StockDriftsStockDriftsTop 50 Uncommon Cents Investing LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASA | ASA GOLD AND PRECIOUS MTLS L | 4.61% | 408.8K | $21.3M | -1.70%(-7.07K) | $10.64(+450.73%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 2.09% | 50.9K | $9.7M | -1.02%(-523) | $72.81(+207.04%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 2% | 111.9K | $9.2M | +0.41%(+455) | $45.76(+95.51%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.82% | 25.6K | $8.4M | -0.02%(-5) | $131.19(+178.00%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 1.75% | 25.7K | $8.1M | -0.48%(-125) | $85.08(+301.96%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.73% | 67.9K | $8.0M | -1.18%(-811) | $49.22(+130.69%) | 2026-06-30 | |
| KR | KROGER CO | 1.7% | 141.4K | $7.8M | -0.08%(-115) | $25.57(+118.94%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.69% | 30.7K | $7.8M | +1.39%(+420) | $143.58(+81.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.64% | 20.3K | $7.6M | -0.02%(-5) | $82.61(+488.36%) | 2026-06-30 | |
| ADM | ARCHER DANIELS MIDLAND CO | 1.59% | 96.2K | $7.3M | -0.08%(-80) | $46.59(+72.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.77% | +5.90% | +33.22% |
| Top 20 Holdings Unweighted | +11.05% | +36.96% | +4.91% | +27.10% |
Uncommon Cents Investing LLC reports $461.46M in US-listed equity holdings across 215 positions in its most recent 13F filing. Its largest disclosed positions are ASA (4.6%), RTX (2.1%) and WFC (2.0%). The top 20 holdings account for 34.55% of reported assets. Its disclosed equity book has returned +44.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Uncommon Cents Investing LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729754). View Uncommon Cents Investing LLC’s 13F filings on SEC