CIK 2088236
Basepoint Wealth LLC
Institutional 13F holdings & portfolio
Holdings
601
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
16
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 601
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DHR | DANAHER CORPORATION COM | 244 | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 324 | $50K–$100K | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 633 | $50K–$100K | SH |
| DVN | DEVON ENERGY CORP NEW COM | 1K | $50K–$100K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 657 | $50K–$100K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 494 | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC COM | 431 | $50K–$100K | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 377 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 601 | $50K–$100K | SH |
| OSK | OSHKOSH CORP COM | 408 | $50K–$100K | SH |
| WMB | WILLIAMS COS INC COM | 825 | $15K–$50K | SH |
| CXT | CRANE NXT CO COM | 1K | $15K–$50K | SH |
| HON | HONEYWELL INTL INC COM | 242 | $15K–$50K | SH |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 589 | $15K–$50K | SH |
| UNP | UNION PAC CORP COM | 202 | $15K–$50K | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 311 | $15K–$50K | SH |
| F | FORD MTR CO COM | 4K | $15K–$50K | SH |
| NKE | NIKE INC CL B | 717 | $15K–$50K | SH |
| YUM | YUM BRANDS INC COM | 295 | $15K–$50K | SH |
| CAH | CARDINAL HEALTH INC COM | 215 | $15K–$50K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 442 | $15K–$50K | SH |
| ITA | ISHARES US AEROSPACE & DEFENSE ETF | 196 | $15K–$50K | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 424 | $15K–$50K | SH |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 487 | $15K–$50K | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 419 | $15K–$50K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 393 | $15K–$50K | SH |
| PYPL | PAYPAL HLDGS INC COM | 685 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 51 | $15K–$50K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 206 | $15K–$50K | SH |
| DG | DOLLAR GEN CORP NEW COM | 296 | $15K–$50K | SH |
| TJX | TJX COS INC NEW COM | 254 | $15K–$50K | SH |
| DOCU | DOCUSIGN INC COM | 566 | $15K–$50K | SH |
| GRF | EAGLE CAP GROWTH FD INC COM | 4K | $15K–$50K | SH |
| INMD | INMODE LTD SHS | 3K | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 424 | $15K–$50K | SH |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | 600 | $15K–$50K | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 1K | $15K–$50K | SH |
| HAL | HALLIBURTON CO COM | 1K | $15K–$50K | SH |
| GIS | GENERAL MLS INC COM | 798 | $15K–$50K | SH |
| IDOG | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | 942 | $15K–$50K | SH |
| LIN | LINDE PLC SHS | 84 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 307 | $15K–$50K | SH |
| DIS | DISNEY WALT CO COM | 314 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP COM | 216 | $15K–$50K | SH |
| HCA | HCA HEALTHCARE INC COM | 75 | $15K–$50K | SH |
| CTAS | CINTAS CORP COM | 179 | $15K–$50K | SH |
| CYRX | CRYOPORT INC COM PAR | 4K | $15K–$50K | SH |
| AMRZ | AMRIZE LTD SHS | 617 | $15K–$50K | SH |
| GM | GENERAL MTRS CO COM | 408 | $15K–$50K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 96 | $15K–$50K | SH |