Beddow Capital Management Inc Portfolio Holdings by Sector
Beddow Capital Management Inc
- $271 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV OGN PFE MRK NVS 6 stocks |
$25,274
13.05% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV WPM 2 stocks |
$22,182
11.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHRD FANG CTRA EOG MXC 5 stocks |
$19,684
10.17% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$14,099
7.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$13,829
7.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG 1 stocks |
$12,686
6.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALV 1 stocks |
$11,263
5.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
MSB 1 stocks |
$10,711
5.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SIEGY 1 stocks |
$9,991
5.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ABB 1 stocks |
$9,322
4.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$6,994
3.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY 1 stocks |
$6,767
3.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
FUJHY 1 stocks |
$6,019
3.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$5,666
2.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX 2 stocks |
$4,555
2.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$2,945
1.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$2,881
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,242
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$1,137
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1,096
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$878
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FRMO 1 stocks |
$826
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$649
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$513
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$483
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
AZZ 1 stocks |
$447
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
TFPM 1 stocks |
$315
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$298
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
KEWL 1 stocks |
$291
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TKR 1 stocks |
$291
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$286
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|