Uncommon Cents Investing Inc — 13F holdings

Uncommon Cents Investing Inc reported 216 holdings worth $457M in its 13F filing for Q3 2026, filed October 20, 2026. That's down 0.9% from $461M in Q2 2026, when it reported 215 holdings. Its 10 largest positions make up 21.1% of the portfolio.

Uncommon Cents Investing Inc's largest positions in Q3 2026

  1. ASA ASA GOLD AND PRECIOUS MTLS L — $18.8M (4.1%) · cut 18%
  2. MSFT MICROSOFT CORP — $10.4M (2.3%) · unchanged
  3. RTX RTX Corporation — $9.29M (2.0%) · cut 2%
  4. WFC WELLS FARGO CO NEW — $8.84M (1.9%) · cut 1%
  5. AAPL APPLE INC — $8.55M (1.9%) · added 1%
  6. JPM JPMORGAN CHASE & CO. — $8.45M (1.8%) · unchanged
  7. KR KROGER CO — $8.30M (1.8%) · unchanged
  8. JNJ JOHNSON & JOHNSON — $8.26M (1.8%) · added 1%
  9. NSC NORFOLK SOUTHN CORP — $7.88M (1.7%) · unchanged
  10. ADM ARCHER DANIELS MIDLAND CO — $7.61M (1.7%) · unchanged
  11. CSCO CISCO SYS INC — $7.35M (1.6%) · unchanged
  12. MLI MUELLER INDS INC — $6.90M (1.5%) · cut 50%
  13. COP ConocoPhillips — $6.75M (1.5%) · unchanged
  14. EME EMCOR GROUP INC — $6.51M (1.4%) · cut 2%
  15. BRK.B BERKSHIRE HATHAWAY INC DEL — $6.40M (1.4%) · added 2%
  16. MRK MERCK & CO INC — $6.10M (1.3%) · unchanged
  17. RIO RIO TINTO PLC — $5.96M (1.3%) · added 4%
  18. MINT PIMCO ETF TR — $5.92M (1.3%) · added 2%
  19. GE GE AEROSPACE — $5.46M (1.2%) · cut 2%
  20. TY TRI CONTL CORP — $5.45M (1.2%) · unchanged

What Uncommon Cents Investing Inc bought in Q3 2026

5 new positions and 69 positions added to.

  1. EXXONMOBIL HOLDINGS CORP — new position, about $4.50M
  2. WPM WHEATON PRECIOUS METALS CORP — added, about $845K
  3. RGLD ROYAL GOLD INC — added, about $676K
  4. GTES GATES INDL CORP LTD — new position, about $672K
  5. NEM NEWMONT CORP — added, about $627K
  6. VCIT VANGUARD SCOTTSDALE FDS — added, about $584K
  7. VCSH VANGUARD SCOTTSDALE FDS — added, about $345K
  8. B BARRICK MNG CORP — added, about $331K
  9. BIV VANGUARD BD INDEX FDS — new position, about $266K
  10. HYT BLACKROCK CORPOR HI YLD FD I — added, about $258K

What Uncommon Cents Investing Inc sold in Q3 2026

4 positions sold out and 35 reduced.

  1. MLI MUELLER INDS INC — cut 50%, about $6.94M
  2. XOM EXXON MOBIL CORP — sold out, about $4.44M
  3. ASA ASA GOLD AND PRECIOUS MTLS L — cut 18%, about $4.04M
  4. GATES INDL CORP PLC — sold out, about $681K
  5. TSLA TESLA INC — sold out, about $187K
  6. RTX RTX Corporation — cut 2%, about $153K
  7. TEX TEREX CORP NEW — sold out, about $148K
  8. WFC WELLS FARGO CO NEW — cut 1%, about $117K
  9. EME EMCOR GROUP INC — cut 2%, about $109K
  10. GE GE AEROSPACE — cut 2%, about $92.1K

Uncommon Cents Investing Inc portfolio value by quarter

What does Uncommon Cents Investing Inc own?

Its largest positions in Q3 2026 were ASA, MSFT, RTX, WFC, AAPL, out of 216 holdings worth $457M.

What did Uncommon Cents Investing Inc buy last quarter?

In Q3 2026 it opened 5 new positions and added to 69; the largest buys were EXXONMOBIL HOLDINGS CORP, WPM, RGLD.

What did Uncommon Cents Investing Inc sell last quarter?

In Q3 2026 it sold out of 4 positions and reduced 35, including XOM, GATES INDL CORP PLC, TSLA.