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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 10, 2025 · Accession 0002088236-25-000006

Total Value
$119.9M
Positions
93
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (93)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,182,855$18.3M15.26%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII1,946,518$16.2M13.54%
3ADAM NAT RES FD INC COM00548F105442,796$9.1M7.60%
4DEERE & CO COMDE12,689$5.2M4.37%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,162$3.4M2.88%
6PEPSICO INC COMPEP17,090$3.1M2.60%
7INTEL CORP COMINTC72,250$2.4M1.97%
8INGREDION INC COMINGR20,992$2.1M1.78%
9PARAMOUNT GLOBAL CLASS B COM92556H20688,869$2.0M1.65%
10APPLE INC COMAAPL11,944$2.0M1.64%
113M CO COMMMM17,927$1.9M1.57%
12CONOCOPHILLIPS COMCOP18,167$1.8M1.50%
13FEDEX CORP COMFDX7,213$1.6M1.37%
14GOLDMAN SACHS GROUP INC COMGSCE4,704$1.5M1.28%
15TAPESTRY INC COMTPR32,688$1.4M1.18%
16GENERAL DYNAMICS CORP COMGD6,121$1.4M1.17%
17AIR PRODS & CHEMS INC COMAIIR4,617$1.3M1.11%
18SCOTTS MIRACLE-GRO CO CL ASMG18,355$1.3M1.07%
19RTX CORPORATION COMRTX13,009$1.3M1.06%
20ZOOM COMMUNICATIONS INC CL AZM16,265$1.2M1.00%
21ABBVIE INC COMABBV7,289$1.2M0.97%
22INTERPUBLIC GROUP COS INC COMINTR31,042$1.2M0.96%
23PEABODY ENERGY CORP COMBTU44,267$1.1M0.95%
24FREEPORT-MCMORAN INC CL BFCX27,472$1.1M0.94%
25RANGE RES CORP COMRRC38,929$1.0M0.86%
26SKYWORKS SOLUTIONS INC COMSWKS8,557$1.0M0.84%
27PHILLIPS 66 COMPSX9,775$990,9790.83%
28KELLANOVA COMBEKE14,705$984,6590.82%
29JONES LANG LASALLE INC COMJLL6,767$984,5110.82%
30INVESCO S&P 500 QUALITY ETFIVZ20,249$958,1830.80%
31THE CIGNA GROUP COM1255231003,708$947,4020.79%
32NEXTERA ENERGY INC COMNEE-PW12,133$935,2020.78%
33WEYERHAEUSER CO MTN BE COM NEWWY30,999$933,9880.78%
34NUTRIEN LTD COMNTR12,339$911,2340.76%
35EDISON INTL COM28102010712,675$894,7330.75%
36GILEAD SCIENCES INC COMGILD10,585$878,2060.73%
37CUMMINS INC COMCMI3,658$873,8540.73%
38EASTMAN CHEM CO COMEMN9,570$807,1320.67%
39BHP GROUP LTD SPONSORED ADSBHPLF12,577$797,5030.67%
40BIOGEN INC COMBIIB2,820$783,9980.65%
41CVS HEALTH CORP COMCVS10,382$771,4570.64%
42WILLIAMS SONOMA INC COMWSM6,214$756,0120.63%
43AMERICAN EXPRESS CO COMAXP4,270$704,2830.59%
44META PLATFORMS INC CL AMETA3,246$687,9570.57%
45NVIDIA CORPORATION COMNVDA2,449$680,2780.57%
46ISHARES CORE S&P MID-CAP ETF4642875072,616$654,4290.55%
47WEST BANCORPORATION INC CAP STKWTBA35,511$648,7790.54%
48HANESBRANDS INC COM410345102120,857$635,7100.53%
49PRINCIPAL FINANCIAL GROUP INC COMPFG8,507$632,2240.53%
50BANK NEW YORK MELLON CORP COM06405810013,668$621,0880.52%
51CRANE NXT CO COMCXT5,410$614,0430.51%
52PROCTER AND GAMBLE CO COM7427181093,975$591,0230.49%
53FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,027$568,9730.47%
54WELLS FARGO CO NEW COM94974610114,047$525,0820.44%
55MICROSOFT CORP COMMSFT1,674$482,4950.40%
56ELEVANCE HEALTH INC COMELV1,038$477,3400.40%
57AMERIPRISE FINL INC COM03076C1061,507$461,9070.39%
58WALMART INC COMWMT3,110$458,5830.38%
59ISHARES CORE S&P 500 ETF4642872001,107$455,0230.38%
60SEALED AIR CORP NEW COMSE9,351$429,2840.36%
61ROCKWELL AUTOMATION INC COMROK1,461$428,6810.36%
62DUPONT DE NEMOURS INC COMDD5,866$420,9690.35%
63VERIZON COMMUNICATIONS INC COMVZ10,578$411,3810.34%
64ALPHABET INC CAP STK CL CGOOG3,912$406,8480.34%
65WP CAREY INC COM92936U1095,011$388,1160.32%
66MOLSON COORS BEVERAGE CO CL BTAP-A7,491$387,1280.32%
67PHILIP MORRIS INTL INC COM7181721093,940$383,1200.32%
68JPMORGAN CHASE & CO COMVYLD2,892$376,8960.31%
69ABBOTT LABS COMABLZF3,407$345,0030.29%
70DAVITA INC COMDVA4,202$340,8240.28%
71ATI INC COMATI8,556$337,6200.28%
72MCKESSON CORP COMMCK927$330,0790.28%
73ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$323,9430.27%
74ZIMMER BIOMET HOLDINGS INC COMZBH2,492$321,9710.27%
75ALLIANT ENERGY CORP COMLNT5,928$316,5550.26%
76CARRIER GLOBAL CORPORATION COMCARR6,822$312,1000.26%
77TRANSUNION COMTRU4,905$304,8050.25%
78EXXON MOBIL CORP COMXOM2,720$298,2630.25%
79EXELON CORP COMEXC6,986$292,6260.24%
80TRAVELERS COMPANIES INC COMTRV1,704$292,0550.24%
81CATERPILLAR INC COMCAT1,234$282,4570.24%
82BRISTOL-MYERS SQUIBB CO COMCELG-RI4,073$282,2740.24%
83QUALCOMM INC COMQCOM2,171$276,9210.23%
84THE CAMPBELLS COMPANY COMCPB5,035$276,7970.23%
85FLAHERTY & CRUMRINE PFD INCOME COM33848E10633,318$274,8720.23%
86WESTERN ASSET INTER MUNI FD IN COM95843510933,352$263,7100.22%
87LABCORP HOLDINGS INC COM SHSLH1,147$263,1220.22%
88VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427754,437$237,2460.20%
89ADVANCE AUTO PARTS INC COMAAP1,942$236,1320.20%
90DTF TAX-FREE INCOME 2028 TERM COMDTF19,507$216,1020.18%
91DWS MUNICIPAL INCOME23336810923,949$213,1450.18%
92DNP SELECT INCOME FD INC COM23325P10411,016$121,3960.10%
93ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,233$109,1850.09%