Fund HoldingsUncommon Cents Investing LLC

Total Portfolio Value
$326.61M
Total Bought
$12.17M
Total Sold
$20.15M
Net Transaction
-$7.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
KROGER CO(KR)0170,415+170,41509,7362.98%+9,736
MICROSOFT CORP(MSFT)32,98532,542-44312,40413,6914.19%+1,287
EMCOR GROUP INC(EME)09,695+9,69503,3951.04%+3,395
WELLS FARGO CO NEW(WFC)127,484126,629-8556,2757,3392.25%+1,065
GENERAL ELECTRIC CO(GE)20,44720,362-852,6103,5741.09%+964
BERKSHIRE HATHAWAY INC DEL12,78812,811+234,5615,3871.65%+826
MERCK & CO INC(MRK)37,26336,923-3404,0624,8721.49%+810
JPMORGAN CHASE & CO(JPM)26,94026,793-1474,5825,3671.64%+784
HARTFORD FINL SVCS GROUP INC(HIG)35,87535,560-3152,8843,6641.12%+781
RTX CORPORATION(RTX)57,04457,010-344,8005,5601.70%+761
TARGET CORP(TGT)21,13821,268+1303,0113,7691.15%+758
ALLSTATE CORP(ALL)22,59022,475-1153,1623,8881.19%+726
ORACLE CORP(ORCL)030,440+30,44003,8241.17%+3,824
CONOCOPHILLIPS(COP)055,864+55,86407,1102.18%+7,110
MILLER INDS INC TENN68,37268,252-1202,8913,4191.05%+528
3M CO(MMM)19,58424,834+5,2502,1412,6340.81%+493
CONSTELLATION ENERGY CORP(CEG)07,389+7,38901,3660.42%+1,366
INTERACTIVE BROKERS GROUP IN(IBKR)016,860+16,86001,8830.58%+1,883
EXXON MOBIL CORP027,281+27,28103,1710.97%+3,171
NORFOLK SOUTHN CORP(NSC)26,26026,125-1356,2076,6582.04%+451
SOLVENTUM CORP(SOLV)06,135+6,13504270.13%+427
NUCOR CORP(NUE)22,26521,710-5553,8754,2961.32%+421
PENTAIR PLC(PNR)34,95834,582-3762,5422,9550.90%+413
MUELLER INDS INC(MLI)64,98064,125-8553,0643,4581.06%+394
EVEREST GROUP LTD(EG)03,439+3,43901,3670.42%+1,367
ADAMS DIVERSIFIED EQUITY FD195,997195,447-5503,4713,8151.17%+344
TAPESTRY INC(TPR)27,79528,305+5101,0231,3440.41%+321
INTERNATIONAL BUSINESS MACHS(IBM)7,6838,248+5651,2571,5750.48%+318
TRI CONTL CORP(TY)168,713167,959-7544,8645,1731.58%+309
DISNEY WALT CO(DIS)010,334+10,33401,2640.39%+1,264
STERLING INFRASTRUCTURE INC(STRL)13,82513,500-3251,2161,4890.46%+274
INTERNATIONAL PAPER CO(IP)84,26584,860+5953,0463,3111.01%+265
RALPH LAUREN CORP(RL)01,350+1,35002530.08%+253
ALLIANCEBERNSTEIN GLOBAL HIG
COM
272,625283,140+10,5152,7593,0070.92%+248
WILEY JOHN & SONS INC(WLY)037,955+37,95501,4470.44%+1,447
MEDTRONIC PLC(MDT)29,92930,808+8792,4662,6850.82%+219
PACCAR INC(PCAR)8,7418,656-858541,0720.33%+219
EVERGY INC(EVRG)04,080+4,08002180.07%+218
ZIMMER BIOMET HOLDINGS INC(ZBH)21,79621,736-602,6532,8690.88%+216
CHEVRON CORP NEW(CVX)013,271+13,27102,0930.64%+2,093
CATERPILLAR INC(CAT)3,0703,040-309081,1140.34%+206
AGNICO EAGLE MINES LTD(AEM)19,10520,930+1,8251,0481,2480.38%+201
VERIZON COMMUNICATIONS INC(VZ)42,19142,606+4151,5911,7880.55%+197
ELEVANCE HEALTH INC(ELV)3,5503,598+481,6741,8660.57%+192
TIMKEN CO(TKR)25,39525,410+152,0352,2220.68%+186
WALMART INC(WMT)022,231+22,23101,3380.41%+1,338
WEYERHAEUSER CO MTN BE(WY)188,824187,879-9456,5656,7472.07%+181
TEXTRON INC(TXT)6,8107,555+7455487250.22%+177
JOHNSON CTLS INTL PLC
SHS
021,368+21,36801,3960.43%+1,396
DANAHER CORPORATION(DHR)02,505+2,50506260.19%+626
UNIVERSAL HLTH SVCS INC(UHS)3,4503,720+2705266790.21%+153
REGAL REXNORD CORPORATION(RRX)04,670+4,67008410.26%+841
BUNGE GLOBAL SA(BG)32,66033,560+9003,2973,4411.05%+144
TEMPLETON EMERGING MKTS FD46,40257,342+10,9405426850.21%+143
EATON VANCE TAX-MANAGED DIVE
COM
010,384+10,38401390.04%+139
WILLIAMS COS INC(WMB)027,625+27,62501,0770.33%+1,077
METLIFE INC(MET)17,39917,359-401,1511,2860.39%+136
MAIN STR CAP CORP(MAIN)12,10513,865+1,7605236560.20%+133
ALAMO GROUP INC7,2807,28001,5301,6620.51%+132
VIATRIS INC(VTRS)010,730+10,73001280.04%+128
ASA GOLD AND PRECIOUS MTLS L
SHS
548,979546,519-2,4608,2688,3952.57%+127
ADAM NAT RES FD INC062,483+62,48301,4410.44%+1,441
EUROPEAN EQUITY FD INC300,313305,063+4,7502,5952,7180.83%+123
OSHKOSH CORP(OSK)2,2402,910+6702433630.11%+120
CENTRAL SECS CORP(CET)028,506+28,50601,1910.36%+1,191
PHILLIPS 66(PSX)3,6823,697+154906040.18%+114
GATES INDL CORP PLC
ORD SHS
17,93519,980+2,0452413540.11%+113
CUMMINS INC(CMI)2,0602,055-54946060.19%+112
NORDSON CORP(NDSN)10,59810,588-102,8002,9070.89%+107
BANK AMERICA CORP24,71324,766+538329390.29%+107
OLD REP INTL CORP(ORI)78,78078,735-452,3162,4190.74%+103
INGREDION INC(INGR)12,68512,645-401,3771,4780.45%+101
ILLINOIS TOOL WKS INC(ITW)17,70517,640-654,6384,7331.45%+96
BRISTOL-MYERS SQUIBB CO(BMY)9,04510,305+1,2604645590.17%+95
GE HEALTHCARE TECHNOLOGIES I(GEHC)07,085+7,08506440.20%+644
GRAINGER W W INC(GWW)0516+51605250.16%+525
LINCOLN ELEC HLDGS INC(LECO)02,475+2,47506320.19%+632
LOWES COS INC(LOW)02,865+2,86507300.22%+730
HORMEL FOODS CORP(HRL)032,900+32,90001,1480.35%+1,148
GENTEX CORP(GNTX)026,030+26,03009400.29%+940
GENERAL DYNAMICS CORP(GD)3,8453,835-109981,0830.33%+85
HANOVER INS GROUP INC(THG)05,660+5,66007710.24%+771
CAPITAL ONE FINL CORP(COF)4,3304,33005686450.20%+77
PROCTER AND GAMBLE CO(PG)04,810+4,81007800.24%+780
BRITISH AMERN TOB PLC(BTI)060,222+60,22201,8370.56%+1,837
VAIL RESORTS INC(MTN)07,730+7,73001,7220.53%+1,722
VILLAGE SUPER MKT INC32,05031,825-2258419110.28%+70
NATIONAL PRESTO INDS INC(NPK)20,58520,530-551,6531,7200.53%+68
RELIANCE INC(RS)01,325+1,32504430.14%+443
NEUBERGER BERMAN HIGH YIELD0184,919+184,91901,4900.46%+1,490
PIMCO ETF TR
ENHAN SHRT MA AC
054,858+54,85805,5151.69%+5,515
CACI INTL INC(CACI)1,0851,080-53514090.13%+58
FTI CONSULTING INC(FCN)5,1055,10501,0171,0740.33%+57
FISERV INC(FISV)02,100+2,10003360.10%+336
INTEGER HLDGS CORP(ITGR)03,120+3,12003640.11%+364
CNA FINL CORP(CNA)18,03518,005-307638180.25%+55
SCHWAB CHARLES CORP(SCHW)14,87214,87201,0231,0760.33%+53
KRAFT HEINZ CO(KHC)67,95069,400+1,4502,5132,5610.78%+48
AFLAC INC(AFL)22,12021,810-3101,8251,8730.57%+48
GOLDMAN SACHS GROUP INC(GS)1,4601,46005636100.19%+47
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