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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 16, 2025 · Accession 0002088236-25-000008

Total Value
$122.6M
Positions
100
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (100)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,199,972$17.2M14.02%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII2,003,077$15.2M12.38%
3ADAM NAT RES FD INC COM00548F105446,491$10.3M8.42%
4DEERE & CO COMDE12,577$4.7M3.87%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,567$4.1M3.30%
6PEPSICO INC COMPEP16,800$2.8M2.32%
7INTEL CORP COMINTC74,401$2.6M2.16%
8INGREDION INC COMINGR23,299$2.3M1.87%
9CONOCOPHILLIPS COMCOP17,911$2.1M1.75%
10FEDEX CORP COMFDX7,575$2.0M1.64%
113M CO COMMMM20,979$2.0M1.60%
12APPLE INC COMAAPL11,197$1.9M1.56%
13GOLDMAN SACHS GROUP INC COMGSCE5,555$1.8M1.47%
14GENERAL DYNAMICS CORP COMGD7,034$1.6M1.27%
15AIR PRODS & CHEMS INC COMAIIR5,213$1.5M1.21%
16RANGE RES CORP COMRRC44,615$1.4M1.18%
17PARAMOUNT GLOBAL CLASS B COM92556H206105,704$1.4M1.11%
18PEABODY ENERGY CORP COMBTU51,456$1.3M1.09%
19WILLIAMS SONOMA INC COMWSM8,069$1.3M1.02%
20ZOOM COMMUNICATIONS INC CL AZM17,385$1.2M0.99%
21JONES LANG LASALLE INC COMJLL8,554$1.2M0.98%
22FREEPORT-MCMORAN INC CL BFCX31,919$1.2M0.97%
23WEYERHAEUSER CO MTN BE COM NEWWY36,909$1.1M0.92%
24PHILLIPS 66 COMPSX9,090$1.1M0.89%
25META PLATFORMS INC CL AMETA3,597$1.1M0.88%
26THE CIGNA GROUP COM1255231003,744$1.1M0.87%
27SCOTTS MIRACLE-GRO CO CL ASMG20,398$1.1M0.86%
28NVIDIA CORPORATION COMNVDA2,417$1.1M0.86%
29ABBVIE INC COMABBV6,952$1.0M0.85%
30INVESCO S&P 500 QUALITY ETFIVZ20,249$1.0M0.83%
31TAPESTRY INC COMTPR35,017$1.0M0.82%
32NUTRIEN LTD COMNTR15,407$951,5650.78%
33INTERPUBLIC GROUP COS INC COMINTR30,909$885,8460.72%
34KELLANOVA COMBEKE14,670$873,0200.71%
35SKYWORKS SOLUTIONS INC COMSWKS8,554$843,3770.69%
36CUMMINS INC COMCMI3,691$843,1750.69%
37EDISON INTL COM28102010712,754$807,2290.66%
38GILEAD SCIENCES INC COMGILD10,603$794,5570.65%
39EASTMAN CHEM CO COMEMN9,621$738,1320.60%
40BHP GROUP LTD SPONSORED ADSBHPLF12,737$724,4710.59%
41BIOGEN INC COMBIIB2,780$714,4450.58%
42NEXTERA ENERGY INC COMNEE-PW12,457$713,6420.58%
43RTX CORPORATION COMRTX9,730$700,2470.57%
44PROCTER AND GAMBLE CO COM7427181094,628$675,0240.55%
45VERIZON COMMUNICATIONS INC COMVZ20,825$674,9330.55%
46PRINCIPAL FINANCIAL GROUP INC COMPFG9,275$668,4660.55%
47DAVITA INC COMDVA7,000$661,7100.54%
48AMERICAN EXPRESS CO COMAXP4,362$650,7400.53%
49ISHARES CORE S&P MID-CAP ETF4642875072,541$633,6240.52%
50CVS HEALTH CORP COMCVS8,555$597,3320.49%
51MICROSOFT CORP COMMSFT1,875$592,0260.48%
52BANK NEW YORK MELLON CORP COM06405810013,145$560,6400.46%
53WEST BANCORPORATION INC CAP STKWTBA34,216$558,0710.46%
54WALMART INC COMWMT3,363$537,9110.44%
55FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,043$536,4620.44%
56CRANE COMPANY COMMON STOCKCR6,021$534,9090.44%
57WELLS FARGO CO NEW COM94974610112,984$530,5240.43%
58ALPHABET INC CAP STK CL CGOOG3,912$515,7970.42%
59AMERIPRISE FINL INC COM03076C1061,520$501,0780.41%
60HANESBRANDS INC COM410345102124,519$493,0960.40%
61QUALCOMM INC COMQCOM4,408$489,5910.40%
62MOLSON COORS BEVERAGE CO CL BTAP-A7,567$481,2150.39%
63JPMORGAN CHASE & CO. COMVYLD3,169$459,5330.37%
64ELEVANCE HEALTH INC COMELV1,024$445,8930.36%
65TRANSUNION COMTRU6,076$436,1630.36%
66DUPONT DE NEMOURS INC COMDD5,809$433,3010.35%
67ROCKWELL AUTOMATION INC COMROK1,461$417,7520.34%
68MCKESSON CORP COMMCK951$413,4050.34%
69CISCO SYS INC COMCSCO7,443$400,1530.33%
70ALLIANT ENERGY CORP COMLNT8,152$394,9460.32%
71PHILIP MORRIS INTL INC COM7181721093,969$367,4050.30%
72ALBEMARLE CORP COMALB-PA2,105$357,9260.29%
73EXXON MOBIL CORP COMXOM3,033$356,6410.29%
74ATI INC COMATI8,556$352,0790.29%
75CATERPILLAR INC COMCAT1,262$344,4080.28%
76CARRIER GLOBAL CORPORATION COMCARR6,198$342,1140.28%
77ABBOTT LABS COMABLZF3,497$338,6790.28%
78KROGER CO COMKR7,394$330,8840.27%
79EXELON CORP COMEXC8,611$325,4160.27%
80ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$322,0960.26%
81SEALED AIR CORP NEW COMSE9,255$304,1120.25%
82CRANE NXT CO COMCXT5,387$299,3720.24%
83EMERSON ELEC CO COMEMR3,088$298,2040.24%
84ISHARES CORE S&P 500 ETF464287200657$282,2660.23%
85TRAVELERS COMPANIES INC COMTRV1,711$279,4820.23%
86WP CAREY INC COM92936U1095,162$279,1410.23%
87FLAHERTY & CRUMRINE PFD INCOME COM33848E10634,387$255,8410.21%
88ZIMMER BIOMET HOLDINGS INC COMZBH2,234$250,7090.20%
89WESTERN ASSET INTER MUNI FD IN COM95843510933,154$237,3790.19%
90BRISTOL-MYERS SQUIBB CO COMCELG-RI4,060$235,6260.19%
91LABCORP HOLDINGS INC COM SHSLH1,154$231,9170.19%
92VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427754,437$230,1470.19%
93CHEVRON CORP NEW COMCVX1,292$217,9100.18%
94THE CAMPBELLS COMPANY COMCPB5,272$216,5700.18%
95GE AEROSPACE COM NEW3696043011,937$214,1360.17%
96APPLIED MATLS INC COM0382221051,481$205,0900.17%
97DTF TAX-FREE INCOME 2028 TERM COMDTF17,994$191,9960.16%
98DWS MUNICIPAL INCOME23336810921,979$169,2390.14%
99DNP SELECT INCOME FD INC COM23325P10411,398$108,5070.09%
100ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,291$88,6040.07%