENERGIES SE FSPONSORED AD(TTE)45,5560-45,55630-3
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