Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2025 · Filed October 16, 2025 · Accession 0001729754-25-000003

Total Value
$402.2M
Positions
207
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (207)

#IssuerTicker / CUSIPSharesValue% of Filing
1ASA GOLD AND PRECIOUS MTLS LG3156P103517,774$23.7M5.90%
2MICROSOFT CORPMSFT27,492$14.2M3.54%
3KROGER COKR141,065$9.5M2.36%
4WELLS FARGO CO NEW949746101112,677$9.4M2.35%
5RTX CORPORATIONRTX52,581$8.8M2.19%
6JPMORGAN CHASE & CO.VYLD25,810$8.1M2.02%
7NORFOLK SOUTHN CORP65584410825,851$7.8M1.93%
8ORACLE CORPORCL-PD24,045$6.8M1.68%
9TEMPLETON DRAGON FD INC88018T101529,910$6.2M1.54%
10BERKSHIRE HATHAWAY INC DELBRK-A12,237$6.2M1.53%
11MUELLER INDS INC62475610258,270$5.9M1.46%
12EMCOR GROUP INCEME8,915$5.8M1.44%
13ARCHER DANIELS MIDLAND COADM95,109$5.7M1.41%
14JOHNSON & JOHNSONJNJ30,493$5.7M1.41%
15GE AEROSPACE36960430118,734$5.6M1.40%
16TRI CONTL CORP895436103159,196$5.4M1.35%
17PIMCO ETF TR72201R83353,090$5.3M1.33%
18CONOCOPHILLIPSCOP52,996$5.0M1.25%
19HARTFORD INSURANCE GROUP INCHIG-PG36,315$4.8M1.20%
20CISCO SYS INCCSCO69,215$4.7M1.18%
21WEYERHAEUSER CO MTN BEWY183,015$4.5M1.13%
22ILLINOIS TOOL WKS INC45230810916,850$4.4M1.09%
23ALLSTATE CORPALL-PJ19,620$4.2M1.05%
24NEW GERMANY FD INC644465106363,597$4.2M1.05%
25ADAMS DIVERSIFIED EQUITY FD006212104182,577$4.1M1.01%
26RIO TINTO PLCRTNTF60,145$4.0M0.99%
273M COMMM25,335$3.9M0.98%
28INTERNATIONAL PAPER CO46014610384,580$3.9M0.98%
29FRANKLIN RESOURCES INCBEN166,397$3.8M0.96%
30BARRICK MNG CORP06849F108116,650$3.8M0.95%
31ALLIANCEBERNSTEIN GLOBAL HIGAWF336,940$3.8M0.94%
32STERLING INFRASTRUCTURE INCSTRL10,645$3.6M0.90%
33PENTAIR PLCPNR31,965$3.5M0.88%
34AGNICO EAGLE MINES LTDAEM20,549$3.5M0.86%
35EUROPEAN EQUITY FD INC298768102312,278$3.4M0.84%
36WESTERN ASSET HIGH YIELD OPPHYI288,200$3.4M0.84%
37OLD REP INTL CORP68022310478,209$3.3M0.83%
38MERCK & CO INCMRK39,246$3.3M0.82%
39MEDTRONIC PLCMDT32,887$3.1M0.78%
40TAPESTRY INCTPR27,300$3.1M0.77%
41EXXON MOBIL CORPXOM27,078$3.1M0.76%
42INTERACTIVE BROKERS GROUP IN45841N10743,575$3.0M0.75%
43BRITISH AMERN TOB PLC11044810756,465$3.0M0.75%
44GE VERNOVA INCGEV4,837$3.0M0.74%
45NEWMONT CORPNEMCL34,735$2.9M0.73%
46BLACKROCK ENHANCED INTL DIVBLK507,812$2.9M0.73%
47NUCOR CORPNUE21,105$2.9M0.71%
48CVS HEALTH CORPCVS37,575$2.8M0.70%
49APPLE INCAAPL10,609$2.7M0.67%
50BUNGE GLOBAL SABG33,096$2.7M0.67%
51INTERNATIONAL BUSINESS MACHSINTR9,255$2.6M0.65%
52TEMPLETON EMERGING MKTS FD880191101155,608$2.6M0.65%
53MILLER INDS INC TENN60055120463,772$2.6M0.64%
54COMCAST CORP NEWCCZ81,705$2.6M0.64%
55ROYAL GOLD INCRGLD11,810$2.4M0.59%
56WALMART INCWMT22,509$2.3M0.58%
57NORDSON CORPNDSN10,143$2.3M0.57%
58JOHNSON CTLS INTL PLCG5150210520,239$2.2M0.55%
59TARGET CORPTGT24,330$2.2M0.54%
60VAIL RESORTS INCMTN14,530$2.2M0.54%
61NATIONAL PRESTO INDS INC63721510419,095$2.1M0.53%
62CHEVRON CORP NEWCVX13,625$2.1M0.53%
63ABRDN EMERGING MARKETS EX CHAEF323,726$2.1M0.52%
64ZIMMER BIOMET HOLDINGS INCZBH20,928$2.1M0.51%
65TIMKEN COTKR27,340$2.1M0.51%
66KRAFT HEINZ COKHC77,393$2.0M0.50%
67CONSTELLATION ENERGY CORPCEG6,118$2.0M0.50%
68VERIZON COMMUNICATIONS INCVZ44,975$2.0M0.49%
69GOLDMAN SACHS GROUP INCGSCE2,410$1.9M0.48%
70AFLAC INCAFL16,702$1.9M0.46%
71PFIZER INCPFE72,832$1.9M0.46%
72WILLIAMS COS INC96945710029,090$1.8M0.46%
73PHOTRONICS INCPLAB78,970$1.8M0.45%
74BOEING COBA-PA8,365$1.8M0.45%
75FIRST BUSINESS FINL SVCS INC31939010034,478$1.8M0.44%
76KINDER MORGAN INC DELEP-PC60,190$1.7M0.42%
77CATERPILLAR INCCAT3,436$1.6M0.41%
78GENERAL DYNAMICS CORPGD4,348$1.5M0.37%
79FRANKLIN UNVL TR355145103182,662$1.5M0.37%
80CENTRAL SECS CORP15512310228,445$1.5M0.36%
81INGREDION INCINGR11,960$1.5M0.36%
82PLEXUS CORPPLXS9,850$1.4M0.35%
83WILEY JOHN & SONS INC96822320635,155$1.4M0.35%
84ELEVANCE HEALTH INC FORMERLYELV4,360$1.4M0.35%
85METLIFE INCMET-PF16,752$1.4M0.34%
86PPG INDS INC69350610713,100$1.4M0.34%
87SCHWAB CHARLES CORPSCHW-PJ14,400$1.4M0.34%
88EVEREST GROUP LTDEG3,859$1.4M0.34%
89NEUBERGER BERMAN HIGH YIELD64128C106179,912$1.3M0.34%
90ALAMO GROUP INCALG6,927$1.3M0.33%
91FIRST TR EXCHANGE-TRADED FD33739Q40822,050$1.3M0.33%
92ADAM NAT RES FD INC00548F10559,965$1.3M0.32%
93EXELON CORPEXC28,010$1.3M0.31%
94CENTRAL & EASTERN EUROPE FD15343610080,543$1.2M0.31%
95CNA FINL CORP12611710026,455$1.2M0.31%
96PEOPLES BANCORP INCPEBO40,743$1.2M0.30%
97CAPITAL ONE FINL CORP14040H1055,655$1.2M0.30%
98VILLAGE SUPER MKT INC92710740931,440$1.2M0.29%
99BANK AMERICA CORP06050510422,686$1.2M0.29%
100TEMPLETON EMERGING MKTS INCO880192109188,695$1.2M0.29%
101DISNEY WALT CO2546871069,917$1.1M0.28%
102ROCKWELL AUTOMATION INCROK3,125$1.1M0.27%
103BLACKROCK INCBLK910$1.1M0.26%
104MAIN STR CAP CORP56035L10416,627$1.1M0.26%
105FRESENIUS MEDICAL CARE AGFMCQF39,665$1.0M0.26%
106CUMMINS INCCMI2,465$1.0M0.26%
107WHEATON PRECIOUS METALS CORPWPM8,940$999,8500.25%
108LAKELAND FINL CORP51165610015,266$980,0450.24%
109HANOVER INS GROUP INC4108671055,220$948,1090.24%
110UNIVERSAL HLTH SVCS INC9139031004,569$934,0860.23%
111PHILIP MORRIS INTL INC7181721095,651$916,5920.23%
112AT&T INCT-PC32,045$904,9510.23%
113PACCAR INCPCAR9,103$895,0070.22%
114WESTERN ASSET EMERGING MKTS95766A10186,420$891,8540.22%
115LOWES COS INC5486611073,425$860,7370.21%
116ALLIANT ENERGY CORPLNT12,640$852,0620.21%
117SPDR SERIES TRUST78468R20027,550$850,1930.21%
118CNO FINL GROUP INC12621E10321,490$849,9300.21%
119UNITEDHEALTH GROUP INCUNH2,440$842,5320.21%
120VANGUARD SCOTTSDALE FDS92206C8709,712$816,8760.20%
121HONEYWELL INTL INC4385161063,847$809,7940.20%
122TOTAL RETURN SECURITIES FUNDSWZ123,955$753,6480.19%
123ALPHABET INCGOOG2,989$726,6260.18%
124FTI CONSULTING INCFCN4,440$717,7260.18%
125DANAHER CORPORATION2358511023,619$717,5030.18%
126ALBEMARLE CORPALB-PA8,755$709,8550.18%
127BLACKROCK CORPOR HI YLD FD IBLK73,875$701,8130.17%
128PROCTER AND GAMBLE CO7427181094,545$698,3390.17%
129MANPOWERGROUP INC WISMAN18,150$687,8850.17%
130BLACK HILLS CORPBKH11,105$683,9570.17%
131HUNT J B TRANS SVCS INC4456581075,067$679,8390.17%
132AIR PRODS & CHEMS INCAIIR2,490$679,0730.17%
133TEXTRON INCTXT7,701$650,6570.16%
134GATES INDL CORP PLCG3910810826,190$650,0360.16%
135GENTEX CORPGNTX22,935$649,0610.16%
136SOLVENTUM CORPSOLV8,703$635,3190.16%
137NUTRIEN LTDNTR10,760$631,7200.16%
138BENCHMARK ELECTRS INC08160H10116,370$631,0640.16%
139REGAL REXNORD CORPORATIONRRX4,385$628,9840.16%
140HERSHEY COHSY3,215$601,3660.15%
141TRUIST FINL CORP89832Q10913,020$595,2740.15%
142GENERAL AMERN INVS CO INC3688021049,307$578,9880.14%
143COGNIZANT TECHNOLOGY SOLUTIOCTSH8,400$563,3880.14%
144LINCOLN ELEC HLDGS INC5339001062,325$548,3050.14%
145BRISTOL-MYERS SQUIBB COCELG-RI12,093$545,3940.14%
146TEXAS INSTRS INC8825081042,935$539,2480.13%
147OSHKOSH CORPOSK4,136$536,4390.13%
148PRIMORIS SVCS CORP74164F1033,900$535,5870.13%
149BLACKROCK CR ALLOCATION INCOBLK48,202$532,6360.13%
150MOSAIC CO NEWMOS15,235$528,3500.13%
151CACI INTL INC1271903041,054$525,7140.13%
152VANGUARD SCOTTSDALE FDS92206C4096,545$523,1420.13%
153SCHWAB STRATEGIC TR80852420119,236$506,6700.13%
154ATLANTIC UN BANKSHARES CORP04911A10714,240$502,5300.12%
155GE HEALTHCARE TECHNOLOGIES IGEHC6,664$500,4660.12%
156PHILLIPS 66PSX3,382$460,0200.11%
157SOUTHERN COPPER CORPSCCO3,781$458,8620.11%
158EVERGY INCEVRG5,840$443,9570.11%
159PEPSICO INCPEP3,160$443,7900.11%
160DUKE ENERGY CORP NEWDUKB3,569$441,6640.11%
161EQT CORPEQT8,060$438,7060.11%
162ALPHABET INCGOOG1,740$423,7770.11%
163KKR INCOME OPPORTUNITIES FDKKRT33,385$420,6510.10%
164DOW INCDOW17,850$409,3010.10%
165RALPH LAUREN CORPRL1,300$407,6280.10%
166ENERSYSENS3,595$406,0910.10%
167FLEX LTDFLEX6,850$397,0950.10%
168BHP GROUP LTDBHPLF7,120$396,9400.10%
169GRAND CANYON ED INCLOPE1,755$385,2580.10%
170ROYCE SMALL CAP TRUST INCRVT23,874$385,0930.10%
171BIOGEN INCBIIB2,749$385,0800.10%
172HORMEL FOODS CORPHRL15,020$371,5950.09%
173WYNDHAM HOTELS & RESORTS INCWH4,443$354,9960.09%
174VIATRIS INCVTRS35,705$353,4800.09%
175ALLEGIANT TRAVEL COALGT5,650$343,3510.09%
176COTERRA ENERGY INCCTRA14,430$341,2700.08%
177RELIANCE INCRS1,190$334,1880.08%
178ROBERT HALF INC.RHI9,790$332,6640.08%
179HOME DEPOT INCHD796$322,5310.08%
180ALLSPRING MULTI SECTOR INCOMERC33,425$320,2120.08%
181GRAINGER W W INC384802104335$319,2420.08%
182FREEPORT-MCMORAN INCFCX7,815$306,5040.08%
183UNITED PARCEL SERVICE INCUPS3,668$306,3880.08%
184INVESCO BD FDIVZ18,910$298,4000.07%
185META PLATFORMS INCMETA405$297,4240.07%
186INTEGER HLDGS CORPITGR2,820$291,3910.07%
187GENERAL MLS INC3703341045,545$279,5790.07%
188FISERV INCFISV2,100$270,7530.07%
189AMERICAN INTL GROUP INC0268747843,295$258,7890.06%
190VANGUARD INDEX FDS922908769778$255,3230.06%
191INVESCO HIGH INCOME TR IIIVZ22,165$248,6910.06%
192CORNING INCGLW3,030$248,5510.06%
193SPDR S&P 500 ETF TRSPY361$240,6820.06%
194KINROSS GOLD CORPKGCRF9,550$237,3180.06%
195TESLA INCTSLA526$233,9230.06%
196US BANCORP DELUSB-PS4,817$232,8060.06%
197CANADIAN NAT RES LTD1363851016,665$213,0130.05%
198EXPAND ENERGY CORPORATIONEXE1,945$206,6370.05%
199CORTEVA INCCTVA2,990$202,2140.05%
200PERMIAN RESOURCES CORPPR14,140$180,9920.05%
201EATON VANCE TAX-MANAGED DIVEETN10,384$165,1060.04%
202FORD MTR CO34537086011,217$134,1550.03%
203PGIM GLOBAL HIGH YIELD FD FO69346J10610,340$133,1790.03%
204BLACKROCK CORE BD TRBLK13,281$132,0130.03%
205ABRDN INCOME CREDIT STRATEGIACP-PA20,633$119,6710.03%
206WESTERN ASSET HIGH INCOME OPHIO26,327$101,0960.03%
207374WATER INCSCWO180,000$51,6420.01%