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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 22 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CQP CHENIERE ENERGY PARTNERS LP Energy 3,800.0 $203K 0.02% $53.48 +19.1%
422 YUM YUM BRANDS INC Consumer Cyclical 1,338.0 $202K 0.02% $151.28 -0.4%
423 GROY GOLD ROYALTY CORP Basic Materials 50,000.0 $202K 0.02% NEW $4.04 -11.9%
424 LPTH LIGHTPATH TECHNOLOGIES INC Technology 18,000.0 $194K 0.02% NEW $10.80 +12.5%
425 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 25,000.0 $189K 0.02% +11K +78.6% $7.57 -27.6%
426 SSL SASOL LTD Basic Materials 29,000.0 $189K 0.02% NEW $6.51 +101.7%
427 BRIGHTSTAR LOTTERY PLC 12,000.0 $186K 0.02% $15.48
428 ABRDN ASIA PACIFIC INCOME FU 11,954.0 $183K 0.02% -200.0 -1.6% $15.34
429 GAB GABELLI EQUITY TR INC Financial Services 27,879.0 $172K 0.02% $6.17 -10.4%
430 PBI PITNEY BOWES INC Industrials 16,096.0 $170K 0.02% -24K -60.3% $10.57 +49.7%
431 FRMI FERMI INC Utilities 19,725.0 $158K 0.01% NEW $8.00 -7.9%
432 AIOT POWERFLEET INC Technology 29,000.0 $154K 0.01% $5.32 -39.3%
433 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 75,000.0 $148K 0.01% $1.97 +10.7%
434 CORZ CORE SCIENTIFIC INC NEW Technology 10,000.0 $146K 0.01% NEW $14.56 +71.2%
435 ASPI ASP ISOTOPES INC Basic Materials 26,700.0 $143K 0.01% +4K +16.3% $5.35 +8.4%
436 NEW GOLD INC CDA 15,000.0 $131K 0.01% -469K -96.9% $8.71
437 EVC ENTRAVISION COMMUNICATIONS C Communication Services 40,000.0 $117K 0.01% NEW $2.93 +201.7%
438 BW BABCOCK & WILCOX ENTERPRISES Industrials 17,500.0 $111K 0.01% NEW $6.34 +244.6%
439 TE T1 ENERGY INC Industrials 16,000.0 $107K 0.01% NEW $6.68 -14.2%
440 CODI COMPASS DIVERSIFIED Industrials 21,000.0 $101K 0.01% NEW $4.80 +151.3%
Page 22 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%