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 251–300 of 601
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION CL A | 200 | $15K–$50K | SH |
| MKL | MARKEL GROUP INC COM | 15 | $15K–$50K | SH |
| CAR | AVIS BUDGET GROUP COM | 250 | $15K–$50K | SH |
| COR | CENCORA INC COM | 94 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 129 | $15K–$50K | SH |
| KLAC | KLA CORP COM NEW | 26 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC SHS | 332 | $15K–$50K | SH |
| ACHR | ARCHER AVIATION INC COM CL A | 4K | $15K–$50K | SH |
| DON | WISDOMTREE US MIDCAP DIVIDEND FUND | 612 | $15K–$50K | SH |
| BLK | BLACKROCK INC COM | 29 | $15K–$50K | SH |
| FSK | FS KKR CAP CORP COM | 2K | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 103 | $15K–$50K | SH |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 305 | $15K–$50K | SH |
| CTVA | CORTEVA INC COM | 444 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 139 | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL COM | 1K | $15K–$50K | SH |
| SILA | SILA REALTY TRUST INC COMMON STOCK | 1K | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 261 | $15K–$50K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 1K | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 162 | $15K–$50K | SH |
| FTNT | FORTINET INC COM | 360 | $15K–$50K | SH |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | 458 | $15K–$50K | SH |
| AX | AXOS FINANCIAL INC COM | 328 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 90 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC COM | 685 | $15K–$50K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 238 | $15K–$50K | SH |
| BRO | BROWN & BROWN INC COM | 333 | $15K–$50K | SH |
| GLW | CORNING INC COM | 300 | $15K–$50K | SH |
| TAP | MOLSON COORS BEVERAGE CO CL B | 560 | $15K–$50K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 1K | $15K–$50K | SH |
| BAX | BAXTER INTL INC COM | 1K | $15K–$50K | SH |
| ORCL | ORACLE CORP COM | 133 | $15K–$50K | SH |
| UFCS | UNITED FIRE GROUP INC COM | 708 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC COM | 258 | $15K–$50K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COM | 2K | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | 115 | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 151 | $15K–$50K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 221 | $15K–$50K | SH |
| AA | ALCOA CORP COM | 468 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 53 | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP COM | 684 | $15K–$50K | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 2K | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 83 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW CL A | 816 | $15K–$50K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 134 | $15K–$50K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 51 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 90 | $15K–$50K | SH |
| POR | PORTLAND GEN ELEC CO COM NEW | 502 | $15K–$50K | SH |
| TRU | TRANSUNION COM | 277 | $15K–$50K | SH |
| GWW | WW GRAINGER INC COM | 23 | $15K–$50K | SH |