Beddow Capital Management Inc Portfolio Holdings by Sector
Beddow Capital Management Inc
- $267 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Drug Manufacturers—General | Healthcare
JNJ OGN ABBV PFE MRK NVS BMY 7 stocks |
$28,736
15.95% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CTRA CHRD EOG FANG MXC 5 stocks |
$20,542
11.4% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV WPM 2 stocks |
$16,867
9.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$15,186
8.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$13,691
7.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
MSB 1 stocks |
$10,964
6.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG COST 2 stocks |
$10,129
5.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SIEGY 1 stocks |
$9,137
5.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALV 1 stocks |
$8,461
4.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$7,883
4.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY 1 stocks |
$7,296
4.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ABB 1 stocks |
$7,131
3.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
FUJHY 1 stocks |
$5,218
2.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX 2 stocks |
$4,896
2.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$3,983
2.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$1,659
0.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$1,582
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$1,212
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,082
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FRMO 1 stocks |
$829
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$566
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$466
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
KEWL 1 stocks |
$389
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$384
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
AZZ 1 stocks |
$343
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$322
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TKR 1 stocks |
$278
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM 1 stocks |
$265
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
TFPM 1 stocks |
$228
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$219
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$209
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|