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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 Q4 2025 · Filed January 15, 2026 · Accession 0001729754-26-000001

Total Value
$413.1M
Positions
207
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (207)

#IssuerTicker / CUSIPSharesValue% of Filing
1ASA GOLD AND PRECIOUS MTLS LG3156P103440,404$26.3M6.36%
2WELLS FARGO CO NEW949746101111,819$10.4M2.52%
3MICROSOFT CORPMSFT20,356$9.8M2.38%
4RTX CORPORATIONRTX52,455$9.6M2.33%
5KROGER COKR141,158$8.8M2.13%
6JPMORGAN CHASE & CO.VYLD25,945$8.4M2.02%
7NORFOLK SOUTHN CORP65584410825,816$7.5M1.80%
8APPLE INCAAPL25,264$6.9M1.66%
9MUELLER INDS INC62475610257,780$6.6M1.61%
10JOHNSON & JOHNSONJNJ30,382$6.3M1.52%
11BERKSHIRE HATHAWAY INC DELBRK-A12,248$6.2M1.49%
12TEMPLETON DRAGON FD INC88018T101535,375$6.0M1.46%
13GE AEROSPACE36960430118,386$5.7M1.37%
14EMCOR GROUP INCEME9,090$5.6M1.35%
15ARCHER DANIELS MIDLAND COADM96,084$5.5M1.34%
16PIMCO ETF TR72201R83353,760$5.4M1.31%
17CISCO SYS INCCSCO69,220$5.3M1.29%
18TRI CONTL CORP895436103159,856$5.2M1.26%
19BARRICK MNG CORP06849F108115,900$5.0M1.22%
20HARTFORD INSURANCE GROUP INCHIG-PG36,475$5.0M1.22%
21CONOCOPHILLIPSCOP53,380$5.0M1.21%
22RIO TINTO PLCRTNTF60,555$4.8M1.17%
23ORACLE CORPORCL-PD23,980$4.7M1.13%
24WEYERHAEUSER CO MTN BEWY185,885$4.4M1.07%
25ADAMS DIVERSIFIED EQUITY FD006212104185,011$4.3M1.04%
26NEW GERMANY FD INC644465106365,906$4.2M1.01%
27MERCK & CO INCMRK39,656$4.2M1.01%
28ILLINOIS TOOL WKS INC45230810916,865$4.2M1.01%
29ALLSTATE CORPALL-PJ19,580$4.1M0.99%
303M COMMM25,315$4.1M0.98%
31FRANKLIN RESOURCES INCBEN166,042$4.0M0.96%
32ALLIANCEBERNSTEIN GLOBAL HIGAWF343,840$3.7M0.89%
33OLD REP INTL CORP68022310478,569$3.6M0.87%
34TAPESTRY INCTPR27,215$3.5M0.84%
35NUCOR CORPNUE21,220$3.5M0.84%
36NEWMONT CORPNEMCL34,210$3.4M0.83%
37AGNICO EAGLE MINES LTDAEM20,069$3.4M0.82%
38INTERNATIONAL PAPER CO46014610385,125$3.4M0.81%
39EXXON MOBIL CORPXOM27,496$3.3M0.80%
40PENTAIR PLCPNR31,722$3.3M0.80%
41WESTERN ASSET HIGH YIELD OPPHYI290,650$3.2M0.79%
42EUROPEAN EQUITY FD INC298768102312,278$3.2M0.78%
43BLACKROCK ENHANCED INTL DIVBLK546,568$3.2M0.78%
44MEDTRONIC PLCMDT33,222$3.2M0.77%
45STERLING INFRASTRUCTURE INCSTRL10,395$3.2M0.77%
46BRITISH AMERN TOB PLC11044810755,715$3.2M0.76%
47GE VERNOVA INCGEV4,812$3.1M0.76%
48CVS HEALTH CORPCVS37,565$3.0M0.72%
49BUNGE GLOBAL SABG33,356$3.0M0.72%
50INTERACTIVE BROKERS GROUP IN45841N10743,415$2.8M0.68%
51INTERNATIONAL BUSINESS MACHSINTR9,152$2.7M0.66%
52TEMPLETON EMERGING MKTS FD880191101157,428$2.7M0.65%
53ROYAL GOLD INCRGLD11,810$2.6M0.64%
54PHOTRONICS INCPLAB78,400$2.5M0.61%
55WALMART INCWMT22,194$2.5M0.60%
56JOHNSON CTLS INTL PLCG5150210520,463$2.5M0.59%
57NORDSON CORPNDSN10,133$2.4M0.59%
58COMCAST CORP NEWCCZ80,995$2.4M0.59%
59MILLER INDS INC TENN60055120463,839$2.4M0.58%
60TARGET CORPTGT24,095$2.4M0.57%
61TIMKEN COTKR27,465$2.3M0.56%
62ABRDN EMERGING MARKETS EX CHAEF323,726$2.3M0.55%
63ZIMMER BIOMET HOLDINGS INCZBH24,948$2.2M0.54%
64GOLDMAN SACHS GROUP INCGSCE2,435$2.1M0.52%
65CONSTELLATION ENERGY CORPCEG6,033$2.1M0.52%
66CHEVRON CORP NEWCVX13,770$2.1M0.51%
67NATIONAL PRESTO INDS INC63721510419,010$2.0M0.49%
68CATERPILLAR INCCAT3,406$2.0M0.47%
69VERIZON COMMUNICATIONS INCVZ46,735$1.9M0.46%
70FIRST BUSINESS FINL SVCS INC31939010034,743$1.9M0.46%
71KRAFT HEINZ COKHC77,558$1.9M0.46%
72AFLAC INCAFL16,652$1.8M0.44%
73PFIZER INCPFE72,132$1.8M0.43%
74BOEING COBA-PA8,165$1.8M0.43%
75WILLIAMS COS INC96945710029,015$1.7M0.42%
76KINDER MORGAN INC DELEP-PC61,140$1.7M0.41%
77ELEVANCE HEALTH INC FORMERLYELV4,515$1.6M0.38%
78GENERAL DYNAMICS CORPGD4,473$1.5M0.36%
79CENTRAL SECS CORP15512310229,655$1.5M0.36%
80FRANKLIN UNVL TR355145103185,420$1.5M0.36%
81PLEXUS CORPPLXS9,925$1.5M0.35%
82SCHWAB CHARLES CORPSCHW-PJ14,400$1.4M0.35%
83CENTRAL & EASTERN EUROPE FD15343610080,543$1.4M0.35%
84CAPITAL ONE FINL CORP14040H1055,780$1.4M0.34%
85NEUBERGER HIGH YIELD ST FD I64128C106179,912$1.3M0.32%
86VAIL RESORTS INCMTN10,020$1.3M0.32%
87TEMPLETON EMERGING MKTS INCO880192109205,260$1.3M0.32%
88FIRST TR EXCHANGE-TRADED FD33739Q40822,065$1.3M0.32%
89EVEREST GROUP LTDEG3,877$1.3M0.32%
90METLIFE INCMET-PF16,632$1.3M0.32%
91INGREDION INCINGR11,885$1.3M0.32%
92ADAM NAT RES FD INC00548F10558,884$1.3M0.31%
93CNA FINL CORP12611710026,750$1.3M0.31%
94CUMMINS INCCMI2,465$1.3M0.30%
95PPG INDS INC69350610712,200$1.3M0.30%
96EXELON CORPEXC28,610$1.2M0.30%
97BANK AMERICA CORP06050510422,656$1.2M0.30%
98ALBEMARLE CORPALB-PA8,755$1.2M0.30%
99PEOPLES BANCORP INCPEBO40,505$1.2M0.29%
100ROCKWELL AUTOMATION INCROK3,110$1.2M0.29%
101ALAMO GROUP INCALG7,202$1.2M0.29%
102DISNEY WALT CO2546871069,847$1.1M0.27%
103VILLAGE SUPER MKT INC92710740931,065$1.1M0.27%
104WHEATON PRECIOUS METALS CORPWPM8,970$1.1M0.26%
105WILEY JOHN & SONS INC96822320634,260$1.0M0.25%
106VANGUARD SCOTTSDALE FDS92206C87012,310$1.0M0.25%
107MAIN STR CAP CORP56035L10416,977$1.0M0.25%
108PACCAR INCPCAR9,153$1.0M0.24%
109BLACKROCK INCBLK930$995,4160.24%
110UNIVERSAL HLTH SVCS INC9139031004,554$992,8630.24%
111HUNT J B TRANS SVCS INC4456581075,067$984,7210.24%
112FRESENIUS MEDICAL CARE AGFMCQF39,775$947,4410.23%
113WESTERN ASSET EMERGING MKTS95766A10188,820$944,1570.23%
114HANOVER INS GROUP INC4108671055,125$936,6960.23%
115ALPHABET INCGOOG2,989$935,5570.23%
116PHILIP MORRIS INTL INC7181721095,766$924,8660.22%
117CNO FINL GROUP INC12621E10321,290$904,1860.22%
118LAKELAND FINL CORP51165610015,266$871,0490.21%
119SPDR SERIES TRUST78468R20028,250$868,1230.21%
120LOWES COS INC5486611073,525$850,0890.21%
121DANAHER CORPORATION2358511023,704$847,9200.21%
122BLACKROCK CORPOR HI YLD FD IBLK92,860$826,4540.20%
123AT&T INCT-PC32,545$808,4180.20%
124UNITEDHEALTH GROUP INCUNH2,440$805,4680.19%
125BLACK HILLS CORPBKH11,405$791,7350.19%
126TOTAL RETURN SECURITIES FUNDSWZ123,955$771,0010.19%
127ALLIANT ENERGY CORPLNT11,754$764,1280.18%
128HONEYWELL INTL INC4385161063,892$759,2900.18%
129FTI CONSULTING INCFCN4,440$758,4850.18%
130BENCHMARK ELECTRS INC08160H10116,870$721,3610.17%
131COGNIZANT TECHNOLOGY SOLUTIOCTSH8,425$699,2750.17%
132PROCTER AND GAMBLE CO7427181094,760$682,1560.17%
133SOLVENTUM CORPSOLV8,586$680,3550.16%
134BRISTOL-MYERS SQUIBB COCELG-RI12,613$680,3450.16%
135TEXTRON INCTXT7,701$671,2960.16%
136TRUIST FINL CORP89832Q10913,480$663,3510.16%
137NUTRIEN LTDNTR10,710$661,0210.16%
138AIR PRODS & CHEMS INCAIIR2,550$629,9010.15%
139HERSHEY COHSY3,350$609,6330.15%
140REGAL REXNORD CORPORATIONRRX4,330$607,5860.15%
141MANPOWERGROUP INC WISMAN19,140$569,0320.14%
142SOUTHERN COPPER CORPSCCO3,893$558,5290.14%
143LINCOLN ELEC HLDGS INC5339001062,325$557,1630.13%
144GATES INDL CORP PLCG3910810825,940$556,9320.13%
145CACI INTL INC1271903041,044$556,2540.13%
146GENERAL AMERN INVS CO INC3688021049,307$546,6000.13%
147ALPHABET INCGOOG1,740$546,0120.13%
148GE HEALTHCARE TECHNOLOGIES IGEHC6,596$541,0040.13%
149GENTEX CORPGNTX22,820$531,0210.13%
150ENERSYSENS3,585$526,0990.13%
151TEXAS INSTRS INC8825081043,010$522,2050.13%
152VANGUARD SCOTTSDALE FDS92206C4096,549$522,1520.13%
153OSHKOSH CORPOSK4,121$517,7210.13%
154SCHWAB STRATEGIC TR80852420119,236$517,6340.13%
155BLACKROCK CR ALLOCATION INCOBLK46,591$504,5790.12%
156DOW INCDOW21,570$504,3070.12%
157ATLANTIC UN BANKSHARES CORP04911A10714,240$502,6720.12%
158BIOGEN INCBIIB2,779$489,0760.12%
159ALLEGIANT TRAVEL COALGT5,575$475,3800.12%
160PRIMORIS SVCS CORP74164F1033,825$474,8360.11%
161VIATRIS INCVTRS37,905$471,9170.11%
162RALPH LAUREN CORPRL1,300$459,6930.11%
163BHP GROUP LTDBHPLF7,465$450,6620.11%
164PEPSICO INCPEP3,135$449,9350.11%
165EQT CORPEQT8,260$442,7360.11%
166PHILLIPS 66PSX3,382$436,4130.11%
167UNITED PARCEL SERVICE INCUPS4,308$427,3110.10%
168DUKE ENERGY CORP NEWDUKB3,609$423,0110.10%
169MOSAIC CO NEWMOS17,535$422,4180.10%
170EVERGY INCEVRG5,810$421,1670.10%
171FLEX LTDFLEX6,675$403,3040.10%
172FREEPORT-MCMORAN INCFCX7,815$396,9240.10%
173KKR INCOME OPPORTUNITIES FDKKRT33,385$386,9320.09%
174ROYCE SMALL CAP TRUST INCRVT23,874$384,3770.09%
175COTERRA ENERGY INCCTRA13,930$366,6380.09%
176RELIANCE INCRS1,265$365,4210.09%
177HORMEL FOODS CORPHRL14,870$352,4190.09%
178WW GRAINGER INC384802104335$338,0320.08%
179WYNDHAM HOTELS & RESORTS INCWH4,443$335,7130.08%
180GENERAL MLS INC3703341047,090$329,6850.08%
181ALLSPRING MULTI SECTOR INCOMERC33,425$310,8530.08%
182AMERICAN INTL GROUP INC0268747843,480$297,7140.07%
183INVESCO BD FDIVZ18,910$291,4030.07%
184GRAND CANYON ED INCLOPE1,730$287,7160.07%
185META PLATFORMS INCMETA415$273,9370.07%
186HOME DEPOT INCHD782$269,0860.07%
187KINROSS GOLD CORPKGCRF9,350$263,2960.06%
188CORNING INCGLW2,980$260,9290.06%
189VANGUARD INDEX FDS922908769778$260,8470.06%
190ROBERT HALF INC.RHI9,490$257,7480.06%
191US BANCORP DELUSB-PS4,817$257,0350.06%
192INVESCO HIGH INCOME TR IIIVZ22,265$248,7000.06%
193SPDR S&P 500 ETF TRSPY361$246,3680.06%
194TESLA INCTSLA526$236,5530.06%
195PERMIAN RESOURCES CORPPR16,590$232,7580.06%
196INTEGER HLDGS CORPITGR2,885$226,2710.05%
197CANADIAN NAT RES LTD1363851016,430$217,6560.05%
198EXPAND ENERGY CORPORATIONEXE1,970$217,4090.05%
199CORTEVA INCCTVA3,125$209,4690.05%
200AMAZON COM INCAMZN905$208,8920.05%
201EATON VANCE TAX-MANAGED DIVEETN10,384$159,2910.04%
202PGIM GLOBAL HIGH YIELD FD FO69346J10612,665$156,2860.04%
203BLACKROCK CORE BD TRBLK15,606$149,6620.04%
204FORD MTR CO34537086010,517$137,9830.03%
205ABRDN INCOME CREDIT STRATEGIACP-PA19,933$107,8380.03%
206WESTERN ASSET HIGH INCOME OPHIO26,327$97,6730.02%
207374WATER INCSCWO18,200$37,1280.01%