13F 机构持仓

Uncommon Cents Investing LLC

JANESVILLE WI · SEC CIK 0001729754

2026Q22026Q1 更早 9 个季度 🔒
$4.61亿2026Q2 申报市值
215持仓数
20.6%前十大占比 · 第一大 4.6%
8 / 3新建仓 / 清仓
申报市值走势$4.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ASA 4.6%
RTX 2.1%
WFC 2.0%
JPM 1.8%
NSC 1.7%
CSCO 1.7%
KR 1.7%
JNJ 1.7%
MSFT 1.6%
ADM 1.6%

2026Q2 买入最多 按季末市值估算

MLI 加仓+$344.37万
VTI 加仓+$111.46万
HYT 加仓+$74.48万
VB 新建仓+$57.41万
XBGYX 加仓+$55.06万

2026Q2 卖出最多 按季末市值估算

STRL 减仓-$149.99万
COTERRA ENERGY I 清仓-$48.95万
HON 减仓-$43.01万
ASA 减仓-$36.77万
EXE 清仓-$21.08万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PM PHILIP MORRIS INTL INC $105.04万0.23%5,806 500.9% $9,045 加仓
FLEX FLEX LTD $106.97万0.23%6,600 -75-1.1% -$1.22万 减仓
CNO CNO FINL GROUP INC $107.72万0.23%21,130 -160-0.8% -$8,157 减仓
GOOGL ALPHABET INC $108.18万0.23%3,027 381.3% $1.36万 加仓
PCAR PACCAR INC $108.30万0.23%9,016 -112-1.2% -$1.35万 减仓
THG HANOVER INS GROUP INC $109.09万0.24%5,095 -30-0.6% -$6,424 减仓
INGR INGREDION INC $110.10万0.24%11,625 -340-2.8% -$3.22万 减仓
ALB ALBEMARLE CORP $117.41万0.25%8,695 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $117.43万0.25%10,455 -265-2.5% -$2.98万 减仓
DIS DISNEY WALT CO $117.91万0.26%12,250 1,73316.5% $16.68万 加仓
ALG ALAMO GROUP INC $120.36万0.26%7,317 -135-1.8% -$2.22万 减仓
COF CAPITAL ONE FINL CORP $126.39万0.27%6,300 3155.3% $6.32万 加仓
VLGEA VILLAGE SUPER MKT INC $127.74万0.28%30,285 -25-0.1% -$1,054 减仓
BAC BANK OF AMER CORP $130.97万0.28%22,986 800.3% $4,558 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $132.27万0.29%22,145 250.1% $1,493 加仓
SCHW SCHWAB CHARLES CORP $132.87万0.29%14,400 00.0% — 不变
EG EVEREST GROUP LTD $136.57万0.30%3,823 100.3% $3,572 加仓
EXC EXELON CORP $136.64万0.30%29,310 1750.6% $8,158 加仓
MET METLIFE INC $137.97万0.30%16,306 -161-1.0% -$1.36万 减仓
PG PROCTER & GAMBLE CO $139.67万0.30%9,525 3,00046.0% $43.99万 加仓
VTI VANGUARD INDEX FDS $140.25万0.30%3,790 3,012387.1% $111.46万 加仓
PPG PPG INDS INC $143.43万0.31%11,825 -175-1.5% -$2.12万 减仓
CNA CNA FINL CORP $144.93万0.31%29,815 3001.0% $1.46万 加仓
CET CENTRAL SECS CORP $146.44万0.32%27,920 -815-2.8% -$4.27万 减仓
JBHT HUNT J B TRANS SVCS INC $148.54万0.32%5,132 00.0% — 不变
PEBO PEOPLES BANCORP INC $149.18万0.32%38,840 -1,240-3.1% -$4.76万 减仓
CEG CONSTELLATION ENERGY CORP $150.09万0.33%6,043 350.6% $8,693 加仓
PEO ADAM NAT RES FD INC $151.95万0.33%61,469 -50-0.1% -$1,236 减仓
ROK ROCKWELL AUTOMATION INC $153.47万0.33%3,100 -10-0.3% -$4,951 减仓
— NEUBERGER HIGH YIELD ST FD I $154.60万0.34%247,750 66,58836.8% $41.55万 加仓
— FRANKLIN UNVL TR $154.82万0.34%191,967 3,7492.0% $3.02万 加仓
WLY WILEY JOHN & SONS INC $162.95万0.35%33,590 -125-0.4% -$6,064 减仓
BHE BENCHMARK ELECTRS INC $163.99万0.36%16,620 -25-0.2% -$2,467 减仓
MTN VAIL RESORTS INC $164.40万0.36%12,075 3953.4% $5.38万 加仓
— THE CENTRAL AND EASTERN EU I $165.77万0.36%80,668 -275-0.3% -$5,651 减仓
GD GENERAL DYNAMICS CORP $170.25万0.37%4,806 581.2% $2.05万 加仓
CMI CUMMINS INC $174.74万0.38%2,450 00.0% — 不变
PFE PFIZER INC $180.03万0.39%74,762 1,5802.2% $3.80万 加仓
BA BOEING CO $181.08万0.39%8,365 300.4% $6,494 加仓
XEMDX WESTERN ASSET EMERGING MKTS $182.25万0.39%169,696 33,65024.7% $36.14万 加仓
AFL AFLAC INC $193.54万0.42%16,507 300.2% $3,518 加仓
VCIT VANGUARD SCOTTSDALE FDS $198.30万0.43%23,993 5,07026.8% $41.90万 加仓
CMCSA COMCAST CORP NEW $200.57万0.43%81,700 2600.3% $6,383 加仓
— TEMPLETON EMERGING MKTS INCO $203.42万0.44%301,810 52,15020.9% $35.15万 加仓
KMI KINDER MORGAN INC DEL $204.30万0.44%63,905 1,0751.7% $3.44万 加仓
WMB WILLIAMS COS INC $212.91万0.46%28,640 -115-0.4% -$8,549 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $214.01万0.46%33,878 -125-0.4% -$7,896 减仓
VZ VERIZON COMMUNICATIONS INC $220.37万0.48%52,047 3,8428.0% $16.27万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $222.19万0.48%259,568 87,01550.4% $74.48万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $228.94万0.50%5,920 550.9% $2.13万 加仓
CVX CHEVRON CORPORATION $231.07万0.50%13,940 1501.1% $2.49万 加仓
RGLD ROYAL GOLD INC $236.34万0.51%11,840 00.0% — 不变
NPK NATIONAL PRESTO INDS INC $237.23万0.51%18,980 -30-0.2% -$3,750 减仓
PNR PENTAIR PLC $240.34万0.52%31,352 -125-0.4% -$9,582 减仓
KHC KRAFT HEINZ CO $241.83万0.52%102,385 3,1373.2% $7.41万 加仓
WMT WALMART INC $249.50万0.54%22,029 400.2% $4,530 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $249.86万0.54%29,023 3,39513.2% $29.23万 加仓
GS GOLDMAN SACHS GROUP INC $250.31万0.54%2,475 50.2% $5,057 加仓
MDT MEDTRONIC PLC $274.53万0.59%35,093 1,4864.4% $11.62万 加仓
IBM INTERNATIONAL BUSINESS MACHS $283.57万0.61%10,084 6927.4% $19.46万 加仓
JCI JOHNSON CONTROLS INTERNATION $291.45万0.63%19,947 -375-1.8% -$5.48万 减仓
PLAB PHOTRONICS INC $291.45万0.63%89,595 10,69513.6% $34.79万 加仓
PLXS PLEXUS CORP $292.10万0.63%9,715 -35-0.4% -$1.05万 减仓
NDSN NORDSON CORP $305.25万0.66%10,118 -15-0.1% -$4,525 减仓
AEF ABRDN EMERGING MARKETS EX CH $309.24万0.67%322,126 -300-0.1% -$2,880 减仓
TGT TARGET CORP $311.24万0.67%23,830 -395-1.6% -$5.16万 减仓
AEM AGNICO EAGLE MINES LTD $311.41万0.67%20,074 200.1% $3,103 加仓
IP INTERNATIONAL PAPER CO $326.19万0.71%85,615 -590-0.7% -$2.25万 减仓
— WESTERN ASSET HIGH YIELD OPP $327.21万0.71%307,820 12,3254.2% $13.10万 加仓
MLR MILLER INDS INC TENN $327.94万0.71%64,113 -226-0.4% -$1.16万 减仓
NEM NEWMONT CORP $332.36万0.72%35,585 9252.7% $8.64万 加仓
ORI OLD REP INTL CORP $334.51万0.72%81,747 -642-0.8% -$2.63万 减仓
— EUROPEAN EQUITY FD INC $342.36万0.74%311,378 -500-0.2% -$5,497 减仓
ORCL ORACLE CORP $348.64万0.76%23,790 -50-0.2% -$7,328 减仓
BTI BRITISH AMERN TOB PLC $350.12万0.76%56,690 2100.4% $1.30万 加仓
BG BUNGE GLOBAL SA $353.98万0.77%33,166 -35-0.1% -$3,736 减仓
CAT CATERPILLAR INC $357.70万0.78%3,359 -22-0.7% -$2.34万 减仓
— EXXON MOBIL CORP $372.78万0.81%27,266 300.1% $4,102 加仓
IBKR INTERACTIVE BROKERS GROUP IN $380.93万0.83%43,765 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $387.15万0.84%375,870 12,3353.4% $12.71万 加仓
TPR TAPESTRY INC $387.18万0.84%26,450 -145-0.5% -$2.12万 减仓
EMF TEMPLETON EMERGING MKTS FD $391.48万0.85%168,598 4,1402.5% $9.61万 加仓
CVS CVS HEALTH CORP $393.89万0.85%38,075 350.1% $3,621 加仓
TKR TIMKEN CO $403.12万0.87%27,740 450.2% $6,539 加仓
XBGYX BLACKROCK ENHANCED INTL DIV $413.51万0.90%720,402 95,92115.4% $55.06万 加仓
B BARRICK MNG CORP $419.33万0.91%114,165 -700-0.6% -$2.57万 减仓
— NEW GERMANY FD INC $422.98万0.92%369,092 2090.1% $2,395 加仓
MMM 3M CO $429.63万0.93%26,535 4401.7% $7.12万 加仓
ITW ILLINOIS TOOL WKS INC $459.26万1.00%16,980 -5-0.0% -$1,352 减仓
ALL ALLSTATE CORP $461.25万1.00%19,385 -95-0.5% -$2.26万 减仓
ADX ADAMS DIVERSIFIED EQUITY FD $463.15万1.00%181,270 -635-0.3% -$1.62万 减仓
NUE NUCOR CORP $466.33万1.01%20,935 -215-1.0% -$4.79万 减仓
WY WEYERHAEUSER CO $472.34万1.02%197,300 4,4352.3% $10.62万 加仓
HIG HARTFORD INSURANCE GROUP INC $498.94万1.08%37,650 1500.4% $1.99万 加仓
MRK MERCK & CO INC $542.48万1.18%42,216 1,0452.5% $13.43万 加仓
GEV GE VERNOVA INC $543.14万1.18%4,623 -62-1.3% -$7.28万 减仓
TY TRI CONTL CORP $547.37万1.19%159,026 -645-0.4% -$2.22万 减仓
BEN FRANKLIN RESOURCES INC $551.20万1.19%165,674 -108-0.1% -$3,593 减仓
COP CONOCOPHILLIPS $558.50万1.21%53,723 3080.6% $3.20万 加仓
RIO RIO TINTO PLC $579.61万1.26%61,057 -123-0.2% -$1.17万 减仓