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CIK 0001133219 • 6 13F filings • May 13, 2025 – Aug 18, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $25.6M | 6.9%Prev: 6.9% | 151,269 SH | Increased-42 SH |
| ALPS ETF TR | ALERIAN MLP | $8.3M | 2.2%Prev: 2.3% | 176,301 SH | Decreased-420 SH |
| APPLE INC | COM | $17.1M | 4.6%Prev: 4.3% | 62,841 SH | Increased+168 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $19.3M | 5.2%Prev: 5.2% | 38,411 SH | Increased+31 SH |
| BGC GROUP INC | CL A | $15.7M | 4.2%Prev: 4.5% | 1,759,280 SH | Decreased+7,541 SH |
| CELANESE CORP DEL | COM | $8.9M | 2.4%Prev: 2.1% | 209,403 SH | Increased+24,948 SH |
| CHART INDS INC | COM | $1.6M | 0.4%Prev: 0.4% | 7,924 SH | Increased |
| ENTERPRISE PRODS PARTNERS L | COM | $797K | 0.2%Prev: 0.2% | 24,855 SH | Increased |
| EQT CORP | COM | $24.2M | 6.5%Prev: 6.7% | 451,127 SH | Decreased+164 SH |
| EQUINOX GOLD CORP | COM | $7.3M | 2.0%Prev: 1.6% | 518,022 SH | Increased+3,765 SH |
| GE VERNOVA INC | COM | $932K | 0.3%Prev: 0.2% | 1,426 SH | Increased |
| ICON PLC | SHS | $13.5M | 3.6%Prev: 3.5% | 73,865 SH | Increased+398 SH |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $8.0M | 2.2%Prev: 2.5% | 185,821 SH | Decreased+1,746 SH |
| MASTEC INC | COM | $23.0M | 6.2%Prev: 6.1% | 105,760 SH | Increased-26 SH |
| MCKESSON CORP | COM | $22.3M | 6.0%Prev: 5.7% | 27,193 SH | Increased+85 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $12.9M | 3.5%Prev: 3.5% | 202,985 SH | Decreased+1,232 SH |
| MICROSOFT CORP | COM | $16.0M | 4.3%Prev: 4.6% | 33,005 SH | Decreased+658 SH |
| NEWMONT CORP | COM | $28.4M | 7.6%Prev: 6.5% | 284,481 SH | Increased+538 SH |
| NMI HLDGS INC | COM | $19.1M | 5.1%Prev: 4.9% | 467,789 SH | Increased+1,442 SH |
| ROYAL GOLD INC | COM | $19.5M | 5.3%Prev: 4.8% | 87,928 SH | Increased+343 SH |
| RUSH ENTERPRISES INC | CL A | $20.3M | 5.4%Prev: 5.4% | 375,519 SH | Increased+1,468 SH |
| RUSH ENTERPRISES INC | CL B | $535K | 0.1%Prev: 0.1% | 9,501 SH | Decreased |
| SLB LIMITED | COM STK | $12.4M | 3.3% | 322,031 SH | New |
| SPDR GOLD TR | GOLD SHS | $8.8M | 2.4%Prev: 2.1% | 22,301 SH | Increased+59 SH |
| TAYLOR MORRISON HOME CORP | COM | $9.3M | 2.5%Prev: 2.8% | 158,548 SH | Decreased+1,150 SH |
| TRAVELERS COMPANIES INC | COM | $1.9M | 0.5%Prev: 0.5% | 6,627 SH | Increased |
| UNITED RENTALS INC | COM | $12.6M | 3.4%Prev: 4.0% | 15,606 SH | Decreased+83 SH |
| WABTEC | COM | $13.5M | 3.6%Prev: 3.4% | 63,301 SH | Increased+271 SH |
| 13F-HR |
| 0001133219-26-000003 |
| $345.3M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001133219-25-000005 | $320.5M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001133219-26-000002 | $379.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001133219-25-000004 | $305.6M | View |