Pekin Hardy Strauss, Inc. Q1 2020 Filing

Filed May 11, 2020

Portfolio Value

$423.4M

Holdings

172

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
203,189$52.4M12.37%Call
2
PHYS/USPROTT PHYSICAL GOLD TRUST
3,540,435$46.5M10.97%
3
CHLUSDCHINA MOBILE LIMITED
274,899$10.4M2.45%
4
ARDXARDELYX INC
1,812,517$10.3M2.43%
5
SKMEURSK TELECOM LTD
603,355$9.8M2.32%
6
GOOGLALPHABET INC
8,307$9.7M2.28%
7
JLLJONES LANG LASALLE INC
88,657$9.0M2.11%
8
WBWEIBO CORP
262,333$8.7M2.05%
9
BACVERIZON COMMUNICATIONS INC
160,996$8.7M2.04%
10
SONYSONY CORP
135,808$8.0M1.90%
11
SILCSILICOM LTD
294,603$8.0M1.88%
12
ALAIR LEASE CORP
356,292$7.9M1.86%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
43,040$7.9M1.86%
14
SAVESPIRIT AIRLS INC
551,473$7.1M1.68%
15
HRTXHERON THERAPEUTICS INC
588,732$6.9M1.63%
16
AAPLAPPLE INC
27,127$6.9M1.63%
17
MOSMOSAIC CO NEW
620,625$6.7M1.59%
18
MSFTMICROSOFT CORP
39,627$6.3M1.48%
19
GOOGALPHABET INC
4,801$5.6M1.32%
20
NVSNNOVARTIS A G
66,613$5.5M1.30%
21
EVREVERCORE INC
110,700$5.1M1.20%
22
GQ9SPDR GOLD TRUST
33,943$5.0M1.19%
23
PEOEXELON CORP
127,095$4.7M1.10%
24
MRKMERCK & CO. INC
57,396$4.4M1.04%
25
JNJJOHNSON & JOHNSON
33,648$4.4M1.04%
26
PEPPEPSICO INC
34,985$4.2M0.99%
27
AMZNAMAZON COM INC
2,088$4.1M0.96%
28
IAUUSDISHARES GOLD TRUST
267,563$4.0M0.95%
29
ITRNITURAN LOCATION AND CONTROL
282,195$4.0M0.95%
30
BPBP PLC
153,427$3.7M0.88%
31
TPICQTPI COMPOSITES INC
252,824$3.7M0.88%
32
NLYEURANNALY CAPITAL MANAGEMENT IN
733,239$3.7M0.88%
33
EMBJEMBRAER S.A.
485,076$3.6M0.85%
34
RYAAYRYANAIR HOLDINGS PLC
66,430$3.5M0.83%
35
GVALCAMBRIA ETF TR
214,492$3.3M0.78%
36
XOMEXXON MOBIL CORP
86,900$3.3M0.78%
37
VWOVANGUARD INTL EQUITY INDEX F
95,660$3.2M0.76%
38
ABBVABBVIE INC
35,942$2.7M0.65%
39
BXMTBLACKSTONE MTG TR INC
143,065$2.7M0.63%
40
SUSUNCOR ENERGY INC NEW
167,026$2.6M0.62%
41
CEF/USPROTT PHYSICAL GOLD & SILVE
178,982$2.6M0.62%
42
BMYBRISTOL-MYERS SQUIBB CO
45,831$2.6M0.60%
43
WMTWALMART INC
22,115$2.5M0.59%
44
VVISA INC
14,365$2.3M0.55%
45
CNRCANADIAN NATL RY CO
28,941$2.2M0.53%
46
UROVANT SCIENCES LTD
238,728$2.2M0.52%
47
FNDESCHWAB STRATEGIC TR
103,531$2.1M0.50%
48
JPMJPMORGAN CHASE & CO
23,518$2.1M0.50%
49
DESPDESPEGAR COM CORP
358,585$2.0M0.48%
50
PFEPFIZER INC
60,609$2.0M0.47%
51
CMECME GROUP INC
11,183$1.9M0.46%
52
PERTH MINT PHYSICAL GOLD ETF
121,700$1.9M0.45%
53
MOALTRIA GROUP INC
48,073$1.9M0.44%
54
BKBANK NEW YORK MELLON CORP
52,460$1.8M0.42%
55
WEPMAGELLAN MIDSTREAM PRTNRS LP
47,524$1.7M0.41%
56
GBDCGOLUB CAP BDC INC
136,101$1.7M0.40%
57
VEAVANGUARD TAX-MANAGED INTL FD
49,798$1.7M0.39%
58
CNCCENTENE CORP DEL
27,688$1.6M0.39%
59
OUNZVANECK MERK GOLD TRUST
106,300$1.6M0.39%
60
4I1PHILIP MORRIS INTL INC
21,682$1.6M0.37%
61
SINA CORP
47,675$1.5M0.36%
62
SLRCSOLAR CAP LTD
129,937$1.5M0.36%
63
VTIVANGUARD INDEX FDS
11,477$1.5M0.35%
64
GILDGILEAD SCIENCES INC
19,780$1.5M0.35%
65
SBUXSTARBUCKS CORP
21,985$1.4M0.34%
66
ABTABBOTT LABS
18,074$1.4M0.34%
67
GDXVANECK VECTORS ETF TR
61,550$1.4M0.33%
68
MCDMCDONALDS CORP
7,844$1.3M0.31%
69
SNYSANOFI
29,593$1.3M0.31%
70
VIGVANGUARD SPECIALIZED FUNDS
12,189$1.3M0.30%
71
COHREURCOHERENT INC
11,737$1.2M0.30%
72
ETNEATON CORP PLC
16,002$1.2M0.29%
73
EPDENTERPRISE PRODS PARTNERS L
86,314$1.2M0.29%
74
TWITITAN INTL INC ILL
794,847$1.2M0.29%
75
WTWWILLIS TOWERS WATSON PLC LTD
7,020$1.2M0.28%
76
HDSNHUDSON TECHNOLOGIES INC
1,686,255$1.2M0.27%
77
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,100$1.2M0.27%
78
BABAALIBABA GROUP HLDG LTD
5,919$1.2M0.27%
79
AGNCAGNC INVT CORP
105,057$1.1M0.26%
80
SGOLABERDEEN STD GOLD ETF TR
73,120$1.1M0.26%
81
USBUS BANCORP DEL
31,810$1.1M0.26%
82
CVXCHEVRON CORP NEW
14,875$1.1M0.25%
83
ARCCARES CAPITAL CORP
94,310$1.0M0.24%
84
PGPROCTER & GAMBLE CO
9,066$997K0.24%
85
BHFBRIGHTHOUSE FINL INC
40,791$986K0.23%
86
UNPUNION PAC CORP
6,661$939K0.22%
87
CIBRFIRST TR EXCHANGE TRADED FD
35,715$920K0.22%
88
FDXFEDEX CORP
7,524$912K0.22%
89
CVSCVS HEALTH CORP
14,108$837K0.20%
90
KOCOCA COLA CO
18,834$833K0.20%
91
TAT&T INC
27,876$812K0.19%Call
92
AEPAMERICAN ELEC PWR CO INC
9,618$769K0.18%
93
NEENEXTERA ENERGY INC
3,128$753K0.18%
94
ENBENBRIDGE INC
25,384$738K0.17%
95
VNQVANGUARD INDEX FDS
10,330$722K0.17%
96
DHRDANAHER CORPORATION
5,108$707K0.17%
97
STWDSTARWOOD PPTY TR INC
67,245$689K0.16%
98
CBCHUBB LIMITED
6,114$683K0.16%
99
BAXBAXTER INTL INC
8,267$671K0.16%
100
MDTMEDTRONIC PLC
6,973$629K0.15%Call
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