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

Basepoint Wealth LLC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0002088236-25-000004

Total Value
$93.7M
Positions
84
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (84)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,128,795$14.4M15.42%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII1,839,015$12.2M12.99%
3ADAM NAT RES FD INC COM00548F105438,351$8.5M9.10%
4DEERE & CO COMDE12,625$4.2M4.50%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,163$3.0M3.18%
6PEPSICO INC COMPEP16,699$2.7M2.91%
7CONOCOPHILLIPS COMCOP19,308$2.0M2.11%
8APPLE INC COMAAPL12,258$1.7M1.81%
9INGREDION INC COMINGR18,955$1.5M1.63%
103M CO COMMMM13,621$1.5M1.61%
11INTEL CORP COMINTC58,340$1.5M1.60%
12GENERAL DYNAMICS CORP COMGD6,413$1.4M1.45%
13PARAMOUNT GLOBAL CLASS B COM92556H20669,688$1.3M1.42%
14CVS HEALTH CORP COMCVS12,392$1.2M1.26%
15GOLDMAN SACHS GROUP INC COMGSCE3,976$1.2M1.24%
16THE CIGNA GROUP COM1255231003,991$1.1M1.18%
17ABBVIE INC COMABBV7,597$1.0M1.09%
18NEXTERA ENERGY INC COMNEE-PW12,703$996,0401.06%
19AIR PRODS & CHEMS INC COMAIIR4,233$985,1961.05%
20PEABODY ENERGY CORP COMBTU39,609$983,0951.05%
21KELLANOVA COMBEKE13,421$934,9131.00%
22PHILLIPS 66 COMPSX10,480$845,9760.90%
23INTERPUBLIC GROUP COS INC COMINTR32,094$821,6070.88%
24INVESCO S&P 500 QUALITY ETFIVZ20,249$804,6950.86%
25BIOGEN INC COMBIIB3,000$800,9560.85%
26RANGE RES CORP COMRRC31,689$800,4610.85%
27NUTRIEN LTD COMNTR9,516$793,4650.85%
28FEDEX CORP COMFDX5,290$785,3950.84%
29ZOOM COMMUNICATIONS INC CL AZM10,328$760,0380.81%
30TAPESTRY INC COMTPR26,600$756,2460.81%
31CUMMINS INC COMCMI3,706$754,2750.80%
32JONES LANG LASALLE INC COMJLL4,993$754,2720.80%
33WILLIAMS SONOMA INC COMWSM6,344$747,6930.80%
34SKYWORKS SOLUTIONS INC COMSWKS8,702$742,0190.79%
35HANESBRANDS INC COM410345102102,688$714,7110.76%
36EDISON INTL COM28102010712,548$709,9580.76%
37RTX CORPORATION COMRTX8,565$701,1600.75%
38WEYERHAEUSER CO MTN BE COM NEWWY23,644$675,2680.72%
39BHP GROUP LTD SPONSORED ADSBHPLF13,155$658,2570.70%
40GILEAD SCIENCES INC COMGILD10,592$653,4490.70%
41FREEPORT-MCMORAN INC CL BFCX22,704$620,4960.66%
42PRINCIPAL FINANCIAL GROUP INC COMPFG8,401$606,1650.65%
43AMERICAN EXPRESS CO COMAXP4,362$588,5040.63%
44ISHARES CORE S&P MID-CAP ETF4642875072,605$571,1260.61%
45EASTMAN CHEM CO COMEMN8,021$569,8910.61%
46BANK NEW YORK MELLON CORP COM06405810014,181$546,2360.58%
47ELEVANCE HEALTH INC COMELV1,146$520,5560.56%
48FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,016$514,5780.55%
49WELLS FARGO CO NEW COM94974610111,334$455,8440.49%
50PROCTER AND GAMBLE CO COM7427181093,585$452,6480.48%
51SEALED AIR CORP NEW COMSE9,386$417,7520.45%
52WALMART INC COMWMT2,967$384,7940.41%
53SCOTTS MIRACLE-GRO CO CL ASMG8,831$377,5270.40%
54MOLSON COORS BEVERAGE CO CL BTAP-A7,856$377,0310.40%
55CRANE NXT CO COMCXT4,283$374,9140.40%
56WP CAREY INC COM92936U1095,168$360,6960.38%
57MICROSOFT CORP COMMSFT1,529$355,9880.38%
58WEST BANCORPORATION INC CAP STKWTBA16,537$344,1350.37%
59PHILIP MORRIS INTL INC COM7181721094,087$339,2820.36%
60AMERIPRISE FINL INC COM03076C1061,341$337,8230.36%
61ISHARES CORE S&P 500 ETF464287200940$337,1030.36%
62ABBOTT LABS COMABLZF3,402$329,2240.35%
63ROCKWELL AUTOMATION INC COMROK1,521$327,2010.35%
64MCKESSON CORP COMMCK941$319,9140.34%
65DUPONT DE NEMOURS INC COMDD5,881$296,3880.32%
66ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$288,0250.31%
67BRISTOL-MYERS SQUIBB CO COMCELG-RI4,048$287,7880.31%
68ALLIANT ENERGY CORP COMLNT5,340$282,9730.30%
69ZIMMER BIOMET HOLDINGS INC COMZBH2,516$263,0200.28%
70TRAVELERS COMPANIES INC COMTRV1,687$258,4790.28%
71WESTERN ASSET INTER MUNI FD IN COM95843510934,762$255,5000.27%
72VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427755,501$244,0240.26%
73CARRIER GLOBAL CORPORATION COMCARR6,788$241,3830.26%
74THE CAMPBELLS COMPANY COMCPB4,932$232,4030.25%
75ATI INC COMATI8,680$230,9750.25%
76QUALCOMM INC COMQCOM2,038$230,2300.25%
77EXXON MOBIL CORP COMXOM2,635$230,0840.25%
78DTF TAX-FREE INCOME 2028 TERM COMDTF19,283$214,0450.23%
79JPMORGAN CHASE & CO. COMVYLD1,973$206,1290.22%
80CATERPILLAR INC COMCAT1,228$201,5370.22%
81ADVANCE AUTO PARTS INC COMAAP1,263$197,4970.21%
82DWS MUNICIPAL INCOME23336810923,586$196,2360.21%
83FLAHERTY & CRUMRINE PFD INCOME COM33848E10622,583$193,5400.21%
84ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,169$110,7410.12%