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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 9,086.0 $1.7M 0.15% +200.0 +2.2% $183.40 -5.2%
82 IVV ISHARES TR 2,395.0 $1.6M 0.15% +900.0 +60.2% $685.08 +8.0%
83 VCIT VANGUARD SCOTTSDALE FDS 19,489.0 $1.6M 0.15% +13K +223.5% $83.75 -2.2%
84 VUG VANGUARD INDEX FDS 3,328.0 $1.6M 0.15% +180.0 +5.7% $487.88 -82.2%
85 AVGO BROADCOM INC Technology 4,664.0 $1.6M 0.15% +4K +388.4% $346.10 +21.2%
86 MIAMI INTL HLDGS INC 36,290.0 $1.6M 0.15% +11K +41.5% $44.38
87 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 387,400.0 $1.6M 0.14% +307K +384.2% $4.05 +2.3%
88 AMD ADVANCED MICRO DEVICES INC Technology 7,285.0 $1.6M 0.14% +230.0 +3.3% $214.16 +95.6%
89 GSM FERROGLOBE PLC Basic Materials 325,400.0 $1.5M 0.14% +10K +3.2% $4.64 -13.9%
90 ARLP ALLIANCE RESOURCE PARTNERS L Energy 64,105.0 $1.5M 0.14% +8K +15.1% $23.23 +9.3%
91 CB CHUBB LIMITED Financial Services 4,739.0 $1.5M 0.14% +1K +26.8% $312.11 +5.4%
92 EWJ ISHARES INC 18,271.0 $1.5M 0.14% +13K +233.1% $80.74 +12.3%
93 VST VISTRA CORP Utilities 9,099.0 $1.5M 0.14% +3K +47.6% $161.33 -16.5%
94 VTIP VANGUARD MALVERN FDS 27,953.0 $1.4M 0.13% +2K +5.9% $49.46 +1.9%
95 BORR DRILLING LTD 342,750.0 $1.4M 0.13% +70K +25.4% $4.03
96 BUNGE GLOBAL SA 15,405.0 $1.4M 0.13% +1K +6.9% $89.08
97 CNC CENTENE CORP DEL Healthcare 32,138.0 $1.3M 0.12% +4K +16.1% $41.15 +41.3%
98 PAVE GLOBAL X FDS 27,665.0 $1.3M 0.12% +650.0 +2.4% $47.79 +14.6%
99 GRID FIRST TR EXCHANGE TRADED FD 8,596.0 $1.3M 0.12% +6K +306.6% $153.02 +23.4%
100 ODV OSISKO DEVELOPMENT CORP Basic Materials 362,500.0 $1.3M 0.12% +84K +30.2% $3.49 -16.2%
Page 5 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%