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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 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CNI CANADIAN NATL RY CO Industrials 25,646.0 $2.5M 0.23% +3K +13.2% $98.85 +13.7%
62 AMLP ALPS ETF TR 52,886.0 $2.5M 0.23% +295.0 +0.6% $47.02 +15.0%
63 SGDM SPROTT ETF TRUST 33,105.0 $2.3M 0.21% +2K +6.6% $69.63 +4.1%
64 JOF JAPAN SMALLER CAPITALIZATION Financial Services 205,920.0 $2.3M 0.21% +8K +4.3% $11.08 +5.1%
65 LVS LAS VEGAS SANDS CORP Consumer Cyclical 34,045.0 $2.2M 0.20% +2K +5.2% $65.09 -22.2%
66 NRP NATURAL RESOURCE PARTNERS L Energy 21,225.0 $2.2M 0.20% +1K +4.9% $104.40 +2.7%
67 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 113,975.0 $2.2M 0.20% +7K +6.3% $19.33 +12.4%
68 LISTED FDS TR 85,170.0 $2.2M 0.20% +12K +16.6% $25.71
69 MPLX MPLX LP Energy 39,045.0 $2.1M 0.19% +4K +10.1% $53.37 +4.1%
70 FCX FREEPORT-MCMORAN INC Basic Materials 39,427.0 $2.0M 0.18% +4K +11.2% $50.79 +30.2%
71 BCH BANCO DE CHILE Financial Services 51,325.0 $2.0M 0.18% +42K +440.3% $38.00 -5.6%
72 KO COCA COLA CO Consumer Defensive 27,308.0 $1.9M 0.18% +2K +9.6% $69.91 +15.1%
73 VTV VANGUARD INDEX FDS 9,995.0 $1.9M 0.18% +2K +22.7% $190.99 +8.2%
74 EWS ISHARES INC 67,875.0 $1.9M 0.17% +19K +37.5% $27.51 +5.2%
75 RRC RANGE RES CORP Energy 52,486.0 $1.9M 0.17% +1K +1.9% $35.26 +17.7%
76 ELD WISDOMTREE TR 63,373.0 $1.9M 0.17% +30K +88.0% $29.20 -2.4%
77 SPY SPDR S&P 500 ETF TR Financial Services 2,547.0 $1.7M 0.16% +30.0 +1.2% $681.80 +8.4%
78 NXE NEXGEN ENERGY LTD Energy 185,200.0 $1.7M 0.16% +21K +12.8% $9.21 +29.9%
79 EMR EMERSON ELEC CO Industrials 12,793.0 $1.7M 0.16% +400.0 +3.2% $132.72 +3.9%
80 RELY REMITLY GLOBAL INC Technology 122,716.0 $1.7M 0.16% +105K +581.8% $13.80 +68.9%
Page 4 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%