Fund HoldingsSt. James Investment Company, LLC

Total Portfolio Value
$613.20M
Total Bought
$9.32M
Total Sold
$39.35M
Net Transaction
-$30.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
UNILEVER PLC(UL)651,918743,845+91,92731,60537,3346.09%+5,729
BERKSHIRE HATHAWAY INC DEL185,759166,889-18,87066,25370,18011.44%+3,927
EOG RES INC(EOG)164,057181,650+17,59319,84323,2223.79%+3,379
MERCK & CO INC(MRK)277,226248,461-28,76530,22332,7845.35%+2,561
CORTEVA INC(CTVA)361,495336,271-25,22417,32319,3933.16%+2,070
TRAVELERS COMPANIES INC(TRV)118,764106,641-12,12322,62324,5424.00%+1,919
FRANCO NEV CORP(FNV)140,620139,417-1,20315,58216,6132.71%+1,031
VERIZON COMMUNICATIONS INC(VZ)605,713565,615-40,09822,83523,7333.87%+898
LOEWS CORP(L)600,602538,433-62,16941,79642,1546.87%+358
UNIFIED SER TR
ABSLUTE SELCT VL
352,735339,870-12,86510,00410,3351.69%+332
LABORATORY CORP AMER HLDGS0951+95102080.03%+208
SPROTT PHYSICAL GOLD TR(PHYS)101,93099,520-2,4101,6241,7220.28%+98
SPROTT PHYSICAL GOLD & SILVE(CEF)83,84582,345-1,5001,6061,6750.27%+69
ISHARES TR14,80014,235-5651,2141,1640.19%-50
AGNICO EAGLE MINES LTD(AEM)928,492843,756-84,73650,92850,3308.21%-598
INTERNATIONAL FLAVORS&FRAGRA(IFF)192,599174,079-18,52015,59514,9692.44%-626
MEDTRONIC PLC(MDT)385,160353,015-32,14531,72930,7655.02%-964
EQUITY COMWLTH1,124,0981,088,798-35,30021,58320,5573.35%-1,026
ISHARES TR7,1940-7,1941,1890-1,189
SCHWAB STRATEGIC TR19,7900-19,7901,3870-1,387
SPDR SER TR
ST STR BLO 1 ETF
201,753182,771-18,98218,43816,7782.74%-1,660
CISCO SYS INC(CSCO)436,901402,147-34,75422,07220,0713.27%-2,001
COMCAST CORP NEW(CCZ)649,507597,238-52,26928,48125,8904.22%-2,591
CROWN CASTLE INC(CCI)150,207136,912-13,29517,30214,4892.36%-2,813
ENBRIDGE INC(ENB)956,846871,505-85,34134,46631,5315.14%-2,935
DUPONT DE NEMOURS INC(DD)472,452431,657-40,79536,34633,0955.40%-3,251
GOLDMAN SACHS ETF TR548,106492,282-55,82454,66849,6668.10%-5,002
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