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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 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BTI BRITISH AMERN TOB PLC Consumer Defensive 77,611.0 $4.4M 0.41% -3K -4.2% $56.62 +15.0%
22 NVDA NVIDIA CORPORATION Technology 23,019.0 $4.3M 0.40% -3K -12.8% $186.50 +26.4%
23 HL HECLA MNG CO Basic Materials 221,621.0 $4.3M 0.39% -18K -7.7% $19.19 +1.4%
24 NVS NOVARTIS AG Healthcare 30,711.0 $4.2M 0.39% -2K -5.7% $137.87 +8.6%
25 CVX CHEVRON CORP NEW Energy 26,223.0 $4.0M 0.37% -662.0 -2.5% $152.41 +22.5%
26 IVOL KRANESHARES TRUST 203,777.0 $3.9M 0.36% -1K -0.7% $19.16 -6.2%
27 DSX DIANA SHIPPING INC Industrials 2,301,311.0 $3.8M 0.35% -403K -14.9% $1.66 +66.3%
28 GDXJ VANECK ETF TRUST 33,134.0 $3.8M 0.35% -2K -5.7% $113.78 +2.3%
29 SWK STANLEY BLACK & DECKER INC Industrials 50,124.0 $3.7M 0.34% -30K -37.7% $74.28 +4.2%
30 HLF HERBALIFE LTD Consumer Defensive 288,724.0 $3.7M 0.34% -138K -32.3% $12.89 +1.1%
31 ALEXANDER & BALDWIN INC NEW 157,839.0 $3.3M 0.30% -81K -33.8% $20.64
32 CAG CONAGRA BRANDS INC Consumer Defensive 187,179.0 $3.2M 0.30% -57K -23.4% $17.31 -22.4%
33 ETN EATON CORP PLC Industrials 9,968.0 $3.2M 0.29% -78.0 -0.8% $318.51 +28.1%
34 CDX SIMPLIFY EXCHANGE TRADED FUN 139,237.0 $3.1M 0.29% -5K -3.1% $22.27 -4.8%
35 CC CHEMOURS CO Basic Materials 249,153.0 $2.9M 0.27% -92K -27.1% $11.79 +96.2%
36 VFC V F CORP Consumer Cyclical 161,861.0 $2.9M 0.27% -73K -31.1% $18.08 -4.4%
37 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 32,870.0 $2.9M 0.27% -2K -4.8% $87.42 -25.8%
38 CME CME GROUP INC Financial Services 10,374.0 $2.8M 0.26% -138.0 -1.3% $273.09 +9.4%
39 INFL LISTED FDS TR 49,828.0 $2.2M 0.20% -6K -10.6% $44.46 +18.6%
40 DEO DIAGEO PLC Consumer Defensive 25,476.0 $2.2M 0.20% -14K -35.1% $86.27 -5.3%
Page 2 of 7  ·  136 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%