Basepoint Wealth LLC
CIK
2088236
City
CEDAR RAPIDS
State / Country
IA
Top Portfolio Positions
497 positions ·
$135,319,369 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
788,317 | $27,937,954 | 20.65% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
973,831 | $23,751,738 | 17.55% | |
| DE |
Deere & Co
Industrials
|
11,797 | $6,645,250 | 4.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,120 | $4,849,504 | 3.58% | |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
165,998 | $4,614,744 | 3.41% | |
| AAPL |
Apple Inc.
Technology
|
12,478 | $3,166,791 | 2.34% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
24,248 | $2,731,779 | 2.02% | |
| NVDA |
Nvidia Corp
Technology
|
14,829 | $2,586,177 | 1.91% | |
| GD |
General Dynamics Corp
Industrials
|
6,784 | $2,328,404 | 1.72% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
15,149 | $2,137,675 | 1.58% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SBI
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,685 | 28,084 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $212,229 | 27,634 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $225,759 | 28,541 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $220,997 | 29,388 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $229,327 | 29,401 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $255,249 | 32,978 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $298,176 | 36,363 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $282,826 | 35,983 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $302,480 | 38,192 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $292,476 | 37,984 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $237,382 | 33,154 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $250,888 | 32,925 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $263,814 | 33,352 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $252,041 | 33,207 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $255,500 | 34,762 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $297,123 | 36,864 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $294,800 | 34,319 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $318,920 | 33,083 | Shares | Sole | 2025-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||