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Uncommon Cents Investing LLC

Location
JANESVILLE, WI
Portfolio Value
Small $447,230,957
Diversification
Diversified
Filing Date
Global Rank
#613 / 2,719 ▲ 2273
Top Industry
Asset Management 19.8%
3Y Alpha vs SPY
-1.6%
Period ended 29 days ago
Filed Jul 20, 2026 · 9d
26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+63.2%
SPY
+67.9%
Annualised alpha
-1.1%
Max drawdown
−13.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

205 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
4.8%
−1.4 pts
Top 5
12.7%
−2.3 pts
Top 10
21.3%
−2.4 pts
HHI
113
Sep 2023 → Jun 2026 · range 113 – 137
Diversified−15

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 33.6% $150,308,272
Industrials 22.1% $98,772,387
Technology 9.0% $40,365,119
Consumer Defensive 8.3% $37,147,733
Healthcare 7.5% $33,480,236
Basic Materials 7.5% $33,434,881
Energy 4.0% $17,981,393
Consumer Cyclical 3.4% $15,241,757
Communication Services 2.0% $9,080,320
Utilities 1.3% $5,643,749
Real Estate 1.1% $4,723,362
Unclassified 0.2% $1,051,748

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
205 positions · $447,230,957 total · as of Jun 30, 2026
Showing 1–50 of 205 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History