Basepoint Wealth LLC Portfolio Holdings

Basepoint Wealth LLC

  • $129 Billion
  • Q2 2025

Basepoint Wealth LLC has filed its 13F form on October 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $27.8B, Sprott Physical Silver Trust with a value of $20.4B, Deere & CO with a value of $5.93B, Berkshire Hathaway Inc Class B with a value of $5.09B, and Adams Natural Resources Fund, Inc. with a value of $3.75B.

Examining the 13F form we can see an increase of $1.58B in the current position value, from $128B to 129B. Also it can be appreciated an additional of 5 stocks purchases and 7 closed positions.

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 $129 Billion
Financial Services: $64.9 Billion
Industrials: $14.3 Billion
Technology: $10.6 Billion
ETFs: $8.93 Billion
Consumer Defensive: $7.26 Billion
Consumer Cyclical: $5.58 Billion
Communication Services: $5.14 Billion
Healthcare: $3.89 Billion
Other: $8.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$184 Million 0.14% of portfolio
20,834
Q1 2025 Reduced 12.18%
$0
$127 Million 0.1% of portfolio
12,959
Q2 2025 Added 2.13%
$0
$110 Million 0.09% of portfolio
11,397
Q2 2025 Added 1.55%
$0
$61.1 Million 0.05% of portfolio
14,546
Q2 2025 Added 6.24%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $129 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 43 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 49 stocks
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