Basepoint Wealth LLC — 13F holdings

Basepoint Wealth LLC reported 632 holdings worth $175M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. PHYS SPROTT ASSET MANAGEMENT LP — $22.1M (12.6%)
2. XLU SELECT SECTOR SPDR TR — $17.5M (10.0%)
3. PSLV SPROTT ASSET MANAGEMENT LP — $16.3M (9.3%)
4. AKRE PROFESIONALLY MANAGED PORTFO — $10.2M (5.9%)
5. DE DEERE & CO — $7.45M (4.3%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.89M (2.8%)
7. PEO ADAM NAT RES FD INC — $4.01M (2.3%)
8. AAPL APPLE INC — $3.66M (2.1%)
9. NVDA NVIDIA CORPORATION — $3.04M (1.7%)
10. INGR INGREDION INC — $2.54M (1.5%)