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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 14 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FLEX FLEX LTD Technology 9,250.0 $559K 0.05% +1K +12.1% $60.42 +128.2%
262 MTDR MATADOR RES CO Energy 13,050.0 $554K 0.05% NEW $42.44 +42.2%
263 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 10,200.0 $550K 0.05% -17K -62.6% $53.94 -24.4%
264 VWO VANGUARD INTL EQUITY INDEX F 10,171.0 $547K 0.05% +954.0 +10.3% $53.76 +8.8%
265 GNK GENCO SHIPPING & TRADING LTD Industrials 28,702.0 $529K 0.05% +467.0 +1.6% $18.43 +33.6%
266 KDEF EXCHANGE LISTED FDS TR 12,000.0 $527K 0.05% +1K +9.1% $43.88 +21.0%
267 WELLS FARGO CO NEW 429.0 $520K 0.05% +10.0 +2.4% $1212.00
268 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 12,200.0 $519K 0.05% $42.55 +5.6%
269 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 24,050.0 $519K 0.05% NEW $21.56 -20.1%
270 TH TARGET HOSPITALITY CORP Industrials 64,500.0 $517K 0.05% NEW $8.01 +133.0%
271 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,780.0 $511K 0.05% NEW $287.22 +34.1%
272 PLTR PALANTIR TECHNOLOGIES INC Technology 2,863.0 $509K 0.05% -25.0 -0.9% $177.75 -24.6%
273 CAT CATERPILLAR INC Industrials 888.0 $508K 0.05% $572.56 +50.9%
274 XBI SPDR SERIES TRUST 4,155.0 $507K 0.05% +469.0 +12.7% $121.93 +4.7%
275 TIC TIC SOLUTIONS INC Industrials 50,000.0 $506K 0.05% NEW $10.11 -11.4%
276 T AT&T INC Communication Services 20,291.0 $504K 0.05% $24.84 -3.3%
277 PBR PETROLEO BRASILEIRO SA PETRO Energy 42,352.0 $502K 0.05% +10K +33.0% $11.85 +68.2%
278 AA ALCOA CORP Basic Materials 9,400.0 $500K 0.05% NEW $53.14 +17.8%
279 SBSW SIBANYE STILLWATER LTD Basic Materials 35,000.0 $499K 0.05% +4K +12.9% $14.25 -14.9%
280 CNR CORE NATURAL RESOURCES INC Energy 5,630.0 $498K 0.05% NEW $88.51 -5.2%
Page 14 of 23  ·  454 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%