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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CHURCHILL CAP CORP X 26,400.0 $412K 0.04% -1K -4.5% $15.60
102 IAUX I-80 GOLD CORP Basic Materials 265,000.0 $391K 0.04% -70K -20.9% $1.47 +6.5%
103 USB US BANCORP DEL Financial Services 7,189.0 $384K 0.04% -136.0 -1.9% $53.36 +0.1%
104 VPG VISHAY PRECISION GROUP INC Technology 9,865.0 $380K 0.04% -2K -17.6% $38.50 +160.6%
105 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,138.0 $374K 0.04% -32.0 -2.7% $328.60 -24.6%
106 BP BP PLC Energy 10,696.0 $371K 0.03% -350.0 -3.2% $34.73 +27.7%
107 TIP ISHARES TR 3,358.0 $369K 0.03% -238.0 -6.6% $109.91 +0.6%
108 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,426.0 $367K 0.03% -700.0 -32.9% $257.23 -16.6%
109 PH PARKER-HANNIFIN CORP Industrials 415.0 $365K 0.03% -26.0 -5.9% $878.96 +0.2%
110 EVR EVERCORE INC Financial Services 1,070.0 $364K 0.03% -55.0 -4.9% $340.25 +0.2%
111 DFIV DIMENSIONAL ETF TRUST 7,271.0 $363K 0.03% -205.0 -2.7% $49.90 +9.9%
112 UTES ETFIS SER TR I 4,500.0 $355K 0.03% -900.0 -16.7% $78.95 -2.2%
113 MFC MANULIFE FINL CORP Financial Services 9,424.0 $342K 0.03% -250.0 -2.6% $36.28 +3.5%
114 HR HEALTHCARE RLTY TR Real Estate 19,500.0 $331K 0.03% -4K -17.0% $16.95 +20.1%
115 LMT LOCKHEED MARTIN CORP Industrials 640.0 $310K 0.03% -230.0 -26.4% $483.67 +7.6%
116 GEL GENESIS ENERGY L P Energy 18,500.0 $289K 0.03% -2K -9.8% $15.60 +3.2%
117 DHT DHT HOLDINGS INC Energy 23,500.0 $287K 0.03% -4K -16.1% $12.21 +46.2%
118 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,575.0 $285K 0.03% -70.0 -1.9% $79.67 +9.2%
119 MLM MARTIN MARIETTA MATLS INC Basic Materials 453.0 $282K 0.03% -20.0 -4.2% $622.66 -7.6%
120 MS MORGAN STANLEY Financial Services 1,571.0 $279K 0.03% -117.0 -6.9% $177.53 +9.6%
Page 6 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%