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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 0002088236-25-000011

Total Value
$126.7M
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII1,191,059$21.5M16.98%
2SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII1,724,973$17.1M13.52%
3ADAM NAT RES FD INC COM00548F105228,876$5.4M4.26%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,842$4.8M3.80%
5DEERE & CO COMDE12,094$4.5M3.57%
6INGREDION INC COMINGR25,399$2.9M2.30%
7PEPSICO INC COMPEP17,326$2.9M2.26%
8APPLE INC COMAAPL12,630$2.7M2.10%
93M CO COMMMM23,604$2.4M1.90%
10GENERAL DYNAMICS CORP COMGD7,914$2.3M1.81%
11NVIDIA CORPORATION COMNVDA14,832$1.8M1.45%
12JONES LANG LASALLE INC COMJLL8,416$1.7M1.36%
13GOLDMAN SACHS GROUP INC COMGSCE3,774$1.7M1.35%
14MICROSOFT CORP COMMSFT3,619$1.6M1.28%
15WILLIAMS SONOMA INC COMWSM5,589$1.6M1.25%
16TAPESTRY INC COMTPR34,739$1.5M1.17%
17CONOCOPHILLIPS COMCOP12,772$1.5M1.15%
18INVESCO S&P 500 QUALITY ETFIVZ20,578$1.3M1.03%
19SCOTTS MIRACLE-GRO CO CL ASMG20,084$1.3M1.03%
20VERIZON COMMUNICATIONS INC COMVZ29,196$1.2M0.95%
21ABBVIE INC COMABBV6,894$1.2M0.93%
22ISHARES CORE S&P MID-CAP ETF46428750718,372$1.1M0.85%
23RTX CORPORATION COMRTX10,641$1.1M0.84%
24PARAMOUNT GLOBAL CLASS B COM92556H206101,655$1.1M0.83%
25QUALCOMM INC COMQCOM5,083$1.0M0.80%
26ZOOM COMMUNICATIONS INC CL AZM16,467$974,6520.77%
27SCHWAB U.S. LARGE-CAP GROWTH ETF8085243009,482$956,1940.75%
28NEXTERA ENERGY INC COMNEE-PW12,679$897,8080.71%
29EASTMAN CHEM CO COMEMN9,081$889,6860.70%
30META PLATFORMS INC CL AMETA1,764$889,5170.70%
31INTEL CORP COMINTC28,390$879,2350.69%
32SKYWORKS SOLUTIONS INC COMSWKS8,105$863,8520.68%
33DAVITA INC COMDVA6,062$839,9770.66%
34CUMMINS INC COMCMI3,025$837,6910.66%
35ALLIANT ENERGY CORP COMLNT16,202$824,6620.65%
36INTERPUBLIC GROUP COS INC COMINTR27,311$794,4660.63%
37AMERIPRISE FINL INC COM03076C1061,851$790,8900.62%
38PHILLIPS 66 COMPSX5,548$783,2090.62%
39PROCTER AND GAMBLE CO COM7427181094,685$772,6830.61%
40SCHWAB US DIVIDEND EQUITY ETF8085247979,730$756,5960.60%
41NUTRIEN LTD COMNTR14,669$746,8010.59%
42PRINCIPAL FINANCIAL GROUP INC COMPFG9,509$746,0190.59%
43AMERICAN EXPRESS CO COMAXP3,211$743,5040.59%
44ALPHABET INC CAP STK CL CGOOG3,900$715,2790.56%
45MCKESSON CORP COMMCK1,206$704,5810.56%
46JPMORGAN CHASE & CO. COMVYLD3,373$682,1620.54%
47WALMART INC COMWMT9,852$667,0820.53%
48EXXON MOBIL CORP COMXOM5,578$642,1550.51%
49BANK NEW YORK MELLON CORP COM06405810010,259$614,3910.48%
50WEST BANCORPORATION INC CAP STKWTBA34,216$612,4750.48%
51FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,057$609,0530.48%
52WELLS FARGO CO NEW COM94974610110,241$608,2280.48%
53SCHWAB U.S. LARGE-CAP VALUE ETF8085244098,100$600,0780.47%
54HANESBRANDS INC COM410345102118,895$586,1540.46%
55SCHWAB INTERNATIONAL EQUITY ETF80852480515,068$578,9130.46%
56CISCO SYS INC COMCSCO11,953$567,8660.45%
57KROGER CO COMKR11,245$561,4400.44%
58ELEVANCE HEALTH INC COMELV975$528,2170.42%
59CARRIER GLOBAL CORPORATION COMCARR8,309$524,1350.41%
60BIOGEN INC COMBIIB2,228$516,6010.41%
61ISHARES CORE S&P 500 ETF464287200884$483,9170.38%
62THE CIGNA GROUP COM1255231001,409$465,7020.37%
63ROCKWELL AUTOMATION INC COMROK1,493$410,8570.32%
64CVS HEALTH CORP COMCVS6,932$409,3880.32%
65ABBOTT LABS COMABLZF3,764$391,0830.31%
66SCHWAB U.S. LARGE-CAP ETF8085242016,054$388,9700.31%
67ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF4642886048,310$377,9390.30%
68APPLIED MATLS INC COM0382221051,593$375,9060.30%
69AMAZON COM INC COMAMZN1,838$355,1940.28%
70ALBEMARLE CORP COMALB-PA3,485$332,9000.26%
71NETFLIX INC COMNFLX474$319,8930.25%
72CHEVRON CORP NEW COMCVX2,040$319,1480.25%
73ATI INC COMATI5,723$317,3400.25%
74SEALED AIR CORP NEW COMSE9,043$314,6050.25%
75GE AEROSPACE COM NEW3696043011,943$308,8860.24%
76VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097685,039$303,8810.24%
77WP CAREY INC COM92936U1095,415$298,0950.24%
78ISHARES S&P 500 GROWTH ETF4642873093,135$290,0690.23%
79ISHARES CORE U.S. AGGREGATE BOND ETF4642872262,985$289,7360.23%
80FEDEX CORP COMFDX960$287,8240.23%
81MERCADOLIBRE INC COMMELI174$285,9520.23%
82VANECK HIGH YIELD MUNI ETF92189H4095,525$285,3750.23%
83WESTERN ASSET INTER MUNI FD IN COM95843510935,983$282,8230.22%
84FREEPORT-MCMORAN INC CL BFCX5,646$274,3940.22%
85RANGE RES CORP COMRRC8,087$271,1520.21%
86AIR PRODS & CHEMS INC COMAIIR1,041$268,6430.21%
87CRANE COMPANY COMMON STOCKCR1,851$268,3880.21%
88ISHARES RUSSELL 1000 GROWTH ETF464287614722$263,2680.21%
89KELLANOVA COMBEKE4,557$262,8500.21%
90VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427754,437$260,1860.21%
91TRANSUNION COMTRU3,498$259,3990.20%
92CATERPILLAR INC COMCAT759$252,7440.20%
93DWS MUNICIPAL INCOME23336810926,586$251,7730.20%
94PHILIP MORRIS INTL INC COM7181721092,471$250,4280.20%
95THE CAMPBELLS COMPANY COMCPB5,517$249,2950.20%
96DUPONT DE NEMOURS INC COMDD2,979$239,7580.19%
97FLAHERTY & CRUMRINE PFD INCOME COM33848E10627,893$236,2560.19%
98FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R5064,100$224,4750.18%
99CRANE NXT CO COMCXT3,631$223,0460.18%
100SCHWAB US AGGREGATE BOND ETF8085248394,852$221,1410.17%
101PFIZER INC COMPFE7,848$219,5850.17%
102SPDR S&P 400 MID CAP GROWTH ETF78464A8212,562$215,3930.17%
103ALPHABET INC CAP STK CL AGOOG1,181$215,1110.17%
104PEABODY ENERGY CORP COMBTU9,541$211,0390.17%
105DTF TAX-FREE INCOME 2028 TERM COMDTF18,795$205,9970.16%
106INVESCO S&P 500 LOW VOLATILITY ETFIVZ3,125$202,9730.16%
107ISHARES NATIONAL MUNI BOND ETF4642884141,896$201,9910.16%
108EMERSON ELEC CO COMEMR1,824$200,9550.16%
109MERCK & CO INC COMMRK1,618$200,3560.16%
110ABRDN NATL MUN INCOME FD SH BEN INT24610T10810,967$115,8090.09%
111DNP SELECT INCOME FD INC COM23325P10412,098$99,4470.08%