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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 Q1 2025 · Filed April 23, 2025 · Accession 0001085146-25-002238

Total Value
$341.0M
Positions
195
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (195)

#IssuerTicker / CUSIPSharesValue% of Filing
1ASA GOLD AND PRECIOUS MTLS LG3156P103535,359$16.1M4.73%
2MICROSOFT CORPMSFT30,107$11.3M3.31%
3KROGER COKR141,989$9.6M2.82%
4WELLS FARGO CO NEW949746101114,919$8.3M2.42%
5RTX CORPORATIONRTX53,498$7.1M2.08%
6BERKSHIRE HATHAWAY INC DELBRK-A12,605$6.7M1.97%
7JPMORGAN CHASE & CO.VYLD25,841$6.3M1.86%
8NORFOLK SOUTHN CORP65584410825,967$6.2M1.80%
9CONOCOPHILLIPSCOP52,560$5.5M1.62%
10WEYERHAEUSER CO MTN BEWY184,796$5.4M1.59%
11PIMCO ETF TR72201R83350,005$5.0M1.48%
12TRI CONTL CORP895436103163,916$5.0M1.47%
13TEMPLETON DRAGON FD INC88018T101507,410$4.9M1.44%
14JOHNSON & JOHNSONJNJ28,881$4.8M1.40%
15ARCHER DANIELS MIDLAND COADM94,410$4.5M1.33%
16INTERNATIONAL PAPER CO46014610384,057$4.5M1.32%
17CISCO SYS INCCSCO68,939$4.3M1.25%
18ALLSTATE CORPALL-PJ20,050$4.2M1.22%
19ILLINOIS TOOL WKS INC45230810916,702$4.1M1.21%
20HARTFORD FINL SVCS GROUP INCHIG-PG33,430$4.1M1.21%
21MUELLER INDS INC62475610254,260$4.1M1.21%
22GE AEROSPACE36960430118,792$3.8M1.10%
23ORACLE CORPORCL-PD26,475$3.7M1.09%
243M COMMM25,022$3.7M1.08%
25ADAMS DIVERSIFIED EQUITY FD006212104186,032$3.5M1.04%
26RIO TINTO PLCRTNTF58,305$3.5M1.03%
27WESTERN ASSET HIGH YIELD DEFHYI293,450$3.5M1.02%
28NEW GERMANY FD INC644465106341,834$3.4M0.98%
29ALLIANCEBERNSTEIN GLOBAL HIGAWF310,775$3.3M0.98%
30MERCK & CO INCMRK36,635$3.3M0.96%
31EMCOR GROUP INCEME8,865$3.3M0.96%
32FRANKLIN RESOURCES INCBEN169,644$3.3M0.96%
33EXXON MOBIL CORPXOM26,634$3.2M0.93%
34COMCAST CORP NEWCCZ82,444$3.0M0.89%
35OLD REP INTL CORP68022310475,509$3.0M0.87%
36EUROPEAN EQUITY FD INC298768102316,894$2.9M0.85%
37MEDTRONIC PLCMDT31,897$2.9M0.84%
38INTERACTIVE BROKERS GROUP IN45841N10717,120$2.8M0.83%
39PENTAIR PLCPNR32,308$2.8M0.83%
40MILLER INDS INC TENN60055120464,526$2.7M0.80%
41NUCOR CORPNUE21,318$2.6M0.75%
42TARGET CORPTGT24,039$2.5M0.74%
43BUNGE GLOBAL SABG32,075$2.5M0.72%
44CVS HEALTH CORPCVS35,939$2.4M0.71%
45KRAFT HEINZ COKHC79,714$2.4M0.71%
46BRITISH AMERN TOB PLC11044810757,610$2.4M0.70%
47ZIMMER BIOMET HOLDINGS INCZBH20,691$2.3M0.69%
48BARRICK GOLD CORP067901108117,589$2.3M0.67%
49INTERNATIONAL BUSINESS MACHSINTR9,178$2.3M0.67%
50APPLE INCAAPL10,272$2.3M0.67%
51AGNICO EAGLE MINES LTDAEM20,859$2.3M0.66%
52CHEVRON CORP NEWCVX13,365$2.2M0.66%
53NORDSON CORPNDSN10,283$2.1M0.61%
54TAPESTRY INCTPR28,610$2.0M0.59%
55AFLAC INCAFL17,940$2.0M0.59%
56VERIZON COMMUNICATIONS INCVZ42,997$2.0M0.57%
57ROYAL GOLD INCRGLD11,880$1.9M0.57%
58WALMART INCWMT22,056$1.9M0.57%
59PFIZER INCPFE75,387$1.9M0.56%
60TIMKEN COTKR25,242$1.8M0.53%
61BLACKROCK ENHANCED INTL DIVBLK307,965$1.7M0.51%
62NATIONAL PRESTO INDS INC63721510419,395$1.7M0.50%
63NEWMONT CORPNEMCL34,915$1.7M0.49%
64INGREDION INCINGR12,285$1.7M0.49%
65PHOTRONICS INCPLAB79,795$1.7M0.49%
66WILLIAMS COS INC96945710027,575$1.6M0.48%
67FIRST BUSINESS FINL SVCS INC31939010034,883$1.6M0.48%
68JOHNSON CTLS INTL PLCG5150210520,407$1.6M0.48%
69TEMPLETON EMERGING MKTS FD880191101125,703$1.6M0.47%
70ELEVANCE HEALTH INCELV3,695$1.6M0.47%
71WILEY JOHN & SONS INC96822320635,840$1.6M0.47%
72ABRDN EMRG MKTS EQTY INCM FDAEF318,381$1.6M0.46%
73KINDER MORGAN INC DELEP-PC55,015$1.6M0.46%
74PPG INDS INC69350610713,600$1.5M0.44%
75GE VERNOVA INCGEV4,829$1.5M0.43%
76MANPOWERGROUP INC WISMAN24,459$1.4M0.42%
77BOEING COBA-PA8,150$1.4M0.41%
78ADAM NAT RES FD INC00548F10560,710$1.4M0.41%
79EVEREST GROUP LTDEG3,786$1.4M0.40%
80FIRST TR EXCHANGE-TRADED FD33739Q40822,825$1.4M0.40%
81NEUBERGER BERMAN HIGH YIELD64128C106178,737$1.4M0.40%
82METLIFE INCMET-PF16,744$1.3M0.39%
83FRANKLIN UNVL TR355145103176,625$1.3M0.39%
84PLEXUS CORPPLXS10,360$1.3M0.39%
85STERLING INFRASTRUCTURE INCSTRL11,360$1.3M0.38%
86CENTRAL SECS CORP15512310228,407$1.3M0.37%
87VAIL RESORTS INCMTN7,960$1.3M0.37%
88CNA FINL CORP12611710025,022$1.3M0.37%
89CONSTELLATION ENERGY CORPCEG6,277$1.3M0.37%
90ALAMO GROUP INCALG7,005$1.2M0.37%
91PEOPLES BANCORP INCPEBO41,290$1.2M0.36%
92VILLAGE SUPER MKT INC92710740931,941$1.2M0.36%
93CENTRAL & EASTERN EUROPE FD15343610080,543$1.2M0.34%
94EXELON CORPEXC25,011$1.2M0.34%
95SCHWAB CHARLES CORPSCHW-PJ14,381$1.1M0.33%
96UNITEDHEALTH GROUP INCUNH2,135$1.1M0.33%
97GENERAL DYNAMICS CORPGD3,939$1.1M0.31%
98FRESENIUS MEDICAL CARE AGFMCQF40,660$1.0M0.30%
99CATERPILLAR INCCAT3,053$1.0M0.30%
100GOLDMAN SACHS GROUP INCGSCE1,840$1.0M0.29%
101DISNEY WALT CO2546871069,884$975,5510.29%
102BANK AMERICA CORP06050510423,111$964,4220.28%
103HANOVER INS GROUP INC4108671055,340$928,8930.27%
104CAPITAL ONE FINL CORP14040H1055,170$926,9810.27%
105SWISS HELVETIA FD INCSWZ100,130$923,2010.27%
106LAKELAND FINL CORP51165610015,446$918,0810.27%
107MAIN STR CAP CORP56035L10416,206$916,6110.27%
108AT&T INCT-PC32,070$906,9400.27%
109PHILIP MORRIS INTL INC7181721095,605$889,6820.26%
110CNO FINL GROUP INC12621E10321,345$889,0190.26%
111PACCAR INCPCAR9,026$878,8620.26%
112SPDR SER TR78468R20028,255$870,8190.26%
113ROCKWELL AUTOMATION INCROK3,315$856,5300.25%
114HONEYWELL INTL INC4385161063,952$836,8360.25%
115UNIVERSAL HLTH SVCS INC9139031004,425$831,4580.24%
116ALLIANT ENERGY CORPLNT12,640$813,3840.24%
117FTI CONSULTING INCFCN4,805$788,4040.23%
118WALGREENS BOOTS ALLIANCE INC93142710869,722$778,7950.23%
119BRISTOL-MYERS SQUIBB COCELG-RI12,503$762,5580.22%
120AIR PRODS & CHEMS INCAIIR2,490$734,3510.22%
121HUNT J B TRANS SVCS INC4456581074,845$716,8180.21%
122LOWES COS INC5486611073,060$713,6840.21%
123PROCTER AND GAMBLE CO7427181094,145$706,3910.21%
124SOLVENTUM CORPSOLV8,988$683,4480.20%
125WHEATON PRECIOUS METALS CORPWPM8,789$682,2900.20%
126BLACKROCK INCBLK720$681,4660.20%
127BLACK HILLS CORPBKH11,055$670,4860.20%
128DANAHER CORPORATION2358511023,215$659,0750.19%
129CUMMINS INCCMI2,088$654,4630.19%
130ALBEMARLE CORPALB-PA9,080$653,9420.19%
131ROBERT HALF INC.RHI11,460$625,1430.18%
132BENCHMARK ELECTRS INC08160H10115,943$606,3120.18%
133COGNIZANT TECHNOLOGY SOLUTIOCTSH7,730$591,3450.17%
134GENTEX CORPGNTX25,030$583,1990.17%
135TEXTRON INCTXT7,779$562,0330.16%
136GE HEALTHCARE TECHNOLOGIES IGEHC6,778$547,0520.16%
137TEXAS INSTRS INC8825081043,035$545,3900.16%
138NUTRIEN LTDNTR10,930$542,8930.16%
139BLACKROCK CR ALLOCATION INCOBLK48,632$521,3370.15%
140TRUIST FINL CORP89832Q10912,522$515,2800.15%
141VANGUARD SCOTTSDALE FDS92206C4096,345$500,8740.15%
142REGAL REXNORD CORPORATIONRRX4,385$499,2320.15%
143PEPSICO INCPEP3,262$489,1040.14%
144GATES INDL CORP PLCG3910810825,950$477,7400.14%
145BIOGEN INCBIIB3,455$472,7820.14%
146ATLANTIC UN BANKSHARES CORP04911A10715,116$470,7120.14%
147GENERAL AMERN INVS CO INC3688021049,307$468,7940.14%
148LINCOLN ELEC HLDGS INC5339001062,475$468,1710.14%
149FISERV INCFISV2,100$463,7430.14%
150ALPHABET INCGOOG2,939$454,4870.13%
151HORMEL FOODS CORPHRL14,120$436,8730.13%
152PHILLIPS 66PSX3,451$426,1290.12%
153COTERRA ENERGY INCCTRA14,588$421,5930.12%
154KKR INCOME OPPORTUNITIES FDKKRT34,234$420,7360.12%
155WYNDHAM HOTELS & RESORTS INCWH4,611$417,3420.12%
156EVERGY INCEVRG5,840$402,6680.12%
157TEMPLETON EMERGING MKTS INCO88019210973,831$397,2110.12%
158CACI INTL INC1271903041,070$392,6040.12%
159MOSAIC CO NEWMOS14,493$391,4560.11%
160GRAINGER W W INC384802104395$390,1930.11%
161VANGUARD SCOTTSDALE FDS92206C8704,765$389,5860.11%
162OSHKOSH CORPOSK4,099$385,6340.11%
163RELIANCE INCRS1,295$373,9310.11%
164ROYCE SMALL CAP TRUST INCRVT25,994$370,1600.11%
165INTEGER HLDGS CORPITGR3,105$366,4210.11%
166EQT CORPEQT6,780$362,2550.11%
167DUKE ENERGY CORP NEWDUKB2,970$362,2510.11%
168BLACKROCK CORPOR HI YLD FD IBLK36,510$349,7660.10%
169WESTERN ASSET EMERGING MKTS95766A10135,290$349,0180.10%
170ALLSPRING MULTI SECTOR INCOMERC34,910$321,8700.09%
171ENERSYSENS3,510$321,4460.09%
172VIATRIS INCVTRS36,525$318,1330.09%
173INVESCO BD FDIVZ20,110$310,9010.09%
174GRAND CANYON ED INCLOPE1,755$303,6500.09%
175ALLEGIANT TRAVEL COALGT5,850$302,1520.09%
176RALPH LAUREN CORPRL1,335$294,6880.09%
177HOME DEPOT INCHD778$285,1290.08%
178CENTENE CORP DELCNC4,645$281,9980.08%
179ALPHABET INCGOOG1,700$265,5910.08%
180INVESCO HIGH INCOME TR IIIVZ22,165$234,7270.07%
181META PLATFORMS INCMETA403$232,2730.07%
182BHP GROUP LTDBHPLF4,660$226,1960.07%
183FREEPORT-MCMORAN INCFCX5,815$220,1560.06%
184FLEX LTDFLEX6,580$217,6660.06%
185VANGUARD INDEX FDS922908769778$213,8310.06%
186CANADIAN NAT RES LTD1363851016,765$208,3620.06%
187PIONEER HIGH INCOME FUND INC72369H10626,550$205,4970.06%
188EXPAND ENERGY CORPORATIONEXE1,835$204,2720.06%
189US BANCORP DELUSB-PS4,817$203,3740.06%
190SPDR S&P 500 ETF TRSPY361$202,1000.06%
191EATON VANCE TAX-MANAGED DIVEETN10,384$148,0760.04%
192ABRDN INCOME CREDIT STRATEGIACP-PA20,633$121,5280.04%
193FORD MTR CO34537086011,217$112,5070.03%
194WESTERN ASSET HIGH INCOME OPHIO26,327$104,7810.03%
195374WATER INCSCWO180,000$61,2000.02%