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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 681.0 $732K 0.07% -13.0 -1.9% $1074.68 -6.3%
82 BIT BLACKROCK MULTI SECTOR INC T Financial Services 55,850.0 $729K 0.07% -27K -32.4% $13.06 -5.3%
83 COST COSTCO WHSL CORP NEW Consumer Defensive 820.0 $707K 0.07% -80.0 -8.9% $862.34 +20.7%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 2,358.0 $698K 0.07% -350.0 -12.9% $296.23 -26.3%
85 CTRA COTERRA ENERGY INC Energy 26,445.0 $696K 0.06% -1K -4.6% $26.32 +23.7%
86 BLOCK INC 710,000.0 $656K 0.06% -50K -6.6% $0.92
87 COP CONOCOPHILLIPS Energy 6,811.0 $638K 0.06% -36.0 -0.5% $93.61 +27.1%
88 TUA SIMPLIFY EXCHANGE TRADED FUN 28,129.0 $616K 0.06% -5K -14.7% $21.90 -6.2%
89 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 5,360.0 $583K 0.05% -3K -36.9% $108.77 -3.9%
90 NKE NIKE INC Consumer Cyclical 8,830.0 $563K 0.05% -2K -19.0% $63.71 -34.0%
91 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 10,200.0 $550K 0.05% -17K -62.6% $53.94 -22.4%
92 PLTR PALANTIR TECHNOLOGIES INC Technology 2,863.0 $509K 0.05% -25.0 -0.9% $177.75 -24.8%
93 AVAV AEROVIRONMENT INC Industrials 1,985.0 $480K 0.04% -290.0 -12.8% $241.89 -34.7%
94 UNH UNITEDHEALTH GROUP INC Healthcare 1,449.0 $478K 0.04% -4K -73.3% $330.05 +20.9%
95 CCNE CNB FINL CORP PA Financial Services 18,100.0 $474K 0.04% -2K -9.6% $26.17 +12.3%
96 SRBK SR BANCORP INC Financial Services 30,000.0 $472K 0.04% -1K -3.2% $15.74 +14.4%
97 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 4,600.0 $430K 0.04% -4K -45.9% $93.57 +7.9%
98 SPGI S&P GLOBAL INC Financial Services 818.0 $427K 0.04% -31.0 -3.6% $522.59 -22.7%
99 VTRS VIATRIS INC Healthcare 34,303.0 $427K 0.04% -18K -34.5% $12.45 +38.6%
100 LXU LSB INDS INC Basic Materials 49,000.0 $416K 0.04% -1K -2.5% $8.50 +69.9%
Page 5 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%