Fund HoldingsSt. James Investment Company, LLC

Total Portfolio Value
$623.15M
Total Bought
$64.88M
Total Sold
$91.99M
Net Transaction
-$27.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UNILEVER PLC(UL)0565,863+565,863037,0075.94%+37,007
VERIZON COMMUNICATIONS INC(VZ)0470,750+470,750019,1743.08%+19,174
HONEYWELL INTL INC(HON)73,68796,543+22,85615,51118,8353.02%+3,323
HUBBELL INC(HUBB)17,12222,846+5,7247,36810,1461.63%+2,778
GOLDMAN SACHS ETF TR424,191448,387+24,19642,51744,8127.19%+2,295
LOEWS CORP(L)460,076456,148-3,92846,18748,0377.71%+1,850
GE HEALTHCARE TECHNOLOGIES I(GEHC)215,449214,999-45016,18017,6342.83%+1,454
UGI CORP NEW(UGI)237,266236,712-5547,8918,8601.42%+969
IDEX CORP(IEX)57,98457,444-5409,43710,2221.64%+784
TRAVELERS COMPANIES INC(TRV)90,15589,215-94025,17325,8784.15%+705
SPROTT ASSET MANAGEMENT LP(CEF)76,29575,436-8592,7993,4550.55%+656
SPROTT ASSET MANAGEMENT LP(PHYS)88,19086,740-1,4502,6122,8640.46%+252
ALLISON TRANSMISSION HLDGS I(ALSN)02,285+2,28502240.04%+224
EMERSON ELEC CO(EMR)124,623123,757-86616,34816,4252.64%+77
CME GROUP INC(CME)33,92033,810-1109,1659,2331.48%+68
ISHARES TR15,41515,715+3001,2791,3020.21%+23
MEDTRONIC PLC(MDT)308,461305,462-2,99929,37829,3434.71%-35
UNIFIED SER TR
ABSLUTE SELCT VL
340,435340,990+55512,28312,2241.96%-58
ONEOK INC NEW(OKE)354,771347,945-6,82625,88825,5744.10%-314
AGNICO EAGLE MINES LTD(AEM)244,135240,693-3,44241,15140,8056.55%-347
AGILENT TECHNOLOGIES INC(A)3,8950-3,8955000-500
SS&C TECHNOLOGIES HLDGS INC(SSNC)219,526216,376-3,15019,48518,9163.04%-570
BERKSHIRE HATHAWAY INC DEL143,111141,948-1,16371,94871,35011.45%-597
HERSHEY CO(HSY)114,277113,593-68421,37620,6723.32%-704
AIR PRODS & CHEMS INC35,30534,224-1,0819,6288,4541.36%-1,174
EOG RES INC(EOG)160,958160,050-90818,04716,8072.70%-1,240
SYSCO CORP(SYY)172,045171,536-50914,16612,6402.03%-1,526
CISCO SYS INC(CSCO)182,070117,964-64,10612,4579,0871.46%-3,370
FRANCO NEV CORP(FNV)216,901215,261-1,64048,34944,6197.16%-3,730
CORTEVA INC(CTVA)296,208225,675-70,53320,03315,1272.43%-4,906
ENBRIDGE INC(ENB)668,460489,731-178,72933,73023,4243.76%-10,307
COMCAST CORP NEW(CCZ)562,5390-562,53917,6750-17,675
UNILEVER PLC(UL)644,0850-644,08538,1810-38,181
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