Basepoint Wealth LLC
Top Portfolio Positions
495 positions ·
$130,448,904 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
|
788,317 | $27,937,954 | 21.42% |
| PSLV |
Sprott Physical Silver Trust
|
973,831 | $23,751,738 | 18.21% |
| DE |
Deere & Co
Industrials
|
11,797 | $6,645,250 | 5.09% |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
165,998 | $4,614,744 | 3.54% |
| AAPL |
Apple Inc.
Technology
|
12,478 | $3,166,791 | 2.43% |
| INGR |
Ingredion Inc
Consumer Defensive
|
24,248 | $2,731,779 | 2.09% |
| NVDA |
Nvidia Corp
Technology
|
14,829 | $2,586,177 | 1.98% |
| GD |
General Dynamics Corp
Industrials
|
6,784 | $2,328,404 | 1.78% |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
15,149 | $2,137,675 | 1.64% |
| PEP |
Pepsico Inc
Consumer Defensive
|
12,307 | $1,911,154 | 1.47% |
Holdings in KTF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,628 | 21,168 | Shares | Sole | 2026-05-07 | |
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