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Home > Institutional Investor > Basepoint Wealth Llc > 13F Holdings

Instuitional Investor - Basepoint Wealth Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 730,965 $22,053,214 12.62%
2.
Sector Spdr Trust
 XLE 387,019 $17,547,442 10.04%
3.
Sprott Physical Silver Trust
 PSLV 865,438 $16,330,823 9.34%
4.
Akre Focus Etf - ETF
 192,329 $10,229,984 5.85%
5.
Deere & Co
 DE 11,737 $7,445,448 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.