StockDriftsStockDriftsTop 50 Uncommon Cents Investing INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASA | ASA GOLD AND PRECIOUS MTLS L | 4.1% | 336.4K | $18.8M | -17.71%(-72.40K) | $10.64(+392.27%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.28% | 20.3K | $10.4M | +0.08%(+17) | $82.92(+542.21%) | 2026-09-30 | |
| RTX | RTX CORPORATION | 2.03% | 50.0K | $9.3M | -1.62%(-824) | $72.81(+163.02%) | 2026-09-30 | |
| WFC | WELLS FARGO & CO | 1.93% | 110.4K | $8.8M | -1.31%(-1.46K) | $45.76(+78.42%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.87% | 25.7K | $8.6M | +1.47%(+373) | $178.41(+90.64%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.85% | 25.5K | $8.4M | -0.35%(-90) | $131.19(+155.50%) | 2026-09-30 | |
| KR | KROGER CO | 1.82% | 141.6K | $8.3M | +0.18%(+255) | $25.63(+146.78%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.81% | 31.2K | $8.3M | +1.46%(+448) | $145.25(+78.63%) | 2026-09-30 | |
| NSC | NORFOLK SOUTHN CORP | 1.72% | 25.5K | $7.9M | -0.53%(-135) | $85.08(+283.54%) | 2026-09-30 | |
| ADM | ARCHER DANIELS MIDLAND CO | 1.67% | 95.9K | $7.6M | -0.30%(-285) | $46.59(+72.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.65% | +54.68% | +6.82% | +39.06% |
| Top 20 Holdings Unweighted | +13.23% | +45.19% | +5.48% | +30.56% |
Uncommon Cents Investing INC reports $457.29M in US-listed equity holdings across 216 positions in its most recent 13F filing. Its largest disclosed positions are ASA (4.1%), MSFT (2.3%) and RTX (2.0%). The top 20 holdings account for 34.8% of reported assets. Its disclosed equity book has returned +54.68% on a three-year cumulative basis. Figures reflect the Q3 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 INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729754). View Uncommon Cents Investing INC’s 13F filings on SEC