Uncommon Cents Investing LLC

CIK: 0001729754Latest portfolio: $413.1M · Q4 2025

Holdings

207

Total Value

$413.1M

New Positions

205

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
ASAASA GOLD AND PRECIOUS MTLS L
440,404$26.3M6.36%NEW
2
WFCWELLS FARGO CO NEW
111,819$10.4M2.52%NEW
3
MSFTMICROSOFT CORP
20,356$9.8M2.38%NEW
4
RTXRTX CORPORATION
52,455$9.6M2.33%NEW
5
KRKROGER CO
141,158$8.8M2.13%NEW
6
JPMJPMORGAN CHASE & CO.
25,945$8.4M2.02%NEW
7
NSCNORFOLK SOUTHN CORP
25,816$7.5M1.80%NEW
8
AAPLAPPLE INC
25,264$6.9M1.66%NEW
9
MLIMUELLER INDS INC
57,780$6.6M1.61%NEW
10
JNJJOHNSON & JOHNSON
30,382$6.3M1.52%NEW
11
BRK/BBERKSHIRE HATHAWAY INC DEL
12,248$6.2M1.49%NEW
12
TDFTEMPLETON DRAGON FD INC
535,375$6.0M1.46%NEW
13
GEGE AEROSPACE
18,386$5.7M1.37%NEW
14
EMEEMCOR GROUP INC
9,090$5.6M1.35%NEW
15
ADMARCHER DANIELS MIDLAND CO
96,084$5.5M1.34%NEW
16
MINTPIMCO ETF TR
53,760$5.4M1.31%NEW
17
CSCOCISCO SYS INC
69,220$5.3M1.29%NEW
18
TYTRI CONTL CORP
159,856$5.2M1.26%NEW
19
BBARRICK MNG CORP
115,900$5.0M1.22%NEW
20
HIGHARTFORD INSURANCE GROUP INC
36,475$5.0M1.22%NEW
21
COPCONOCOPHILLIPS
53,380$5.0M1.21%NEW
22
RIORIO TINTO PLC
60,555$4.8M1.17%NEW
23
ORCLORACLE CORP
23,980$4.7M1.13%NEW
24
WYWEYERHAEUSER CO MTN BE
185,885$4.4M1.07%NEW
25
ADXADAMS DIVERSIFIED EQUITY FD
185,011$4.3M1.04%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.0421835953945222e+132T)
Industrials0.0% ($9.620745366335663e+117T)
Technology0.0% ($2.627898446868603e+111T)
Basic Materials0.0% ($5.047484634613416e+56T)
Healthcare0.0% ($6.287417431912981e+48T)
Unknown0.0% ($6.156407536753213e+36T)
Consumer Defensive0.0% ($8.819552329712472e+33T)
Consumer Cyclical0.0% ($3.4773353238513306e+30T)
Energy0.0% ($4.996330820981744e+28T)
Communication Services0.0% ($242011201049935.8T)
Utilities0.0% ($31442131791.8T)
Real Estate0.0% ($4.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 15, 2026$413.1M207
Q3 2025Oct 16, 2025$402.2B0
Q2 2025Jul 17, 2025$373.7B206
Q1 2025Apr 23, 2025$341.0B195

Fund Information

CIK0001729754
Most Recent FilingJan 15, 2026
Number of Filings4

Uncommon Cents Investing LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $413.1M across 207 holdings. The largest position is ASA GOLD AND PRECIOUS MTLS L (ASA), representing 6.4% of the portfolio. Compared to the previous quarter, the fund opened 207 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.