Fund HoldingsUncommon Cents Investing LLC

Total Portfolio Value
$413.14M
Total Bought
$17.92M
Total Sold
$22.96M
Net Transaction
-$5.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)10,60925,264+14,6552,7016,8681.66%+4,167
ASA GOLD AND PRECIOUS MTLS L
SHS
517,774440,404-77,37023,71426,2796.36%+2,565
BARRICK MNG CORP(B)116,650115,900-7503,8235,0471.22%+1,225
WELLS FARGO CO NEW(WFC)112,677111,819-8589,44510,4222.52%+977
MERCK & CO INC(MRK)39,24639,656+4103,2944,1741.01%+880
RIO TINTO PLC(RIO)60,14560,555+4103,9704,8461.17%+876
SPDR SERIES TRUST
ST STR RATE ETF
028,250+28,25008680.21%+868
RTX CORPORATION(RTX)52,58152,455-1268,7989,6202.33%+822
MUELLER INDS INC(MLI)58,27057,780-4905,8926,6331.61%+741
PHOTRONICS INC(PLAB)78,97078,400-5701,8122,5090.61%+696
JOHNSON & JOHNSON(JNJ)30,49330,382-1115,6546,2881.52%+634
NUCOR CORP(NUE)21,10521,220+1152,8583,4610.84%+603
CISCO SYS INC(CSCO)069,220+69,22005,3321.29%+5,332
ALBEMARLE CORP(ALB)8,7558,75507101,2380.30%+528
NEWMONT CORP(NEM)34,73534,210-5252,9293,4160.83%+487
TAPESTRY INC(TPR)27,30027,215-853,0913,4770.84%+386
CATERPILLAR INC(CAT)3,4363,406-301,6391,9510.47%+312
HUNT J B TRANS SVCS INC(JBHT)05,067+5,06709850.24%+985
BLACKROCK ENHANCED INTL DIV507,812546,568+38,7562,9203,2140.78%+294
BUNGE GLOBAL SA(BG)033,356+33,35602,9710.72%+2,971
OLD REP INTL CORP(ORI)78,20978,569+3603,3223,5860.87%+264
ROYAL GOLD INC(RGLD)11,81011,81002,3692,6250.64%+256
EXXON MOBIL CORP27,07827,496+4183,0533,3090.80%+256
TIMKEN CO(TKR)27,34027,465+1252,0552,3110.56%+255
ADAMS DIVERSIFIED EQUITY FD182,577185,011+2,4344,0714,3141.04%+243
JOHNSON CTLS INTL PLC
SHS
20,23920,463+2242,2252,4500.59%+225
GOLDMAN SACHS GROUP INC(GS)2,4102,435+251,9192,1400.52%+221
JPMORGAN CHASE & CO.(JPM)25,81025,945+1358,1418,3602.02%+219
CUMMINS INC(CMI)2,4652,46501,0411,2580.30%+217
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
9,71212,310+2,5988171,0310.25%+214
ALPHABET INC(GOOG)2,9892,98907279360.23%+209
AMAZON COM INC(AMZN)0905+90502090.05%+209
CAPITAL ONE FINL CORP(COF)05,780+5,78001,4010.34%+1,401
CENTRAL & EASTERN EUROPE FD080,543+80,54301,4260.35%+1,426
HARTFORD INSURANCE GROUP INC(HIG)36,31536,475+1604,8445,0261.22%+182
ZIMMER BIOMET HOLDINGS INC(ZBH)20,92824,948+4,0202,0612,2430.54%+182
ELEVANCE HEALTH INC FORMERLY(ELV)04,515+4,51501,5830.38%+1,583
TARGET CORP(TGT)024,095+24,09502,3550.57%+2,355
GE VERNOVA INC(GEV)4,8374,812-252,9743,1450.76%+171
ABRDN EMERGING MARKETS EX CH323,726323,72602,0982,2660.55%+168
BRITISH AMERN TOB PLC(BTI)56,46555,715-7502,9973,1550.76%+157
TEMPLETON EMERGING MKTS INCO188,695205,260+16,5651,1701,3240.32%+154
WALMART INC(WMT)22,50922,194-3152,3202,4730.60%+153
CVS HEALTH CORP(CVS)37,57537,565-102,8332,9810.72%+148
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)08,425+8,42506990.17%+699
BRISTOL-MYERS SQUIBB CO(BMY)012,613+12,61306800.16%+680
NORDSON CORP(NDSN)10,14310,133-102,3022,4360.59%+134
ALLEGIANT TRAVEL CO(ALGT)05,575+5,57504750.12%+475
DANAHER CORPORATION(DHR)03,704+3,70408480.21%+848
BLACKROCK CORPOR HI YLD FD I(HYT)73,87592,860+18,9857028260.20%+125
ALPHABET INC(GOOG)1,7401,74004245460.13%+122
3M CO(MMM)25,33525,315-203,9314,0530.98%+121
UNITED PARCEL SERVICE INC(UPS)04,308+4,30804270.10%+427
ENERSYS(ENS)3,5953,585-104065260.13%+120
FIRST BUSINESS FINL SVCS INC034,743+34,74301,8870.46%+1,887
VIATRIS INC(VTRS)037,905+37,90504720.11%+472
CONSTELLATION ENERGY CORP(CEG)06,033+6,03302,1310.52%+2,131
FRANKLIN RESOURCES INC(BEN)0166,042+166,04203,9670.96%+3,967
ROCKWELL AUTOMATION INC(ROK)03,110+3,11001,2100.29%+1,210
BLACK HILLS CORP11,10511,405+3006847920.19%+108
PACCAR INC(PCAR)09,153+9,15301,0020.24%+1,002
BIOGEN INC(BIIB)02,779+2,77904890.12%+489
SOUTHERN COPPER CORP(SCCO)3,7813,893+1124595590.14%+100
INTERNATIONAL BUSINESS MACHS(IBM)09,152+9,15202,7110.66%+2,711
DOW INC(DOW)021,570+21,57005040.12%+504
FREEPORT-MCMORAN INC(FCX)07,815+7,81503970.10%+397
BENCHMARK ELECTRS INC(BHE)016,870+16,87007210.17%+721
TEMPLETON EMERGING MKTS FD155,608157,428+1,8202,6052,6810.65%+76
BANK AMERICA CORP22,68622,656-301,1701,2460.30%+76
TRUIST FINL CORP(TFC)013,480+13,48006630.16%+663
SCHWAB CHARLES CORP(SCHW)14,40014,40001,3751,4390.35%+64
MEDTRONIC PLC(MDT)32,88733,222+3353,1323,1910.77%+59
UNIVERSAL HLTH SVCS INC(UHS)4,5694,554-159349930.24%+59
WHEATON PRECIOUS METALS CORP(WPM)8,9408,970+301,0001,0540.26%+54
CNO FINL GROUP INC021,290+21,29009040.22%+904
BHP GROUP LTD7,1207,465+3453974510.11%+54
WESTERN ASSET EMERGING MKTS
COM
86,42088,820+2,4008929440.23%+52
RALPH LAUREN CORP(RL)01,300+1,30004600.11%+460
PERMIAN RESOURCES CORP(PR)016,590+16,59002330.06%+233
GENERAL MLS INC(GIS)5,5457,090+1,5452803300.08%+50
PIMCO ETF TR
ENHAN SHRT MA AC
53,09053,760+6705,3465,3941.31%+49
CNA FINL CORP(CNA)026,750+26,75001,2770.31%+1,277
SOLVENTUM CORP(SOLV)08,586+8,58606800.16%+680
CENTRAL SECS CORP(CET)28,44529,655+1,2101,4611,5040.36%+43
FTI CONSULTING INC(FCN)04,440+4,44007580.18%+758
GE HEALTHCARE TECHNOLOGIES I(GEHC)06,596+6,59605410.13%+541
AMERICAN INTL GROUP INC03,480+3,48002980.07%+298
374WATER INC018,200+18,2000370.01%+37
PLEXUS CORP(PLXS)9,8509,925+751,4251,4590.35%+34
RELIANCE INC(RS)01,265+1,26503650.09%+365
CACI INTL INC(CACI)01,044+1,04405560.13%+556
NUTRIEN LTD(NTR)010,710+10,71006610.16%+661
GE AEROSPACE(GE)18,73418,386-3485,6365,6631.37%+28
KINROSS GOLD CORP(KGC)9,5509,350-2002372630.06%+26
COTERRA ENERGY INC013,930+13,93003670.09%+367
US BANCORP DEL(USB)04,817+4,81702570.06%+257
GENERAL DYNAMICS CORP(GD)4,3484,473+1251,4831,5060.36%+23
PGIM GLOBAL HIGH YIELD FD FO10,34012,665+2,3251331560.04%+23
TEXTRON INC(TXT)07,701+7,70106710.16%+671
WW GRAINGER INC(GWW)0335+33503380.08%+338
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