Basepoint Wealth LLC Portfolio Holdings

Basepoint Wealth LLC

  • $141 Billion
  • Q3 2025

Basepoint Wealth LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $31.4B, Sprott Physical Silver Trust with a value of $25.4B, Deere & CO with a value of $5.34B, Berkshire Hathaway Inc Class B with a value of $5.19B, and Adams Natural Resources Fund, Inc. with a value of $3.63B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $129B to 141B.

Basepoint Wealth LLC is based out at Cedar Rapids, IA

Below you can find more details about Basepoint Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
Financial Services: $73.5 Billion
Industrials: $14.4 Billion
Technology: $12.1 Billion
ETFs: $9.17 Billion
Consumer Defensive: $6.96 Billion
Consumer Cyclical: $6.49 Billion
Communication Services: $4.67 Billion
Healthcare: $4.22 Billion
Other: $8.75 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.4 Billion 22.25% of portfolio
1,060,237
Q3 2025 Reduced 3.49%
$0
$25.4 Billion 18.02% of portfolio
1,620,422
Q3 2025 Reduced 2.68%
$144B
$5.34 Billion 3.79% of portfolio
11,685
Q3 2025 Added 0.11%
$662B
$5.19 Billion 3.68% of portfolio
10,325
Q3 2025 Reduced 1.51%
$541M
$3.63 Billion 2.57% of portfolio
168,880
Q3 2025 Reduced 3.68%
$4.3T
$3.27 Billion 2.31% of portfolio
12,823
Q3 2025 Added 5.0%
$24.5B
$3.17 Billion 2.25% of portfolio
28,036
Q3 2025 Reduced 3.51%
$465B
$2.85 Billion 2.02% of portfolio
15,292
Q3 2025 Added 0.26%
$7.05B
$2.73 Billion 1.94% of portfolio
22,395
Q3 2025 Reduced 0.42%
$94.5B
$2.61 Billion 1.85% of portfolio
7,666
Q3 2025 Reduced 0.76%
$3.78T
$2.01 Billion 1.42% of portfolio
3,872
Q3 2025 Added 3.31%
$414B
$1.72 Billion 1.22% of portfolio
7,412
Q3 2025 Added 0.32%
$204B
$1.71 Billion 1.21% of portfolio
12,164
Q3 2025 Added 0.95%
$14.5B
$1.6 Billion 1.13% of portfolio
5,361
Q3 2025 Reduced 8.01%
$91.4B
$1.52 Billion 1.08% of portfolio
9,816
Q3 2025 Reduced 23.16%
$258B
$1.31 Billion 0.93% of portfolio
7,845
Q3 2025 Added 5.12%
$1.74T
$1.29 Billion 0.92% of portfolio
5,306
Q3 2025 Added 8.91%
$16.9B
$1.19 Billion 0.84% of portfolio
17,631
Q3 2025 Added 0.73%
$47B
$1.1 Billion 0.78% of portfolio
2,247
Q3 2025 Added 0.31%
$21.1B
$994 Million 0.7% of portfolio
12,047
Q3 2025 Reduced 10.99%
$168B
$952 Million 0.67% of portfolio
12,616
Q3 2025 Added 0.41%
$255B
$932 Million 0.66% of portfolio
2,807
Q3 2025 Reduced 0.85%
$121B
$856 Million 0.61% of portfolio
1,109
Q3 2025 Added 0.09%
$346B
$851 Million 0.6% of portfolio
5,539
Q3 2025 Reduced 5.35%
$3.14B
$833 Million 0.59% of portfolio
14,620
Q3 2025 Reduced 5.93%
$89.3B
$816 Million 0.58% of portfolio
7,490
Q3 2025 Reduced 7.3%
$21.1B
$789 Million 0.56% of portfolio
9,516
Q3 2025 Added 0.7%
$1.37T
$780 Million 0.55% of portfolio
1,062
Q3 2025 Reduced 6.1%
$265B
$776 Million 0.55% of portfolio
975
Q3 2025 Reduced 13.64%
$881B
$765 Million 0.54% of portfolio
2,426
Q3 2025 Reduced 7.01%
$319B
$760 Million 0.54% of portfolio
11,113
Q3 2025 Reduced 0.87%
$113B
$737 Million 0.52% of portfolio
7,788
Q3 2025 Reduced 1.32%
$2.32B
$732 Million 0.52% of portfolio
111,115
Q3 2025 Reduced 0.97%
$365M
$721 Million 0.51% of portfolio
35,497
Q3 2025 Added 1.33%
$68.5B
$721 Million 0.51% of portfolio
5,303
Q3 2025 Reduced 0.47%
$490B
$665 Million 0.47% of portfolio
5,901
Q3 2025 Added 0.25%
$367B
$655 Million 0.46% of portfolio
1,618
Q3 2025 Reduced 0.92%
$291B
$655 Million 0.46% of portfolio
1,372
Q3 2025 Added 0.96%
$317B
$635 Million 0.45% of portfolio
7,574
Q3 2025 Reduced 6.68%
$143B
$641 Million 0.45% of portfolio
19,101
Q3 2025 Reduced 4.87%
$9.63B
$642 Million 0.45% of portfolio
23,008
Q3 2025 Reduced 3.58%
$328B
$615 Million 0.44% of portfolio
2,043
Q3 2025 Added 0.15%
$2.39T
$598 Million 0.42% of portfolio
2,725
Q3 2025 Added 3.69%
$279B
$580 Million 0.41% of portfolio
5,628
Q3 2025 Added 12.61%
$187B
$553 Million 0.39% of portfolio
3,324
Q3 2025 Reduced 1.36%
$228B
$520 Million 0.37% of portfolio
3,885
Q3 2025 Reduced 1.27%
$32B
$512 Million 0.36% of portfolio
8,712
Q3 2025 Reduced 20.46%
$12.2B
$479 Million 0.34% of portfolio
2,449
Q3 2025 Reduced 29.24%
$7.23B
$472 Million 0.33% of portfolio
7,480
Q3 2025 Reduced 6.44%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $141 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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