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Portfolio (Quarterly) Guide ↗

Uncommon Cents Investing LLC

· CIK 0001729754
13F Portfolio $461M AUM 215 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 215 New
Page 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UPS UNITED PARCEL SVCS INC Industrials 9,238.0 $993K 0.21% NEW $107.50 -5.1%
122 BLK BLACKROCK INC Financial Services 1,005.0 $966K 0.21% NEW $961.56 +19.3%
123 FCX FREEPORT MCMORAN INC Basic Materials 15,170.0 $954K 0.21% NEW $62.89 +8.8%
124 LKFN LAKELAND FINL CORP Financial Services 15,266.0 $942K 0.20% NEW $61.72 +0.2%
125 LNT ALLIANT ENERGY CORP Utilities 12,074.0 $921K 0.20% NEW $76.29 -7.8%
126 FMS FRESENIUS MEDICAL CARE AG Healthcare 40,545.0 $917K 0.20% NEW $22.61 +3.9%
127 MAIN MAIN STR CAP CORP Financial Services 17,322.0 $899K 0.20% NEW $51.88 +12.1%
128 ENS ENERSYS Industrials 3,775.0 $883K 0.19% NEW $233.82 -13.5%
129 FLRN SPDR SERIES TRUST 28,193.0 $870K 0.19% NEW $30.85 -0.2%
130 TXN TEXAS INSTRS INC Technology 2,890.0 $861K 0.19% NEW $298.07 -5.1%
131 LOW LOWES COS INC Consumer Cyclical 3,840.0 $847K 0.18% NEW $220.49 -2.1%
132 TXT TEXTRON INC Industrials 9,181.0 $842K 0.18% NEW $91.73 -4.4%
133 BKH BLACK HILLS CORP Utilities 11,310.0 $841K 0.18% NEW $74.40 -1.4%
134 TFC TRUIST FINL CORP Financial Services 15,595.0 $777K 0.17% NEW $49.82 +5.4%
135 DHR DANAHER CORP DEL Healthcare 4,049.0 $771K 0.17% NEW $190.48 +6.4%
136 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,535.0 $743K 0.16% NEW $293.18 +2.6%
137 T AT&T INC Communication Services 35,537.0 $736K 0.16% NEW $20.70 +19.3%
138 GLW CORNING INC Technology 2,870.0 $733K 0.16% NEW $255.43 -32.2%
139 GTES GATES INDL CORP PLC Industrials 25,980.0 $727K 0.16% NEW $27.97 +0.6%
140 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,588.0 $725K 0.16% NEW $57.62 +12.2%
Page 7 of 11  ·  215 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 33.0%
Industrials 21.2%
Technology 9.3%
Basic Materials 7.7%
Healthcare 7.7%
Consumer Defensive 7.7%
Energy 4.1%
Consumer Cyclical 3.5%
Utilities 2.5%
Communication Services 2.2%