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Home > Institutional Investor > Basepoint Wealth Llc > Profile

Instuitional Investor - Basepoint Wealth Llc

Fund Profile
Filing Period:
Fund Name: Basepoint Wealth Llc
Portfolio Value $174,794,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 788,317 $27,937,954 15.98%
2.
Sprott Physical Silver Trust
 PSLV 973,831 $23,751,748 13.59%
3.
Akre Focus Etf - ETF
 335,521 $17,732,289 10.14%
4.
Deere & Co
 DE 11,797 $6,645,459 3.8%
5.
Sector Spdr Trust
 XLE 123,420 $5,663,739 3.24%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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