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Portfolio (Quarterly) Guide ↗

Uncommon Cents Investing LLC

· CIK 0001729754
13F Portfolio $461M AUM 215 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 215 New
Page 3 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 27,266.0 $3.7M 0.81% NEW $136.72 +18.1%
42 CAT CATERPILLAR INC Industrials 3,359.0 $3.6M 0.78% NEW $1064.90 -17.2%
43 BUNGE GLOBAL SA 33,166.0 $3.5M 0.77% NEW $106.73
44 BTI BRITISH AMERN TOB PLC Consumer Defensive 56,690.0 $3.5M 0.76% NEW $61.76 -9.8%
45 ORCL ORACLE CORP Technology 23,790.0 $3.5M 0.76% NEW $146.55 +0.1%
46 EEA EUROPEAN EQUITY FD INC Financial Services 311,378.0 $3.4M 0.74% NEW $10.99 +2.2%
47 ORI OLD REP INTL CORP Financial Services 81,747.0 $3.3M 0.72% NEW $40.92 +3.9%
48 NEM NEWMONT CORP Basic Materials 35,585.0 $3.3M 0.72% NEW $93.40 +28.8%
49 MLR MILLER INDS INC TENN Consumer Cyclical 64,113.0 $3.3M 0.71% NEW $51.15 +10.7%
50 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 307,820.0 $3.3M 0.71% NEW $10.63 -1.0%
51 IP INTERNATIONAL PAPER CO Consumer Cyclical 85,615.0 $3.3M 0.71% NEW $38.10 +5.7%
52 AEM AGNICO EAGLE MINES LTD Basic Materials 20,074.0 $3.1M 0.68% NEW $155.13 +21.7%
53 TGT TARGET CORP Consumer Defensive 23,830.0 $3.1M 0.67% NEW $130.61 +15.6%
54 AEF ABRDN EMERGING MARKETS EX CH Financial Services 322,126.0 $3.1M 0.67% NEW $9.60 -1.9%
55 NDSN NORDSON CORP Industrials 10,118.0 $3.1M 0.66% NEW $301.69 +2.7%
56 PLXS PLEXUS CORP Technology 9,715.0 $2.9M 0.63% NEW $300.67 -8.8%
57 PLAB PHOTRONICS INC Technology 89,595.0 $2.9M 0.63% NEW $32.53 +3.3%
58 JCI JOHNSON CONTROLS INTERNATION Industrials 19,947.0 $2.9M 0.63% NEW $146.11 +5.3%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 10,084.0 $2.8M 0.61% NEW $281.21 -18.6%
60 MDT MEDTRONIC PLC Healthcare 35,093.0 $2.7M 0.59% NEW $78.23 +15.8%
Page 3 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.0%
Industrials 21.2%
Technology 9.3%
Basic Materials 7.7%
Healthcare 7.7%
Consumer Defensive 7.7%
Energy 4.1%
Consumer Cyclical 3.5%
Utilities 2.5%
Communication Services 2.2%