Steadtrust Llc Portfolio Stock Holdings

Steadtrust Llc disclosed 132 stock positions valued at approximately $197.7 million in its latest SEC 13F filing. The largest holdings include AGNICO EAGLE MINES LTD, CORNING INC, and EXXON MOBIL CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.

Report Period
June 30, 2026
No. of Stocks
132
Portfolio Value
$197.7M
Holdings by Sector
Steadtrust Llc Portfolio Holdings in Q2 2026

127 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AGNICO EAGLE MINES LTDAEMBasic Materials5.79%73,769+390+0.53%$11,443,785
CORNING INCGLWTechnology5.41%41,891-959-2.24%$10,700,210
EXXON MOBIL CORPXOMEnergy5.23%75,636+148+0.20%$10,341,020
COHERENT CORPCOHRTechnology4.53%22,730-1,070-4.50%$8,966,303
APPLE INCAAPLTechnology3.89%26,577-41-0.15%$7,690,450
SEAGATE TECHNOLOGY HLDNGS PLSTXOther3.65%7,480--$7,218,200
DELL TECHNOLOGIES INCDELLTechnology3.34%15,292-1,729-10.16%$6,597,886
HECLA MINING COMPANYHLBasic Materials3.25%416,180+7,500+1.84%$6,421,657
PAN AMERN SILVER CORPPAASBasic Materials3.02%133,150+2,300+1.76%$5,963,789
CREDO TECHNOLOGY GROUP HOLDIG25457105Other2.76%20,040-980-4.66%$5,449,878
ALPHABET INCGOOGCommunication Services2.40%13,444+150+1.13%$4,750,223
MICROSOFT CORPMSFTTechnology2.13%11,277-13-0.12%$4,206,365
WILLIAMS COS INCWMBEnergy1.87%49,750--$3,698,415
JABIL INCJBLTechnology1.78%9,130--$3,519,432
ALPHABET INCGOOGLCommunication Services1.71%9,489--$3,391,084
DARLING INGREDIENTS INCDARConsumer Defensive1.63%59,000-7,400-11.14%$3,222,580
COEUR MNG INCCDEBasic Materials1.51%182,709+18,200+11.06%$2,981,811
GOLDMAN SACHS GROUP INCGSFinancial Services1.39%2,719--$2,749,915
BLACKSTONE INCBXFinancial Services1.19%20,003--$2,353,753
HEWLETT PACKARD ENTERPRISE CHPETechnology1.16%50,942-6,919-11.96%$2,297,991
JBS N.V.N4732M103Other1.15%191,130+14,500+8.21%$2,264,891
ALAMOS GOLD INCAGIBasic Materials1.13%73,530+1,800+2.51%$2,230,900
TELEDYNE TECHNOLOGIES INCTDYTechnology1.12%3,316--$2,211,440
AERCAP HOLDINGS NVAEROther1.07%14,450+270+1.90%$2,106,521
POWELL INDS INCPOWLIndustrials0.99%6,835+4,550+199.12%$1,957,271
AMAZON COM INCAMZNConsumer Cyclical0.99%8,187--$1,951,290
QUALCOMM INCQCOMTechnology0.98%10,492-472-4.30%$1,938,817
ATLAS ENERGY SOLUTIONS INCAESIEnergy0.86%102,000+22,000+27.50%$1,694,220
WALMART INCWMTConsumer Defensive0.84%14,719-32-0.22%$1,667,065
CANADIAN NAT RES LTD MED TERCNQEnergy0.79%39,380+400+1.03%$1,555,510
LINCOLN EDL SVCS CORPLINCConsumer Defensive0.76%30,290+1,750+6.13%$1,511,471
CRESUD S A C I F Y ACRESYIndustrials0.74%130,608-1,984-1.50%$1,464,116
ELI LILLY & COLLYHealthcare0.73%1,197--$1,435,718
RIO TINTO PLCRIOBasic Materials0.72%15,020--$1,425,849
INMODE LTDM5425M103Other0.68%91,500+65,500+251.92%$1,337,730
ISHARES TREMBOther0.65%13,251--$1,277,926
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.62%36,300+200+0.55%$1,229,844
ARCHROCK INCAROCEnergy0.62%30,000--$1,221,300
VISTANCE NETWORKS INCCOMMTechnology0.58%90,100+600+0.67%$1,151,478
KINDER MORGAN INC DELKMIEnergy0.58%35,700-300-0.83%$1,141,329
PALO ALTO NETWORKS INCPANWTechnology0.58%3,344--$1,140,371
BUNGE GLOBAL SABGOther0.56%10,343+2+0.02%$1,103,939
AGNC INVT CORPAGNCReal Estate0.52%94,592+6,000+6.77%$1,031,053
CONAGRA BRANDS INCCAGConsumer Defensive0.52%76,200+42,200+124.12%$1,025,652
NVIDIA CORPORATIONNVDATechnology0.51%5,074+3+0.06%$1,015,234
YPF SOCIEDAD ANONIMAYPFEnergy0.51%22,000+2,000+10.00%$1,000,340
KKR & CO INCKKRFinancial Services0.50%10,800--$991,224
CVS HEALTH CORPCVSHealthcare0.48%9,175--$949,154
BAIDU INCBIDUCommunication Services0.48%8,225+100+1.23%$940,035
RTX CORPORATIONRTXIndustrials0.46%4,828+2+0.04%$916,016
JACKSON FINANCIAL INCJXNFinancial Services0.46%8,930--$914,343
NOVARTIS AGNVSHealthcare0.46%5,769+2+0.03%$904,118
LIGHTPATH TECHNOLOGIES INCLPTHTechnology0.44%53,379-3,000-5.32%$872,747
NEWMONT CORPNEMBasic Materials0.44%9,286-200-2.11%$867,312
JOHNSON & JOHNSONJNJHealthcare0.42%3,301+2+0.06%$838,355
NMI HLDGS INCNMIHFinancial Services0.42%20,000--$821,800
GRUPO FINANCIERO GALICIA S.AGGALFinancial Services0.37%14,804-400-2.63%$740,644
INTEL CORPINTCTechnology0.37%5,239--$731,522
WEYERHAEUSER COWYReal Estate0.36%30,075--$719,996
TRANSPORTADORA DE GAS DEL SUTGSEnergy0.36%23,900-800-3.24%$710,547
PERPETUA RESOURCES CORPPPTABasic Materials0.35%32,900-2,000-5.73%$683,004
MERCK & CO INCMRKHealthcare0.34%5,299+2+0.04%$680,934
HEALTHEQUITY INCHQYHealthcare0.34%7,520+500+7.12%$679,206
MOTOROLA SOLUTIONS INCMSITechnology0.34%1,630+40+2.52%$676,923
BRISTOL-MYERS SQUIBB COBMYHealthcare0.34%11,732--$675,998
CORE & MAIN INCCNMIndustrials0.34%13,980--$674,535
ISHARES TREPOLOther0.33%17,000--$656,370
ADOBE INCADBETechnology0.33%3,200+3,200+100.00%$656,064
TIPTREE INCTIPTFinancial Services0.33%36,274--$650,030
AMENTUM HOLDINGS INCAMTMOther0.32%30,400-15,000-33.04%$628,368
ABBVIE INCABBVHealthcare0.31%2,432+7+0.29%$611,940
NUVEEN MUN VALUE FD INCNUVFinancial Services0.31%66,000--$608,520
SELECT WATER SOLUTIONS INCWTTREnergy0.30%30,000--$599,400
KRANESHARES TRUSTKWEBOther0.29%23,700+23,700+100.00%$579,939
TESLA INCTSLAConsumer Cyclical0.28%1,334--$561,080
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.28%5,832+680+13.20%$559,755
IDEXX LABS INCIDXXHealthcare0.28%1,050--$552,762
MSA SAFETY INCMSAIndustrials0.28%3,155-100-3.07%$550,800
JPMORGAN CHASE & COJPMFinancial Services0.27%1,647+1,647+100.00%$539,175
VALERO ENERGY CORPVLOEnergy0.27%2,040+2,040+100.00%$531,298
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.27%4,650+4,650+100.00%$530,937
SIBANYE STILLWATER LTDSBSWBasic Materials0.26%61,000-1,000-1.61%$517,890
TC ENERGY CORPTRPEnergy0.26%7,800-100-1.27%$517,062
LIFEWAY FOODS INCLWAYConsumer Defensive0.24%16,000+16,000+100.00%$477,440
HIMAX TECHNOLOGIES INCHIMXTechnology0.24%31,064-2,000-6.05%$476,522
GE AEROSPACEGEIndustrials0.24%1,267+1+0.08%$473,652
PHILIP MORRIS INTL INCPMConsumer Defensive0.24%2,589+4+0.15%$468,436
EMBRAER S.A.ERJIndustrials0.24%7,300--$465,740
KRAFT HEINZ COKHCConsumer Defensive0.23%19,400+19,400+100.00%$458,228
IMMUCELL CORPICCCHealthcare0.23%45,370-9,000-16.55%$455,969
GENERAC HLDGS INCGNRCIndustrials0.23%1,550-30-1.90%$453,856
KBR INCKBRIndustrials0.23%13,000+13,000+100.00%$448,890
FREQUENCY ELECTRS INCFEIMTechnology0.22%6,700-300-4.29%$444,545
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.22%2,951+150+5.36%$431,171
NUVEEN SELECT TAX-FREE INCOMNXPFinancial Services0.22%30,000--$429,300
TYSON FOODS INCTSNConsumer Defensive0.21%7,320+500+7.33%$419,070
WOODSIDE ENERGY GROUP LTDWDSEnergy0.21%21,500-1,500-6.52%$415,380
NVENT ELEC PLCNVTOther0.21%2,423--$410,965
SONY GROUP CORPSONYTechnology0.21%20,250-150-0.74%$406,215
BEONE MEDICINES LTDBGNEHealthcare0.20%1,400+50+3.70%$398,958