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Portfolio (Quarterly) Guide ↗

Basepoint Wealth LLC

· CIK 0002088236
13F Portfolio $175M AUM 632 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 632 New
Page 30 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EZU ISHARES MSCI EUROZONE ETF 13.0 $869.0 NEW $66.85 +6.7%
582 MSTR STRATEGY INC CL A NEW Technology 10.0 $869.0 NEW $86.90 +8.9%
583 STE STERIS PLC SHS USD Healthcare 4.0 $856.0 NEW $214.00 +8.4%
584 SSYS STRATASYS LTD SHS Technology 100.0 $856.0 NEW $8.56 +2.5%
585 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 16.0 $849.0 NEW $53.06 +4.1%
586 IONQ IONQ INC COM Technology 15.0 $799.0 NEW $53.27 -15.7%
587 IQVIA HLDGS INC COM 4.0 $773.0 NEW $193.25
588 NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 14.0 $729.0 NEW $52.07 -0.8%
589 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 32.0 $727.0 NEW $22.72 -2.4%
590 EW EDWARDS LIFESCIENCES CORP COM Healthcare 8.0 $724.0 NEW $90.50 +0.6%
591 SCHWAB MORTGAGE-BACKED SECURITIES ETF 28.0 $715.0 NEW $25.54
592 VFC V F CORP COM Consumer Cyclical 42.0 $693.0 NEW $16.50 -12.1%
593 RSG REPUBLIC SVCS INC COM Industrials 3.0 $648.0 NEW $216.00 +0.9%
594 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 5.0 $646.0 NEW $129.20 +34.4%
595 NIO NIO INC SPON ADS Consumer Cyclical 125.0 $633.0 NEW $5.06 -10.6%
596 DXCM DEXCOM INC COM Healthcare 9.0 $606.0 NEW $67.33 +35.5%
597 BSX BOSTON SCIENTIFIC CORP COM Healthcare 14.0 $598.0 NEW $42.71 +20.7%
598 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 100.0 $591.0 NEW $5.91 -10.2%
599 FNDA SCHWAB FUNDAMENTAL US SMALL COMPANY ETF 15.0 $572.0 NEW $38.13 -0.1%
600 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 23.0 $569.0 NEW $24.74 -1.3%
Page 30 of 32  ·  632 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 43.5%
Industrials 14.4%
Technology 13.3%
Consumer Defensive 6.9%
Healthcare 6.5%
Communication Services 4.1%
Consumer Cyclical 4.0%
Utilities 2.6%
Energy 2.2%
Basic Materials 1.3%