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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

Institutional Manager · CIK 0001729754

Uncommon Cents Investing LLC

JANESVILLE, WI · File #028-18321

Latest AUM
$413.1M
Positions
207
Top-10 Concentration
37.9%
Filings
12

Sector Allocation

Industrials
11.3%$46.8M
Technology
6.6%$27.4M
Healthcare
6.2%$25.5M
Financials
4.2%$17.3M
Materials
3.3%$13.7M
Energy
2.9%$12.1M
Utilities
1.3%$5.4M
Real Estate
1.1%$4.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ASA GOLD AND PRECIOUS MTLS LG3156P103440,404$26.3M9.90%
2WELLS FARGO CO NEW949746101111,819$10.4M3.93%
3MICROSOFT CORPMSFT20,356$9.8M3.71%
4RTX CORPORATIONRTX52,455$9.6M3.62%
5KROGER COKR141,158$8.8M3.32%
6JPMORGAN CHASE & CO.VYLD25,945$8.4M3.15%
7NORFOLK SOUTHN CORP65584410825,816$7.5M2.81%
8APPLE INCAAPL25,264$6.9M2.59%
9MUELLER INDS INC62475610257,780$6.6M2.50%
10JOHNSON & JOHNSONJNJ30,382$6.3M2.37%
11BERKSHIRE HATHAWAY INC DELBRK-A12,248$6.2M2.32%
12TEMPLETON DRAGON FD INC88018T101535,375$6.0M2.27%
13GE AEROSPACE36960430118,386$5.7M2.13%
14EMCOR GROUP INCEME9,090$5.6M2.09%
15ARCHER DANIELS MIDLAND COADM96,084$5.5M2.08%
16PIMCO ETF TR72201R83353,760$5.4M2.03%
17CISCO SYS INCCSCO69,220$5.3M2.01%
18TRI CONTL CORP895436103159,856$5.2M1.97%
19BARRICK MNG CORP06849F108115,900$5.0M1.90%
20HARTFORD INSURANCE GROUP INCHIG-PG36,475$5.0M1.89%