Uncommon Cents Investing LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$373.7B

Holdings

206

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (206 positions)

#StockSharesValue% PortfolioType
1
ASAASA GOLD AND PRECIOUS MTLS L
527,419$16.7B4.46%
2
MSFTMICROSOFT CORP
29,693$14.8B3.95%
3
KRKROGER CO
141,805$10.2B2.72%
4
WFCWELLS FARGO CO NEW
113,354$9.1B2.43%
5
RTXRTX CORPORATION
53,252$7.8B2.08%
6
JPMJPMORGAN CHASE & CO.
26,128$7.6B2.03%
7
NSCNORFOLK SOUTHN CORP
25,948$6.6B1.78%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
12,328$6.0B1.60%
9
ORCLORACLE CORP
26,120$5.7B1.53%
10
TDFTEMPLETON DRAGON FD INC
528,240$5.3B1.41%
11
TYTRI CONTL CORP
161,836$5.1B1.37%
12
MINTPIMCO ETF TR
50,710$5.1B1.36%
13
ADMARCHER DANIELS MIDLAND CO
94,659$5.0B1.34%
14
EMEEMCOR GROUP INC
9,170$4.9B1.31%
15
GEGE AEROSPACE
18,912$4.9B1.30%
16
CSCOCISCO SYS INC
69,565$4.8B1.29%
17
COPCONOCOPHILLIPS
52,665$4.7B1.26%
18
WYWEYERHAEUSER CO MTN BE
183,640$4.7B1.26%
19
MLIMUELLER INDS INC
58,665$4.7B1.25%
20
JNJJOHNSON & JOHNSON
30,369$4.6B1.24%
21
IBKRINTERACTIVE BROKERS GROUP IN
83,520$4.6B1.24%
22
HIGHARTFORD INSURANCE GROUP INC
36,220$4.6B1.23%
23
GFNEW GERMANY FD INC
363,497$4.3B1.16%
24
ITWILLINOIS TOOL WKS INC
16,910$4.2B1.12%
25
ADXADAMS DIVERSIFIED EQUITY FD
184,951$4.0B1.07%
26
BENFRANKLIN RESOURCES INC
167,837$4.0B1.07%
27
ALSALLSTATE CORP
19,815$4.0B1.07%
28
IPINTERNATIONAL PAPER CO
84,483$4.0B1.06%
29
MMM3M CO
25,415$3.9B1.04%
30
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
329,140$3.6B0.97%
31
RIORIO TINTO PLC
59,730$3.5B0.93%
32
HYIWESTERN ASSET HIGH YIELD DEF
290,500$3.5B0.93%
33
PNRPENTAIR PLC
32,158$3.3B0.88%
34
EEAEUROPEAN EQUITY FD INC
313,153$3.2B0.86%
35
MRKMERCK & CO INC
38,621$3.1B0.82%
36
ORIOLD REP INTL CORP
78,984$3.0B0.81%
37
XOMEXXON MOBIL CORP
27,270$2.9B0.79%
38
CMCSACOMCAST CORP NEW
81,455$2.9B0.78%
39
MDTMEDTRONIC PLC
32,717$2.9B0.76%
40
MLRMILLER INDS INC TENN
63,967$2.8B0.76%
41
NUENUCOR CORP
21,035$2.7B0.73%
42
IBMINTERNATIONAL BUSINESS MACHS
9,235$2.7B0.73%
43
BMTABRITISH AMERN TOB PLC
56,760$2.7B0.72%
44
BGBUNGE GLOBAL SA
32,906$2.6B0.71%
45
GEVGE VERNOVA INC
4,870$2.6B0.69%
46
CVSCVS HEALTH CORP
37,345$2.6B0.69%
47
STRLSTERLING INFRASTRUCTURE INC
11,075$2.6B0.68%
48
XBGYXBLACKROCK ENHANCED INTL DIV
438,102$2.5B0.68%
49
AEMAGNICO EAGLE MINES LTD
20,679$2.5B0.66%
50
TPRTAPESTRY INC
27,790$2.4B0.65%
51
BBARRICK MNG CORP
116,850$2.4B0.65%
52
DYHTARGET CORP
22,850$2.3B0.60%
53
MTNVAIL RESORTS INC
14,275$2.2B0.60%
54
WMTWALMART INC
22,534$2.2B0.59%
55
EMFTEMPLETON EMERGING MKTS FD
150,638$2.2B0.59%
56
NDSNNORDSON CORP
10,143$2.2B0.58%
57
AAPLAPPLE INC
10,562$2.2B0.58%
58
JCIJOHNSON CTLS INTL PLC
20,219$2.1B0.57%
59
RGLDROYAL GOLD INC
11,860$2.1B0.56%
60
NEMNEWMONT CORP
34,765$2.0B0.54%
61
KHCKRAFT HEINZ CO
77,743$2.0B0.54%
62
CEGCONSTELLATION ENERGY CORP
6,168$2.0B0.53%
63
TKRTIMKEN CO
27,375$2.0B0.53%
64
CVXCHEVRON CORP NEW
13,640$2.0B0.52%
65
AEFABRDN EMERGING MARKETS EX CH
323,426$1.9B0.51%
66
ZBHZIMMER BIOMET HOLDINGS INC
20,903$1.9B0.51%
67
BACVERIZON COMMUNICATIONS INC
43,875$1.9B0.51%
68
NPKNATIONAL PRESTO INDS INC
19,120$1.9B0.50%
69
WMBWILLIAMS COS INC
29,060$1.8B0.49%
70
AFLAFLAC INC
16,835$1.8B0.48%
71
PFEPFIZER INC
72,732$1.8B0.47%
72
BABOEING CO
8,365$1.8B0.47%
73
FBIZFIRST BUSINESS FINL SVCS INC
34,223$1.7B0.46%
74
KMIKINDER MORGAN INC DEL
58,505$1.7B0.46%
75
GSGOLDMAN SACHS GROUP INC
2,410$1.7B0.46%
76
INGRINGREDION INC
12,055$1.6B0.44%
77
ELVELEVANCE HEALTH INC
4,160$1.6B0.43%
78
WLYWILEY JOHN & SONS INC
35,560$1.6B0.42%
79
ALGALAMO GROUP INC
7,035$1.5B0.41%
80
PPGPPG INDS INC
13,400$1.5B0.41%
81
PLABPHOTRONICS INC
79,695$1.5B0.40%
82
CETCENTRAL SECS CORP
29,167$1.4B0.37%
83
FTFRANKLIN UNVL TR
181,015$1.4B0.37%
84
PLXSPLEXUS CORP
10,130$1.4B0.37%
85
NHSNEUBERGER BERMAN HIGH YIELD
179,812$1.4B0.36%
86
METMETLIFE INC
16,787$1.4B0.36%
87
CATCATERPILLAR INC
3,410$1.3B0.35%
88
FTSMFIRST TR EXCHANGE-TRADED FD
22,075$1.3B0.35%
89
SCHWSCHWAB CHARLES CORP
14,381$1.3B0.35%
90
REEVEREST GROUP LTD
3,794$1.3B0.35%
91
PEOADAM NAT RES FD INC
60,215$1.3B0.34%
92
PEBOPEOPLES BANCORP INC
41,518$1.3B0.34%
93
GDGENERAL DYNAMICS CORP
4,308$1.3B0.34%
94
CEECENTRAL & EASTERN EUROPE FD
80,543$1.3B0.33%
95
CNACNA FINL CORP
26,580$1.2B0.33%
96
DISDISNEY WALT CO
9,907$1.2B0.33%
97
VLGEAVILLAGE SUPER MKT INC
31,582$1.2B0.33%
98
COFCAPITAL ONE FINL CORP
5,655$1.2B0.32%
99
PEOEXELON CORP
27,040$1.2B0.31%
100
FMSFRESENIUS MEDICAL CARE AG
40,065$1.1B0.31%
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