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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 16 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LXU LSB INDS INC Basic Materials 49,000.0 $416K 0.04% -1K -2.5% $8.50 +70.6%
302 CHURCHILL CAP CORP X 26,400.0 $412K 0.04% -1K -4.5% $15.60
303 LWAY LIFEWAY FOODS INC Consumer Defensive 16,750.0 $406K 0.04% +1K +6.3% $24.23 -0.1%
304 IE IVANHOE ELECTRIC INC Technology 25,220.0 $403K 0.04% NEW $15.98 -20.2%
305 ANFIELD ENERGY INC 78,150.0 $401K 0.04% +38K +96.6% $5.14
306 AFK VANECK ETF TRUST 14,825.0 $397K 0.04% +2K +16.1% $26.75 +0.9%
307 WRB BERKLEY W R CORP Financial Services 5,575.0 $391K 0.04% NEW $70.12 -5.2%
308 IAUX I-80 GOLD CORP Basic Materials 265,000.0 $391K 0.04% -70K -20.9% $1.47 +0.4%
309 YPF YPF SOCIEDAD ANONIMA Energy 10,750.0 $389K 0.04% NEW $36.16 +20.7%
310 CVS CVS HEALTH CORP Healthcare 4,877.0 $387K 0.04% +552.0 +12.8% $79.36 +20.8%
311 BEKE KE HLDGS INC Real Estate 24,500.0 $386K 0.04% NEW $15.76 +12.9%
312 VTP VANGUARD MALVERN FDS 5,075.0 $385K 0.04% NEW $75.77 +0.9%
313 USB US BANCORP DEL Financial Services 7,189.0 $384K 0.04% -136.0 -1.9% $53.36 -0.4%
314 VPG VISHAY PRECISION GROUP INC Technology 9,865.0 $380K 0.04% -2K -17.6% $38.50 +152.8%
315 FCG FIRST TR EXCHANGE-TRADED FD 16,145.0 $378K 0.04% $23.41 +32.9%
316 BA BOEING CO Industrials 1,740.0 $378K 0.04% +9.0 +0.5% $217.12 +1.6%
317 SONY SONY GROUP CORP Technology 14,722.0 $377K 0.04% $25.60 -12.9%
318 ORCL ORACLE CORP Technology 1,930.0 $376K 0.04% +467.0 +31.9% $194.91 -1.0%
319 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,138.0 $374K 0.04% -32.0 -2.7% $328.60 -24.4%
320 CDZI CADIZ INC Utilities 66,500.0 $373K 0.03% NEW $5.61 -25.5%
Page 16 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%