Fund HoldingsUniplan Investment Counsel, Inc.

Total Portfolio Value
$988.58M
Total Bought
$57.84M
Total Sold
$129.78M
Net Transaction
-$71.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
WisdomTree Floating Rate Treasury Fund(WT)395,966616,069+220,10319,92930,9943.14%+11,065
Innodata Inc.(INOD)054,952+54,95202,8150.28%+2,815
Sprott Inc.(SII)137,603125,390-12,2136,1748,6630.88%+2,489
Invitation Homes, Inc.(INVH)276,657367,917+91,2609,64212,0681.22%+2,426
Mid-America Apartment Communities, Inc.(MAA)076,611+76,611011,3391.15%+11,339
IRadimed Corp.(IRMD)48,72780,347+31,6202,5574,8040.49%+2,247
Astec Industries, Inc.28,41975,596+47,1779793,1520.32%+2,173
Mama's Creations, Inc.0590,804+590,80404,9040.50%+4,904
TeraWulf Inc.(WULF)0864,385+864,38503,7860.38%+3,786
Build-A-Bear Workshop, Inc.(BBW)116,599121,222+4,6234,3346,2500.63%+1,916
Universal Technical Institute, Inc.(UTI)230,543230,474-695,9207,8110.79%+1,890
Digital Realty Trust, Inc.(DLR)066,425+66,425011,5801.17%+11,580
EZCORP, Inc. Class A(EZPW)67,872196,918+129,0469992,7330.28%+1,734
Medallion Financial Corp.55,398221,286+165,8884832,1090.21%+1,626
LifeMD, Inc.388,288269,129-119,1592,1123,6660.37%+1,553
PG&E Corporation Pfd Shs A Non Voting(PCG)21,48865,541+44,0539612,4640.25%+1,503
Barrick Mining Corporation(B)070,672+70,67201,4710.15%+1,471
NPK International Inc.(NPKI)716,439655,833-60,6064,1635,5810.56%+1,419
Solaris Energy Infrastructure, Inc. Class A(SEI)0214,549+214,54906,0700.61%+6,070
Compass Diversified Holdings Cum Red Perp Pfd Registered Shs Series C0142,925+142,92502,6940.27%+2,694
Lincoln Educational Services Corporation(LINC)0362,634+362,63408,3590.85%+8,359
Global Medical REIT, Inc.0158,742+158,74201,1000.11%+1,100
Patria Investments Ltd. Class A
COM CL A
076,731+76,73101,0790.11%+1,079
CompoSecure, Inc. Class A(GPGI)075,983+75,98301,0710.11%+1,071
CSG Systems International, Inc.31,18445,234+14,0501,8862,9540.30%+1,069
Boeing Company Pfd Registered shs Series A64,43371,547+7,1143,8554,8650.49%+1,010
Dynavax Technologies Corporation36,585148,146+111,5614751,4700.15%+995
Hawkins, Inc.(HWKN)033,342+33,34204,7380.48%+4,738
Huntington Ingalls Industries, Inc.(HII)03,771+3,77109110.09%+911
Copa Holdings, S.A. Class A(CPA)08,062+8,06208870.09%+887
Strawberry Fields REIT Inc081,805+81,80508620.09%+862
Sabine Royalty Trust(SBR)012,859+12,85908570.09%+857
Dave, Inc. Class A(DAVE)5,9104,992-9184891,3400.14%+852
Sitio Royalties Corp. Class A046,185+46,18508490.09%+849
DHT Holdings, Inc.(DHT)076,148+76,14808230.08%+823
Blade Air Mobility, Inc. Class A1,728,6151,362,766-365,8494,7195,4920.56%+773
Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A(APO)023,323+23,32301,7460.18%+1,746
Clearway Energy, Inc. Class C(CWEN)63,07883,548+20,4701,9092,6740.27%+764
Albemarle Corporation Depository Shs Repr Conv Pfd Registered Shs046,853+46,85301,5040.15%+1,504
LKQ Corporation(LKQ)020,434+20,43407560.08%+756
NAPCO Security Technologies, Inc.(NSSC)0122,959+122,95903,6510.37%+3,651
EPR Properties(EPR)133,432130,261-3,1717,0207,5890.77%+569
Royalty Pharma Plc Class A(RPRX)51,83860,067+8,2291,6142,1640.22%+550
Red Cat Holdings Inc(RCAT)075,523+75,52305500.06%+550
Venu Holding Corporation046,113+46,11305440.05%+544
Genius Sports Limited
SHARES CL A
051,459+51,45905350.05%+535
National Vision Holdings, Inc.(EYE)022,981+22,98105290.05%+529
SBA Communications Corp. Class A(SBAC)045,344+45,344010,6491.08%+10,649
Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B(OMAB)26,19923,683-2,5162,0602,4990.25%+439
Alpha and Omega Semiconductor Limited(AOSL)0187,129+187,12904,8020.49%+4,802
GCM Grosvenor, Inc. Class A76,166119,229+43,0631,0081,3780.14%+371
Cass Information Systems, Inc.90,91997,705+6,7863,9324,2450.43%+313
Grupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B(PAC)09,096+9,09602,0890.21%+2,089
Red Violet, Inc.(RDVT)139,421111,653-27,7685,2415,4930.56%+253
SIGA Technologies Inc0461,551+461,55103,0090.30%+3,009
AZZ Inc.74,54568,175-6,3706,2336,4410.65%+208
Aris Water Solutions, Inc. Class A31,43251,184+19,7521,0071,2110.12%+203
CareTrust REIT, Inc.(CTRE)115,011113,031-1,9803,2873,4590.35%+172
American Healthcare REIT, Inc.(AHR)51,62146,863-4,7581,5641,7220.17%+158
Air Lease Corporation Class A
CL A
30,16627,267-2,8991,4571,5950.16%+138
Sabra Health Care REIT, Inc.(SBRA)188,533184,477-4,0563,2943,4020.34%+108
CrowdStrike Holdings, Inc. Class A(CRWD)20161+1417830.01%+75
Meta Platforms Inc Class A(META)1396+837710.01%+63
Innoviva, Inc.(INVA)243,507222,837-20,6704,4154,4770.45%+62
Park Aerospace Corp.(PKE)0228,353+228,35303,3730.34%+3,373
Palantir Technologies Inc. Class A(PLTR)118462+34410630.01%+53
Alphabet Inc. Class C(GOOG)0304+3040540.01%+54
Amazon.com, Inc.(AMZN)68276+20813610.01%+48
Take-Two Interactive Software, Inc.(TTWO)61240+17913580.01%+46
Cboe Global Markets Inc(CBOE)0185+1850430.00%+43
Coinbase Global, Inc. Class A(COIN)0117+1170410.00%+41
Kratos Defense & Security Solutions, Inc.(KTOS)6901,269+57920590.01%+38
Reddit, Inc. Class A(RDDT)168362+19418550.01%+37
Sprott Active Gold & Silver Miners ETF(DJP)01,253+1,2530320.00%+32
Broadcom Inc.(AVGO)091+910250.00%+25
Texas Instruments Incorporated(TXN)0115+1150240.00%+24
iShares MSCI Brazil ETF0779+7790220.00%+22
Acushnet Holdings Corp.0306+3060220.00%+22
Robinhood Markets, Inc. Class A(HOOD)0220+2200210.00%+21
iShares Bitcoin Trust ETF(IBIT)0333+3330200.00%+20
Nebius Group N.V. Class A0345+3450190.00%+19
Serve Robotics Inc01,637+1,6370190.00%+19
SWK Holdings Corporation(SWKHL)01,216+1,2160180.00%+18
Global X MSCI Colombia ETF
GLBX MSCI COLUM
0606+6060170.00%+17
Netflix, Inc.(NFLX)012+120170.00%+17
Uranium Energy Corp.(UEC)02,247+2,2470150.00%+15
Sprott Silver Miners & Physical Silver ETF
SILVER MINERS
0448+4480130.00%+13
Sprott Physical Platinum and Palladium Trust Trust Units0941+9410110.00%+11
Charles Schwab Corp(SCHW)097+97090.00%+9
Sprott Uranium Miners ETF
URANI MINER ETF
0170+170080.00%+8
LandBridge Company LLC Class A(LB)417540+12330370.00%+7
iShares MSCI Europe Financials ETF456568+11213180.00%+5
Airbus SE Unsponsored ADR075+75040.00%+4
Sprott Copper Miners ETF
COPPER MINER ETF
0161+161040.00%+4
VeriSign, Inc.4751+412150.00%+3
Ares Management Corporation Pfd Registered shs Series B(ARES)030,868+30,86801,6360.17%+1,636
Exelon Corporation(EXC)000000
Turning Point Brands Inc(TPB)000000
Coca-Cola Company(KO)000000
Globe Life Inc.000000
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