Uncommon Cents Investing LLC holds a diversified book of 215 stocks worth $461.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Small-Cap ETF and trimmed ASA Gold And Precious Metals. Their largest long position is ASA Gold And Precious Metals at 5% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729754/holdings"
Use Arkolith to show Uncommon Cents Investing LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Uncommon Cents Investing LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ASA Gold And Precious MTLS L SHS | $21.3M | 408.8K | 4.6% | ▼−1.7% Reduced · −7K sh | |
| 2 | RTX Corporation COM | $9.7M | 50.9K | 2.1% | ▼−1.0% Reduced · −523 sh | |
| 3 | Wells Fargo & Co COM | $9.2M | 111.9K | 2.0% | ▲+0.4% Added · +455 sh | |
| 4 | JPMorgan Chase & Co COM | $8.4M | 25.6K | 1.8% | ▼~0% Reduced · −5 sh | |
| 5 | Norfolk Southn Corp COM | $8.1M | 25.7K | 1.7% | ▼−0.5% Reduced · −125 sh | |
| 6 | Cisco Sys Inc COM | $8.0M | 67.9K | 1.7% | ▼−1.2% Reduced · −811 sh | |
| 7 | Kroger Co COM | $7.8M | 141.4K | 1.7% | ▼−0.1% Reduced · −115 sh | |
| 8 | Johnson & Johnson COM | $7.8M | 30.7K | 1.7% | ▲+1.4% Added · +420 sh | |
| 9 | Microsoft Corp COM | $7.6M | 20.3K | 1.6% | ▼~0% Reduced · −5 sh | |
| 10 | Archer Daniels Midland Co COM | $7.3M | 96.2K | 1.6% | ▼−0.1% Reduced · −80 sh | |
| 11 | Apple Inc COM | $7.3M | 25.3K | 1.6% | ▲+0.2% Added · +42 sh | |
| 12 | Emcor Group Inc COM | $7.3M | 8.8K | 1.6% | ▼−0.7% Reduced · −65 sh | |
| 13 | Mueller Inds Inc COM | $7.0M | 114.2K | 1.5% | ▲+96% Added · +56K sh | |
| 14 | Ge Aerospace COM NEW | $6.6M | 17.8K | 1.4% | ▼−0.7% Reduced · −130 sh | |
| 15 | Sterling Infrastructure Inc COM | $6.5M | 7.8K | 1.4% | ▼−19% Reduced · −2K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $6.3M | 12.7K | 1.4% | ▲+2.2% Added · +274 sh | |
| 17 | Templeton Dragon FD Inc COM | $5.9M | 545.6K | 1.3% | ▼−0.1% Reduced · −420 sh | |
| 18 | Pimco ETF TR ENHAN SHRT MA AC | $5.8M | 57.6K | 1.3% | ▲+0.6% Added · +350 sh | |
| 19 | Rio Tinto PLC SPONSORED ADR | $5.8M | 61.1K | 1.3% | ▼−0.2% Reduced · −123 sh | |
| 20 | ConocoPhillips COM | $5.6M | 53.7K | 1.2% | ▲+0.6% Added · +308 sh | |
| 21 | Franklin Resources Inc COM | $5.5M | 165.7K | 1.2% | ▼−0.1% Reduced · −108 sh | |
| 22 | Tri Contl Corp COM | $5.5M | 159.0K | 1.2% | ▼−0.4% Reduced · −645 sh | |
| 23 | Ge Vernova Inc COM | $5.4M | 4.6K | 1.2% | ▼−1.3% Reduced · −62 sh | |
| 24 | Merck & Co Inc COM | $5.4M | 42.2K | 1.2% | ▲+2.5% Added · +1K sh | |
| 25 | Hartford Insurance Group Inc COM | $5.0M | 37.6K | 1.1% | ▲+0.4% Added · +150 sh | |
| 26 | Weyerhaeuser Co COM NEW | $4.7M | 197.3K | 1.0% | ▲+2.3% Added · +4K sh | |
| 27 | Nucor Corp COM | $4.7M | 20.9K | 1.0% | ▼−1.0% Reduced · −215 sh | |
| 28 | Adams Diversified Equity FD COM | $4.6M | 181.3K | 1.0% | ▼−0.3% Reduced · −635 sh | |
| 29 | Allstate Corp COM | $4.6M | 19.4K | 1.0% | ▼−0.5% Reduced · −95 sh | |
| 30 | Illinois Tool WKS Inc COM | $4.6M | 17.0K | 1.0% | ▼~0% Reduced · −5 sh | |
| 31 | 3M Co COM | $4.3M | 26.5K | 0.9% | ▲+1.7% Added · +440 sh | |
| 32 | New Germany FD Inc COM | $4.2M | 369.1K | 0.9% | ▲+0.1% Added · +209 sh | |
| 33 | Barrick MNG Corp COM SHS | $4.2M | 114.2K | 0.9% | ▼−0.6% Reduced · −700 sh | |
| 34 | BlackRock Enhanced Intl Div COM BENE INTER | $4.1M | 720.4K | 0.9% | ▲+15% Added · +96K sh | |
| 35 | Timken Co COM | $4.0M | 27.7K | 0.9% | ▲+0.2% Added · +45 sh | |
| 36 | CVS Health Corp COM | $3.9M | 38.1K | 0.9% | ▲+0.1% Added · +35 sh | |
| 37 | Templeton Emerging MKTS FD COM | $3.9M | 168.6K | 0.8% | ▲+2.5% Added · +4K sh | |
| 38 | Tapestry Inc COM | $3.9M | 26.4K | 0.8% | ▼−0.5% Reduced · −145 sh | |
| 39 | AllianceBernstein Global Hig COM | $3.9M | 375.9K | 0.8% | ▲+3.4% Added · +12K sh | |
| 40 | Interactive Brokers Group In COM CL A | $3.8M | 43.8K | 0.8% | —Held | |
| 41 | Exxon Mobil Corp COM | $3.7M | 27.3K | 0.8% | ▲+0.1% Added · +30 sh | |
| 42 | Caterpillar Inc COM | $3.6M | 3.4K | 0.8% | ▼−0.7% Reduced · −22 sh | |
| 43 | Bunge Global Sa COM SHS | $3.5M | 33.2K | 0.8% | ▼−0.1% Reduced · −35 sh | |
| 44 | British Amern Tob PLC SPONSORED ADR | $3.5M | 56.7K | 0.8% | ▲+0.4% Added · +210 sh | |
| 45 | Oracle Corp COM | $3.5M | 23.8K | 0.8% | ▼−0.2% Reduced · −50 sh | |
| 46 | European Equity FD Inc COM | $3.4M | 311.4K | 0.7% | ▼−0.2% Reduced · −500 sh | |
| 47 | Old Rep Intl Corp COM | $3.3M | 81.7K | 0.7% | ▼−0.8% Reduced · −642 sh | |
| 48 | Newmont Corp COM | $3.3M | 35.6K | 0.7% | ▲+2.7% Added · +925 sh | |
| 49 | Miller Inds Inc Tenn COM NEW | $3.3M | 64.1K | 0.7% | ▼−0.3% Reduced · −226 sh | |
| 50 | Western Asset High Yield Opp COM | $3.3M | 307.8K | 0.7% | ▲+4.2% Added · +12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 215 | $461.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 208 | $431.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 207 | $413.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 207 | $402.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 206 | $373.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 195 | $341.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 197 | $335.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 444 | $355.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.