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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

Basepoint Wealth LLC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0002088236-25-000003

Total Value
$95.8M
Positions
82
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (82)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,154,599$16.4M17.09%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII1,832,187$12.6M13.20%
3ADAM NAT RES FD INC COM00548F105447,140$8.7M9.09%
4DEERE & CO COMDE11,430$3.4M3.57%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,187$3.1M3.19%
6PEPSICO INC COMPEP16,692$2.8M2.90%
7CONOCOPHILLIPS COMCOP21,571$1.9M2.02%
8INTEL CORP COMINTC51,166$1.9M2.00%
9APPLE INC COMAAPL12,496$1.7M1.78%
10INGREDION INC COMINGR19,192$1.7M1.77%
11PARAMOUNT GLOBAL CLASS B COM92556H20661,784$1.5M1.59%
123M CO COMMMM11,245$1.5M1.52%
13GENERAL DYNAMICS CORP COMGD6,493$1.4M1.50%
14CVS HEALTH CORP COMCVS15,298$1.4M1.48%
15THE CIGNA GROUP COM1255231004,138$1.1M1.14%
16ABBVIE INC COMABBV7,120$1.1M1.14%
17NEXTERA ENERGY INC COMNEE-PW13,256$1.0M1.07%
18HANESBRANDS INC COM41034510298,521$1.0M1.06%
19AIR PRODS & CHEMS INC COMAIIR4,079$980,9391.02%
20GOLDMAN SACHS GROUP INC COMGSCE3,153$936,6320.98%
21INTERPUBLIC GROUP COS INC COMINTR32,459$893,5940.93%
22PHILLIPS 66 COMPSX10,676$875,3070.91%
23FEDEX CORP COMFDX3,777$856,3340.89%
24INVESCO S&P 500 QUALITY ETFIVZ20,249$850,4580.89%
25EDISON INTL COM28102010712,942$818,4340.85%
26PEABODY ENERGY CORP COMBTU37,910$808,6200.84%
27KELLANOVA COMBEKE11,097$791,6280.83%
28ZOOM COMMUNICATIONS INC CL AZM7,024$758,3810.79%
29RANGE RES CORP COMRRC30,545$755,9890.79%
30WEYERHAEUSER CO MTN BE COM NEWWY22,378$741,1750.77%
31BHP GROUP LTD SPONSORED ADSBHPLF12,898$724,6090.76%
32NUTRIEN LTD COMNTR9,054$721,5100.75%
33RTX CORPORATION COMRTX7,479$718,8200.75%
34ELEVANCE HEALTH INC COMELV1,386$668,7750.70%
35JONES LANG LASALLE INC COMJLL3,729$652,0300.68%
36TAPESTRY INC COMTPR21,298$650,0060.68%
37BIOGEN INC COMBIIB3,042$620,3520.65%
38FREEPORT-MCMORAN INC CL BFCX21,143$618,6320.65%
39AMERICAN EXPRESS CO COMAXP4,416$612,1550.64%
40BANK NEW YORK MELLON CORP COM06405810014,568$607,6130.63%
41ISHARES CORE S&P MID-CAP ETF4642875072,604$589,0850.62%
42SKYWORKS SOLUTIONS INC COMSWKS6,210$575,2790.60%
43FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,008$563,8090.59%
44PRINCIPAL FINANCIAL GROUP INC COMPFG8,283$553,2540.58%
45SEALED AIR CORP NEW COMSE9,463$546,1910.57%
46WILLIAMS SONOMA INC COMWSM4,914$545,2270.57%
47CUMMINS INC COMCMI2,660$514,7410.54%
48PROCTER AND GAMBLE CO COM7427181093,568$513,0700.54%
49EASTMAN CHEM CO COMEMN5,649$507,1520.53%
50GILEAD SCIENCES INC COMGILD7,617$470,7770.49%
51WELLS FARGO CO NEW COM94974610111,669$457,0580.48%
52MOLSON COORS BEVERAGE CO CL BTAP-A8,079$440,3880.46%
53PHILIP MORRIS INTL INC COM7181721094,194$414,0820.43%
54SCOTTS MIRACLE-GRO CO CL ASMG4,976$393,0520.41%
55ABBOTT LABS COMABLZF3,421$371,6600.39%
56WALMART INC COMWMT3,048$370,5200.39%
57MICROSOFT CORP COMMSFT1,427$366,5270.38%
58CRANE NXT CO COMCXT4,063$355,7420.37%
59DUPONT DE NEMOURS INC COMDD6,076$337,6850.35%
60AMERIPRISE FINL INC COM03076C1061,335$317,3050.33%
61MCKESSON CORP COMMCK971$316,7120.33%
62ALLIANT ENERGY CORP COMLNT5,368$314,6050.33%
63BRISTOL-MYERS SQUIBB CO COMCELG-RI4,029$310,2190.32%
64EXXON MOBIL CORP COMXOM3,575$306,1810.32%
65ROCKWELL AUTOMATION INC COMROK1,521$303,1090.32%
66TRAVELERS COMPANIES INC COMTRV1,783$301,5920.31%
67WESTERN ASSET INTER MUNI FD IN COM95843510936,864$297,1240.31%
68ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$293,5090.31%
69ZIMMER BIOMET HOLDINGS INC COMZBH2,784$292,4750.31%
70WP CAREY INC COM92936U1093,381$280,1590.29%
71VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427755,501$274,8300.29%
72QUALCOMM INC COMQCOM2,033$259,6690.27%
73ISHARES CORE S&P 500 ETF464287200643$243,8420.25%
74THE CAMPBELLS COMPANY COMCPB4,916$236,2240.25%
75DTF TAX-FREE INCOME 2028 TERM COMDTF19,181$227,1000.24%
76CATERPILLAR INC COMCAT1,191$212,8380.22%
77DWS MUNICIPAL INCOME23336810922,469$211,2050.22%
78FLAHERTY & CRUMRINE PFD INCOME COM33848E10622,148$210,8480.22%
79JPMORGAN CHASE & CO. COMVYLD1,862$209,6850.22%
80ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,501$209,5590.22%
81ADVANCE AUTO PARTS INC COMAAP1,188$205,5640.21%
82ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,141$114,6950.12%