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Portfolio (Quarterly) Guide ↗

Basepoint Wealth LLC

· CIK 0002088236
13F Portfolio $175M AUM 632 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 632 New
Page 10 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPACE EXPLORATION TECHN CORP CLASS A COM STK 406.0 $69K 0.04% NEW $170.86
182 MUB ISHARES NATIONAL MUNI BOND ETF 643.0 $69K 0.04% NEW $107.56 -2.0%
183 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 787.0 $69K 0.04% NEW $87.87 +2.8%
184 AGG ISHARES CORE US AGGREGATE BOND ETF 690.0 $68K 0.04% NEW $99.04 -1.7%
185 VB VANGUARD SMALL-CAP ETF 220.0 $67K 0.04% NEW $303.36 +0.1%
186 FIW FIRST TRUST WATER ETF 608.0 $67K 0.04% NEW $109.51 +0.3%
187 LLY ELI LILLY & CO COM Healthcare 55.0 $66K 0.04% NEW $1206.38 +1.7%
188 T AT&T INC COM Communication Services 3,175.0 $66K 0.04% NEW $20.70 +20.4%
189 HAL HALLIBURTON CO COM Energy 1,905.0 $65K 0.04% NEW $33.96 +2.1%
190 ORCL ORACLE CORP COM Technology 441.0 $65K 0.04% NEW $146.46 -2.6%
191 UNP UNION PAC CORP COM Industrials 237.0 $64K 0.04% NEW $271.82 +9.9%
192 VFL ABRDN NATL MUN INCOME FD SH BEN INT Financial Services 6,136.0 $64K 0.04% NEW $10.37 -0.6%
193 OSK OSHKOSH CORP COM Industrials 412.0 $63K 0.04% NEW $153.45 -3.8%
194 DVN DEVON ENERGY CORP NEW COM Energy 1,505.0 $62K 0.04% NEW $41.32 +15.7%
195 IAU ISHARES GOLD TRUST Financial Services 822.0 $62K 0.04% NEW $75.51 +8.2%
196 CNI CANADIAN NATL RY CO COM Industrials 518.0 $62K 0.04% NEW $119.34 +6.0%
197 SNDK SANDISK CORP COM Technology 27.0 $61K 0.04% NEW $2273.74 -28.5%
198 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 1,190.0 $61K 0.04% NEW $51.04 +10.1%
199 CRM SALESFORCE INC COM Technology 385.0 $60K 0.04% NEW $156.72 +25.0%
200 NVT NVENT ELEC PLC SHS Industrials 354.0 $60K 0.03% NEW $169.67 -2.9%
Page 10 of 32  ·  632 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 43.5%
Industrials 14.4%
Technology 13.3%
Consumer Defensive 6.9%
Healthcare 6.5%
Communication Services 4.1%
Consumer Cyclical 4.0%
Utilities 2.6%
Energy 2.2%
Basic Materials 1.3%