Fund HoldingsSt. James Investment Company, LLC

Total Portfolio Value
$656.12M
Total Bought
$105.94M
Total Sold
$138.95M
Net Transaction
-$33.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0321,685+321,685029,5374.50%+29,537
FRANCO NEV CORP(FNV)0160,315+160,315021,4003.26%+21,400
BROOKFIELD CORP(BN)0626,925+626,925019,6042.99%+19,604
INTERNATIONAL FLAVORS&FRAGRA(IFF)6,815211,345+204,53054214,4072.20%+13,865
CROWN CASTLE INC(CCI)0135,913+135,913012,5081.91%+12,508
ENBRIDGE INC(ENB)787,089967,980+180,89129,24032,4664.95%+3,226
UNILEVER PLC(UL)658,584733,123+74,53934,33236,2165.52%+1,884
EOG RES INC(EOG)183,508176,351-7,15721,00122,3543.41%+1,354
ISHARES TR016,095+16,09501,3030.20%+1,303
LOEWS CORP(L)681,263653,248-28,01540,45341,3576.30%+904
COMCAST CORP NEW(CCZ)735,381702,709-32,67230,55531,1584.75%+603
UNIFIED SER TR
ABSLUTE SELCT VL
338,285362,705+24,4209,5169,9241.51%+408
VERIZON COMMUNICATIONS INC(VZ)604,776693,234+88,45822,49222,4683.42%-24
CISCO SYS INC(CSCO)490,883471,166-19,71725,39825,3303.86%-68
SPROTT PHYSICAL GOLD & SILVE(CEF)89,65888,538-1,1201,6161,5330.23%-82
SPROTT PHYSICAL GOLD TR(PHYS)109,855108,200-1,6551,6391,5490.24%-90
DUPONT DE NEMOURS INCE(DD)538,180510,815-27,36538,44838,1025.81%-346
AGNICO EAGLE MINES LTD(AEM)928,6131,009,243+80,63046,41245,8706.99%-542
ISHARES TR6,9800-6,9808050-805
KRANESHARES TR41,8650-41,8658620-862
BERKSHIRE HATHAWAY INC DEL209,949200,574-9,37571,59370,26110.71%-1,332
CORTEVA INC(CTVA)377,224390,556+13,33221,61519,9813.05%-1,634
TRAVELERS COMPANIES INC(TRV)134,381128,114-6,26723,33720,9223.19%-2,414
GOLDMAN SACHS ETF TR609,140584,721-24,41960,95758,5368.92%-2,420
EQUITY COMWLTH1,341,7691,283,844-57,92527,18423,5843.59%-3,600
MEDTRONIC PLC(MDT)331,040319,590-11,45029,16525,0433.82%-4,122
STARBUCKS CORP(SBUX)55,8360-55,8365,5310-5,531
MERK & CO INC(MRK)315,005298,235-16,77036,34830,7034.68%-5,645
TJX COS INC NEW(TJX)73,0080-73,0086,1900-6,190
BARRICK GOLD CORP785,5780-785,57813,3000-13,300
INGREDION INC(INGR)253,2840-253,28426,8350-26,835
SPDR SER TR
ST STR BLO 1 ETF
680,1140-680,11462,4480-62,448
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