1y return+21.8%S&P 500 +20.9%
3y return+50.1%S&P 500 +68.5%
5y return+43.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $192 against $280 in the S&P 500.2
Uncommon Cents Investing LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Asa Gold And Precious Mtls LCUSIP G3156P103 | $21.3M | 4.6% | −1.7% |
| RTXRtx Corporation | $9.7M | 2.1% | −1.0% |
| WFCWells Fargo & Co | $9.2M | 2.0% | |
| JPMJpmorgan Chase & Co | $8.4M | 1.8% | |
| NSCNorfolk Southn Corp | $8.1M | 1.7% | |
| CSCOCisco Sys Inc | $8.0M | 1.7% | −1.2% |
| KRKroger Co | $7.8M | 1.7% | |
| JNJJohnson & Johnson | $7.8M | 1.7% | +1.4% |
| MSFTMicrosoft Corp | $7.6M | 1.6% | |
| ADMArcher Daniels Midland Co | $7.3M | 1.6% | |
| AAPLApple Inc | $7.3M | 1.6% | |
| EMEEmcor Group Inc | $7.3M | 1.6% | |
| MLIMueller Inds Inc | $7.0M | 1.5% | +96.4% |
| GEGe Aerospace | $6.6M | 1.4% | |
| STRLSterling Infrastructure Inc | $6.5M | 1.4% | −18.7% |
| BRK/BBerkshire Hathaway Inc Del | $6.3M | 1.4% | +2.2% |
| TDFTempleton Dragon Fd Inc | $5.9M | 1.3% | |
| MINTPimco Etf Tr | $5.8M | 1.3% | |
| RIORio Tinto PLC | $5.8M | 1.3% | |
| COPConocophillips | $5.6M | 1.2% | |
| BENFranklin Resources Inc | $5.5M | 1.2% | |
| TYTri Contl Corp | $5.5M | 1.2% | |
| GEVGe Vernova Inc | $5.4M | 1.2% | −1.3% |
| MRKMerck & Co Inc | $5.4M | 1.2% | +2.5% |
| HIGHartford Insurance Group Inc | $5.0M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STRLSterling Infrastructure Inc | December 31, 2022 | +2459.0% | $6.5M |
| EMEEmcor Group Inc | June 30, 2020 | +1154.7% | $7.3M |
| MLIMueller Inds Inc | June 30, 2020 | +825.0% | $7.0M |
| IBKRInteractive Brokers Group In | June 30, 2020 | +733.5% | $3.8M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $5.4M |
| NUENucor Corp | June 30, 2020 | +437.9% | $4.7M |
| GEGe Aerospace | March 31, 2022 | +308.5% | $6.6M |
| TPRTapestry Inc | March 31, 2022 | +294.0% | $3.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.4M |
| HIGHartford Insurance Group Inc | June 30, 2020 | +243.8% | $5.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $858K
- CTRACoterra Energy Inc was $490K
- EXEExpand Energy Corporation was $211K
- NHS-RNeuberger High Yield St Fd I was $1,449
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.1% | +14.8% |
| March 31, 2026 | +3.1% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | +2.6% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| September 30, 2024 | +8.4% | +5.4% |
| June 30, 2024 | −3.6% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +2.3% | +8.3% |
| March 31, 2023 | +0.5% | +7.0% |
| December 31, 2022 | +11.8% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −1.2% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Uncommon Cents Investing LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729754&type=13F-HR&dateb=&owner=include&count=40CIK 1729754
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729754/000172975426000003/Filed July 20, 2026 · accession 0001729754-26-000003