Pekin Hardy Strauss, Inc.
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$957M
Holdings
478
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CCJ
CAMECO CORP
Q4 2025: Exited (was 207.0k shares)
2.1%
02
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Q4 2025: Exited (was 280.0k shares)
2.1%
03
$XOM
EXXON MOBIL CORP
Q4 2025: Sold 66.4% (112.8k → 37.9k shares)
2.0%
04
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Sold 67.6% (39.1k → 12.7k shares)
1.9%
05
$EWZ
ISHARES INC
Q4 2025: Exited (was 366.5k shares)
1.6%
06
$AAPL
APPLE INC
Q1 2026: Increased +0.5% (87.4k → 87.8k shares)
1.6%
07
$SM
SM ENERGY COMPANY
Q4 2025: Exited (was 319.4k shares)
1.5%
08
$GDX
VANECK ETF TRUST
Q4 2025: Exited (was 240.8k shares)
1.5%
09
$EWY
ISHARES INC
Q4 2025: Exited (was 90.6k shares)
1.4%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 6.2% (77.9k → 73.2k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:52 UTC.