Pekin Hardy Strauss, Inc.
Pekin Hardy Strauss, Inc. is an employee-owned, SEC-registered investment adviser and wealth management firm based in Chicago, Illinois, founded in 1990. The firm serves high net worth individuals, family offices, foundations, endowments, retirement plans, and investment consultants across the United States. It is recognized as a Certified B Corporation, reflecting its commitment to social and environmental values. Pekin Hardy Strauss provides highly personalized financial planning and investment management services, and is known for its value investing approach and long-term, contrarian strategies. The firm is employee-owned, employs a team of experienced advisors and research analysts, and puts strong emphasis on fiduciary duty and integrity. As of recent reports, Pekin Hardy manages approximately $950 million in client assets and has served clients for over three decades.
Investment Strategy
Pekin Hardy Strauss employs a disciplined, Warren Buffett-style value investing approach, focusing on making long-term, contrarian investments in high-quality, undervalued companies. The firm uses in-depth, proprietary fundamental research to identify investment opportunities. Investment portfolios are tailored to individual client needs, goals, risk tolerance, and personal values—including social and environmental considerations through institutional ESG (Environmental, Social, and Governance) strategies. The firm avoids third-party fund fees when possible by making direct investments in individual stocks and bonds and has a strong fiduciary commitment to acting in clients' best interests.
Latest 13F Filing Activity
Pekin Hardy Strauss, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 354 equity positions and 1 options positions with a total 13F market value of $879M. The fund increased holdings in Sprott Physical Gold TR, Lululemon Athletica Inc., Easterly Govt PPTYS Inc. among other positions. Pekin Hardy Strauss, Inc. reduced exposure to Alibaba Group HLDG LTD, Lauder Estee Cos Inc., Kraneshares Trust among others.
Top Holdings
Equity Positions (354)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PHYS | SPROTT PHYSICAL GOLD TR | 12.43% | $109.3M | 4,310,858 | $12.89 | $25.35 | +$7.6M |
| BERKSHIRE HATHAWAY INC DEL | 2.26% | $19.9M | 40,884 | $156.94 | $485.77 | -$4.1M | |
C CCJ | CAMECO CORP | 1.95% | $17.1M | 230,510 | $23.60 | $74.23 | +$3.2M |
C CEF | SPROTT PHYSICAL GOLD & SILVE | 1.58% | $13.9M | 460,892 | $16.97 | $30.10 | +$1.3M |
M MTBA | SIMPLIFY EXCHANGE TRADED FUN | 1.56% | $13.7M | 274,063 | $50.74 | $50.09 | +$2.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | Bought | Call | $1.9M | 25 | $779.53 | $822.20 | +2 | +$49.2K |
Industry Allocation
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