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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Uncommon Cents Investing LLC

Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001085146-23-001696

Total Value
$273.8M
Positions
158
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (158)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT33,838$9.8M3.56%
2ASA GOLD AND PRECIOUS MTLS LG3156P103568,024$9.1M3.33%
3KROGER COKR178,580$8.8M3.22%
4ARCHER DANIELS MIDLAND COADM86,245$6.9M2.51%
5CONOCOPHILLIPSCOP61,045$6.1M2.21%
6PIMCO ETF TR72201R83359,310$5.9M2.15%
7WEYERHAEUSER CO MTN BEWY189,409$5.7M2.08%
8RAYTHEON TECHNOLOGIES CORPRTX53,374$5.2M1.91%
9TEMPLETON DRAGON FD INC88018T101486,391$5.2M1.88%
10NORFOLK SOUTHN CORP65584410823,560$5.0M1.82%
11WELLS FARGO CO NEW949746101128,759$4.8M1.76%
12JOHNSON & JOHNSONJNJ29,492$4.6M1.67%
13TRI CONTL CORP895436103171,929$4.6M1.67%
14FRANKLIN RESOURCES INCBEN168,705$4.5M1.66%
15ILLINOIS TOOL WKS INC45230810918,370$4.5M1.63%
16MERCK & CO INCMRK39,013$4.2M1.52%
17RIO TINTO PLCRTNTF55,090$3.8M1.38%
18WESTERN ASSET HIGH YIELD DEFHYI312,530$3.7M1.37%
19BERKSHIRE HATHAWAY INC DELBRK-A11,820$3.6M1.33%
20NUCOR CORPNUE23,515$3.6M1.33%
21CISCO SYS INCCSCO66,468$3.5M1.27%
22TARGET CORPTGT20,793$3.4M1.26%
23JPMORGAN CHASE & COVYLD25,250$3.3M1.20%
24PFIZER INCPFE75,802$3.1M1.13%
25ADAMS DIVERSIFIED EQUITY FD006212104198,637$3.1M1.13%
26ORACLE CORPORCL-PD32,550$3.0M1.10%
27BUNGE LIMITEDBG31,110$3.0M1.09%
28INTERNATIONAL PAPER CO46014610381,000$2.9M1.07%
29EXXON MOBIL CORPXOM26,617$2.9M1.07%
30NEW GERMANY FD INC644465106315,157$2.9M1.05%
31ZIMMER BIOMET HOLDINGS INCZBH21,556$2.8M1.02%
32WALGREENS BOOTS ALLIANCE INC93142710877,143$2.7M0.97%
33HARTFORD FINL SVCS GROUP INCHIG-PG36,520$2.5M0.93%
34ALLSTATE CORPALL-PJ22,930$2.5M0.93%
35NORDSON CORPNDSN11,385$2.5M0.92%
36MILLER INDS INC TENN60055120470,958$2.5M0.92%
37ALLIANCEBERNSTEIN GLOBAL HIGAWF257,360$2.5M0.91%
38MUELLER INDS INC62475610233,440$2.5M0.90%
39COMCAST CORP NEWCCZ62,526$2.4M0.87%
40MEDTRONIC PLCMDT28,942$2.3M0.85%
41KRAFT HEINZ COKHC59,575$2.3M0.84%
42EUROPEAN EQUITY FD INC298768102269,433$2.3M0.83%
43ALBEMARLE CORPALB-PA10,170$2.2M0.82%
44BRITISH AMERN TOB PLC11044810763,062$2.2M0.81%
45BARRICK GOLD CORP067901108116,480$2.2M0.79%
46CVS HEALTH CORPCVS28,830$2.1M0.78%
47OLD REP INTL CORP68022310481,640$2.0M0.74%
48GENERAL ELECTRIC CO36960430121,212$2.0M0.74%
49PENTAIR PLCPNR36,312$2.0M0.73%
50BOEING COBA-PA9,103$1.9M0.71%
51CHEVRON CORP NEWCVX11,846$1.9M0.71%
52PPG INDS INC69350610714,159$1.9M0.69%
53APPLE INCAAPL11,366$1.9M0.68%
54VAIL RESORTS INCMTN7,730$1.8M0.66%
55VERIZON COMMUNICATIONS INCVZ44,176$1.7M0.63%
56TIMKEN COTKR20,765$1.7M0.62%
57ELEVANCE HEALTH INCELV3,670$1.7M0.62%
58EMCOR GROUP INCEME10,265$1.7M0.61%
59WILEY JOHN & SONS INC96822320640,535$1.6M0.57%
60NATIONAL PRESTO INDS INC63721510421,492$1.5M0.57%
61ROYAL GOLD INCRGLD11,805$1.5M0.56%
62AFLAC INCAFL23,410$1.5M0.55%
63FIRST TR EXCHANGE-TRADED FD33739Q40824,280$1.4M0.53%
64INTERACTIVE BROKERS GROUP IN45841N10717,325$1.4M0.52%
653M COMMM13,549$1.4M0.52%
66ALAMO GROUP INCALG7,630$1.4M0.51%
67PHOTRONICS INCPLAB83,615$1.4M0.51%
68NEUBERGER BERMAN HIGH YIELD64128C106159,742$1.4M0.50%
69HORMEL FOODS CORPHRL33,880$1.4M0.49%
70ADAM NAT RES FD INC00548F10565,380$1.3M0.49%
71INGREDION INCINGR12,815$1.3M0.48%
72JOHNSON CTLS INTL PLCG5150210521,399$1.3M0.47%
73DISNEY WALT CO25468710611,638$1.2M0.43%
74WALMART INCWMT7,692$1.1M0.41%
75PLEXUS CORPPLXS11,595$1.1M0.41%
76ROCKWELL AUTOMATION INCROK3,775$1.1M0.40%
77LAKELAND FINL CORP51165610017,570$1.1M0.40%
78UNITEDHEALTH GROUP INCUNH2,310$1.1M0.40%
79ABRDN EMRG MKTS EQTY INCM FDAEF201,510$1.1M0.39%
80FIRST BUSINESS FINL SVCS INC31939010035,170$1.1M0.39%
81FRANKLIN UNVL TR355145103144,391$1.0M0.38%
82EXELON CORPEXC24,455$1.0M0.37%
83FTI CONSULTING INCFCN5,105$1.0M0.37%
84TAPESTRY INCTPR23,330$1.0M0.37%
85ROBERT HALF INTL INCRHI12,415$1.0M0.37%
86PEOPLES BANCORP INCPEBO38,518$991,8260.36%
87MANPOWERGROUP INC WISMAN11,910$982,9320.36%
88CENTRAL SECS CORP15512310227,976$973,0950.36%
89KINDER MORGAN INC DELEP-PC52,560$920,3260.34%
90EVEREST RE GROUP LTDEG2,499$894,6920.33%
91AGNICO EAGLE MINES LTDAEM17,545$894,2690.33%
92GENERAL DYNAMICS CORPGD3,885$886,5960.32%
93SPDR SER TR78468R20028,265$860,1040.31%
94METLIFE INCMET-PF14,825$858,9600.31%
95HONEYWELL INTL INC4385161064,400$840,9280.31%
96WILLIAMS COS INC96945710026,615$794,7240.29%
97INTERNATIONAL BUSINESS MACHSINTR5,968$782,3450.29%
98BANK AMERICA CORP06050510427,088$774,7170.28%
99NUTRIEN LTDNTR10,465$772,8400.28%
100SCHWAB CHARLES CORPSCHW-PJ14,697$769,8290.28%
101GENTEX CORPGNTX26,980$756,2490.28%
102HANOVER INS GROUP INC4108671055,865$753,6520.28%
103SWISS HELVETIA FD INCSWZ90,144$714,8400.26%
104REGAL REXNORD CORPORATIONRRX5,030$707,8720.26%
105PROCTER AND GAMBLE CO7427181094,720$701,8170.26%
106ALLEGIANT TRAVEL COALGT7,568$696,0590.25%
107PEPSICO INCPEP3,787$690,3700.25%
108AIR PRODS & CHEMS INCAIIR2,340$672,0710.25%
109CENTRAL & EASTERN EUROPE FD15343610082,608$667,2830.24%
110BLACK HILLS CORPBKH10,490$661,9190.24%
111CONSTELLATION ENERGY CORPCEG8,088$634,9080.23%
112AMN HEALTHCARE SVCS INC0017441017,495$621,7850.23%
113VILLAGE SUPER MKT INC92710740927,155$621,3060.23%
114TEXAS INSTRS INC8825081043,335$620,3430.23%
115ATLANTIC UN BANKSHARES CORP04911A10717,145$600,9320.22%
116GE HEALTHCARE TECHNOLOGIES IGEHC7,299$598,7370.22%
117LOWES COS INC5486611072,860$571,9140.21%
118VANGUARD SCOTTSDALE FDS92206C4097,265$553,8110.20%
119ALLIANT ENERGY CORPLNT10,336$551,9420.20%
120STERLING INFRASTRUCTURE INCSTRL14,230$539,0320.20%
121COGNIZANT TECHNOLOGY SOLUTIOCTSH8,410$512,4210.19%
122BLACKROCK CR ALLOCATION INCOBLK49,280$507,0860.19%
123GOLDMAN SACHS GROUP INCGSCE1,545$505,3850.18%
124CAPITAL ONE FINL CORP14040H1055,005$481,2810.18%
125INSIGHT SELECT INCOME FD45781W10929,830$473,7000.17%
126BLACKROCK INCBLK670$448,3100.16%
127DANAHER CORPORATION2358511021,770$446,1110.16%
128GRAINGER W W INC384802104645$444,2820.16%
129GENERAL AMERN INVS CO INC36880210411,102$431,9790.16%
130NEWMONT CORPNEMCL8,760$429,4150.16%
131WHEATON PRECIOUS METALS CORPWPM8,710$419,4740.15%
132LINCOLN ELEC HLDGS INC5339001062,475$418,5220.15%
133FRESENIUS MED CARE AG&CO KGAFMCQF19,005$404,0460.15%
134COTERRA ENERGY INCCTRA15,975$392,0260.14%
135BIOGEN INCBIIB1,340$372,5600.14%
136ROYCE VALUE TR INCRVT26,944$365,6350.13%
137HUNT J B TRANS SVCS INC4456581072,040$357,9380.13%
138ALLSPRING MULTI SECTOR INCOMERC38,650$353,6480.13%
139WYNDHAM HOTELS & RESORTS INCWH5,178$351,3270.13%
140RELIANCE STEEL & ALUMINUM CORS1,330$341,4640.12%
141BLACKROCK CORPOR HI YLD FD IBLK38,117$332,3800.12%
142INVESCO BD FDIVZ21,510$331,4690.12%
143ALPHABET INCGOOG3,000$311,1900.11%
144AT&T INCT-PC15,772$303,6110.11%
145HOME DEPOT INCHD828$244,3590.09%
146CANADIAN NAT RES LTD1363851014,330$239,6660.09%
147FISERV INCFISV2,100$237,3630.09%
148INVESCO HIGH INCOME TR IIIVZ22,455$235,7780.09%
149PACCAR INCPCAR3,163$231,5320.08%
150INTEGER HLDGS CORPITGR2,980$230,9500.08%
151CNO FINL GROUP INC12621E10310,230$227,0040.08%
152ISHARES TR464287200549$225,6830.08%
153TEMPLETON EMERGING MKTS FD88019110118,115$211,9460.08%
154VANGUARD SCOTTSDALE FDS92206C8702,500$200,5500.07%
155BROOKFIELD REAL ASSETS INCOMRA10,249$168,5960.06%
156FORD MTR CO DEL34537086013,040$164,3040.06%
157FIRST TR HIGH INCOME LONG /33738E10910,825$122,8640.04%
158WESTERN ASSET HIGH INCOME OPHIO27,727$105,6400.04%