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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 2025 · Filed July 17, 2025 · Accession 0001085146-25-003927

Total Value
$373.7M
Positions
206
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (206)

#IssuerTicker / CUSIPSharesValue% of Filing
1ASA GOLD AND PRECIOUS MTLS LG3156P103527,419$16.7M4.46%
2MICROSOFT CORPMSFT29,693$14.8M3.95%
3KROGER COKR141,805$10.2M2.72%
4WELLS FARGO CO NEW949746101113,354$9.1M2.43%
5RTX CORPORATIONRTX53,252$7.8M2.08%
6JPMORGAN CHASE & CO.VYLD26,128$7.6M2.03%
7NORFOLK SOUTHN CORP65584410825,948$6.6M1.78%
8BERKSHIRE HATHAWAY INC DELBRK-A12,328$6.0M1.60%
9ORACLE CORPORCL-PD26,120$5.7M1.53%
10TEMPLETON DRAGON FD INC88018T101528,240$5.3M1.41%
11TRI CONTL CORP895436103161,836$5.1M1.37%
12PIMCO ETF TR72201R83350,710$5.1M1.36%
13ARCHER DANIELS MIDLAND COADM94,659$5.0M1.34%
14EMCOR GROUP INCEME9,170$4.9M1.31%
15GE AEROSPACE36960430118,912$4.9M1.30%
16CISCO SYS INCCSCO69,565$4.8M1.29%
17CONOCOPHILLIPSCOP52,665$4.7M1.26%
18WEYERHAEUSER CO MTN BEWY183,640$4.7M1.26%
19MUELLER INDS INC62475610258,665$4.7M1.25%
20JOHNSON & JOHNSONJNJ30,369$4.6M1.24%
21INTERACTIVE BROKERS GROUP IN45841N10783,520$4.6M1.24%
22HARTFORD INSURANCE GROUP INCHIG-PG36,220$4.6M1.23%
23NEW GERMANY FD INC644465106363,497$4.3M1.16%
24ILLINOIS TOOL WKS INC45230810916,910$4.2M1.12%
25ADAMS DIVERSIFIED EQUITY FD006212104184,951$4.0M1.07%
26FRANKLIN RESOURCES INCBEN167,837$4.0M1.07%
27ALLSTATE CORPALL-PJ19,815$4.0M1.07%
28INTERNATIONAL PAPER CO46014610384,483$4.0M1.06%
293M COMMM25,415$3.9M1.04%
30ALLIANCEBERNSTEIN GLOBAL HIGAWF329,140$3.6M0.97%
31RIO TINTO PLCRTNTF59,730$3.5M0.93%
32WESTERN ASSET HIGH YIELD DEFHYI290,500$3.5M0.93%
33PENTAIR PLCPNR32,158$3.3M0.88%
34EUROPEAN EQUITY FD INC298768102313,153$3.2M0.86%
35MERCK & CO INCMRK38,621$3.1M0.82%
36OLD REP INTL CORP68022310478,984$3.0M0.81%
37EXXON MOBIL CORPXOM27,270$2.9M0.79%
38COMCAST CORP NEWCCZ81,455$2.9M0.78%
39MEDTRONIC PLCMDT32,717$2.9M0.76%
40MILLER INDS INC TENN60055120463,967$2.8M0.76%
41NUCOR CORPNUE21,035$2.7M0.73%
42INTERNATIONAL BUSINESS MACHSINTR9,235$2.7M0.73%
43BRITISH AMERN TOB PLC11044810756,760$2.7M0.72%
44BUNGE GLOBAL SABG32,906$2.6M0.71%
45GE VERNOVA INCGEV4,870$2.6M0.69%
46CVS HEALTH CORPCVS37,345$2.6M0.69%
47STERLING INFRASTRUCTURE INCSTRL11,075$2.6M0.68%
48BLACKROCK ENHANCED INTL DIVBLK438,102$2.5M0.68%
49AGNICO EAGLE MINES LTDAEM20,679$2.5M0.66%
50TAPESTRY INCTPR27,790$2.4M0.65%
51BARRICK MNG CORP06849F108116,850$2.4M0.65%
52TARGET CORPTGT22,850$2.3M0.60%
53VAIL RESORTS INCMTN14,275$2.2M0.60%
54WALMART INCWMT22,534$2.2M0.59%
55TEMPLETON EMERGING MKTS FD880191101150,638$2.2M0.59%
56NORDSON CORPNDSN10,143$2.2M0.58%
57APPLE INCAAPL10,562$2.2M0.58%
58JOHNSON CTLS INTL PLCG5150210520,219$2.1M0.57%
59ROYAL GOLD INCRGLD11,860$2.1M0.56%
60NEWMONT CORPNEMCL34,765$2.0M0.54%
61KRAFT HEINZ COKHC77,743$2.0M0.54%
62CONSTELLATION ENERGY CORPCEG6,168$2.0M0.53%
63TIMKEN COTKR27,375$2.0M0.53%
64CHEVRON CORP NEWCVX13,640$2.0M0.52%
65ABRDN EMERGING MARKETS EX CHAEF323,426$1.9M0.51%
66ZIMMER BIOMET HOLDINGS INCZBH20,903$1.9M0.51%
67VERIZON COMMUNICATIONS INCVZ43,875$1.9M0.51%
68NATIONAL PRESTO INDS INC63721510419,120$1.9M0.50%
69WILLIAMS COS INC96945710029,060$1.8M0.49%
70AFLAC INCAFL16,835$1.8M0.48%
71PFIZER INCPFE72,732$1.8M0.47%
72BOEING COBA-PA8,365$1.8M0.47%
73FIRST BUSINESS FINL SVCS INC31939010034,223$1.7M0.46%
74KINDER MORGAN INC DELEP-PC58,505$1.7M0.46%
75GOLDMAN SACHS GROUP INCGSCE2,410$1.7M0.46%
76INGREDION INCINGR12,055$1.6M0.44%
77ELEVANCE HEALTH INCELV4,160$1.6M0.43%
78WILEY JOHN & SONS INC96822320635,560$1.6M0.42%
79ALAMO GROUP INCALG7,035$1.5M0.41%
80PPG INDS INC69350610713,400$1.5M0.41%
81PHOTRONICS INCPLAB79,695$1.5M0.40%
82CENTRAL SECS CORP15512310229,167$1.4M0.37%
83FRANKLIN UNVL TR355145103181,015$1.4M0.37%
84PLEXUS CORPPLXS10,130$1.4M0.37%
85NEUBERGER BERMAN HIGH YIELD64128C106179,812$1.4M0.36%
86METLIFE INCMET-PF16,787$1.4M0.36%
87CATERPILLAR INCCAT3,410$1.3M0.35%
88FIRST TR EXCHANGE-TRADED FD33739Q40822,075$1.3M0.35%
89SCHWAB CHARLES CORPSCHW-PJ14,381$1.3M0.35%
90EVEREST GROUP LTDEG3,794$1.3M0.35%
91ADAM NAT RES FD INC00548F10560,215$1.3M0.34%
92PEOPLES BANCORP INCPEBO41,518$1.3M0.34%
93GENERAL DYNAMICS CORPGD4,308$1.3M0.34%
94CENTRAL & EASTERN EUROPE FD15343610080,543$1.3M0.33%
95CNA FINL CORP12611710026,580$1.2M0.33%
96DISNEY WALT CO2546871069,907$1.2M0.33%
97VILLAGE SUPER MKT INC92710740931,582$1.2M0.33%
98CAPITAL ONE FINL CORP14040H1055,655$1.2M0.32%
99EXELON CORPEXC27,040$1.2M0.31%
100FRESENIUS MEDICAL CARE AGFMCQF40,065$1.1M0.31%
101BANK AMERICA CORP06050510422,736$1.1M0.29%
102ROCKWELL AUTOMATION INCROK3,140$1.0M0.28%
103PHILIP MORRIS INTL INC7181721095,666$1.0M0.28%
104MAIN STR CAP CORP56035L10416,437$971,4270.26%
105BLACKROCK INCBLK910$954,8180.26%
106LAKELAND FINL CORP51165610015,266$938,0650.25%
107AT&T INCT-PC32,045$927,3820.25%
108TEMPLETON EMERGING MKTS INCO880192109153,615$921,6900.25%
109HONEYWELL INTL INC4385161063,947$919,1770.25%
110HANOVER INS GROUP INC4108671055,220$886,7210.24%
111PACCAR INCPCAR9,103$865,3310.23%
112SPDR SERIES TRUST78468R20027,550$849,3670.23%
113UNIVERSAL HLTH SVCS INC9139031004,594$832,2030.22%
114CNO FINL GROUP INC12621E10321,440$827,1550.22%
115WESTERN ASSET EMERGING MKTS95766A10180,790$811,9400.22%
116CUMMINS INCCMI2,460$805,6500.22%
117WHEATON PRECIOUS METALS CORPWPM8,805$790,6890.21%
118TOTAL RETURN SECURITIES FUNDSWZ123,930$785,7180.21%
119WALGREENS BOOTS ALLIANCE INC93142710867,504$774,9460.21%
120ALLIANT ENERGY CORPLNT12,640$764,3410.20%
121LOWES COS INC5486611073,405$755,4670.20%
122UNITEDHEALTH GROUP INCUNH2,395$747,1680.20%
123MANPOWERGROUP INC WISMAN18,080$730,4320.20%
124HUNT J B TRANS SVCS INC4456581075,077$729,0570.20%
125FTI CONSULTING INCFCN4,440$717,0600.19%
126DANAHER CORPORATION2358511023,590$709,1690.19%
127AIR PRODS & CHEMS INCAIIR2,490$702,3290.19%
128PROCTER AND GAMBLE CO7427181094,395$700,2110.19%
129SOLVENTUM CORPSOLV8,709$660,4910.18%
130COGNIZANT TECHNOLOGY SOLUTIOCTSH8,235$642,5770.17%
131BENCHMARK ELECTRS INC08160H10116,380$636,0350.17%
132REGAL REXNORD CORPORATIONRRX4,385$635,6500.17%
133TEXAS INSTRS INC8825081043,035$630,1270.17%
134NUTRIEN LTDNTR10,735$625,2060.17%
135TEXTRON INCTXT7,716$619,5180.17%
136BLACK HILLS CORPBKH11,015$617,9420.17%
137GATES INDL CORP PLCG3910810826,190$603,1560.16%
138BRISTOL-MYERS SQUIBB COCELG-RI12,293$569,0430.15%
139MOSAIC CO NEWMOS15,235$555,7730.15%
140ALBEMARLE CORPALB-PA8,755$548,6760.15%
141TRUIST FINL CORP89832Q10912,735$547,4780.15%
142VANGUARD SCOTTSDALE FDS92206C8706,477$537,0730.14%
143BLACKROCK CR ALLOCATION INCOBLK48,465$529,2360.14%
144ALPHABET INCGOOG2,989$526,7510.14%
145GENERAL AMERN INVS CO INC3688021049,307$521,5640.14%
146GENTEX CORPGNTX23,150$509,0690.14%
147HERSHEY COHSY3,045$505,3180.14%
148VANGUARD SCOTTSDALE FDS92206C4096,345$504,4280.13%
149GE HEALTHCARE TECHNOLOGIES IGEHC6,802$503,8240.13%
150CACI INTL INC1271903041,054$502,4420.13%
151BLACKROCK CORPOR HI YLD FD IBLK51,310$500,2730.13%
152LINCOLN ELEC HLDGS INC5339001062,325$482,0190.13%
153OSHKOSH CORPOSK4,136$469,6010.13%
154PIONEER HIGH INCOME FUND INC72369H10657,450$464,7710.12%
155ATLANTIC UN BANKSHARES CORP04911A10714,465$452,4650.12%
156EQT CORPEQT7,610$443,8150.12%
157HORMEL FOODS CORPHRL14,120$427,1300.11%
158KKR INCOME OPPORTUNITIES FDKKRT33,934$426,2110.11%
159PEPSICO INCPEP3,160$417,2460.11%
160PHILLIPS 66PSX3,382$403,4730.11%
161EVERGY INCEVRG5,840$402,5510.11%
162DUKE ENERGY CORP NEWDUKB3,409$402,2620.11%
163ROBERT HALF INC.RHI9,790$401,8800.11%
164RELIANCE INCRS1,275$400,2230.11%
165DOW INCDOW15,090$399,5830.11%
166ROYCE SMALL CAP TRUST INCRVT24,674$371,3490.10%
167COTERRA ENERGY INCCTRA14,430$366,2330.10%
168INTEGER HLDGS CORPITGR2,945$362,1470.10%
169FISERV INCFISV2,100$362,0610.10%
170WYNDHAM HOTELS & RESORTS INCWH4,443$360,8160.10%
171RALPH LAUREN CORPRL1,300$356,5640.10%
172SOUTHERN COPPER CORPSCCO3,516$355,7140.10%
173GRAINGER W W INC384802104335$348,4800.09%
174BIOGEN INCBIIB2,739$343,9910.09%
175FLEX LTDFLEX6,850$341,9520.09%
176FREEPORT-MCMORAN INCFCX7,715$334,4450.09%
177GRAND CANYON ED INCLOPE1,755$331,6950.09%
178VIATRIS INCVTRS35,705$318,8460.09%
179BHP GROUP LTDBHPLF6,600$317,3940.08%
180ALLSPRING MULTI SECTOR INCOMERC33,425$315,8660.08%
181ALLEGIANT TRAVEL COALGT5,700$313,2150.08%
182SCHWAB STRATEGIC TR80852420112,711$310,6510.08%
183ALPHABET INCGOOG1,730$306,8850.08%
184ENERSYSENS3,545$304,0550.08%
185PRIMORIS SVCS CORP74164F1033,820$297,7310.08%
186META PLATFORMS INCMETA403$297,4500.08%
187INVESCO BD FDIVZ18,910$291,9700.08%
188HOME DEPOT INCHD778$285,2460.08%
189UNITED PARCEL SERVICE INCUPS2,778$280,4110.08%
190CENTENE CORP DELCNC4,630$251,3160.07%
191AMERICAN INTL GROUP INC0268747842,835$242,6480.06%
192INVESCO HIGH INCOME TR IIIVZ22,165$242,3740.06%
193VANGUARD INDEX FDS922908769778$236,4640.06%
194CORTEVA INCCTVA3,125$232,9060.06%
195EXPAND ENERGY CORPORATIONEXE1,945$227,4480.06%
196SPDR S&P 500 ETF TRSPY361$223,2210.06%
197US BANCORP DELUSB-PS4,817$217,9690.06%
198CANADIAN NAT RES LTD1363851016,665$209,2810.06%
199GENERAL MLS INC3703341044,005$207,4990.06%
200PUBLIC SVC ENTERPRISE GRP IN7445731062,390$201,1900.05%
201PERMIAN RESOURCES CORPPR12,855$175,0850.05%
202EATON VANCE TAX-MANAGED DIVEETN10,384$160,6400.04%
203ABRDN INCOME CREDIT STRATEGIACP-PA20,633$121,7350.03%
204FORD MTR CO34537086011,217$121,7040.03%
205WESTERN ASSET HIGH INCOME OPHIO26,327$104,7810.03%
206374WATER INCSCWO180,000$58,3740.02%