Uncommon Cents Investing LLC
Annual return '25
+3.0%
SPY '25
+17.7%
Alpha
-14.7ptsvs SPY
Invested
$431M
Holdings
207
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ASA
ASA GOLD AND PRECIOUS MTLS L
Q4 2025: Exited (was 517.8k shares)
6.0%
02
$KR
KROGER CO
Q4 2025: Exited (was 141.1k shares)
2.4%
03
$RTX
RTX CORPORATION
Q4 2025: Exited (was 52.6k shares)
2.3%
04
$WFC
WELLS FARGO & CO
Q4 2025: Exited (was 112.7k shares)
2.1%
05
$JPM
JPMORGAN CHASE & CO
Q4 2025: Exited (was 25.8k shares)
1.7%
06
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 27.5k shares)
1.7%
07
$JNJ
JOHNSON & JOHNSON
Q4 2025: Exited (was 30.5k shares)
1.7%
08
$NSC
NORFOLK SOUTHN CORP
Q4 2025: Exited (was 25.9k shares)
1.7%
09
$COP
CONOCOPHILLIPS
Q4 2025: Exited (was 53.0k shares)
1.6%
10
$ADM
ARCHER DANIELS MIDLAND CO
Q4 2025: Exited (was 95.1k shares)
1.6%
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 09:26 UTC.