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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 24 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VIRT VIRTU FINL INC CL A Financial Services 89.0 $5K 0.00% NEW $59.57 +2.0%
462 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 31.0 $5K 0.00% NEW $168.55 -8.5%
463 HPQ HP INC COM Technology 237.0 $5K 0.00% NEW $21.95 +36.7%
464 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 58.0 $5K 0.00% NEW $88.72 -31.9%
465 LOW LOWES COS INC COM Consumer Cyclical 23.0 $5K 0.00% NEW $221.00 -1.8%
466 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 70.0 $5K 0.00% NEW $72.34 +3.7%
467 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 226.0 $5K 0.00% NEW $22.30 +8.4%
468 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 114.0 $5K 0.00% NEW $43.82 +13.7%
469 CAG CONAGRA BRANDS INC COM Consumer Defensive 369.0 $5K 0.00% NEW $13.47 +16.2%
470 GRMN GARMIN LTD SHS Technology 21.0 $5K 0.00% NEW $232.57 +27.7%
471 SNOW SNOWFLAKE INC COM SHS Technology 19.0 $5K 0.00% NEW $254.53 +27.7%
472 UEC URANIUM ENERGY CORP COM Energy 450.0 $5K 0.00% NEW $10.66 +1.1%
473 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 104.0 $5K 0.00% NEW $45.04 +22.6%
474 PII POLARIS INC COM Consumer Cyclical 68.0 $5K 0.00% NEW $68.60 -1.7%
475 ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 98.0 $5K 0.00% NEW $47.08 -0.4%
476 DOW DOW HLDGS INC COM Basic Materials 167.0 $5K 0.00% NEW $27.35 +14.5%
477 VTRS VIATRIS INC COM Healthcare 288.0 $5K 0.00% NEW $15.86 +3.5%
478 NUVEEN CR STRATEGIES INCOME FD COM SHS 933.0 $5K 0.00% NEW $4.86
479 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 46.0 $4K 0.00% NEW $95.15 +1.5%
480 TPZ TORTOISE ESSENTIAL ENERGY FUND 199.0 $4K 0.00% NEW $21.83 +0.7%
Page 24 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%