Basepoint Wealth LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$164.6B

Holdings

601

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (601 positions)

#StockSharesValue% PortfolioType
301
WDCWESTERN DIGITAL CORP COM
135$23.0M0.01%
302
TRVTRAVELERS COMPANIES INC COM
79$23.0M0.01%
303
TRUTRANSUNION COM
277$23.0M0.01%
304
GWWWW GRAINGER INC COM
23$23.0M0.01%
305
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
194$23.0M0.01%
306
MSIMOTOROLA SOLUTIONS INC COM NEW
61$23.0M0.01%
307
CBOECBOE GLOBAL MKTS INC COM
88$22.0M0.01%
308
YUMCYUM CHINA HLDGS INC COM
466$22.0M0.01%
309
MPCMARATHON PETE CORP COM
141$22.0M0.01%
310
TXTTEXTRON INC COM
255$22.0M0.01%
311
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
251$22.0M0.01%
312
SOSOUTHERN CO COM
254$22.0M0.01%
313
EMEEMCOR GROUP INC COM
36$22.0M0.01%
314
MDLZMONDELEZ INTL INC CL A
399$21.0M0.01%
315
NDAQNASDAQ INC COM
222$21.0M0.01%
316
HFROHIGHLAND OPPS & INCOME FD HIGHLAND INCOME
3,671$21.0M0.01%
317
XELXCEL ENERGY INC COM
290$21.0M0.01%
318
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
199$21.0M0.01%
319
NGDNEW GOLD INC CDA COM
2,495$21.0M0.01%
320
SYYSYSCO CORP COM
278$20.0M0.01%
321
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
228$20.0M0.01%
322
BLDRBUILDERS FIRSTSOURCE INC COM
200$20.0M0.01%
323
ENSGENSIGN GROUP INC COM
117$20.0M0.01%
324
FXZFIRST TRUST MATERIALS ALPHADEX FUND
322$20.0M0.01%
325
RSPUINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
280$20.0M0.01%
326
LULULULULEMON ATHLETICA INC COM
101$20.0M0.01%
327
WYWEYERHAEUSER CO MTN BE COM NEW
833$19.0M0.01%
328
DOXAMDOCS LTD SHS
247$19.0M0.01%
329
KORPAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF
412$19.0M0.01%
330
CPRXCATALYST PHARMACEUTICALS INC COM
787$18.0M0.01%
331
TFCTRUIST FINL CORP COM
378$18.0M0.01%
332
ADMARCHER DANIELS MIDLAND CO COM
316$18.0M0.01%
333
IYKISHARES US CONSUMER STAPLES ETF
280$18.0M0.01%
334
MTNVAIL RESORTS INC COM
140$18.0M0.01%
335
EOGEOG RES INC COM
178$18.0M0.01%
336
WF2WINTRUST FINL CORP COM
133$18.0M0.01%
337
APOAPOLLO GLOBAL MGMT INC COM
122$17.0M0.01%
338
BHPBHP GROUP LTD SPONSORED ADS
298$17.0M0.01%
339
CLXCLOROX CO DEL COM
176$17.0M0.01%
340
PEOEXELON CORP COM
405$17.0M0.01%
341
METMETLIFE INC COM
217$17.0M0.01%
342
UALUNITED AIRLS HLDGS INC COM
157$17.0M0.01%
343
JCIJOHNSON CTLS INTL PLC SHS
149$17.0M0.01%
344
NVONOVO-NORDISK A S ADR
342$17.0M0.01%
345
PZZAPAPA JOHNS INTL INC COM
425$16.0M0.01%
346
PKSTPEAKSTONE REALTY TRUST COMMON SHARES
1,115$16.0M0.01%
347
SANBANCO SANTANDER SA ADR
1,397$16.0M0.01%
348
PRIMPRIMORIS SVCS CORP COM
131$16.0M0.01%
349
AYIACUITY INC COM
43$15.0M0.01%
350
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
818$15.0M0.01%
351
SYKSTRYKER CORPORATION COM
44$15.0M0.01%
352
SDOGALPS SECTOR DIVIDEND DOGS ETF
249$15.0M0.01%
353
ROPROPER TECHNOLOGIES INC COM
35$15.0M0.01%
354
ALRSALERUS FINL CORP COM
673$15.0M0.01%
355
COSTCOSTCO WHSL CORP NEW COM
18$15.0M0.01%
356
SPXCSPX TECHNOLOGIES INC COM
70$14.0M0.01%
357
MRNAMODERNA INC COM
494$14.0M0.01%
358
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
470$14.0M0.01%
359
SMCISUPER MICRO COMPUTER INC COM NEW
500$14.0M0.01%
360
FOXAFOX CORP CL A COM
200$14.0M0.01%
361
AWNADVANCE AUTO PARTS INC COM
356$13.0M0.01%
362
ORLYOREILLY AUTOMOTIVE INC COM
150$13.0M0.01%
363
NGGNATIONAL GRID PLC SPONSORED ADR NE
179$13.0M0.01%
364
AIZASSURANT INC COM
54$13.0M0.01%
365
TMTOYOTA MOTOR CORP ADS
63$13.0M0.01%
366
TRYBARINGS BDC INC COM
1,440$13.0M0.01%
367
VBRVANGUARD SMALL CAP VALUE ETF
61$12.0M0.01%
368
CNCCENTENE CORP DEL COM
304$12.0M0.01%
369
ECFELLSWORTH GROWTH & INCOME FD L COM
1,062$12.0M0.01%
370
CDWCDW CORP COM
88$12.0M0.01%
371
NLRVANECK URANIUM AND NUCLEAR ETF
102$12.0M0.01%
372
NFGNATIONAL FUEL GAS CO COM
157$12.0M0.01%
373
LWLAMB WESTON HLDGS INC COM
309$12.0M0.01%
374
NEMNEWMONT CORP COM
127$12.0M0.01%
375
STESTERIS PLC SHS USD
45$11.0M0.01%
376
LUMNLUMEN TECHNOLOGIES INC COM
1,479$11.0M0.01%
377
GFFGRIFFON CORP COM
150$11.0M0.01%
378
MGAMAGNA INTL INC COM
224$11.0M0.01%
379
AEEAMEREN CORP COM
111$11.0M0.01%
380
NVSNNOVARTIS AG SPONSORED ADR
84$11.0M0.01%
381
KMBKIMBERLY-CLARK CORP COM
110$11.0M0.01%
382
CEGCONSTELLATION ENERGY CORP COM
32$11.0M0.01%
383
JOBYJOBY AVIATION INC COMMON STOCK
894$11.0M0.01%
384
NLOPNET LEASE OFFICE PROPERTIES COM
428$11.0M0.01%
385
ALLEALLEGION PLC ORD SHS
75$11.0M0.01%
386
PGRPROGRESSIVE CORP COM
50$11.0M0.01%
387
ADBEADOBE INC COM
30$10.0M0.01%
388
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
401$10.0M0.01%
389
GRMNGARMIN LTD SHS
50$10.0M0.01%
390
AGNCAGNC INVT CORP COM
976$10.0M0.01%
391
MEDPMEDPACE HLDGS INC COM
18$10.0M0.01%
392
TROWPRICE T ROWE GROUP INC COM
100$10.0M0.01%
393
ATOATMOS ENERGY CORP COM
65$10.0M0.01%
394
DWDMORGAN STANLEY COM NEW
59$10.0M0.01%
395
AIGAMERICAN INTL GROUP INC COM NEW
123$10.0M0.01%
396
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A
5$10.0M0.01%
397
TXRHTEXAS ROADHOUSE INC COM
64$10.0M0.01%
398
AFLAFLAC INC COM
98$10.0M0.01%
399
LHXL3HARRIS TECHNOLOGIES INC COM
36$10.0M0.01%
400
CCLCARNIVAL CORP PAIRED CTF
357$10.0M0.01%
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