Fund HoldingsUncommon Cents Investing LLC

Total Portfolio Value
$282.88M
Total Bought
$8.22M
Total Sold
$14.18M
Net Transaction
-$5.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)33,83833,678-1609,75511,4694.05%+1,713
ORACLE CORP(ORCL)32,55032,050-5003,0253,8171.35%+792
PHOTRONICS INC(PLAB)83,61583,005-6101,3862,1410.76%+754
WELLS FARGO CO NEW(WFC)128,759128,864+1054,8135,5001.94%+687
WEYERHAEUSER CO MTN BE(WY)189,409188,919-4905,7076,3312.24%+624
MUELLER INDS INC(MLI)33,44033,315-1252,4572,9081.03%+451
JPMORGAN CHASE & CO(JPM)25,25025,715+4653,2903,7401.32%+450
374WATER INC0180,000+180,00004300.15%+430
BIOGEN INC(BIIB)02,800+2,80007980.28%+798
BERKSHIRE HATHAWAY INC DEL11,82011,880+603,6504,0511.43%+401
APPLE INC(AAPL)11,36611,666+3001,8742,2630.80%+389
NORFOLK SOUTHN CORP(NSC)23,56023,555-54,9955,3411.89%+347
ZIMMER BIOMET HOLDINGS INC(ZBH)21,55621,386-1702,7853,1141.10%+329
PENTAIR PLC(PNR)36,31236,008-3042,0072,3260.82%+319
TIMKEN CO(TKR)20,76521,945+1,1801,6972,0090.71%+312
MERCK & CO INC(MRK)39,01338,663-3504,1514,4611.58%+311
NORDSON CORP(NDSN)11,38511,300-852,5302,8040.99%+274
GENERAL ELECTRIC CO(GE)21,21220,927-2852,0282,2990.81%+271
COMCAST CORP NEW(CCZ)62,52663,364+8382,3702,6330.93%+262
JOHNSON & JOHNSON(JNJ)29,49229,202-2904,5714,8341.71%+262
STERLING INFRASTRUCTURE INC(STRL)014,150+14,15007900.28%+790
ALLEGIANT TRAVEL CO(ALGT)07,488+7,48809460.33%+946
PACCAR INC(PCAR)05,726+5,72604790.17%+479
PHILLIPS 66(PSX)02,527+2,52702410.09%+241
ADAMS DIVERSIFIED EQUITY FD198,637197,642-9953,0893,3221.17%+234
FORTUNE BRANDS INNOVATIONS I(FBIN)03,175+3,17502280.08%+228
EMCOR GROUP INC(EME)10,26510,26501,6691,8970.67%+228
PHILIP MORRIS INTL INC(PM)02,266+2,26602210.08%+221
MEDTRONIC PLC(MDT)28,94228,897-452,3332,5460.90%+213
PPG INDS INC(PPG)14,15914,15901,8912,1000.74%+208
ALPHABET INC(GOOG)01,700+1,70002060.07%+206
MOSAIC CO NEW(MOS)05,865+5,86502050.07%+205
CONOCOPHILLIPS(COP)61,04560,345-7006,0566,2522.21%+196
AMN HEALTHCARE SVCS INC07,495+7,49508180.29%+818
JOHNSON CTLS INTL PLC
SHS
21,39921,564+1651,2891,4690.52%+181
NUCOR CORP(NUE)23,51523,235-2803,6323,8101.35%+178
FRESENIUS MED CARE AG&CO KGA(FMS)024,270+24,27005810.21%+581
3M CO(MMM)13,54915,644+2,0951,4241,5660.55%+142
VAIL RESORTS INC(MTN)7,7307,73001,8061,9460.69%+140
ROCKWELL AUTOMATION INC(ROK)3,7753,765-101,1081,2400.44%+133
TRI CONTL CORP(TY)171,929171,153-7764,5654,6931.66%+128
ALLIANCEBERNSTEIN GLOBAL HIG
COM
257,360262,710+5,3502,5022,6170.92%+115
MANPOWERGROUP INC WIS(MAN)11,91013,730+1,8209831,0900.39%+107
CONSTELLATION ENERGY CORP(CEG)08,097+8,09707410.26%+741
EUROPEAN EQUITY FD INC269,433275,708+6,2752,2762,3740.84%+98
AFLAC INC(AFL)23,41022,985-4251,5101,6040.57%+94
ILLINOIS TOOL WKS INC(ITW)18,37018,230-1404,4724,5601.61%+88
HARTFORD FINL SVCS GROUP INC(HIG)36,52036,500-202,5452,6290.93%+84
CENTRAL & EASTERN EUROPE FD082,408+82,40807470.26%+747
HONEYWELL INTL INC(HON)4,4004,427+278419190.32%+78
ABRDN EMRG MKTS EQTY INCM FD201,510222,756+21,2461,0801,1560.41%+76
LOWES COS INC(LOW)02,860+2,86006460.23%+646
LINCOLN ELEC HLDGS INC(LECO)02,475+2,47504920.17%+492
CAPITAL ONE FINL CORP(COF)05,005+5,00505470.19%+547
GRAINGER W W INC(GWW)0645+64505090.18%+509
SCHWAB CHARLES CORP(SCHW)14,69714,69707708330.29%+63
REGAL REXNORD CORPORATION(RRX)05,010+5,01007710.27%+771
WILLIAMS COS INC(WMB)26,61526,285-3307958580.30%+63
METLIFE INC(MET)14,82516,220+1,3958599170.32%+58
ALPHABET INC(GOOG)03,060+3,06003660.13%+366
WALMART INC(WMT)7,6927,557-1351,1341,1880.42%+54
AT&T INC(T)022,349+22,34903560.13%+356
TAPESTRY INC(TPR)23,33024,665+1,3351,0061,0560.37%+50
CENTRAL SECS CORP(CET)27,97627,986+109731,0220.36%+49
CNO FINL GROUP INC011,540+11,54002730.10%+273
CISCO SYS INC(CSCO)66,46868,010+1,5423,4753,5191.24%+44
INGREDION INC(INGR)12,81512,705-1101,3041,3460.48%+42
NEUBERGER BERMAN HIGH YIELD159,742187,301+27,5591,3611,4030.50%+42
FORD MTR CO DEL(F)013,169+13,16901990.07%+199
INTEGER HLDGS CORP(ITGR)02,995+2,99502650.09%+265
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)08,345+8,34505450.19%+545
GENTEX CORP(GNTX)026,930+26,93007880.28%+788
RAYTHEON TECHNOLOGIES CORP(RTX)53,37453,676+3025,2275,2581.86%+31
ALLIANT ENERGY CORP(LNT)011,082+11,08205820.21%+582
FISERV INC(FISV)02,100+2,10002650.09%+265
GENERAL AMERN INVS CO INC(GAM)010,983+10,98304580.16%+458
AIR PRODS & CHEMS INC02,330+2,33006980.25%+698
SWISS HELVETIA FD INC089,990+89,99007400.26%+740
PEOPLES BANCORP INC(PEBO)38,51838,282-2369921,0160.36%+25
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,800+2,80002210.08%+221
NATIONAL PRESTO INDS INC(NPK)21,49221,442-501,5491,5700.55%+20
RELIANCE STEEL & ALUMINUM CO(RS)01,330+1,33003610.13%+361
ISHARES TR0549+54902450.09%+245
UNITEDHEALTH GROUP INC(UNH)2,3102,31001,0921,1100.39%+19
INTERNATIONAL BUSINESS MACHS(IBM)5,9685,980+127828000.28%+18
ALBEMARLE CORP(ALB)10,17010,155-152,2482,2650.80%+18
BLACKROCK INC(BLK)0670+67004630.16%+463
VILLAGE SUPER MKT INC027,830+27,83006350.22%+635
ADAM NAT RES FD INC65,38065,200-1801,3441,3570.48%+13
HOME DEPOT INC(HD)0828+82802570.09%+257
COTERRA ENERGY INC015,965+15,96504040.14%+404
HORMEL FOODS CORP(HRL)33,88033,88001,3511,3630.48%+12
HUNT J B TRANS SVCS INC(JBHT)02,040+2,04003690.13%+369
KINDER MORGAN INC DEL(KMI)52,56054,105+1,5459209320.33%+11
PEPSICO INC(PEP)03,787+3,78707010.25%+701
OLD REP INTL CORP(ORI)81,64081,420-2202,0392,0490.72%+11
ROYCE VALUE TR INC(RVT)027,264+27,26403760.13%+376
SPDR SER TR
ST STR RATE ETF
28,26528,345+808608700.31%+10
INTERACTIVE BROKERS GROUP IN(IBKR)17,32517,32501,4301,4390.51%+9
TEMPLETON EMERGING MKTS FD018,595+18,59502200.08%+220
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