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Uncommon Cents Investing LLC

CIK:0001729754
Investment Adviser
$417M AUM
207 holdings
Janesville, WI, USA
Founded:2016
3 employees
Latest filing:Sep 30, 2025

Fee-only, fiduciary investment management and comprehensive financial planning services.

Investment Strategy

Diversified portfolio management with reported SEC filings.

Latest 13F Filing Activity

Uncommon Cents Investing LLC filed their most recent 13F report on Sep 30, 2025 disclosing 206 equity positions with a total 13F market value of $402M. The fund increased holdings in Asa Gold and Precious MTLS L, Barrick MNG Corp., Mueller Inds Inc. among other positions. Uncommon Cents Investing LLC reduced exposure to Interactive Brokers Group in, Walgreens Boots Alliance Inc., Kroger Co. among others.

Top Buys
A
ASAASA GOLD AND PRECIOUS MTLS L
+$7.1M
B
BBARRICK MNG CORP
+$1.4M
M
MLIMUELLER INDS INC
+$1.2M
N
NSCNORFOLK SOUTHN CORP
+$1.1M
S
STRLSTERLING INFRASTRUCTURE INC
+$1.1M
Top Sells
I
IBKRINTERACTIVE BROKERS GROUP IN
-$1.6M
W
WBAWALGREENS BOOTS ALLIANCE INC
-$774.9K
K
KRKROGER CO
-$662.5K
M
MSFTMICROSOFT CORP
-$530.1K
P
PHTPIONEER HIGH INCOME FUND INC
-$464.8K

Top Holdings

A
ASAASA GOLD AND PRECIOUS MTLS L
+5.9%$23.7M
M
MSFTMICROSOFT CORP
+3.5%$14.2M
K
KRKROGER CO
+2.4%$9.5M
W
WFCWELLS FARGO CO NEW
+2.3%$9.4M
R
RTXRTX CORPORATION
+2.2%$8.8M

Equity Positions (206)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ASA GOLD AND PRECIOUS MTLS L5.90%$23.7M517,774$10.55$45.80+$7.1M
MICROSOFT CORP3.54%$14.2M27,492$88.40$517.95-$530.1K
KROGER CO2.36%$9.5M141,065$28.40$67.41-$662.5K
WELLS FARGO CO NEW2.35%$9.4M112,677$50.84$83.82+$362.7K
RTX CORPORATION2.19%$8.8M52,581$63.28$167.33+$1.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+5.2%
NATIONAL COMMERCIAL BANKS
+5.2%
FIRE, MARINE & CASUALTY INSURANCE
+4.4%
PHARMACEUTICAL PREPARATIONS
+2.9%
FATS & OILS
+2.8%