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Portfolio (Quarterly) Guide ↗

Pekin Hardy Strauss, Inc.

· CIK 0001020317
13F Portfolio $997M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 409 New
Page 4 of 21  ·  409 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALEXANDER & BALDWIN INC NEW 238,505.0 $4.3M 0.43% NEW $18.19
62 BTI BRITISH AMERN TOB PLC Consumer Defensive 80,973.0 $4.3M 0.43% NEW $53.08 +22.6%
63 NVS NOVARTIS AG Healthcare 32,566.0 $4.2M 0.42% NEW $128.24 +16.8%
64 CVX CHEVRON CORP NEW Energy 26,885.0 $4.2M 0.42% NEW $155.29 +20.2%
65 PPTA PERPETUA RESOURCES CORP Basic Materials 195,889.0 $4.0M 0.40% NEW $20.23 +53.7%
66 IVOL KRANESHARES TRUST 205,122.0 $4.0M 0.40% NEW $19.28 -6.8%
67 PEP PEPSICO INC Consumer Defensive 27,748.0 $3.9M 0.39% NEW $140.44 +5.9%
68 VYM VANGUARD WHITEHALL FDS 27,453.0 $3.9M 0.39% NEW $140.95 +10.5%
69 XLE SELECT SECTOR SPDR TR 43,024.0 $3.8M 0.39% NEW $89.34 -33.5%
70 ETN EATON CORP PLC Industrials 10,046.0 $3.8M 0.38% NEW $374.25 +9.0%
71 DEO DIAGEO PLC Consumer Defensive 39,258.0 $3.7M 0.38% NEW $95.43 -14.4%
72 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 58,224.0 $3.6M 0.36% NEW $62.21 -7.0%
73 HLF HERBALIFE LTD Consumer Defensive 426,682.0 $3.6M 0.36% NEW $8.44 +54.4%
74 GDXJ VANECK ETF TRUST 35,134.0 $3.5M 0.35% NEW $99.03 +17.5%
75 NEW GOLD INC CDA 484,250.0 $3.5M 0.35% NEW $7.18
76 MO ALTRIA GROUP INC Consumer Defensive 52,509.0 $3.5M 0.35% NEW $66.06 +9.6%
77 VFC V F CORP Consumer Cyclical 234,770.0 $3.4M 0.34% NEW $14.43 +19.8%
78 LUMENTUM HLDGS INC 2,000,000.0 $3.4M 0.34% NEW $1.68
79 CDX SIMPLIFY EXCHANGE TRADED FUN 143,753.0 $3.3M 0.33% NEW $22.91 -7.5%
80 SKEENA RES LTD NEW 176,923.0 $3.3M 0.33% NEW $18.42
Page 4 of 21  ·  409 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 35.6%
Energy 14.1%
Basic Materials 9.9%
Industrials 8.5%
Technology 7.4%
Consumer Defensive 6.9%
Healthcare 5.8%
Consumer Cyclical 4.5%
Communication Services 3.1%
Real Estate 2.1%