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 351–400 of 601
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW COM | 18 | $15K–$50K | SH |
| AYI | ACUITY INC COM | 43 | $15K–$50K | SH |
| SYK | STRYKER CORPORATION COM | 44 | $15K–$50K | SH |
| ALRS | ALERUS FINL CORP COM | 673 | $15K–$50K | SH |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | 249 | $15K–$50K | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 500 | $1K–$15K | SH |
| FOXA | FOX CORP CL A COM | 200 | $1K–$15K | SH |
| MRNA | MODERNA INC COM | 494 | $1K–$15K | SH |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 470 | $1K–$15K | SH |
| SPXC | SPX TECHNOLOGIES INC COM | 70 | $1K–$15K | SH |
| AAP | ADVANCE AUTO PARTS INC COM | 356 | $1K–$15K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 179 | $1K–$15K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 150 | $1K–$15K | SH |
| TM | TOYOTA MOTOR CORP ADS | 63 | $1K–$15K | SH |
| BBDC | BARINGS BDC INC COM | 1K | $1K–$15K | SH |
| AIZ | ASSURANT INC COM | 54 | $1K–$15K | SH |
| LW | LAMB WESTON HLDGS INC COM | 309 | $1K–$15K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 61 | $1K–$15K | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 102 | $1K–$15K | SH |
| NEM | NEWMONT CORP COM | 127 | $1K–$15K | SH |
| NFG | NATIONAL FUEL GAS CO COM | 157 | $1K–$15K | SH |
| CNC | CENTENE CORP DEL COM | 304 | $1K–$15K | SH |
| ECF | ELLSWORTH GROWTH & INCOME FD L COM | 1K | $1K–$15K | SH |
| CDW | CDW CORP COM | 88 | $1K–$15K | SH |
| MGA | MAGNA INTL INC COM | 224 | $1K–$15K | SH |
| ALLE | ALLEGION PLC ORD SHS | 75 | $1K–$15K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 894 | $1K–$15K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 84 | $1K–$15K | SH |
| LUMN | LUMEN TECHNOLOGIES INC COM | 1K | $1K–$15K | SH |
| STE | STERIS PLC SHS USD | 45 | $1K–$15K | SH |
| PGR | PROGRESSIVE CORP COM | 50 | $1K–$15K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 32 | $1K–$15K | SH |
| GFF | GRIFFON CORP COM | 150 | $1K–$15K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 110 | $1K–$15K | SH |
| AEE | AMEREN CORP COM | 111 | $1K–$15K | SH |
| NLOP | NET LEASE OFFICE PROPERTIES COM | 428 | $1K–$15K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 357 | $1K–$15K | SH |
| ATO | ATMOS ENERGY CORP COM | 65 | $1K–$15K | SH |
| AFL | AFLAC INC COM | 98 | $1K–$15K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 5 | $1K–$15K | SH |
| TXRH | TEXAS ROADHOUSE INC COM | 64 | $1K–$15K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 36 | $1K–$15K | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 123 | $1K–$15K | SH |
| MS | MORGAN STANLEY COM NEW | 59 | $1K–$15K | SH |
| ADBE | ADOBE INC COM | 30 | $1K–$15K | SH |
| AGNC | AGNC INVT CORP COM | 976 | $1K–$15K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 100 | $1K–$15K | SH |
| GRMN | GARMIN LTD SHS | 50 | $1K–$15K | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 401 | $1K–$15K | SH |
| MEDP | MEDPACE HLDGS INC COM | 18 | $1K–$15K | SH |