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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 9 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BORR DRILLING LTD 342,750.0 $1.4M 0.13% +70K +25.4% $4.03
162 BUNGE GLOBAL SA 15,405.0 $1.4M 0.13% +1K +6.9% $89.08
163 EOG EOG RES INC Energy 13,029.0 $1.4M 0.13% -2K -16.0% $105.01 +31.8%
164 BMY BRISTOL-MYERS SQUIBB CO Healthcare 25,233.0 $1.4M 0.13% -6K -19.5% $53.94 +7.2%
165 CNC CENTENE CORP DEL Healthcare 32,138.0 $1.3M 0.12% +4K +16.1% $41.15 +39.8%
166 PAVE GLOBAL X FDS 27,665.0 $1.3M 0.12% +650.0 +2.4% $47.79 +15.5%
167 GRID FIRST TR EXCHANGE TRADED FD 8,596.0 $1.3M 0.12% +6K +306.6% $153.02 +24.6%
168 BLDR BUILDERS FIRSTSOURCE INC Industrials 12,706.0 $1.3M 0.12% -2K -15.3% $102.89 -30.9%
169 AON AON PLC Financial Services 3,616.0 $1.3M 0.12% -20.0 -0.6% $352.88 -9.4%
170 ODV OSISKO DEVELOPMENT CORP Basic Materials 362,500.0 $1.3M 0.12% +84K +30.2% $3.49 -11.9%
171 CFG CITIZENS FINL GROUP INC Financial Services 21,570.0 $1.3M 0.12% +7K +46.5% $58.41 +4.6%
172 ETHA ISHARES ETHEREUM TR Financial Services 55,931.0 $1.3M 0.12% -126K -69.3% $22.43 -28.5%
173 MOAT VANECK ETF TRUST 11,995.0 $1.2M 0.12% +1K +10.6% $103.56 -3.9%
174 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 20,620.0 $1.2M 0.11% -3K -12.1% $59.67 +9.0%
175 WPM WHEATON PRECIOUS METALS CORP Basic Materials 10,427.0 $1.2M 0.11% -442.0 -4.1% $117.52 +12.8%
176 OXY OCCIDENTAL PETE CORP Energy 29,586.0 $1.2M 0.11% -4K -12.5% $41.12 +42.0%
177 EC ECOPETROL S A Energy 120,697.0 $1.2M 0.11% -626.0 -0.5% $10.02 +29.9%
178 WCC WESCO INTL INC Industrials 4,871.0 $1.2M 0.11% -65.0 -1.3% $244.64 +45.9%
179 FXI ISHARES TR 31,000.0 $1.2M 0.11% +20K +181.8% $38.29 -5.4%
180 FEIM FREQUENCY ELECTRS INC Technology 22,025.0 $1.2M 0.11% -9K -29.0% $53.84 +9.2%
Page 9 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%