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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 0002088236-25-000005

Total Value
$113.0M
Positions
91
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (91)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,157,395$16.3M14.44%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII1,880,405$15.5M13.71%
3ADAM NAT RES FD INC COM00548F105443,421$9.7M8.55%
4DEERE & CO COMDE12,696$5.4M4.82%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,254$3.5M3.08%
6PEPSICO INC COMPEP16,774$3.0M2.68%
7CONOCOPHILLIPS COMCOP18,580$2.2M1.94%
8INGREDION INC COMINGR20,435$2.0M1.77%
93M CO COMMMM16,490$2.0M1.75%
10INTEL CORP COMINTC65,866$1.7M1.54%
11GENERAL DYNAMICS CORP COMGD6,283$1.6M1.38%
12APPLE INC COMAAPL11,925$1.5M1.37%
13GOLDMAN SACHS GROUP INC COMGSCE4,189$1.4M1.27%
14PARAMOUNT GLOBAL CLASS B COM92556H20681,072$1.4M1.21%
15AIR PRODS & CHEMS INC COMAIIR4,425$1.4M1.21%
16THE CIGNA GROUP COM1255231003,772$1.2M1.11%
17ABBVIE INC COMABBV7,460$1.2M1.07%
18TAPESTRY INC COMTPR29,389$1.1M0.99%
19PEABODY ENERGY CORP COMBTU41,403$1.1M0.97%
20INTERPUBLIC GROUP COS INC COMINTR32,436$1.1M0.96%
21NEXTERA ENERGY INC COMNEE-PW12,729$1.1M0.94%
22FEDEX CORP COMFDX6,136$1.1M0.94%
23PHILLIPS 66 COMPSX10,208$1.1M0.94%
24KELLANOVA COMBEKE14,575$1.0M0.92%
25CVS HEALTH CORP COMCVS11,089$1.0M0.91%
26FREEPORT-MCMORAN INC CL BFCX25,367$963,9350.85%
27ZOOM COMMUNICATIONS INC CL AZM13,766$932,5090.83%
28JONES LANG LASALLE INC COMJLL5,783$921,6160.82%
29RTX CORPORATION COMRTX9,102$918,5740.81%
30WEST BANCORPORATION INC CAP STKWTBA35,104$896,9060.79%
31INVESCO S&P 500 QUALITY ETFIVZ20,249$890,9560.79%
32GILEAD SCIENCES INC COMGILD10,368$890,0650.79%
33CUMMINS INC COMCMI3,605$873,5450.77%
34RANGE RES CORP COMRRC34,606$865,8330.77%
35WEYERHAEUSER CO MTN BE COM NEWWY26,849$832,3210.74%
36BIOGEN INC COMBIIB2,925$809,9450.72%
37EDISON INTL COM28102010712,633$803,6930.71%
38NUTRIEN LTD COMNTR10,811$789,5520.70%
39BHP GROUP LTD SPONSORED ADSBHPLF12,682$786,8920.70%
40SKYWORKS SOLUTIONS INC COMSWKS8,599$783,6520.69%
41EASTMAN CHEM CO COMEMN9,455$770,0100.68%
42SCOTTS MIRACLE-GRO CO CL ASMG15,786$767,0540.68%
43HANESBRANDS INC COM410345102118,064$750,8860.66%
44WILLIAMS SONOMA INC COMWSM6,199$712,3590.63%
45PRINCIPAL FINANCIAL GROUP INC COMPFG8,404$705,2460.62%
46BANK NEW YORK MELLON CORP COM06405810013,879$631,7800.56%
47PROCTER AND GAMBLE CO COM7427181094,168$631,6470.56%
48AMERICAN EXPRESS CO COMAXP4,273$631,3680.56%
49ISHARES CORE S&P MID-CAP ETF4642875072,605$630,2280.56%
50ISHARES CORE S&P 500 ETF4642872001,549$595,0310.53%
51FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,022$585,7630.52%
52CRANE NXT CO COMCXT5,498$552,2660.49%
53ELEVANCE HEALTH INC COMELV1,049$537,9100.48%
54NVIDIA CORPORATION COMNVDA3,264$476,9900.42%
55WELLS FARGO CO NEW COM94974610111,341$468,2850.41%
56SEALED AIR CORP NEW COMSE9,330$465,3800.41%
57WALMART INC COMWMT3,140$445,1920.39%
58AMERIPRISE FINL INC COM03076C1061,346$419,1240.37%
59DUPONT DE NEMOURS INC COMDD5,899$404,8790.36%
60MOLSON COORS BEVERAGE CO CL BTAP-A7,851$404,5000.36%
61PHILIP MORRIS INTL INC COM7181721093,922$396,9610.35%
62ROCKWELL AUTOMATION INC COMROK1,521$391,8620.35%
63WP CAREY INC COM92936U1094,947$386,6040.34%
64MICROSOFT CORP COMMSFT1,595$382,5370.34%
65JPMORGAN CHASE & CO. COMVYLD2,849$382,0780.34%
66ABBOTT LABS COMABLZF3,405$373,8060.33%
67MCKESSON CORP COMMCK942$353,2540.31%
68TRAVELERS COMPANIES INC COMTRV1,720$322,4420.29%
69ALPHABET INC CAP STK CL CGOOG3,632$322,2670.29%
70ZIMMER BIOMET HOLDINGS INC COMZBH2,520$321,3560.28%
71ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$299,4920.27%
72ALLIANT ENERGY CORP COMLNT5,364$296,1220.26%
73CATERPILLAR INC COMCAT1,231$294,9870.26%
74BRISTOL-MYERS SQUIBB CO COMCELG-RI4,067$292,6440.26%
75EXXON MOBIL CORP COMXOM2,653$292,6320.26%
76THE CAMPBELLS COMPANY COMCPB5,017$284,7150.25%
77ADVANCE AUTO PARTS INC COMAAP1,926$283,2170.25%
78LABCORP HOLDINGS INC COM SHSLH1,198$282,0730.25%
79CARRIER GLOBAL CORPORATION COMCARR6,794$280,2690.25%
80ATI INC COMATI8,680$259,1850.23%
81WESTERN ASSET INTER MUNI FD IN COM95843510933,207$252,0390.22%
82META PLATFORMS INC CL AMETA2,075$249,7060.22%
83QUALCOMM INC COMQCOM2,166$238,1140.21%
84ISHARES CORE TOTAL USD BOND MARKET ETF46434V6135,205$233,8660.21%
85VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427754,437$222,4710.20%
86DTF TAX-FREE INCOME 2028 TERM COMDTF19,395$211,5980.19%
87SPDR S&P 500 ETF TRUSTSPY552$211,1810.19%
88VERIZON COMMUNICATIONS INC COMVZ5,224$205,8320.18%
89DWS MUNICIPAL INCOME23336810923,774$204,6900.18%
90FLAHERTY & CRUMRINE PFD INCOME COM33848E10623,018$197,9540.18%
91ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,201$105,7830.09%