Pekin Hardy Strauss, Inc. has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $702 Million distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $69.1M, Berkshire Hathaway Inc Class B with a value of $20.3M, Cameco Corp with a value of $18M, Wesco International Inc with a value of $12.7M, and Exxon Mobil Corp with a value of $12.2M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $689M to 702M.

Below you can find more details about Pekin Hardy Strauss, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $702 Million
Financial Services: $147 Million
Energy: $117 Million
ETFs: $116 Million
Basic Materials: $57.3 Million
Healthcare: $55.4 Million
Technology: $48 Million
Industrials: $47.3 Million
Consumer Defensive: $43.6 Million
Other: $71.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $702 Million
  • Prior Value $689 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 42 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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