Pekin Hardy Strauss, Inc. Q2 2020 Filing

Filed August 10, 2020

Portfolio Value

$426.5M

Holdings

185

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
PHYS/USPROTT PHYSICAL GOLD TR
3,709,764$53.1M12.45%
2
GOOGLALPHABET INC
8,431$12.0M2.80%
3
SKMEURSK TELECOM LTD
617,060$11.9M2.80%
4
ARDXARDELYX INC
1,556,554$10.8M2.53%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
56,940$10.2M2.38%
6
AAPLAPPLE INC
27,346$10.0M2.34%
7
SONYSONY CORP
136,068$9.4M2.21%
8
SILCSILICOM LTD
246,303$9.0M2.12%
9
BACVERIZON COMMUNICATIONS INC
159,312$8.8M2.06%
10
HRTXHERON THERAPEUTICS INC
594,771$8.7M2.05%
11
JLLJONES LANG LASALLE INC
83,360$8.6M2.02%
12
ALAIR LEASE CORP
285,253$8.4M1.96%
13
MSFTMICROSOFT CORP
39,753$8.1M1.90%
14
PERTH MINT PHYSICAL GOLD ETF
445,235$7.9M1.86%
15
MOSMOSAIC CO NEW
593,868$7.4M1.74%
16
SPIRIT AIRLS INC
4,767,000$7.2M1.68%
17
GOOGALPHABET INC
4,951$7.0M1.64%
18
TPICQTPI COMPOSITES INC
289,532$6.8M1.59%
19
EVREVERCORE INC
110,586$6.5M1.53%
20
PEOEXELON CORP
170,515$6.2M1.45%
21
AMZNAMAZON COM INC
2,221$6.1M1.44%
22
ITRNITURAN LOCATION AND CONTROL
366,277$5.9M1.38%
23
NVSNNOVARTIS AG
64,938$5.7M1.33%
24
GQ9SPDR GOLD TR
32,825$5.5M1.29%
25
XOMEXXON MOBIL CORP
115,516$5.2M1.21%
26
JNJJOHNSON & JOHNSON
34,156$4.8M1.13%
27
NLYEURANNALY CAPITAL MANAGEMENT IN
726,629$4.8M1.12%
28
IAUUSDISHARES GOLD TRUST
270,368$4.6M1.08%
29
MRKMERCK & CO. INC
57,796$4.5M1.05%
30
PEPPEPSICO INC
33,640$4.4M1.04%
31
UROVANT SCIENCES LTD
387,044$3.8M0.89%
32
VWOVANGUARD INTL EQUITY INDEX F
96,077$3.8M0.89%
33
ABBVABBVIE INC
37,556$3.7M0.86%
34
GVALCAMBRIA ETF TR
201,793$3.5M0.83%
35
SUSUNCOR ENERGY INC NEW
189,961$3.2M0.75%
36
BXMTBLACKSTONE MTG TR INC
131,996$3.2M0.75%
37
BMYBRISTOL-MYERS SQUIBB CO
52,106$3.1M0.72%
38
CEF/USPROTT PHYSICAL GOLD & SILVE
172,582$2.9M0.68%
39
GDXVANECK VECTORS ETF TR
79,070$2.9M0.68%
40
CHLUSDCHINA MOBILE LIMITED
86,032$2.9M0.68%
41
VVISA INC
14,660$2.8M0.66%
42
EMBJEMBRAER S.A.
464,696$2.8M0.65%
43
WMTWALMART INC
21,540$2.6M0.60%
44
CNRCANADIAN NATL RY CO
28,899$2.6M0.60%
45
BPBP PLC
106,385$2.5M0.58%
46
AONAON PLC
12,819$2.5M0.58%
47
FNDESCHWAB STRATEGIC TR
103,531$2.4M0.57%
48
JPMJPMORGAN CHASE & CO
23,636$2.2M0.52%
49
WEPMAGELLAN MIDSTREAM PRTNRS LP
46,958$2.0M0.48%
50
VEAVANGUARD TAX-MANAGED FDS
51,613$2.0M0.47%
51
BKBANK NEW YORK MELLON CORP
51,597$2.0M0.47%
52
SLRCSOLAR CAP LTD
124,520$2.0M0.47%
53
PFEPFIZER INC
60,122$2.0M0.46%
54
GBDCGOLUB CAP BDC INC
164,293$1.9M0.45%
55
MOALTRIA GROUP INC
47,314$1.9M0.44%
56
CMECME GROUP INC
11,029$1.8M0.42%
57
VTIVANGUARD INDEX FDS
11,378$1.8M0.42%
58
CNCCENTENE CORP DEL
27,688$1.8M0.41%
59
MCDMCDONALDS CORP
9,120$1.7M0.39%
60
SBUXSTARBUCKS CORP
21,960$1.6M0.38%
61
CVXCHEVRON CORP NEW
17,797$1.6M0.37%
62
OUNZVANECK MERK GOLD TRUST
91,050$1.6M0.37%
63
4I1PHILIP MORRIS INTL INC
22,379$1.6M0.37%
64
HDSNHUDSON TECHNOLOGIES INC
1,546,207$1.6M0.37%
65
ABTABBOTT LABS
17,052$1.6M0.37%
66
EPDENTERPRISE PRODS PARTNERS L
83,864$1.5M0.36%
67
SNYSANOFI
29,614$1.5M0.35%
68
BABAALIBABA GROUP HLDG LTD
6,807$1.5M0.34%
69
VIGVANGUARD SPECIALIZED FUNDS
12,089$1.4M0.33%
70
SGOLABERDEEN STD GOLD ETF TR
81,120$1.4M0.33%
71
AGNCAGNC INVT CORP
106,690$1.4M0.32%
72
WTWWILLIS TOWERS WATSON PLC LTD
6,945$1.4M0.32%
73
ARCCARES CAPITAL CORP
94,310$1.4M0.32%
74
ETNEATON CORP PLC
15,527$1.4M0.32%
75
CIBRFIRST TR EXCHANGE TRADED FD
40,895$1.4M0.32%
76
TSMTAIWAN SEMICONDUCTOR MFG LTD
23,305$1.3M0.31%
77
UNPUNION PAC CORP
7,236$1.2M0.29%
78
COHREURCOHERENT INC
9,332$1.2M0.29%
79
CVSCVS HEALTH CORP
18,420$1.2M0.28%
80
AEMAGNICO EAGLE MINES LTD
18,110$1.2M0.27%
81
USBUS BANCORP DEL
30,085$1.1M0.26%
82
TWITITAN INTL INC ILL
746,836$1.1M0.26%
83
PGPROCTER AND GAMBLE CO
9,066$1.1M0.25%
84
DESPDESPEGAR COM CORP
148,330$1.1M0.25%
85
CFCF INDS HLDGS INC
36,800$1.0M0.24%
86
FDXFEDEX CORP
7,277$1.0M0.24%
87
SPYSPDR S&P 500 ETF TR
3,186$982K0.23%
88
SGDMSPROTT ETF TR
30,800$973K0.23%
89
PAASPAN AMERN SILVER CORP
30,916$940K0.22%
90
DHRDANAHER CORPORATION
5,218$923K0.22%
91
GILDGILEAD SCIENCES INC
11,965$921K0.22%
92
KOCOCA COLA CO
20,584$920K0.22%
93
WFCWELLS FARGO CO NEW
35,442$907K0.21%
94
PYPLPAYPAL HLDGS INC
4,830$842K0.20%
95
TAT&T INC
27,640$836K0.20%Call
96
CFGCITIZENS FINANCIAL GROUP INC
32,440$819K0.19%
97
BHFBRIGHTHOUSE FINL INC
28,927$805K0.19%
98
ITBISHARES TR
18,150$801K0.19%
99
CBCHUBB LIMITED
6,116$774K0.18%
100
ARKKARK ETF TR
10,830$772K0.18%
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