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Portfolio (Quarterly) Guide ↗

Pekin Hardy Strauss, Inc.

· CIK 0001020317
13F Portfolio $1.1B AUM 454 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 82 New 183 Added 136 Reduced 37 Exited
Page 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 4,318,119.0 $142.6M 13.18% +57K +1.3% $33.02 +4.2%
2 BERKSHIRE HATHAWAY INC DEL 40,521.0 $20.4M 1.88% +1K +3.7% $502.65
3 MTBA SIMPLIFY EXCHANGE TRADED FUN 358,640.0 $18.1M 1.67% +79K +28.1% $50.41 -2.8%
4 AAPL APPLE INC Technology 56,224.0 $15.3M 1.41% +4K +7.4% $271.86 +10.4%
5 GOOGL ALPHABET INC Communication Services 46,534.0 $14.6M 1.35% +2K +4.6% $313.00 +28.1%
6 OUNZ VANECK MERK GOLD ETF Financial Services 328,295.0 $13.6M 1.26% +5K +1.6% $41.48 +5.4%
7 GOOG ALPHABET INC Communication Services 41,426.0 $13.0M 1.20% +523.0 +1.3% $313.80 +26.6%
8 EWZ ISHARES INC 391,908.0 $12.5M 1.15% +25K +6.9% $31.77 +14.1%
9 PPLT ABRDN PLATINUM ETF TRUST Financial Services 63,625.0 $11.9M 1.10% +13K +26.1% $186.43 +0.2%
10 AGI ALAMOS GOLD INC NEW Basic Materials 279,008.0 $10.8M 1.00% +15K +5.8% $38.67 +4.0%
11 EWY ISHARES INC 102,867.0 $10.0M 0.92% +12K +13.5% $97.22 +84.0%
12 EMLC VANECK ETF TRUST 381,457.0 $9.8M 0.91% +48K +14.5% $25.82 -2.4%
13 INDA ISHARES TR 181,138.0 $9.8M 0.91% +85K +88.3% $54.05 -11.2%
14 CEG CONSTELLATION ENERGY CORP Utilities 27,216.0 $9.6M 0.89% +489.0 +1.8% $353.27 -24.4%
15 MSFT MICROSOFT CORP Technology 19,068.0 $9.2M 0.85% +252.0 +1.3% $483.63 -15.3%
16 DVN DEVON ENERGY CORP NEW Energy 246,509.0 $9.0M 0.83% +20K +8.8% $36.63 +29.0%
17 IAU ISHARES GOLD TR Financial Services 106,566.0 $8.6M 0.80% +11K +11.3% $81.17 +5.3%
18 EMXC ISHARES INC 107,108.0 $7.8M 0.72% +4K +3.4% $72.68 +28.8%
19 ET ENERGY TRANSFER L P Energy 459,874.0 $7.6M 0.70% +2K +0.5% $16.49 +23.5%
20 SM SM ENERGY CO Energy 397,039.0 $7.4M 0.69% +78K +24.3% $18.70 +67.8%
Page 1 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.3%
Energy 14.0%
Basic Materials 9.1%
Technology 7.7%
Industrials 7.1%
Consumer Defensive 6.4%
Healthcare 5.1%
Consumer Cyclical 4.7%
Communication Services 3.7%
Real Estate 2.7%