Fund HoldingsUncommon Cents Investing LLC

Total Portfolio Value
$272.63M
Total Bought
$11.02M
Total Sold
$15.06M
Net Transaction
-$4.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CONOCOPHILLIPS(COP)60,34558,295-2,0506,2526,9842.56%+731
BUNGE LIMITED032,215+32,21503,4871.28%+3,487
CATERPILLAR INC(CAT)01,455+1,45503970.15%+397
INTERNATIONAL PAPER CO(IP)083,055+83,05502,9461.08%+2,946
MAIN STR CAP CORP(MAIN)07,625+7,62503100.11%+310
BRISTOL-MYERS SQUIBB CO(BMY)05,330+5,33003090.11%+309
EMCOR GROUP INC(EME)10,26510,420+1551,8972,1920.80%+295
BERKSHIRE HATHAWAY INC DEL11,88012,400+5204,0514,3441.59%+293
TEXTRON INC(TXT)03,535+3,53502760.10%+276
TRUIST FINL CORP(TFC)09,499+9,49902720.10%+272
EXXON MOBIL CORP026,486+26,48603,1141.14%+3,114
COMCAST CORP NEW(CCZ)63,36465,144+1,7802,6332,8881.06%+256
STERLING INFRASTRUCTURE INC(STRL)14,15014,15007901,0400.38%+250
CNA FINL CORP(CNA)06,345+6,34502500.09%+250
EQT CORP(EQT)05,820+5,82002360.09%+236
MILLER INDS INC TENN069,532+69,53202,7261.00%+2,726
CHEVRON CORP NEW(CVX)012,072+12,07202,0360.75%+2,036
CISCO SYS INC(CSCO)68,01068,560+5503,5193,6861.35%+167
PACCAR INC(PCAR)5,7267,521+1,7954796390.23%+160
BIOGEN INC(BIIB)2,8003,715+9157989550.35%+157
PHILLIPS 66(PSX)2,5273,252+7252413910.14%+150
ADAM NAT RES FD INC65,20065,000-2001,3571,5030.55%+145
TEMPLETON EMERGING MKTS FD18,59532,021+13,4262203620.13%+142
OLD REP INTL CORP(ORI)81,42080,975-4452,0492,1810.80%+132
HUNT J B TRANS SVCS INC(JBHT)2,0402,655+6153695010.18%+131
METLIFE INC(MET)16,22016,550+3309171,0410.38%+124
CONSTELLATION ENERGY CORP(CEG)8,0977,914-1837418630.32%+122
AFLAC INC(AFL)22,98522,485-5001,6041,7260.63%+121
CVS HEALTH CORP(CVS)031,545+31,54502,2020.81%+2,202
WESTERN ASSET EMERGING MKTS
COM
012,900+12,90001070.04%+107
WILEY JOHN & SONS INC(WLY)039,990+39,99001,4860.55%+1,486
EVEREST GROUP LTD(EG)02,564+2,56409530.35%+953
MANPOWERGROUP INC WIS(MAN)13,73016,005+2,2751,0901,1730.43%+83
VILLAGE SUPER MKT INC27,83031,640+3,8106357160.26%+81
GENTEX CORP(GNTX)26,93026,455-4757888610.32%+73
JPMORGAN CHASE & CO(JPM)25,71526,285+5703,7403,8121.40%+72
PHILIP MORRIS INTL INC(PM)2,2663,136+8702212900.11%+69
3M CO(MMM)15,64417,449+1,8051,5661,6340.60%+68
FRESENIUS MED CARE AG&CO KGA(FMS)24,27030,020+5,7505816470.24%+66
TEMPLETON EMERGING MKTS INCO013,500+13,5000620.02%+62
ALLSTATE CORP(ALL)022,800+22,80002,5400.93%+2,540
UNITEDHEALTH GROUP INC(UNH)2,3102,31001,1101,1650.43%+54
ATLANTIC UN BANKSHARES CORP(AUB)016,980+16,98004890.18%+489
MOSAIC CO NEW(MOS)5,8656,965+1,1002052480.09%+43
NEWMONT CORP(NEM)012,765+12,76504720.17%+472
INTERNATIONAL BUSINESS MACHS(IBM)5,9805,98008008390.31%+39
ALPHABET INC(GOOG)3,0603,06003664000.15%+34
AT&T INC(T)22,34925,388+3,0393563810.14%+25
GENERAL DYNAMICS CORP(GD)03,910+3,91008640.32%+864
CNO FINL GROUP INC11,54012,465+9252732960.11%+23
COTERRA ENERGY INC15,96515,740-2254044260.16%+22
NUTRIEN LTD(NTR)010,295+10,29506360.23%+636
INTERACTIVE BROKERS GROUP IN(IBKR)17,32516,860-4651,4391,4590.54%+20
WALMART INC(WMT)7,5577,552-51,1881,2080.44%+20
CANADIAN NAT RES LTD(CNQ)04,120+4,12002660.10%+266
ALPHABET INC(GOOG)1,7001,70002062240.08%+18
FIRST BUSINESS FINL SVCS INC034,770+34,77001,0430.38%+1,043
KINDER MORGAN INC DEL(KMI)54,10557,000+2,8959329450.35%+13
RIO TINTO PLC(RIO)055,915+55,91503,5581.31%+3,558
BLACKROCK CORPOR HI YLD FD I(HYT)040,102+40,10203460.13%+346
RELIANCE STEEL & ALUMINUM CO(RS)1,3301,415+853613710.14%+10
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)8,3458,170-1755455530.20%+9
WILLIAMS COS INC(WMB)26,28525,600-6858588620.32%+5
GENERAL ELECTRIC CO(GE)20,92720,837-902,2992,3040.84%+5
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,8002,935+1352212230.08%+2
WYNDHAM HOTELS & RESORTS INC(WH)05,128+5,12803570.13%+357
SPDR SER TR
ST STR RATE ETF
28,34528,245-1008708680.32%-2
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
07,269+7,26905460.20%+546
WESTERN ASSET HIGH INCOME OP027,727+27,72701010.04%+101
FRANKLIN UNVL TR0154,340+154,34009800.36%+980
FIRST TR HIGH INCOME LONG /010,925+10,92501170.04%+117
HOME DEPOT INC(HD)82882802572500.09%-7
NEUBERGER BERMAN HIGH YIELD187,301184,719-2,5821,4031,3910.51%-12
INVESCO HIGH INCOME TR II022,455+22,45502230.08%+223
GENERAL AMERN INVS CO INC(GAM)10,98310,829-1544584460.16%-13
ALLIANCEBERNSTEIN GLOBAL HIG
COM
262,710268,210+5,5002,6172,6020.95%-15
KRAFT HEINZ CO(KHC)062,820+62,82002,1130.78%+2,113
ABRDN EMRG MKTS EQTY INCM FD222,756239,040+16,2841,1561,1400.42%-16
PROCTER AND GAMBLE CO(PG)04,745+4,74506920.25%+692
BLACKROCK CR ALLOCATION INCO049,943+49,94304830.18%+483
HANOVER INS GROUP INC(THG)05,685+5,68506310.23%+631
INTEGER HLDGS CORP(ITGR)2,9953,120+1252652450.09%-21
CENTRAL SECS CORP(CET)27,98628,231+2451,0221,0010.37%-21
ROYCE VALUE TR INC(RVT)27,26427,604+3403763550.13%-21
WHEATON PRECIOUS METALS CORP(WPM)08,590+8,59003480.13%+348
ALLSPRING MULTI SECTOR INCOM036,750+36,75003340.12%+334
ROBERT HALF INC.(RHI)012,240+12,24008970.33%+897
GOLDMAN SACHS GROUP INC(GS)01,460+1,46004720.17%+472
SCHWAB CHARLES CORP(SCHW)14,69714,69708338070.30%-26
FISERV INC(FISV)2,1002,10002652370.09%-28
ADAMS DIVERSIFIED EQUITY FD197,642197,974+3323,3223,2941.21%-28
DANAHER CORPORATION(DHR)01,520+1,52003770.14%+377
FORD MTR CO DEL(F)13,16913,669+5001991700.06%-29
BANK AMERICA CORP026,286+26,28607200.26%+720
NATIONAL PRESTO INDS INC(NPK)21,44221,165-2771,5701,5340.56%-36
INVESCO BD FD019,510+19,51002820.10%+282
PENTAIR PLC(PNR)36,00835,328-6802,3262,2870.84%-39
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
023,160+23,16001,3760.50%+1,376
LINCOLN ELEC HLDGS INC(LECO)2,4752,47504924500.17%-42
LAKELAND FINL CORP(LKFN)017,070+17,07008100.30%+810
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