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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 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 74,762.0 $1.8M 0.39% NEW $24.08 +11.6%
82 CMI CUMMINS INC Industrials 2,450.0 $1.7M 0.38% NEW $713.21 -10.1%
83 GD GENERAL DYNAMICS CORP Industrials 4,806.0 $1.7M 0.37% NEW $354.24 +10.4%
84 CEE THE CENTRAL AND EASTERN EU I Financial Services 80,668.0 $1.7M 0.36% NEW $20.55 +2.6%
85 MTN VAIL RESORTS INC Consumer Cyclical 12,075.0 $1.6M 0.36% NEW $136.15 +7.7%
86 BHE BENCHMARK ELECTRS INC Technology 16,620.0 $1.6M 0.35% NEW $98.67 -14.7%
87 WLY WILEY JOHN & SONS INC Communication Services 33,590.0 $1.6M 0.35% NEW $48.51 +4.7%
88 FT FRANKLIN UNVL TR Financial Services 191,967.0 $1.5M 0.34% NEW $8.06 -2.4%
89 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 247,750.0 $1.5M 0.34% NEW $6.24 -3.7%
90 ROK ROCKWELL AUTOMATION INC Industrials 3,100.0 $1.5M 0.33% NEW $495.08 -10.2%
91 PEO ADAM NAT RES FD INC Financial Services 61,469.0 $1.5M 0.33% NEW $24.72 +13.0%
92 CEG CONSTELLATION ENERGY CORP Utilities 6,043.0 $1.5M 0.33% NEW $248.37 +12.0%
93 PEBO PEOPLES BANCORP INC Financial Services 38,840.0 $1.5M 0.32% NEW $38.41 +6.9%
94 JBHT HUNT J B TRANS SVCS INC Industrials 5,132.0 $1.5M 0.32% NEW $289.43 -2.1%
95 CET CENTRAL SECS CORP Financial Services 27,920.0 $1.5M 0.32% NEW $52.45 +4.7%
96 CNA CNA FINL CORP Financial Services 29,815.0 $1.4M 0.31% NEW $48.61 +2.9%
97 PPG PPG INDS INC Basic Materials 11,825.0 $1.4M 0.31% NEW $121.29 -6.5%
98 VTI VANGUARD INDEX FDS 3,790.0 $1.4M 0.30% NEW $370.04 +3.3%
99 PG PROCTER & GAMBLE CO Consumer Defensive 9,525.0 $1.4M 0.30% NEW $146.64 -2.4%
100 MET METLIFE INC Financial Services 16,306.0 $1.4M 0.30% NEW $84.61 +14.3%
Page 5 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%