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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 9, 2025. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
84
+2 vs. Q2 2022
Portfolio value
$93.7M
−$2.07M (−2.2%) vs. Q2 2022
Filed
Oct 9, 2025
SEC
Holdings of Basepoint Wealth LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR1,128,795$14.4M15.4%−25,804−2.2%ReducedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER1,839,015$12.2M13.0%+6,828+0.4%AddedHistory
PEOAdams Natural Resources Fund, Inc.COM438,351$8.53M9.1%−8,789−2.0%ReducedHistory
DEDeere & CoStock12,625$4.22M4.5%+1,195+10.5%AddedHistory
BRK.BBerkshire Hathaway IncStock11,163$2.98M3.2%−24−0.2%ReducedHistory
PEPPepsiCo IncStock16,699$2.73M2.9%+70.0%AddedHistory
COPConocoPhillipsStock19,308$1.98M2.1%−2,263−10.5%ReducedHistory
AAPLApple Inc.Stock12,258$1.69M1.8%−238−1.9%ReducedHistory
INGRIngredion IncCOM18,955$1.53M1.6%−237−1.2%ReducedHistory
MMM3M CoStock13,621$1.51M1.6%+2,376+21.1%AddedHistory
INTCIntel CorpStock58,340$1.50M1.6%+7,174+14.0%AddedHistory
GDGeneral Dynamics CorpStock6,413$1.36M1.5%−80−1.2%ReducedHistory
Paramount Global92556H206CL B69,688$1.33M1.4%+7,904+12.8%Added–
CVSCVS Health CorpStock12,392$1.18M1.3%−2,906−19.0%ReducedHistory
GSGoldman Sachs Group IncStock3,976$1.17M1.2%+823+26.1%AddedHistory
CICigna GroupStock3,991$1.11M1.2%−147−3.6%ReducedHistory
ABBVAbbVie Inc.Stock7,597$1.02M1.1%+477+6.7%AddedHistory
NEENextera Energy IncStock12,703$996.0K1.1%−553−4.2%ReducedHistory
APDAir Products & Chemicals, Inc.Stock4,233$985.2K1.1%+154+3.8%AddedHistory
BTUPeabody Energy CorpCOM39,609$983.1K1.0%+1,699+4.5%AddedHistory
KKellanovaStock13,421$934.9K1.0%+2,324+20.9%AddedHistory
PSXPhillips 66Stock10,480$846.0K0.9%−196−1.8%ReducedHistory
IPGInterpublic Group of Companies, Inc.COM32,094$821.6K0.9%−365−1.1%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF20,249$804.7K0.9%00.0%Unchanged–
BIIBBiogen Inc.COM3,000$801.0K0.9%−42−1.4%ReducedHistory
RRCRange Resources CorpCOM31,689$800.5K0.9%+1,144+3.7%AddedHistory
NTRNutrien Ltd.COM9,516$793.5K0.8%+462+5.1%AddedHistory
FDXFedEx CorpStock5,290$785.4K0.8%+1,513+40.1%AddedHistory
ZMZoom Communications, Inc.Stock10,328$760.0K0.8%+3,304+47.0%AddedHistory
TPRTapestry, Inc.COM26,600$756.2K0.8%+5,302+24.9%AddedHistory
CMICummins IncStock3,706$754.3K0.8%+1,046+39.3%AddedHistory
JLLJones Lang Lasalle IncCOM4,993$754.3K0.8%+1,264+33.9%AddedHistory
WSMWilliams Sonoma IncCOM6,344$747.7K0.8%+1,430+29.1%AddedHistory
SWKSSkyworks Solutions, Inc.Stock8,702$742.0K0.8%+2,492+40.1%AddedHistory
HBIHanesbrands Inc.COM102,688$714.7K0.8%+4,167+4.2%AddedHistory
EIXEdison InternationalStock12,548$710.0K0.8%−394−3.0%ReducedHistory
RTXRTX CorpStock8,565$701.2K0.7%+1,086+14.5%AddedHistory
WYWeyerhaeuser CoCOM NEW23,644$675.3K0.7%+1,266+5.7%AddedHistory
BHPBHP Group LtdADR13,155$658.3K0.7%+257+2.0%AddedHistory
GILDGilead Sciences, Inc.Stock10,592$653.4K0.7%+2,975+39.1%AddedHistory
FCXFreeport-McMoran IncStock22,704$620.5K0.7%+1,561+7.4%AddedHistory
PFGPrincipal Financial Group IncCOM8,401$606.2K0.6%+118+1.4%AddedHistory
AXPAmerican Express CoStock4,362$588.5K0.6%−54−1.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF2,605$571.1K0.6%+10.0%Added–
EMNEastman Chemical CoStock8,021$569.9K0.6%+2,372+42.0%AddedHistory
BNYBank of New York Mellon CorpStock14,181$546.2K0.6%−387−2.7%ReducedHistory
ELVElevance Health, Inc.Stock1,146$520.6K0.6%−240−17.3%ReducedHistory
First Tr Exchange-Traded FD336917109SHS16,016$514.6K0.5%+80.0%Added–
WFCWells Fargo & CompanyStock11,334$455.8K0.5%−335−2.9%ReducedHistory
PGProcter & Gamble CoStock3,585$452.6K0.5%+17+0.5%AddedHistory
SEESealed Air CorpCOM9,386$417.8K0.4%−77−0.8%ReducedHistory
WMTWalmart Inc.Stock2,967$384.8K0.4%−81−2.7%ReducedHistory
SMGScotts Miracle-Gro CoStock8,831$377.5K0.4%+3,855+77.5%AddedHistory
TAPMolson Coors Beverage CoCL B7,856$377.0K0.4%−223−2.8%ReducedHistory
CXTCrane NXT, Co.COM4,283$374.9K0.4%+220+5.4%AddedHistory
WPCW. P. Carey Inc.COM5,168$360.7K0.4%+1,787+52.9%AddedHistory
MSFTMicrosoft CorpStock1,529$356.0K0.4%+102+7.1%AddedHistory
WTBAWest Bancorporation IncCAP STK16,537$344.1K0.4%+16,537NewHistory
PMPhilip Morris International Inc.Stock4,087$339.3K0.4%−107−2.6%ReducedHistory
AMPAmeriprise Financial IncCOM1,341$337.8K0.4%+6+0.4%AddedHistory
iShares Core S&P 500 ETF464287200ETF940$337.1K0.4%+297+46.2%Added–
ABTAbbott LaboratoriesStock3,402$329.2K0.4%−19−0.6%ReducedHistory
ROKRockwell Automation, IncStock1,521$327.2K0.3%00.0%UnchangedHistory
MCKMcKesson CorpStock941$319.9K0.3%−30−3.1%ReducedHistory
DDDuPont de Nemours, Inc.COM5,881$296.4K0.3%−195−3.2%ReducedHistory
iShares Tr464288604MRGSTR SM CP GR8,310$288.0K0.3%00.0%Unchanged–
BMYBristol Myers Squibb CoStock4,048$287.8K0.3%+19+0.5%AddedHistory
LNTAlliant Energy CorpStock5,340$283.0K0.3%−28−0.5%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock2,516$263.0K0.3%−268−9.6%ReducedHistory
TRVTravelers Companies, Inc.Stock1,687$258.5K0.3%−96−5.4%ReducedHistory
SBIWestern Asset Intermediate Muni Fund Inc.COM34,762$255.5K0.3%−2,102−5.7%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,501$244.0K0.3%00.0%Unchanged–
CARRCarrier Global CorpStock6,788$241.4K0.3%+6,788NewHistory
CPBCAMPBELL'S CoCOM4,932$232.4K0.2%+16+0.3%AddedHistory
ATIAti IncStock8,680$231.0K0.2%+8,680NewHistory
QCOMQualcomm IncStock2,038$230.2K0.2%+5+0.2%AddedHistory
XOMExxonMobil Holdings CorpCOM2,635$230.1K0.2%−940−26.3%ReducedHistory
DTFDTF Tax-Free Income 2028 Term Fund IncCOM19,283$214.0K0.2%+102+0.5%AddedHistory
JPMJPMorgan Chase & CoStock1,973$206.1K0.2%+111+6.0%AddedHistory
CATCaterpillar IncStock1,228$201.5K0.2%+37+3.1%AddedHistory
AAPAdvance Auto Parts IncCOM1,263$197.5K0.2%+75+6.3%AddedHistory
KTFDWS Municipal Income TrustCOM23,586$196.2K0.2%+1,117+5.0%AddedHistory
PFOFlaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INCCOM22,583$193.5K0.2%+435+2.0%AddedHistory
VFLabrdn National Municipal Income FundCEF10,169$110.7K0.1%+28+0.3%AddedHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Basepoint Wealth LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares Tr464287150CORE S&P TTL STK2,501$209.6K0.2%–