Pekin Hardy Strauss, Inc. Q2 2019 Filing

Filed August 12, 2019

Portfolio Value

$478.7M

Holdings

186

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
1
PHYS/USPROTT PHYSICAL GOLD TRUST
4,423,383$50.1M10.47%
2
SINA CORP
499,847$21.6M4.50%
3
CRTOCRITEO S A
1,221,205$21.0M4.39%
4
EMBJEMBRAER S A
729,239$14.7M3.07%
5
SKMEURSK TELECOM LTD
589,768$14.6M3.05%
6
ALAIR LEASE CORP
338,833$14.0M2.93%
7
CHLUSDCHINA MOBILE LIMITED
305,666$13.8M2.89%
8
JLLJONES LANG LASALLE INC
95,612$13.5M2.81%
9
MOSMOSAIC CO NEW
470,048$11.8M2.46%
10
BACVERIZON COMMUNICATIONS INC
191,854$11.0M2.29%Call
11
SILCSILICOM LTD
313,949$10.3M2.14%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
44,083$9.4M1.96%
13
COHREURCOHERENT INC
54,250$7.4M1.55%
14
NVSNNOVARTIS A G
77,395$7.1M1.48%
15
PEOEXELON CORP
144,078$6.9M1.44%
16
XOMEXXON MOBIL CORP
89,938$6.9M1.44%
17
ARDXARDELYX INC
2,363,174$6.4M1.33%
18
DESPDESPEGAR COM CORP
456,820$6.3M1.33%
19
CEF/USPROTT PHYSICAL GOLD & SILVE
467,023$6.2M1.29%
20
GVALCAMBRIA ETF TR
259,606$6.1M1.28%
21
SUSUNCOR ENERGY INC NEW
197,137$6.1M1.28%
22
GOOGLALPHABET INC
5,546$6.0M1.25%
23
AAPLAPPLE INC
29,165$5.8M1.21%
24
GOOGALPHABET INC
5,325$5.8M1.20%
25
BPBP PLC
137,143$5.7M1.19%
26
MSFTMICROSOFT CORP
42,646$5.7M1.19%
27
MRKMERCK & CO INC
64,411$5.4M1.13%
28
BXMTBLACKSTONE MTG TR INC
145,732$5.2M1.08%
29
JNJJOHNSON & JOHNSON
37,143$5.2M1.08%
30
GQ9SPDR GOLD TRUST
36,578$4.9M1.02%
31
VWOVANGUARD INTL EQUITY INDEX F
111,906$4.8M0.99%
32
PEPPEPSICO INC
35,937$4.7M0.98%
33
TWITITAN INTL INC ILL
922,031$4.5M0.94%
34
OUNZVANECK MERK GOLD TRUST
320,650$4.4M0.93%
35
AMZNAMAZON COM INC
2,108$4.0M0.83%
36
WTWWILLIS TOWERS WATSON PUB LTD
17,661$3.4M0.71%
37
AONAON PLC
16,509$3.2M0.67%
38
SLRCSOLAR CAP LTD
153,126$3.1M0.66%
39
PFEPFIZER INC
70,914$3.1M0.64%
40
VOYAVOYA FINL INC
54,960$3.0M0.63%
41
VTIVANGUARD INDEX FDS
19,335$2.9M0.61%
42
JPMJPMORGAN CHASE & CO
25,483$2.8M0.60%
43
ABBVABBVIE INC
38,996$2.8M0.59%
44
BKBANK NEW YORK MELLON CORP
63,132$2.8M0.58%
45
CNRCANADIAN NATL RY CO
30,127$2.8M0.58%
46
FDXFEDEX CORP
16,122$2.6M0.55%
47
BHFBRIGHTHOUSE FINL INC
69,150$2.5M0.53%
48
WMTWALMART INC
22,115$2.4M0.51%
49
CMECME GROUP INC
12,427$2.4M0.50%
50
VVISA INC
13,585$2.4M0.49%
51
CVXCHEVRON CORP NEW
18,431$2.3M0.48%
52
SBUXSTARBUCKS CORP
27,290$2.3M0.48%
53
BKLNINVESCO EXCHNG TRADED FD TR
100,000$2.3M0.47%Put
54
BMYBRISTOL MYERS SQUIBB CO
47,276$2.1M0.45%
55
USBUS BANCORP DEL
39,145$2.1M0.43%
56
MOALTRIA GROUP INC
43,282$2.0M0.43%
57
VEAVANGUARD TAX MANAGED INTL FD
47,888$2.0M0.42%
58
HDSNHUDSON TECHNOLOGIES INC
2,234,926$1.9M0.40%
59
GBDCGOLUB CAP BDC INC
100,881$1.8M0.38%
60
IAUUSDISHARES GOLD TRUST
130,845$1.8M0.37%
61
ARCCARES CAP CORP
95,205$1.7M0.36%
62
ETNEATON CORP PLC
20,477$1.7M0.36%
63
TSMTAIWAN SEMICONDUCTOR MFG LTD
42,910$1.7M0.35%
64
MCDMCDONALDS CORP
7,894$1.6M0.34%
65
UNPUNION PACIFIC CORP
9,361$1.6M0.33%
66
DISDISNEY WALT CO
11,305$1.6M0.33%
67
ABTABBOTT LABS
18,754$1.6M0.33%
68
SNYSANOFI
36,393$1.6M0.33%
69
STWDSTARWOOD PPTY TR INC
68,960$1.6M0.33%
70
WEPMAGELLAN MIDSTREAM PRTNRS LP
23,967$1.5M0.32%
71
CNCCENTENE CORP DEL
27,688$1.5M0.30%
72
PKPARK HOTELS RESORTS INC
50,250$1.4M0.29%
73
EPDENTERPRISE PRODS PARTNERS L
45,996$1.3M0.28%
74
ZBRAZEBRA TECHNOLOGIES CORP
6,200$1.3M0.27%
75
TAT&T INC
36,998$1.2M0.26%Call
76
TRVCCITIGROUP INC
17,525$1.2M0.26%
77
TTENTOTAL S A
21,775$1.2M0.25%
78
BABAALIBABA GROUP HLDG LTD
7,029$1.2M0.25%Call
79
CFCF INDS HLDGS INC
25,000$1.2M0.24%
80
SONYSONY CORP
21,645$1.1M0.24%
81
EMREMERSON ELEC CO
16,599$1.1M0.23%
82
PGPROCTER AND GAMBLE CO
10,059$1.1M0.23%
83
GDXVANECK VECTORS ETF TR
40,988$1.0M0.22%
84
SGOLABERDEEN STD GOLD ETF TR
7,467$1.0M0.21%
85
WBWEIBO CORP
22,405$976K0.20%
86
NLYEURANNALY CAP MGMT INC
104,483$954K0.20%
87
ALCALCON INC
15,256$943K0.20%
88
CFGCITIZENS FINL GROUP INC
26,050$921K0.19%
89
KOCOCA COLA CO
17,814$907K0.19%
90
CBCHUBB LIMITED
6,109$900K0.19%
91
AEPAMERICAN ELEC PWR CO INC
9,618$846K0.18%
92
IBMINTERNATIONAL BUSINESS MACHS
6,096$841K0.18%
93
AMLPUSDALPS ETF TR
83,995$827K0.17%
94
RYAAYRYANAIR HLDGS PLC
12,595$808K0.17%
95
ENBENBRIDGE INC
21,308$769K0.16%
96
SRCLSTERICYCLE INC
16,065$767K0.16%
97
VIGVANGUARD GROUP
6,624$763K0.16%
98
SPYSPDR S&P 500 ETF TR
2,571$753K0.16%
99
GDGENERAL DYNAMICS CORP
4,000$727K0.15%
100
DHRDANAHER CORPORATION
5,072$725K0.15%
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