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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$511 Million 0.36% of portfolio
18,727
Q3 2025 Reduced 2.14%
$0
$486 Million 0.34% of portfolio
18,442
Q3 2025 Added 0.28%
$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%
$10.7B
$463 Million 0.33% of portfolio
6,014
Q3 2025 Reduced 1.15%
$0
$459 Million 0.33% of portfolio
15,761
Q3 2025 Added 0.51%
$12.9B
$457 Million 0.32% of portfolio
5,613
Q2 2025 Reduced 0.9%
$0
$454 Million 0.32% of portfolio
8,350
Q3 2025 Added 0.08%
$0
$439 Million 0.31% of portfolio
13,765
Q3 2025 Added 0.09%
$45.2B
$394 Million 0.28% of portfolio
6,598
Q3 2025 Added 8.29%
$303B
$393 Million 0.28% of portfolio
2,533
Q3 2025 Added 0.8%
$103B
$401 Million 0.28% of portfolio
5,323
Q3 2025 Reduced 3.32%
$0
$384 Million 0.27% of portfolio
5,226
Q3 2025 Added 0.5%
$14B
$381 Million 0.27% of portfolio
5,634
Q3 2025 Added 1.44%
$1.65T
$348 Million 0.25% of portfolio
1,433
Q3 2025 Added 4.67%
$237B
$333 Million 0.24% of portfolio
2,050
Q3 2025 Reduced 0.1%
$1.29T
$321 Million 0.23% of portfolio
721
Q3 2025 Reduced 3.22%
$0
$323 Million 0.23% of portfolio
4,521
Q3 2025 Added 0.29%
$0
$327 Million 0.23% of portfolio
489
Q3 2025 Added 1.03%
$47.8B
$319 Million 0.23% of portfolio
4,728
Q3 2025 Reduced 7.35%
$0
$313 Million 0.22% of portfolio
3,120
Q3 2025 Added 0.94%
$123B
$306 Million 0.22% of portfolio
613
Q3 2025 Reduced 0.81%
$197B
$312 Million 0.22% of portfolio
1,524
Q3 2025 Added 0.33%
Ge Vernova Inc Com
-
$306 Million 0.22% of portfolio
-
Q2 2025 New
$0
$291 Million 0.21% of portfolio
5,726
Q3 2025 Added 1.15%
$13.5B
$294 Million 0.21% of portfolio
3,630
Q3 2025 Reduced 3.94%
$174B
$297 Million 0.21% of portfolio
2,000
Q4 2024 New
$103B
$290 Million 0.21% of portfolio
124
Q1 2025 Reduced 28.74%
$49.1B
$295 Million 0.21% of portfolio
246
Q3 2025 Reduced 14.29%
$68.9B
$297 Million 0.21% of portfolio
1,260
Q3 2025 Added 0.56%
$43.5B
$251 Million 0.18% of portfolio
719
Q3 2025 New
$522B
$247 Million 0.18% of portfolio
1,333
Q3 2025 New
$78.2B
$249 Million 0.18% of portfolio
770
Q3 2025 Reduced 14.63%
$6.29B
$238 Million 0.17% of portfolio
6,726
Q3 2025 Reduced 3.6%
$141B
$233 Million 0.17% of portfolio
9,154
Q3 2025 Added 2.33%
$0
$234 Million 0.17% of portfolio
3,179
Q3 2025 Added 0.54%
$0
$236 Million 0.17% of portfolio
2,578
Q3 2025 Added 0.16%
$0
$236 Million 0.17% of portfolio
508
Q3 2024 New
$0
$238 Million 0.17% of portfolio
13,079
Q3 2025 Added 0.88%
$0
$226 Million 0.16% of portfolio
28,541
Q3 2025 Reduced 2.88%
$0
$222 Million 0.16% of portfolio
1,762
Q3 2025 Added 0.06%
$73.4B
$221 Million 0.16% of portfolio
6,228
Q3 2025 Added 0.18%
$0
$223 Million 0.16% of portfolio
19,471
Q3 2025 Added 0.87%
$306B
$215 Million 0.15% of portfolio
3,235
Q3 2025 Added 0.65%
$28.3B
$218 Million 0.15% of portfolio
2,657
Q3 2025 Reduced 6.77%
$0
$205 Million 0.14% of portfolio
3,043
Q3 2025 New

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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