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
EXC EXELON CORP $136.64万0.30%29,310 1750.6% $8,158 加仓
EG EVEREST GROUP LTD $136.57万0.30%3,823 100.3% $3,572 加仓
SCHW SCHWAB CHARLES CORP $132.87万0.29%14,400 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $132.27万0.29%22,145 250.1% $1,493 加仓
BAC BANK OF AMER CORP $130.97万0.28%22,986 800.3% $4,558 加仓
VLGEA VILLAGE SUPER MKT INC $127.74万0.28%30,285 -25-0.1% -$1,054 减仓
COF CAPITAL ONE FINL CORP $126.39万0.27%6,300 3155.3% $6.32万 加仓
ALG ALAMO GROUP INC $120.36万0.26%7,317 -135-1.8% -$2.22万 减仓
DIS DISNEY WALT CO $117.91万0.26%12,250 1,73316.5% $16.68万 加仓
WPM WHEATON PRECIOUS METALS CORP $117.43万0.25%10,455 -265-2.5% -$2.98万 减仓
ALB ALBEMARLE CORP $117.41万0.25%8,695 00.0% — 不变
INGR INGREDION INC $110.10万0.24%11,625 -340-2.8% -$3.22万 减仓
THG HANOVER INS GROUP INC $109.09万0.24%5,095 -30-0.6% -$6,424 减仓
PCAR PACCAR INC $108.30万0.23%9,016 -112-1.2% -$1.35万 减仓
GOOGL ALPHABET INC $108.18万0.23%3,027 381.3% $1.36万 加仓
CNO CNO FINL GROUP INC $107.72万0.23%21,130 -160-0.8% -$8,157 减仓
FLEX FLEX LTD $106.97万0.23%6,600 -75-1.1% -$1.22万 减仓
PM PHILIP MORRIS INTL INC $105.04万0.23%5,806 500.9% $9,045 加仓
UNH UNITEDHEALTH GROUP INC $104.74万0.23%2,520 301.2% $1.25万 加仓
RRX REGAL REXNORD CORPORATION $102.78万0.22%4,315 -5-0.1% -$1,191 减仓
UPS UNITED PARCEL SVCS INC $99.31万0.22%9,238 2,49537.0% $26.82万 加仓
BLK BLACKROCK INC $96.64万0.21%1,005 303.1% $2.88万 加仓
FCX FREEPORT MCMORAN INC $95.40万0.21%15,170 1,59011.7% $10.00万 加仓
LKFN LAKELAND FINL CORP $94.22万0.20%15,266 00.0% — 不变
LNT ALLIANT ENERGY CORP $92.11万0.20%12,074 2502.1% $1.91万 加仓
FMS FRESENIUS MEDICAL CARE AG $91.67万0.20%40,545 500.1% $1,130 加仓
MAIN MAIN STR CAP CORP $89.87万0.19%17,322 -30-0.2% -$1,556 减仓
ENS ENERSYS $88.27万0.19%3,775 00.0% — 不变
FLRN SPDR SERIES TRUST $86.97万0.19%28,193 150.1% $463 加仓
TXN TEXAS INSTRS INC $86.14万0.19%2,890 -10-0.3% -$2,981 减仓
LOW LOWES COS INC $84.67万0.18%3,840 1153.1% $2.54万 加仓
TXT TEXTRON INC $84.22万0.18%9,181 93511.3% $8.58万 加仓
BKH BLACK HILLS CORP $84.15万0.18%11,310 -45-0.4% -$3,348 减仓
TFC TRUIST FINL CORP $77.69万0.17%15,595 1,70012.2% $8.47万 加仓
DHR DANAHER CORP DEL $77.13万0.17%4,049 1102.8% $2.10万 加仓
APD AIR PRODUCTS AND CHEMICALS I $74.32万0.16%2,535 200.8% $5,864 加仓
T AT&T INC $73.56万0.16%35,537 2,5127.6% $5.20万 加仓
GLW CORNING INC $73.31万0.16%2,870 -35-1.2% -$8,940 减仓
— GATES INDL CORP PLC $72.67万0.16%25,980 -260-1.0% -$7,272 减仓
BMY BRISTOL-MYERS SQUIBB CO $72.53万0.16%12,588 -55-0.4% -$3,169 减仓
SCCO SOUTHERN COPPER CORP $71.92万0.16%4,127 60.1% $1,046 加仓
DOW DOW HLDGS INC $71.46万0.15%26,120 1,1254.5% $3.08万 加仓
VCSH VANGUARD SCOTTSDALE FDS $70.45万0.15%8,914 1,30017.1% $10.27万 加仓
UHS UNIVERSAL HLTH SVCS INC $70.33万0.15%4,730 -14-0.3% -$2,082 减仓
BHP BHP BILLITON LIMITED $70.11万0.15%8,415 00.0% — 不变
NTR NUTRIEN LTD $68.55万0.15%10,890 2102.0% $1.32万 加仓
MAN MANPOWERGROUP INC WIS $67.44万0.15%19,970 -210-1.0% -$7,092 减仓
FCN FTI CONSULTING INC $66.16万0.14%4,440 00.0% — 不变
ALGT ALLEGIANT TRAVEL CO $64.86万0.14%5,515 00.0% — 不变
SOLV SOLVENTUM CORP $64.67万0.14%8,383 -119-1.4% -$9,181 减仓
VTRS VIATRIS INC $64.48万0.14%40,605 1,9004.9% $3.02万 加仓
GOOG ALPHABET INC $64.31万0.14%1,820 804.6% $2.83万 加仓
OSK OSHKOSH CORP $63.71万0.14%4,151 701.7% $1.07万 加仓
HSY HERSHEY CO $62.90万0.14%3,585 752.1% $1.32万 加仓
LECO LINCOLN ELEC HLDGS INC $61.73万0.13%2,325 00.0% — 不变
GAM GENERAL AMERN INVS CO INC $60.61万0.13%9,507 00.0% — 不变
BIIB BIOGEN INC $59.83万0.13%2,769 -10-0.4% -$2,161 减仓
AUB ATLANTIC UN BANKSHARES CORP $58.45万0.13%13,815 -200-1.4% -$8,462 减仓
VB VANGUARD INDEX FDS $57.41万0.12%1,894 1,894— $57.41万 新建仓
PSX PHILLIPS 66 $56.83万0.12%3,362 -20-0.6% -$3,381 减仓
SCHX SCHWAB STRATEGIC TR $56.61万0.12%19,236 00.0% — 不变
GNTX GENTEX CORP $55.27万0.12%21,870 -950-4.2% -$2.40万 减仓
SPY STATE STR SPDR S&P 500 ETF T $54.69万0.12%732 371102.8% $27.72万 加仓
RL RALPH LAUREN CORP $52.58万0.11%1,310 100.8% $4,014 加仓
EVRG EVERGY INC $51.08万0.11%5,910 1001.7% $8,643 加仓
— TOTAL RETURN SECURITIES FUND $50.51万0.11%85,036 6640.8% $3,944 加仓
DUK DUKE ENERGY CORP NEW $50.30万0.11%3,974 2005.3% $2.53万 加仓
EQT EQT CORP $50.27万0.11%9,455 1651.8% $8,773 加仓
CACI CACI INTL INC $48.83万0.11%1,054 151.4% $6,949 加仓
BTZ BLACKROCK CR ALLOCATION $48.31万0.10%47,266 6331.4% $6,469 加仓
MOS MOSAIC CO $47.34万0.10%22,340 3,02015.6% $6.40万 加仓
DVN DEVON ENERGY CORP NEW $46.41万0.10%11,232 11,232— $46.41万 新建仓
— INVESCO BD FD $46.03万0.10%30,360 6,15025.4% $9.32万 加仓
PEP PEPSICO INC $45.09万0.10%3,330 1956.2% $2.64万 加仓
RS RELIANCE INC $44.08万0.10%1,180 00.0% — 不变
RVT ROYCE SMALL CAP TRUST INC $42.99万0.09%23,274 -500-2.1% -$9,235 减仓
BHK BLACKROCK CORE BD TR $42.97万0.09%46,856 19,37570.5% $17.77万 加仓
HON HONEYWELL INTL INC $42.00万0.09%1,876 -1,921-50.6% -$43.01万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $41.69万0.09%6,513 -73-1.1% -$4,673 减仓
HONA HONEYWELL AEROSPACE INC $41.47万0.09%1,876 1,876— $41.47万 新建仓
PR PERMIAN RESOURCES CORP $39.66万0.09%21,540 2,02510.4% $3.73万 加仓
HRL HORMEL FOODS CORP $39.27万0.09%15,820 8005.3% $1.99万 加仓
GWW WW GRAINGER INC $39.04万0.08%287 00.0% — 不变
PRIM PRIMORIS SVCS CORP $37.76万0.08%3,810 501.3% $4,956 加仓
WH WYNDHAM HOTELS & RESORTS INC $37.41万0.08%4,443 00.0% — 不变
— KKR INCOME OPPORTUNITIES FD $36.92万0.08%32,785 -300-0.9% -$3,378 减仓
IEFA ISHARES TR $35.95万0.08%3,722 3,722— $35.95万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $33.77万0.07%8,720 350.4% $1,356 加仓
GIS GENERAL MILLS INC $33.55万0.07%9,640 6206.9% $2.16万 加仓
— ALLSPRING MULTI SECTOR INCOM $33.46万0.07%36,325 00.0% — 不变
AIG AMERICAN INTL GROUP INC $31.49万0.07%4,225 751.8% $5,590 加仓
RHI ROBERT HALF INC. $29.29万0.06%9,540 500.5% $1,535 加仓
USB US BANCORP $29.09万0.06%4,817 00.0% — 不变
HD HOME DEPOT INC $28.99万0.06%822 405.1% $1.41万 加仓
PAAS PAN AMERN SILVER CORP $28.78万0.06%6,425 1001.6% $4,479 加仓
NVT NVENT ELEC PLC $26.05万0.06%1,536 1,536— $26.05万 新建仓
ITGR INTEGER HLDGS CORP $25.79万0.06%2,760 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $25.40万0.06%6,430 00.0% — 不变
CTVA CORTEVA INC $25.32万0.05%2,990 00.0% — 不变
DXPE DXP ENTERPRISES INC $25.31万0.05%1,500 00.0% — 不变