Basepoint Wealth LLC Portfolio Holdings

Basepoint Wealth LLC

  • $120 Billion
  • Q1 2023

Basepoint Wealth LLC has filed its 13F form on October 10, 2025 for Q1 2023 where it was disclosed a total value porftolio of $120 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $18.3B, Sprott Physical Silver Trust with a value of $16.2B, Adams Natural Resources Fund, Inc. with a value of $9.1B, Deere & CO with a value of $5.24B, and Berkshire Hathaway Inc Class B with a value of $3.45B.

Examining the 13F form we can see an increase of $6.85B in the current position value, from $113B to 120B.

Basepoint Wealth LLC is based out at Cedar Rapids, IA

Below you can find more details about Basepoint Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
Financial Services: $54.1 Billion
Industrials: $14.6 Billion
Consumer Defensive: $8.33 Billion
Technology: $7.98 Billion
Basic Materials: $6.67 Billion
Healthcare: $6.64 Billion
Energy: $5.26 Billion
Communication Services: $4.64 Billion
Other: $11.4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$650B
$3.45 Billion 2.88% of portfolio
11,162
Q1 2023 Reduced 0.82%
$207B
$3.12 Billion 2.6% of portfolio
17,090
Q1 2023 Added 1.88%
$3.94T
$1.97 Billion 1.64% of portfolio
11,944
Q1 2023 Added 0.16%
$261B
$1.54 Billion 1.28% of portfolio
4,704
Q1 2023 Added 12.29%
$232B
$1.27 Billion 1.06% of portfolio
13,009
Q1 2023 Added 42.92%
$408B
$1.16 Billion 0.97% of portfolio
7,289
Q1 2023 Reduced 2.29%
$236B
$704 Million 0.59% of portfolio
4,270
Q1 2023 Reduced 0.07%
$1.6T
$688 Million 0.57% of portfolio
3,246
Q1 2023 Added 56.43%
$456B
$680 Million 0.57% of portfolio
2,449
Q1 2023 Reduced 24.97%
$355B
$591 Million 0.49% of portfolio
3,975
Q1 2023 Reduced 4.63%
$295B
$525 Million 0.44% of portfolio
14,047
Q1 2023 Added 23.86%
$3.81T
$482 Million 0.4% of portfolio
1,674
Q1 2023 Added 4.95%
$276B
$459 Million 0.38% of portfolio
3,110
Q1 2023 Reduced 0.96%
$1.45T
$407 Million 0.34% of portfolio
3,912
Q1 2023 Added 7.71%
$249B
$383 Million 0.32% of portfolio
3,940
Q1 2023 Added 0.46%
$883B
$377 Million 0.31% of portfolio
2,892
Q1 2023 Added 1.51%
$461B
$298 Million 0.25% of portfolio
2,720
Q1 2023 Added 2.53%
$259B
$282 Million 0.24% of portfolio
1,234
Q1 2023 Added 0.24%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $120 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2023
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 4 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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