Basepoint Wealth Llc Portfolio Stock Holdings

Basepoint Wealth Llc disclosed 643 stock positions valued at approximately $174.8 million in its latest SEC 13F filing. The largest holdings include SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR, SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER, and DEERE & CO COM. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.

Report Period
March 31, 2026
No. of Stocks
643
Portfolio Value
$174.8M
Holdings by Sector
Basepoint Wealth Llc Portfolio Holdings in Q1 2026

623 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYSOther15.98%788,317-213,486-21.31%$27,937,954
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERPSLVOther13.59%973,831-526,513-35.09%$23,751,748
DEERE & CO COMDEIndustrials3.80%11,797+30+0.25%$6,645,459
STATE STREET UTILITIES SELECT SECTOR SPDR ETFXLUOther3.24%123,420+123,420+100.00%$5,663,739
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services2.77%10,120-100-0.98%$4,849,504
ADAM NAT RES FD INC COMPEOFinancial Services2.64%165,998-959-0.57%$4,614,745
APPLE INC COMAAPLTechnology1.81%12,478-123-0.98%$3,166,688
INGREDION INC COMINGRConsumer Defensive1.56%24,248+1,774+7.89%$2,731,757
NVIDIA CORPORATION COMNVDATechnology1.48%14,829-862-5.49%$2,586,155
GENERAL DYNAMICS CORP COMGDIndustrials1.33%6,784-560-7.63%$2,328,366
TAPESTRY INC COMTPRConsumer Cyclical1.22%15,149-4,681-23.61%$2,137,627
PEPSICO INC COMPEPConsumer Defensive1.09%12,307+175+1.44%$1,911,158
MICROSOFT CORP COMMSFTTechnology1.06%4,992+867+21.02%$1,848,021
VERIZON COMMUNICATIONS INC COMVZCommunication Services1.01%35,047+4,937+16.40%$1,759,356
ABBVIE INC COMABBVHealthcare0.87%7,030-223-3.07%$1,528,919
INVESCO S&P 500 QUALITY ETFSPHQOther0.81%18,884+38+0.20%$1,419,866
ALPHABET INC CAP STK CL CGOOGCommunication Services0.73%4,461-290-6.10%$1,279,755
ZOOM COMMUNICATIONS INC CL AZMTechnology0.73%15,902+4,137+35.16%$1,278,362
ALLIANT ENERGY CORP COMLNTUtilities0.70%17,110-2-0.01%$1,227,792
RTX CORPORATION COMRTXIndustrials0.69%6,234-401-6.04%$1,202,489
NEXTERA ENERGY INC COMNEEUtilities0.66%12,493-167-1.32%$1,160,353
ISHARES CORE S&P MID-CAP ETFIJHOther0.60%15,417-2,793-15.34%$1,041,119
CONOCOPHILLIPS COMCOPEnergy0.58%7,722-20-0.26%$1,019,263
EXXON MOBIL CORP COMXOMEnergy0.58%5,965+39+0.66%$1,012,035
AMERIPRISE FINL INC COMAMPFinancial Services0.55%2,180+7+0.32%$968,951
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDFDLOther0.54%18,674+909+5.12%$948,646
JONES LANG LASALLE INC COMJLLReal Estate0.52%2,969-967-24.57%$903,526
MCKESSON CORP COMMCKHealthcare0.52%1,041-3-0.29%$900,651
CATERPILLAR INC COMCATIndustrials0.50%1,237-27-2.14%$876,556
PRINCIPAL FINANCIAL GROUP INC COMPFGFinancial Services0.50%9,603+26+0.27%$865,332
WEST BANCORPORATION INC CAP STKWTBAFinancial Services0.48%35,285-633-1.76%$839,432
AMERICAN EXPRESS CO COMAXPFinancial Services0.47%2,709-16-0.59%$819,549
BANK NEW YORK MELLON CORP COMBKFinancial Services0.46%6,807-106-1.53%$807,502
PHILLIPS 66 COMPSXEnergy0.45%4,345-48-1.09%$791,622
ATI INC COMATIIndustrials0.45%5,414-199-3.55%$787,520
3M CO COMMMMIndustrials0.45%5,420-1,656-23.40%$787,155
INTEL CORP COMINTCTechnology0.44%17,449-867-4.73%$770,036
PROCTER & GAMBLE CO COMPGConsumer Defensive0.44%5,282+221+4.37%$762,987
JPMORGAN CHASE & CO COMJPMFinancial Services0.40%2,373-42-1.74%$697,964
WALMART INC COMWMTConsumer Defensive0.39%5,453-175-3.11%$677,659
CISCO SYS INC COMCSCOTechnology0.38%8,618-1,832-17.53%$668,674
SCHWAB INTERNATIONAL EQUITY ETFSCHFOther0.35%24,704-6,440-20.68%$611,418
SCHWAB US DIVIDEND EQUITY ETFSCHDOther0.35%19,746+831+4.39%$605,806
TARGET CORP COMTGTConsumer Defensive0.35%4,993+4,198+528.05%$605,099
GE AEROSPACE COM NEWGEIndustrials0.33%2,048+3+0.15%$581,176
META PLATFORMS INC CL AMETACommunication Services0.33%999-73-6.81%$571,782
BROWN FORMAN CORP CL BBF-BConsumer Defensive0.31%20,227+20,227+100.00%$534,802
CHEVRON CORPORATION COMCVXEnergy0.30%2,575+23+0.90%$532,763
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHCHealthcare0.30%7,427+6,770+1030.44%$528,687
APPLIED MATLS INC COMAMATTechnology0.30%1,534+8+0.52%$524,426
ALBEMARLE CORP COMALBBasic Materials0.30%2,906-446-13.31%$521,675
SCHWAB U.S. LARGE-CAP VALUE ETFSCHVOther0.29%16,809+961+6.06%$512,665
ISHARES IBONDS DEC 2028 TERM TREASURY ETFIBTIOther0.29%22,875+22,875+100.00%$509,722
PRICE T ROWE GROUP INC COMTROWFinancial Services0.29%5,576+5,476+5476.00%$502,649
GOLDMAN SACHS GROUP INC COMGSFinancial Services0.28%588-3-0.51%$497,776
WELLS FARGO & CO COMWFCFinancial Services0.28%6,178-923-13.00%$491,819
ADOBE INC COMADBETechnology0.28%2,013+1,983+6610.00%$489,320
PENSKE AUTOMOTIVE GRP INC COMPAGConsumer Cyclical0.27%3,101+3,101+100.00%$463,662
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETFISCGOther0.26%8,366+7+0.08%$458,445
SCOTTS MIRACLE-GRO CO CL ASMGBasic Materials0.26%7,477-2,521-25.22%$454,688
OMNICOM GROUP INC COMOMCCommunication Services0.25%5,840-1,502-20.46%$439,824
GE VERNOVA INC COMGEVUtilities0.25%497--$434,199
EASTMAN CHEM CO COMEMNBasic Materials0.25%5,669-1,521-21.15%$432,646
QUALCOMM INC COMQCOMTechnology0.25%3,333+59+1.80%$429,278
HOME DEPOT INC COMHDConsumer Cyclical0.25%1,305-321-19.74%$429,183
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSOther0.23%5,318+6+0.11%$410,062
GILDAN ACTIVEWEAR INC COMGILConsumer Cyclical0.23%7,355-2,784-27.46%$409,308
ISHARES IBONDS DEC 2027 TERM TREASURY ETFIBTHOther0.23%17,852+17,852+100.00%$400,423
ALPHABET INC CAP STK CL AGOOGLCommunication Services0.23%1,390+1+0.07%$399,719
ABBOTT LABORATORIES COMABTHealthcare0.22%3,741-72-1.89%$384,117
CARRIER GLOBAL CORPORATION COMCARRIndustrials0.21%6,451+60+0.94%$363,249
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEUOther0.20%4,573+5+0.11%$343,398
PHILIP MORRIS INTL INC COMPMConsumer Defensive0.19%2,060+14+0.68%$340,596
CVS HEALTH CORP COMCVSHealthcare0.19%4,523-98-2.12%$324,863
ISHARES CORE S&P 500 ETFIVVOther0.18%492+2+0.41%$321,307
LOCKHEED MARTIN CORP COMLMTIndustrials0.18%530-15-2.75%$320,243
TESLA INC COMTSLAConsumer Cyclical0.18%851+123+16.90%$316,441
FEDEX CORP COMFDXIndustrials0.18%875+7+0.81%$311,539
AMAZON COM INC COMAMZNConsumer Cyclical0.18%1,475-600-28.92%$307,198
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGOther0.17%10,245+1,926+23.15%$298,449
ROCKWELL AUTOMATION INC COMROKIndustrials0.17%820+102+14.21%$294,178
JOHNSON & JOHNSON COMJNJHealthcare0.16%1,121-231-17.09%$274,070
CUMMINS INC COMCMIIndustrials0.16%504-77-13.25%$271,227
NUTRIEN LTD COMNTRBasic Materials0.15%3,571-2,121-37.26%$268,780
WP CAREY INC COMWPCReal Estate0.15%3,954+54+1.38%$268,706
PFIZER INC COMPFEHealthcare0.15%9,407+106+1.14%$264,151
KROGER CO COMKRConsumer Defensive0.14%3,500-378-9.75%$253,247
COCA COLA CO COMKOConsumer Defensive0.14%3,274--$249,014
SHOPIFY INC CL A SUB VTG SHSSHOPTechnology0.14%2,000--$237,240
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIAOther0.13%509+1+0.20%$235,676
VANGUARD FTSE EMERGING MARKETS ETFVWOOther0.13%4,343+942+27.70%$234,734
ELEVANCE HEALTH INC FORMERLY A COMELVHealthcare0.13%796+3+0.38%$233,173
DTF TAX-FREE INCOME 2028 TERM COMDTFFinancial Services0.13%19,806+168+0.86%$226,779
CASEYS GEN STORES INC COMCASYConsumer Cyclical0.13%312+1+0.32%$226,768
WILLIAMS SONOMA INC COMWSMConsumer Cyclical0.13%1,231-136-9.95%$224,424
SEALED AIR CORP NEW COMSEEConsumer Cyclical0.13%5,242-1,151-18.00%$220,414
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFRDVYOther0.12%3,187+136+4.46%$217,620
BIOGEN INC COMBIIBHealthcare0.12%1,178+14+1.20%$215,871
WESTERN ASSET INTER MUNI COMSBIFinancial Services0.12%28,084+450+1.63%$215,684
ISHARES ESG MSCI KLD 400 ETFDSIOther0.12%1,764+1+0.06%$213,825