Pekin Hardy Strauss, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $785 Million distributed in 360 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $102M, Berkshire Hathaway Inc Class B with a value of $24M, Exxon Mobil Corp with a value of $14M, Cameco Corp with a value of $13.9M, and Apple Inc. with a value of $13M.

Examining the 13F form we can see an increase of $40.2M in the current position value, from $744M to 785M.

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

Portfolio value $785 Million
Financial Services: $184 Million
ETFs: $129 Million
Energy: $105 Million
Basic Materials: $64.7 Million
Industrials: $62.8 Million
Consumer Defensive: $56.6 Million
Healthcare: $52.7 Million
Technology: $44.8 Million
Other: $85.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 360
  • Current Value $785 Million
  • Prior Value $744 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
Track This Portfolio

Track Pekin Hardy Strauss, Inc. Portfolio

Follow Pekin Hardy Strauss, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pekin Hardy Strauss, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pekin Hardy Strauss, Inc. with notifications on news.