Pekin Hardy Strauss, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $749 Million distributed in 340 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $82.6M, Berkshire Hathaway Inc Class B with a value of $21.7M, Cameco Corp with a value of $17.8M, Exxon Mobil Corp with a value of $14.8M, and Apple Inc. with a value of $14.4M.

Examining the 13F form we can see an increase of $49.3M in the current position value, from $700M to 749M.

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

Portfolio value $749 Million
Financial Services: $159 Million
ETFs: $125 Million
Energy: $106 Million
Basic Materials: $58.4 Million
Healthcare: $56.3 Million
Industrials: $56.2 Million
Consumer Defensive: $52.9 Million
Technology: $49.4 Million
Other: $86.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 340
  • Current Value $749 Million
  • Prior Value $700 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 46 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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