Lesa Sroufe & Co
- SEC CIK
- 0001492162
- 最新申報
- 2026/7/22
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 69
- 較 2025 年第 3 季 0
- 總值
- $1.34 億
- 較 2025 年第 3 季 +$1,053 萬 (+8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 20,278 | $980.7 萬 | 7.3% | −98−0.5% | 減碼 | 歷史 |
| HLHecla Mining Co | COM | 473,169 | $908.0 萬 | 6.8% | +693+0.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 80,665 | $805.4 萬 | 6.0% | −140.0% | 減碼 | 歷史 |
| PAASPan American Silver Corp | Stock | 143,075 | $741.3 萬 | 5.5% | −53,315−27.1% | 減碼 | 歷史 |
| AUAngloGold Ashanti PLC | COM SHS | 86,910 | $741.2 萬 | 5.5% | +1,012+1.2% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 97,230 | $626.4 萬 | 4.7% | −35,920−27.0% | 減碼 | 歷史 |
| TPCTutor Perini Corp | COM | 72,497 | $485.9 萬 | 3.6% | +1,326+1.9% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 22,414 | $451.6 萬 | 3.4% | −439−1.9% | 減碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 376,017 | $432.0 萬 | 3.2% | +1,391+0.4% | 加碼 | 歷史 |
| AAAlcoa Corp | Stock | 76,435 | $406.2 萬 | 3.0% | +931+1.2% | 加碼 | 歷史 |
| RRCRange Resources Corp | COM | 97,498 | $343.8 萬 | 2.6% | −432−0.4% | 減碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 288,600 | $342.0 萬 | 2.5% | −25,418−8.1% | 減碼 | 歷史 |
| BKHBlack Hills Corp | COM | 46,257 | $321.1 萬 | 2.4% | +424+0.9% | 加碼 | 歷史 |
| NTRNutrien Ltd. | COM | 51,081 | $315.3 萬 | 2.3% | +512+1.0% | 加碼 | 歷史 |
| TTETotalEnergies SE | ACT | 47,185 | $308.7 萬 | 2.3% | +1,629+3.6% | 加碼 | 歷史 |
| INSWInternational Seaways, Inc. | COM | 58,834 | $285.6 萬 | 2.1% | −217−0.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,490 | $277.9 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 224,233 | $265.9 萬 | 2.0% | +117+0.1% | 加碼 | 歷史 |
| INVXInnovex International, Inc. | COM | 121,535 | $265.8 萬 | 2.0% | +6,555+5.7% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 29,206 | $260.2 萬 | 1.9% | +190+0.7% | 加碼 | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 40,194 | $259.4 萬 | 1.9% | +463+1.2% | 加碼 | 歷史 |
| LAZLazard, Inc. | COM | 52,834 | $256.6 萬 | 1.9% | −20.0% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 383,198 | $247.9 萬 | 1.8% | +2,286+0.6% | 加碼 | 歷史 |
| FLRFluor Corp | Stock | 61,394 | $243.3 萬 | 1.8% | +1,240+2.1% | 加碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 190,827 | $234.7 萬 | 1.7% | +161+0.1% | 加碼 | 歷史 |
| HTLDHeartland Express Inc | COM | 219,815 | $198.5 萬 | 1.5% | −8,121−3.6% | 減碼 | 歷史 |
| DOLEDole plc | ORD SHS | 129,218 | $193.7 萬 | 1.4% | +2,584+2.0% | 加碼 | 歷史 |
| ProShares Tr74349Y837 | SHORT QQQ | 63,710 | $192.4 萬 | 1.4% | −1,302−2.0% | 減碼 | – |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 340,390 | $191.3 萬 | 1.4% | +412+0.1% | 加碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 36,349 | $182.8 萬 | 1.4% | −240−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,991 | $162.9 萬 | 1.2% | +10.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,188 | $97.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,215 | $87.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 1 | $75.5 萬 | 0.6% | 00.0% | 不變 | – |
| SWBISmith & Wesson Brands, Inc. | COM | 75,225 | $74.2 萬 | 0.6% | −6,229−7.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,581 | $74.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,599 | $59.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,100 | $53.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,315 | $53.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,751 | $52.9 萬 | 0.4% | +29+0.8% | 加碼 | – |
| Bank of Utica N Y065437204 | COM | 1,000 | $51.7 萬 | 0.4% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 3,572 | $51.3 萬 | 0.4% | −155−4.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,570 | $51.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,441 | $47.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 557 | $42.0 萬 | 0.3% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 5,142 | $41.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,485 | $37.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 4,781 | $35.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,061 | $34.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,689 | $33.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ASRVAmeriserv Financial Inc | COM | 100,000 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 3,965 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,087 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 3,190 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,312 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 470 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,483 | $27.7 萬 | 0.2% | −435−22.7% | 減碼 | 歷史 |
| COMPCompass, Inc. | CL A | 25,089 | $26.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 880 | $26.1 萬 | 0.2% | −65−6.9% | 減碼 | 歷史 |
| BRTBRT Apartments Corp. | COM | 17,500 | $25.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,231 | $25.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 487 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 2,012 | $22.2 萬 | 0.2% | +2,012 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,140 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,220 | $21.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,710 | $20.6 萬 | 0.2% | −135−7.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,509 | $20.2 萬 | 0.2% | −1,682−18.3% | 減碼 | – |
| ENICEnel Chile S.A. | SPONSORED ADR | 12,235 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COMMON STOCK | 10,189 | $0 | 0.0% | +10,189 | 新進 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。