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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 15, 2025 · Accession 0002088236-25-000007

Total Value
$121.0M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,171,457$17.5M14.45%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII1,942,219$15.1M12.50%
3ADAM NAT RES FD INC COM00548F105442,153$9.2M7.61%
4DEERE & CO COMDE12,694$5.1M4.25%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,212$3.8M3.16%
6PEPSICO INC COMPEP16,889$3.1M2.59%
7INTEL CORP COMINTC73,966$2.5M2.04%
8INGREDION INC COMINGR21,787$2.3M1.91%
9APPLE INC COMAAPL11,545$2.2M1.85%
103M CO COMMMM19,207$1.9M1.59%
11FEDEX CORP COMFDX7,634$1.9M1.56%
12CONOCOPHILLIPS COMCOP17,956$1.9M1.54%
13GOLDMAN SACHS GROUP INC COMGSCE5,098$1.6M1.36%
14PARAMOUNT GLOBAL CLASS B COM92556H20697,025$1.5M1.28%
15TAPESTRY INC COMTPR34,549$1.5M1.22%
16AIR PRODS & CHEMS INC COMAIIR4,845$1.5M1.20%
17GENERAL DYNAMICS CORP COMGD6,246$1.3M1.11%
18SCOTTS MIRACLE-GRO CO CL ASMG19,880$1.2M1.03%
19RANGE RES CORP COMRRC40,991$1.2M1.00%
20INTERPUBLIC GROUP COS INC COMINTR30,788$1.2M0.98%
21JONES LANG LASALLE INC COMJLL7,610$1.2M0.98%
22ZOOM COMMUNICATIONS INC CL AZM17,443$1.2M0.98%
23FREEPORT-MCMORAN INC CL BFCX29,065$1.2M0.96%
24WEYERHAEUSER CO MTN BE COM NEWWY33,238$1.1M0.92%
25THE CIGNA GROUP COM1255231003,727$1.0M0.86%
26META PLATFORMS INC CL AMETA3,611$1.0M0.86%
27NVIDIA CORPORATION COMNVDA2,427$1.0M0.85%
28INVESCO S&P 500 QUALITY ETFIVZ20,249$1.0M0.84%
29PEABODY ENERGY CORP COMBTU46,410$1.0M0.83%
30KELLANOVA COMBEKE14,596$983,7550.81%
31RTX CORPORATION COMRTX9,714$951,5610.79%
32ABBVIE INC COMABBV6,963$938,1040.78%
33SKYWORKS SOLUTIONS INC COMSWKS8,467$937,2440.77%
34PHILLIPS 66 COMPSX9,686$923,8300.76%
35NEXTERA ENERGY INC COMNEE-PW12,285$911,5470.75%
36CUMMINS INC COMCMI3,675$900,8910.74%
37EDISON INTL COM28102010712,619$876,3840.72%
38WILLIAMS SONOMA INC COMWSM6,822$853,7040.71%
39GILEAD SCIENCES INC COMGILD10,629$819,2130.68%
40EASTMAN CHEM CO COMEMN9,580$802,0230.66%
41BIOGEN INC COMBIIB2,804$798,6720.66%
42NUTRIEN LTD COMNTR13,362$788,9970.65%
43BHP GROUP LTD SPONSORED ADSBHPLF12,796$763,5300.63%
44AMERICAN EXPRESS CO COMAXP4,274$744,5810.62%
45ISHARES CORE S&P MID-CAP ETF4642875072,606$681,5310.56%
46WEST BANCORPORATION INC CAP STKWTBA36,047$663,6240.55%
47PRINCIPAL FINANCIAL GROUP INC COMPFG8,710$660,5480.55%
48CVS HEALTH CORP COMCVS9,213$636,9160.53%
49BANK NEW YORK MELLON CORP COM06405810013,502$601,0910.50%
50PROCTER AND GAMBLE CO COM7427181093,891$590,4100.49%
51MICROSOFT CORP COMMSFT1,733$590,0720.49%
52HANESBRANDS INC COM410345102124,655$565,9320.47%
53DAVITA INC COMDVA5,601$562,7320.47%
54VERIZON COMMUNICATIONS INC COMVZ14,968$556,6470.46%
55WELLS FARGO CO NEW COM94974610112,846$548,2500.45%
56FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,036$545,3760.45%
57CRANE COMPANY COMMON STOCKCR5,955$530,6920.44%
58AMERIPRISE FINL INC COM03076C1061,514$502,8320.42%
59MOLSON COORS BEVERAGE CO CL BTAP-A7,528$495,6360.41%
60TRANSUNION COMTRU6,301$493,5880.41%
61WALMART INC COMWMT3,117$489,8830.40%
62ROCKWELL AUTOMATION INC COMROK1,461$481,3540.40%
63ALPHABET INC CAP STK CL CGOOG3,912$473,2350.39%
64ELEVANCE HEALTH INC COMELV992$440,6180.36%
65JPMORGAN CHASE & CO COMVYLD2,962$430,7810.36%
66DUPONT DE NEMOURS INC COMDD5,886$420,5120.35%
67ALLIANT ENERGY CORP COMLNT7,854$412,1540.34%
68ISHARES CORE S&P 500 ETF464287200901$401,6660.33%
69MCKESSON CORP COMMCK928$396,7530.33%
70PHILIP MORRIS INTL INC COM7181721093,950$385,5840.32%
71ATI INC COMATI8,556$378,4320.31%
72SEALED AIR CORP NEW COMSE9,325$372,9920.31%
73ABBOTT LABS COMABLZF3,409$371,6990.31%
74EXELON CORP COMEXC8,683$353,7580.29%
75ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$344,1170.28%
76WP CAREY INC COM92936U1095,084$343,4720.28%
77QUALCOMM INC COMQCOM2,847$338,9280.28%
78ZIMMER BIOMET HOLDINGS INC COMZBH2,247$327,1860.27%
79CARRIER GLOBAL CORPORATION COMCARR6,522$324,1970.27%
80CRANE NXT CO COMCXT5,400$304,7520.25%
81CATERPILLAR INC COMCAT1,238$304,5430.25%
82TRAVELERS COMPANIES INC COMTRV1,715$297,8850.25%
83EXXON MOBIL CORP COMXOM2,751$295,0050.24%
84LABCORP HOLDINGS INC COM SHSLH1,150$277,5530.23%
85FLAHERTY & CRUMRINE PFD INCOME COM33848E10633,850$271,1350.22%
86BRISTOL-MYERS SQUIBB CO COMCELG-RI4,124$263,7540.22%
87WESTERN ASSET INTER MUNI FD IN COM95843510932,925$250,8920.21%
88VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427754,437$241,4170.20%
89THE CAMPBELLS COMPANY COMCPB4,983$227,7720.19%
90CISCO SYS INC COMCSCO4,402$227,7390.19%
91GE AEROSPACE COM NEW3696043011,936$212,6270.18%
92DWS MUNICIPAL INCOME23336810923,853$205,3780.17%
93DTF TAX-FREE INCOME 2028 TERM COMDTF18,540$199,6720.17%
94DNP SELECT INCOME FD INC COM23325P10411,201$117,3920.10%
95ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,264$103,0490.09%