Uncommon Cents Investing LLC 13F 持仓 · 2026年Q2
Uncommon Cents Investing 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 215 只证券，申报市值合计 4.61 亿美元。前几大持仓：ASA（4.61%）、RTX（2.09%）、WFC（2.00%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ASA | ASA GOLD AND PRECIOUS MTLS L | $21.3M | 4.61% | 408,849 | 减持 |
| 2 | RTX | RTX CORPORATION | $9.7M | 2.09% | 50,870 | 减持 |
| 3 | WFC | WELLS FARGO & CO | $9.2M | 2.00% | 111,869 | 增持 |
| 4 | JPM | JPMORGAN CHASE & CO | $8.4M | 1.82% | 25,630 | 减持 |
| 5 | NSC | NORFOLK SOUTHN CORP | $8.1M | 1.75% | 25,651 | 减持 |
| 6 | CSCO | CISCO SYS INC | $8.0M | 1.73% | 67,854 | 减持 |
| 7 | KR | KROGER CO | $7.8M | 1.70% | 141,363 | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $7.8M | 1.69% | 30,737 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $7.6M | 1.64% | 20,311 | 减持 |
| 10 | AAPL | APPLE INC | $7.3M | 1.59% | 25,306 | 增持 |
| 11 | ADM | ARCHER DANIELS MIDLAND CO | $7.3M | 1.59% | 96,204 | 减持 |
| 12 | EME | EMCOR GROUP INC | $7.3M | 1.58% | 8,770 | 减持 |
| 13 | MLI | MUELLER INDS INC | $7.0M | 1.52% | 114,162 | 增持 |
| 14 | GE | GE AEROSPACE | $6.6M | 1.44% | 17,789 | 减持 |
| 15 | STRL | STERLING INFRASTRUCTURE INC | $6.5M | 1.41% | 7,758 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.3M | 1.37% | 12,652 | 增持 |
| 17 | TDF | TEMPLETON DRAGON FD INC | $5.9M | 1.29% | 545,650 | 减持 |
| 18 | MINT | PIMCO ETF TR | $5.8M | 1.26% | 57,585 | 增持 |
| 19 | RIO | RIO TINTO PLC | $5.8M | 1.26% | 61,057 | 减持 |
| 20 | COP | CONOCOPHILLIPS | $5.6M | 1.21% | 53,723 | 增持 |
| 21 | BEN | FRANKLIN RESOURCES INC | $5.5M | 1.19% | 165,674 | 减持 |
| 22 | TY | TRI CONTL CORP | $5.5M | 1.19% | 159,026 | 减持 |
| 23 | GEV | GE VERNOVA INC | $5.4M | 1.18% | 4,623 | 减持 |
| 24 | MRK | MERCK & CO INC | $5.4M | 1.18% | 42,216 | 增持 |
| 25 | HIG | HARTFORD INSURANCE GROUP INC | $5.0M | 1.08% | 37,650 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR