Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Basepoint Wealth LLC (CIK 2088236) reported $174.8M across 635 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PHYS ($27.9M, 15.98%), PSLV ($23.8M, 13.59%), MZLSX ($17.7M, 10.14%), DE ($6.6M, 3.80%), XLU ($5.7M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $27.9M | 15.98% | 788,317 | Trimmed |
| 2 | PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $23.8M | 13.59% | 973,831 | Trimmed |
| 3 | MZLSX | AKRE FOCUS ETF | $17.7M | 10.14% | 335,521 | New |
| 4 | DE | DEERE & CO COM | $6.6M | 3.80% | 11,797 | Added |
| 5 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $5.7M | 3.24% | 123,420 | New |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.8M | 2.77% | 10,120 | Trimmed |
| 7 | PEO | ADAM NAT RES FD INC COM | $4.6M | 2.64% | 165,998 | Trimmed |
| 8 | AAPL | APPLE INC COM | $3.2M | 1.81% | 12,478 | Trimmed |
| 9 | INGR | INGREDION INC COM | $2.7M | 1.56% | 24,248 | Added |
| 10 | NVDA | NVIDIA CORPORATION COM | $2.6M | 1.48% | 14,829 | Trimmed |
| 11 | GD | GENERAL DYNAMICS CORP COM | $2.3M | 1.33% | 6,784 | Trimmed |
| 12 | TPR | TAPESTRY INC COM | $2.1M | 1.22% | 15,149 | Trimmed |
| 13 | PEP | PEPSICO INC COM | $1.9M | 1.09% | 12,307 | Added |
| 14 | MSFT | MICROSOFT CORP COM | $1.8M | 1.06% | 4,992 | Added |
| 15 | VZ | VERIZON COMMUNICATIONS INC COM | $1.8M | 1.01% | 35,047 | Added |
| 16 | ABBV | ABBVIE INC COM | $1.5M | 0.87% | 7,030 | Trimmed |
| 17 | SPHQ | INVESCO S&P 500 QUALITY ETF | $1.4M | 0.81% | 18,884 | Added |
| 18 | ZM | ZOOM COMMUNICATIONS INC CL A | $1.3M | 0.73% | 15,902 | Added |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $1.3M | 0.73% | 4,461 | Trimmed |
| 20 | LNT | ALLIANT ENERGY CORP COM | $1.2M | 0.70% | 17,110 | Trimmed |
| 21 | RTX | RTX CORPORATION COM | $1.2M | 0.69% | 6,234 | Trimmed |
| 22 | NEE | NEXTERA ENERGY INC COM | $1.2M | 0.66% | 12,493 | Trimmed |
| 23 | IJH | ISHARES CORE S&P MID-CAP ETF | $1.0M | 0.60% | 15,417 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP COM | $1.0M | 0.58% | 5,965 | Added |
| 25 | COP | CONOCOPHILLIPS COM | $1.0M | 0.58% | 7,722 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31