Beddow Capital Management Inc Portfolio Holdings by Sector
Beddow Capital Management Inc
- $252 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV OGN PFE MRK NVS 6 stocks |
$22,997
13.06% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHRD CTRA EOG FANG MXC 5 stocks |
$18,699
10.62% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV WPM 2 stocks |
$17,380
9.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$14,836
8.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$13,251
7.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG COST 2 stocks |
$12,587
7.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALV 1 stocks |
$10,291
5.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SIEGY 1 stocks |
$9,594
5.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
MSB 1 stocks |
$8,987
5.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ABB 1 stocks |
$7,756
4.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$7,553
4.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY 1 stocks |
$6,872
3.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$5,268
2.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
FUJHY 1 stocks |
$5,008
2.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX 2 stocks |
$4,512
2.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$2,500
1.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$1,355
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,247
0.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$1,188
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FRMO 1 stocks |
$797
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$533
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$453
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$445
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
AZZ 1 stocks |
$387
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TKR 1 stocks |
$281
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
TFPM 1 stocks |
$276
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
KEWL 1 stocks |
$272
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$253
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$233
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM 1 stocks |
$214
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|