Fund Holdings — Uncommon Cents Investing LLC

Total Portfolio Value
$326.61M
Total Bought
$12.17M
Total Sold
$20.15M
Net Transaction
-$7.98M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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KROGER CO(KR)171,365170,415-9507,8339,7362.98%+1,903
MICROSOFT CORP(MSFT)32,98532,542-44312,40413,6914.19%+1,287
EMCOR GROUP INC(EME)9,8609,695-1652,1243,3951.04%+1,271
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)30,76530,440-3253,2443,8241.17%+580
CONOCOPHILLIPS(COP)56,68055,864-8166,5797,1102.18%+532
MILLER INDS INC TENN(MLR)68,37268,252-1202,8913,4191.05%+528
3M CO(MMM)19,58424,834+5,2502,1412,6340.81%+493
CONSTELLATION ENERGY CORP(CEG)7,4717,389-828731,3660.42%+493
INTERACTIVE BROKERS GROUP IN(IBKR)16,86016,86001,3981,8830.58%+486
EXXON MOBIL CORP27,15127,281+1302,7153,1710.97%+457
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)2,8743,439+5651,0161,3670.42%+351
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)10,77810,334-4449731,2640.39%+291
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)37,93537,955+201,2041,4470.44%+243
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)12,63113,271+6401,8842,0930.64%+209
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)7,32222,231+14,9091,1541,3380.41%+183
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
21,30321,368+651,2281,3960.43%+168
DANAHER CORPORATION(DHR)1,9902,505+5154606260.19%+165
UNIVERSAL HLTH SVCS INC(UHS)3,4503,720+2705266790.21%+153
REGAL REXNORD CORPORATION(RRX)4,6704,67006918410.26%+150
BUNGE GLOBAL SA(BG)32,66033,560+9003,2973,4411.05%+144
TEMPLETON EMERGING MKTS FD(EMF)46,40257,342+10,9405426850.21%+143
EATON VANCE TAX-MANAGED DIVE
COM
010,384+10,38401390.04%+139
WILLIAMS COS INC(WMB)26,97527,625+6509401,0770.33%+137
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 INC(PEO)63,71162,483-1,2281,3141,4410.44%+127
EUROPEAN EQUITY FD INC(EEA)300,313305,063+4,7502,5952,7180.83%+123
OSHKOSH CORP(OSK)2,2402,910+6702433630.11%+120
CENTRAL SECS CORP(CET)28,43128,506+751,0741,1910.36%+117
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)7,1117,085-265506440.20%+94
GRAINGER W W INC(GWW)520516-44315250.16%+94
LINCOLN ELEC HLDGS INC(LECO)2,4752,47505386320.19%+94
LOWES COS INC(LOW)2,8602,865+56367300.22%+93
HORMEL FOODS CORP(HRL)32,90032,90001,0561,1480.35%+91
GENTEX CORP(GNTX)26,03026,03008509400.29%+90
GENERAL DYNAMICS CORP(GD)3,8453,835-109981,0830.33%+85
HANOVER INS GROUP INC(THG)5,6705,660-106887710.24%+82
CAPITAL ONE FINL CORP(COF)4,3304,33005686450.20%+77
PROCTER AND GAMBLE CO(PG)4,8054,810+57047800.24%+76
BRITISH AMERN TOB PLC(BTI)60,18260,222+401,7631,8370.56%+74
VAIL RESORTS INC(MTN)7,7307,73001,6501,7220.53%+72
VILLAGE SUPER MKT INC(VLGEA)32,05031,825-2258419110.28%+70
NATIONAL PRESTO INDS INC(NPK)20,58520,530-551,6531,7200.53%+68
RELIANCE INC(RS)1,3551,325-303794430.14%+64
NEUBERGER BERMAN HIGH YIELD(NHS)184,869184,919+501,4271,4900.46%+63
PIMCO ETF TR
ENHAN SHRT MA AC
54,66554,858+1935,4555,5151.69%+60
CACI INTL INC(CACI)1,0851,080-53514090.13%+58
FTI CONSULTING INC(FCN)5,1055,10501,0171,0740.33%+57
FISERV INC(FISV)2,1002,10002793360.10%+57
INTEGER HLDGS CORP(ITGR)3,1203,12003093640.11%+55
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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