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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OXY OCCIDENTAL PETE CORP Energy 29,586.0 $1.2M 0.11% -4K -12.5% $41.12 +38.2%
62 EC ECOPETROL S A Energy 120,697.0 $1.2M 0.11% -626.0 -0.5% $10.02 +31.9%
63 WCC WESCO INTL INC Industrials 4,871.0 $1.2M 0.11% -65.0 -1.3% $244.64 +52.1%
64 FEIM FREQUENCY ELECTRS INC Technology 22,025.0 $1.2M 0.11% -9K -29.0% $53.84 +12.1%
65 FEZ SPDR INDEX SHS FDS 18,303.0 $1.2M 0.11% -397.0 -2.1% $64.39 +0.9%
66 VAL VALARIS LTD Energy 22,755.0 $1.1M 0.11% -1K -5.0% $50.40 +104.9%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 27,073.0 $1.1M 0.10% -3K -8.8% $40.73 +15.5%
68 BILS SPDR SERIES TRUST 10,920.0 $1.1M 0.10% -980.0 -8.2% $99.22 +0.1%
69 MDT MEDTRONIC PLC Healthcare 11,218.0 $1.1M 0.10% -16K -58.4% $96.06 -19.9%
70 WM WASTE MGMT INC DEL Industrials 4,892.0 $1.1M 0.10% -135.0 -2.7% $219.71 -0.4%
71 HD HOME DEPOT INC Consumer Cyclical 2,925.0 $1.0M 0.09% -55.0 -1.9% $344.08 -11.5%
72 HOOD ROBINHOOD MKTS INC Financial Services 8,550.0 $967K 0.09% -250.0 -2.8% $113.10 -28.6%
73 ENB ENBRIDGE INC Energy 20,082.0 $962K 0.09% -278.0 -1.4% $47.92 +17.3%
74 VLO VALERO ENERGY CORP Energy 5,840.0 $951K 0.09% -75.0 -1.3% $162.79 +50.4%
75 TDW TIDEWATER INC NEW Energy 18,149.0 $917K 0.09% -1K -5.5% $50.51 +61.8%
76 ILF ISHARES TR 29,462.0 $897K 0.08% -4K -11.3% $30.45 +13.1%
77 UNP UNION PAC CORP Industrials 3,871.0 $895K 0.08% -379.0 -8.9% $231.32 +16.4%
78 ALL ALLSTATE CORP Financial Services 4,283.0 $892K 0.08% -25.0 -0.6% $208.15 +4.4%
79 ITA ISHARES TR 4,022.0 $863K 0.08% -275.0 -6.4% $214.69 +1.1%
80 FDX FEDEX CORP Industrials 2,646.0 $764K 0.07% -225.0 -7.8% $288.88 +31.5%
Page 4 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%