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CIK: 0001729754
Total reported value
$461.5M
$461.5M
195 檔
11.4%
During the Q1 2025 filing period, Uncommon Cents Investing LLC (CIK: 0001729754) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $461.5M across 195 reported positions.
In Q1 2025, Uncommon Cents Investing LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ASA | ASA Gold and Precious Metals Limited | Stock-Other | 4.73% | -1.38% | -0.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.10% | -1.59% | |
| 3 | KR | Kroger Co | Stock-Consumer Staples | 2.82% | -0.68% | -14.00% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 2.42% | -0.06% | -5.06% | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 2.08% | -0.21% | -3.13% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.01% | -2.03% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | +0.07% | -1.20% | |
| 8 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.80% | +0.03% | -1.31% | |
| 9 | COP | Conocophillips | Stock-Energy | 1.62% | -0.43% | -0.93% | |
| 10 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.59% | -0.07% | -0.07% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.48% | -0.08% | -7.99% | |
| 12 | TY | Tri-continental CORP | Stock-Other | 1.47% | +0.02% | -1.78% | |
| 13 | TDF | Templeton Dragon Fund Inc | Stock-Other | 1.44% | -0.05% | +3.93% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.03% | +3.25% | |
| 15 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.33% | -0.03% | +2.70% | |
| 16 | IP | International Paper Co | Stock-Consumer Disc | 1.32% | — | -1.50% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.25% | +0.49% | -1.23% | |
| 18 | ALL | Allstate CORP | Stock-Financials | 1.22% | +0.06% | -3.21% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.21% | -0.03% | -2.07% | |
| 20 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.21% | -0.10% | -2.54% | |
| 21 | MLI | Mueller Industries Inc | Stock-Industrials | 1.21% | +0.03% | -3.20% | |
| 22 | GE | General Electric | Stock-Industrials | 1.10% | +0.26% | -3.39% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.09% | -0.05% | -4.66% | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.08% | +0.05% | -0.94% | |
| 25 | ADX | Adams Diversified Equity | Stock-Other | 1.04% | +0.08% | -1.69% | |
| 26 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.03% | -0.06% | +1.99% | |
| 27 | HYI | Western Asset High Yield Opp | Stock-Other | 1.02% | -0.02% | -1.76% | |
| 28 | GF | New Germany Fund Inc/the | Stock-Other | 0.98% | +0.05% | +7.06% | |
| 29 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.98% | -0.02% | +0.63% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | +0.03% | +2.88% | |
| 31 | EME | Emcor Group Inc | Stock-Industrials | 0.96% | +0.07% | -3.01% | |
| 32 | BEN | Franklin Resources Inc | Stock-Financials | 0.96% | +0.28% | -0.59% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.26% | -1.49% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | -0.11% | +4.61% | |
| 35 | ORI | Old Republic Intl CORP | Stock-Financials | 0.87% | -0.04% | -1.16% | |
| 36 | EEA | European Equity Fund Inc/the | Stock-Other | 0.85% | +0.02% | -1.22% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.84% | -0.09% | +1.75% | |
| 38 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.83% | +0.15% | — | |
| 39 | PNR | Pentair plc | Stock-Industrials | 0.83% | -0.12% | -2.68% | |
| 40 | MLR | Miller Industries Inc/tenn | Stock-Other | 0.80% | +0.03% | -1.92% | |
| 41 | NUE | Nucor CORP | Stock-Materials | 0.75% | +0.18% | -0.59% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.74% | -0.01% | -1.64% | |
| 43 | BG | Bunge Global SA | Stock-Consumer Staples | 0.72% | -0.21% | +0.93% | |
| 44 | CVS | Cvs Health CORP | Stock-Healthcare | 0.71% | +0.22% | -0.54% | |
| 45 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.71% | — | +5.57% | |
| 46 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.70% | -0.01% | -1.29% | |
| 47 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.69% | — | -0.30% | |
| 48 | ABX | Barrick Gold CORP | Stock-Financials | 0.67% | — | -0.31% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | +0.08% | -2.29% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.10% | -1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASA | ASA Gold and Precious Metals Limited | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | KR | Kroger Co | — | NEW | New buy |
| 4 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 5 | RTX | Rtx CORP | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 9 | COP | Conocophillips | — | NEW | New buy |
| 10 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 11 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 12 | TY | Tri-continental CORP | — | NEW | New buy |
| 13 | TDF | Templeton Dragon Fund Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 16 | IP | International Paper Co | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | ALL | Allstate CORP | — | NEW | New buy |
| 19 | ITW | Illinois Tool Works | — | NEW | New buy |
| 20 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 21 | MLI | Mueller Industries Inc | — | NEW | New buy |
| 22 | GE | General Electric | — | NEW | New buy |
| 23 | ORCL | Oracle CORP | — | NEW | New buy |
| 24 | MMM | 3m Co | — | NEW | New buy |
| 25 | ADX | Adams Diversified Equity | — | NEW | New buy |
| 26 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 27 | HYI | Western Asset High Yield Opp | — | NEW | New buy |
| 28 | GF | New Germany Fund Inc/the | — | NEW | New buy |
| 29 | XAWFX | Alliancebernstein Gl Hi Inc | — | NEW | New buy |
| 30 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 31 | EME | Emcor Group Inc | — | NEW | New buy |
| 32 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 35 | ORI | Old Republic Intl CORP | — | NEW | New buy |
| 36 | EEA | European Equity Fund Inc/the | — | NEW | New buy |
| 37 | MDT | Medtronic plc | — | NEW | New buy |
| 38 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 39 | PNR | Pentair plc | — | NEW | New buy |
| 40 | MLR | Miller Industries Inc/tenn | — | NEW | New buy |
| 41 | NUE | Nucor CORP | — | NEW | New buy |
| 42 | TGT | Target CORP | — | NEW | New buy |
| 43 | BG | Bunge Global SA | — | NEW | New buy |
| 44 | CVS | Cvs Health CORP | — | NEW | New buy |
| 45 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 46 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 47 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 48 | ABX | Barrick Gold CORP | — | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 50 | AAPL | Apple Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Uncommon Cents Investing LLC reported a total U.S. public equity portfolio value of $461.5M across 195 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ASA, MSFT, KR) accounted for 11.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
ASA
市值: $16.1M
During Q1 2025, Uncommon Cents Investing LLC's top holdings by market value included ASA (4.7%)、MSFT (3.3%)、KR (2.8%). The largest single position, ASA, represented 4.7% of total portfolio value.
In Q1 2025, Uncommon Cents Investing LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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