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Basepoint Wealth

Latest statistics and disclosures from Basepoint Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are PHYS, PSLV, AKRE, DE, XLU, and represent 46.76% of Basepoint Wealth's stock portfolio.
Added to shares of these 10 stocks: AKRE (+$18M), XLU (+$5.7M), BF.B, IBTI, TGT, TROW, ADBE, GEHC, PAG, IBTH.
Started 66 new stock positions in MICC, AMC, GLDM, QUAL, ONEQ, AJG, PAG, IYW, IBTH, BF.B.
Reduced shares in these 10 stocks: PSLV (-$13M), PHYS (-$7.6M), TPR, HYD, JLL, SCHX, MMM, GD, IJH, NTR.
Sold out of its positions in SDOG, AstraZeneca, AX, BKNG, FTCS, GUNR, SIL, EFG, Luminar Technologies Inc Com New Cl A, NTAP. New Gold Inc Cda, Piper Jaffray Companies, PEG, SPLB, SCHX, SFM, UBER, MTN, MOAT, HYD, VTI, VIPS, ALLE, PNR.
Basepoint Wealth was a net buyer of stock by $3.5M.
Basepoint Wealth has $175M in assets under management (AUM), dropping by 6.19%.
Central Index Key (CIK): 0002088236

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Portfolio Holdings for Basepoint Wealth

Basepoint Wealth holds 643 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Basepoint Wealth has 643 total positions. Only the first 250 positions are shown.

Sign up to view all of the Basepoint Wealth March 31, 2026 positions
Download the Basepoint Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	16.0	$28M	-21%	788k	35.44	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	13.6	$24M	-35%	974k	24.39	View chart
Akre Focus Etf Etf (AKRE)	10.1	$18M	NEW	336k	52.85	View chart
Deere & Co Stock (DE)	3.8	$6.6M		12k	563.32	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	3.2	$5.7M	NEW	123k	45.89	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.8	$4.8M		10k	479.20	View chart
Adam Nat Res Cef (PEO)	2.6	$4.6M		166k	27.80	View chart
Apple Stock (AAPL)	1.8	$3.2M		13k	253.78	View chart
Ingredion Stock (INGR)	1.6	$2.7M	+7%	24k	112.66	View chart
Nvidia Corporation Stock (NVDA)	1.5	$2.6M	-5%	15k	174.40	View chart
General Dynamics Corp Stock (GD)	1.3	$2.3M	-7%	6.8k	343.21	View chart
Tapestry Stock (TPR)	1.2	$2.1M	-23%	15k	141.11	View chart
Pepsico Stock (PEP)	1.1	$1.9M		12k	155.29	View chart
Microsoft Corp Stock (MSFT)	1.1	$1.8M	+21%	5.0k	370.20	View chart
Verizon Communications Stock (VZ)	1.0	$1.8M	+16%	35k	50.20	View chart
Abbvie Stock (ABBV)	0.9	$1.5M	-3%	7.0k	217.48	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.8	$1.4M		19k	75.19	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$1.3M	-6%	4.5k	286.88	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.7	$1.3M	+35%	16k	80.39	View chart
Alliant Energy Corp Stock (LNT)	0.7	$1.2M		17k	71.76	View chart
Rtx Corporation Stock (RTX)	0.7	$1.2M	-6%	6.2k	192.89	View chart
Nextera Energy Stock (NEE)	0.7	$1.2M		13k	92.88	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$1.0M	-15%	15k	67.53	View chart
Conocophillips Stock (COP)	0.6	$1.0M		7.7k	131.99	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$1.0M		6.0k	169.66	View chart
Ameriprise Finl Stock (AMP)	0.6	$969k		2.2k	444.47	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.5	$949k	+5%	19k	50.80	View chart
Jones Lang Lasalle Stock (JLL)	0.5	$904k	-24%	3.0k	304.32	View chart
Mckesson Corp Stock (MCK)	0.5	$901k		1.0k	865.18	View chart
Caterpillar Stock (CAT)	0.5	$877k	-2%	1.2k	708.61	View chart
Principal Financial Group Stock (PFG)	0.5	$865k		9.6k	90.11	View chart
West Bancorporation Inc Cap Stk Stock (WTBA)	0.5	$839k		35k	23.79	View chart
American Express Stock (AXP)	0.5	$820k		2.7k	302.53	View chart
Bank New York Mellon Corp Stock (BK)	0.5	$808k		6.8k	118.63	View chart
Phillips 66 Stock (PSX)	0.5	$792k		4.3k	182.19	View chart
Ati Stock (ATI)	0.5	$788k	-3%	5.4k	145.46	View chart
3M Stock (MMM)	0.5	$787k	-23%	5.4k	145.23	View chart
Intel Corp Stock (INTC)	0.4	$770k	-4%	17k	44.13	View chart
Procter & Gamble Stock (PG)	0.4	$763k	+4%	5.3k	144.45	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$698k		2.4k	294.13	View chart
Walmart Stock (WMT)	0.4	$678k	-3%	5.5k	124.27	View chart
Cisco Sys Stock (CSCO)	0.4	$669k	-17%	8.6k	77.59	View chart
Schwab International Equity Etf Etf (SCHF)	0.3	$611k	-20%	25k	24.75	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$606k	+4%	20k	30.68	View chart
Target Corp Stock (TGT)	0.3	$605k	+528%	5.0k	121.19	View chart
Ge Aerospace Stock (GE)	0.3	$581k		2.0k	283.78	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$572k	-6%	999.00	572.35	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.3	$535k	NEW	20k	26.44	View chart
Chevron Corporation Stock (CVX)	0.3	$533k		2.6k	206.90	View chart
Ge Healthcare Technologies Stock (GEHC)	0.3	$529k	+1030%	7.4k	71.18	View chart
Applied Matls Stock (AMAT)	0.3	$524k		1.5k	341.87	View chart
Albemarle Corp Stock (ALB)	0.3	$522k	-13%	2.9k	179.52	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$513k	+6%	17k	30.50	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.3	$510k	NEW	23k	22.28	View chart
Price T Rowe Group Stock (TROW)	0.3	$503k	+5476%	5.6k	90.15	View chart
Goldman Sachs Group Stock (GS)	0.3	$498k		588.00	846.56	View chart
Wells Fargo & Co Stock (WFC)	0.3	$492k	-12%	6.2k	79.61	View chart
Adobe Stock (ADBE)	0.3	$489k	+6610%	2.0k	243.08	View chart
Penske Automotive Grp Stock (PAG)	0.3	$464k	NEW	3.1k	149.52	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.3	$458k		8.4k	54.80	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.3	$455k	-25%	7.5k	60.81	View chart
Omnicom Group Stock (OMC)	0.3	$440k	-20%	5.8k	75.31	View chart
Ge Vernova Stock (GEV)	0.2	$434k		497.00	873.64	View chart
Eastman Chem Stock (EMN)	0.2	$433k	-21%	5.7k	76.32	View chart
Qualcomm Stock (QCOM)	0.2	$429k		3.3k	128.80	View chart
Home Depot Stock (HD)	0.2	$429k	-19%	1.3k	328.88	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$410k		5.3k	77.11	View chart
Gildan Activewear Stock (GIL)	0.2	$409k	-27%	7.4k	55.65	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.2	$400k	NEW	18k	22.43	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$400k		1.4k	287.57	View chart
Abbott Laboratories Stock (ABT)	0.2	$384k		3.7k	102.68	View chart
Carrier Global Corporation Stock (CARR)	0.2	$363k		6.5k	56.31	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$343k		4.6k	75.09	View chart
Philip Morris Intl Stock (PM)	0.2	$341k		2.1k	165.34	View chart
Cvs Health Corp Stock (CVS)	0.2	$325k	-2%	4.5k	71.82	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$321k		492.00	653.06	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$320k	-2%	530.00	604.23	View chart
Tesla Stock (TSLA)	0.2	$316k	+16%	851.00	371.85	View chart
Fedex Corp Stock (FDX)	0.2	$312k		875.00	356.04	View chart
Amazon Stock (AMZN)	0.2	$307k	-28%	1.5k	208.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$298k	+23%	10k	29.13	View chart
Rockwell Automation Stock (ROK)	0.2	$294k	+14%	820.00	358.75	View chart
Johnson & Johnson Stock (JNJ)	0.2	$274k	-17%	1.1k	244.49	View chart
Cummins Stock (CMI)	0.2	$271k	-13%	504.00	538.15	View chart
Nutrien Stock (NTR)	0.2	$269k	-37%	3.6k	75.27	View chart
Wp Carey Reit (WPC)	0.2	$269k		4.0k	67.96	View chart
Pfizer Stock (PFE)	0.2	$264k		9.4k	28.08	View chart
Kroger Stock (KR)	0.1	$253k	-9%	3.5k	72.36	View chart
Coca Cola Stock (KO)	0.1	$249k		3.3k	76.06	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$237k		2.0k	118.62	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$236k		509.00	463.02	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$235k	+27%	4.3k	54.05	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$233k		796.00	292.93	View chart
Dtf Tax-free Income 2028 Term Cef (DTF)	0.1	$227k		20k	11.45	View chart
Caseys Gen Stores Stock (CASY)	0.1	$227k		312.00	726.82	View chart
Williams Sonoma Stock (WSM)	0.1	$224k	-9%	1.2k	182.31	View chart
Sealed Air Corp Stock	0.1	$220k	-18%	5.2k	42.05	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$218k	+4%	3.2k	68.28	View chart
Biogen Stock (BIIB)	0.1	$216k		1.2k	183.25	View chart
Western Asset Inter Muni Cef (SBI)	0.1	$216k		28k	7.68	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$214k		1.8k	121.22	View chart
Us Bancorp Stock (USB)	0.1	$205k		3.9k	52.01	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$203k	+2%	2.1k	98.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$197k		1.6k	124.31	View chart
Dws Mun Income Tr Cef (KTF)	0.1	$193k	+2%	21k	9.10	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$193k	-15%	3.7k	51.39	View chart
Srh Total Return Fund Cef (STEW)	0.1	$179k	-20%	11k	17.10	View chart
Merck & Co Stock (MRK)	0.1	$178k	-13%	1.5k	120.30	View chart
The Cigna Group Stock (CI)	0.1	$168k		631.00	266.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$164k		284.00	577.61	View chart
Edison Intl Stock (EIX)	0.1	$163k	-5%	2.2k	73.18	View chart
Broadcom Stock (AVGO)	0.1	$161k	+9%	520.00	309.76	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$161k	-3%	2.6k	60.65	View chart
Skyworks Solutions Stock (SWKS)	0.1	$158k	-20%	2.9k	53.56	View chart
Visa Inc Com Cl A Stock (V)	0.1	$158k		522.00	302.07	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$155k		1.2k	128.10	View chart
Csx Corp Stock (CSX)	0.1	$154k	-29%	3.7k	41.05	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$152k		649.00	234.03	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$152k		1.7k	89.85	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.1	$150k	-7%	1.5k	96.61	View chart
Rio Tinto Adr (RIO)	0.1	$147k		1.6k	93.27	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$145k		2.1k	69.75	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.1	$145k	-26%	16k	9.02	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$143k		755.00	189.62	View chart
Boeing Stock (BA)	0.1	$142k		714.00	199.03	View chart
Dnp Select Income Cef (DNP)	0.1	$142k		14k	10.30	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.1	$141k		1.7k	84.76	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$137k	-23%	1.2k	113.11	View chart
Unitedhealth Group Stock (UNH)	0.1	$135k		497.00	270.81	View chart
3edge Dynamic Hard Assets Etf Etf (EDGH)	0.1	$133k		3.9k	34.21	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$130k	-11%	200.00	651.32	View chart
3edge Dynamic International Equity Etf Etf (EDGI)	0.1	$124k		4.4k	28.33	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$123k		1.8k	69.49	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.1	$122k	+8%	4.9k	24.80	View chart
Occidental Pete Corp Stock (OXY)	0.1	$119k		1.8k	65.01	View chart
Abrdn Natl Mun Income Fd Sh Ben Int Cef (VFL)	0.1	$119k		12k	9.96	View chart
Davita Stock (DVA)	0.1	$112k		727.00	153.69	View chart
Mcdonalds Corp Stock (MCD)	0.1	$111k	-24%	357.00	310.36	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$109k		626.00	173.44	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$108k		738.00	145.83	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$107k	-12%	1.1k	95.92	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$105k		2.1k	50.67	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$105k		1.2k	88.68	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$105k	-34%	569.00	184.20	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$100k		1.3k	77.17	View chart
The Campbells Company Stock (CPB)	0.1	$98k		4.4k	22.27	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$98k		470.00	208.07	View chart
Affiliated Managers Group Stock (AMG)	0.1	$96k		347.00	276.70	View chart
Amgen Stock (AMGN)	0.1	$95k		271.00	351.32	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$95k		1.7k	56.58	View chart
Bank America Corp Stock (BAC)	0.1	$94k		1.9k	48.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$93k		187.00	498.41	View chart
Simon Ppty Group Reit (SPG)	0.1	$93k		498.00	186.40	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$92k		1.2k	79.56	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.1	$92k		2.5k	36.60	View chart
Vanguard Value Etf Etf (VTV)	0.1	$91k		462.00	196.33	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$91k	NEW	1.9k	47.08	View chart
Flaherty & Crumrine Pfd Income Cef (PFO)	0.1	$90k	-22%	9.9k	9.04	View chart
Prologis Reit (PLD)	0.1	$89k	-3%	677.00	132.12	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$87k	+155250%	3.1k	27.85	View chart
Ishares Silver Trust Etf (SLV)	0.0	$86k	-18%	1.3k	68.14	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$83k		576.00	144.64	View chart
Emerson Elec Stock (EMR)	0.0	$83k		633.00	130.92	View chart
Ishares Gold Trust Etf (IAU)	0.0	$82k	-5%	931.00	88.16	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$79k	NEW	1.1k	70.91	View chart
3edge Dynamic Us Equity Etf Etf (EDGU)	0.0	$79k		2.8k	27.79	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$77k		113.00	682.10	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$76k	NEW	208.00	367.44	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.0	$76k	NEW	508.00	149.23	View chart
Devon Energy Corp Stock (DVN)	0.0	$75k		1.5k	50.32	View chart
Independence Rlty Tr Reit (IRT)	0.0	$75k		5.1k	14.89	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$75k	-21%	1.3k	58.79	View chart
Duke Energy Corp Stock (DUK)	0.0	$75k		571.00	130.84	View chart
At&t Stock (T)	0.0	$74k		2.6k	28.99	View chart
Halliburton Stock (HAL)	0.0	$72k	+39%	1.8k	38.99	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$71k		942.00	75.70	View chart
Crane Company Stock (CR)	0.0	$71k	-11%	416.00	171.09	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$71k		476.00	148.18	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$70k		1.2k	59.02	View chart
Lam Research Corp Stock (LRCX)	0.0	$70k		325.00	213.83	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$68k	NEW	1.3k	52.78	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$68k	+29%	638.00	106.08	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$67k		204.00	328.94	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$67k		310.00	214.92	View chart
Starbucks Corp Stock (SBUX)	0.0	$66k		741.00	89.62	View chart
Eaton Corp Stock (ETN)	0.0	$66k	-12%	184.00	357.44	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$65k	+86%	192.00	338.27	View chart
Oracle Corp Stock (ORCL)	0.0	$65k	+230%	440.00	147.15	View chart
Kovitz Core Equity Etf Etf (EQTY)	0.0	$65k		2.5k	25.45	View chart
Spdr Gold Shares Etf (GLD)	0.0	$65k		150.00	430.29	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$64k	NEW	903.00	71.13	View chart
Air Products And Chemicals Stock (APD)	0.0	$64k	-8%	220.00	290.49	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$64k	-12%	448.00	142.43	View chart
First Trust Water Etf Etf (FIW)	0.0	$63k		607.00	103.11	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$61k		613.00	99.30	View chart
Gilead Sciences Stock (GILD)	0.0	$60k		434.00	139.25	View chart
Oshkosh Corp Stock (OSK)	0.0	$60k		410.00	147.27	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$60k		787.00	76.50	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$60k	NEW	648.00	92.69	View chart
Fidelity Low Duration Bond Factor Etf Etf (FLDR)	0.0	$59k	NEW	1.2k	50.05	View chart
Fiserv Stock (FISV)	0.0	$59k		1.1k	55.80	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$59k		205.00	286.86	View chart
Honeywell Intl Stock (HON)	0.0	$55k		244.00	225.57	View chart
Labcorp Holdings Stock (LH)	0.0	$55k	-14%	206.00	266.56	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$54k		879.00	61.64	View chart
Valero Energy Corp Stock (VLO)	0.0	$54k		218.00	246.61	View chart
Canadian Natl Ry Stock (CNI)	0.0	$53k	-25%	516.00	102.77	View chart
Williams Cos Stock (WMB)	0.0	$53k	-11%	728.00	72.79	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$53k		418.00	126.20	View chart
Eli Lilly & Co Stock (LLY)	0.0	$51k	-3%	55.00	924.40	View chart
Universal Hlth Svcs Inc Cl B Stock (UHS)	0.0	$51k	-10%	282.00	179.23	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$50k		379.00	131.99	View chart
Whirlpool Corp Stock (WHR)	0.0	$50k		926.00	53.93	View chart
Salesforce Stock (CRM)	0.0	$50k	-12%	265.00	186.76	View chart
Union Pac Corp Stock (UNP)	0.0	$49k		204.00	242.39	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$49k		99.00	490.58	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$48k	+3%	622.00	77.03	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$47k	-65%	646.00	73.16	View chart
Diageo Adr (DEO)	0.0	$47k		633.00	74.45	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$47k		591.00	78.75	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$46k	-51%	1.6k	29.08	View chart
Yum Brands Stock (YUM)	0.0	$46k		297.00	155.42	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$46k	-50%	458.00	100.62	View chart
Cardinal Health Stock (CAH)	0.0	$46k		216.00	210.94	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$45k		311.00	143.27	View chart
Nvent Elec Stock (NVT)	0.0	$44k	-4%	375.00	118.29	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$44k	NEW	2.0k	21.84	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$43k		443.00	97.32	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$43k		197.00	218.71	View chart
Micron Technology Stock (MU)	0.0	$42k	-46%	124.00	338.69	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$41k		429.00	95.72	View chart
Ford Mtr Stock (F)	0.0	$41k		3.5k	11.54	View chart
Tjx Cos Stock (TJX)	0.0	$41k		256.00	159.43	View chart
Corning Stock (GLW)	0.0	$41k		300.00	135.97	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$41k		489.00	83.35	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$40k		419.00	96.01	View chart
Crane Nxt Stock (CXT)	0.0	$40k	-4%	991.00	40.58	View chart
Danaher Corp Del Stock (DHR)	0.0	$40k	-13%	211.00	189.18	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$40k		51.00	777.06	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.0	$39k		947.00	41.64	View chart
Range Res Corp Stock (RRC)	0.0	$39k	-49%	869.00	45.17	View chart
Altria Group Stock (MO)	0.0	$39k	-46%	591.00	66.04	View chart
Qnity Electronics Stock (Q)	0.0	$39k	NEW	337.00	115.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$38k		720.00	52.80	View chart
Corteva Stock (CTVA)	0.0	$37k		441.00	83.80	View chart
Western Digital Corp Stock (WDC)	0.0	$37k		135.00	271.44	View chart
Eagle Cap Growth Cef (GRF)	0.0	$37k		3.6k	10.10	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$37k		1.1k	33.53	View chart
Avis Budget Group Stock (CAR)	0.0	$37k		250.00	145.85	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$36k		1.4k	25.10	View chart

Past Filings by Basepoint Wealth

SEC 13F filings are viewable for Basepoint Wealth going back to 2022

Basepoint Wealth 2026 Q1 filed May 7, 2026
Basepoint Wealth 2025 Q4 filed Feb. 10, 2026
Basepoint Wealth 2025 Q3 filed Nov. 13, 2025
Basepoint Wealth 2023 Q3 filed Oct. 16, 2025
Basepoint Wealth 2023 Q4 filed Oct. 16, 2025
Basepoint Wealth 2024 Q1 filed Oct. 16, 2025
Basepoint Wealth 2024 Q2 filed Oct. 16, 2025
Basepoint Wealth 2024 Q3 filed Oct. 16, 2025
Basepoint Wealth 2024 Q4 filed Oct. 16, 2025
Basepoint Wealth 2025 Q1 filed Oct. 16, 2025
Basepoint Wealth 2025 Q2 filed Oct. 16, 2025
Basepoint Wealth 2023 Q2 filed Oct. 15, 2025
Basepoint Wealth 2023 Q1 filed Oct. 10, 2025
Basepoint Wealth 2021 Q4 filed Oct. 9, 2025
Basepoint Wealth 2022 Q1 filed Oct. 9, 2025
Basepoint Wealth 2022 Q2 filed Oct. 9, 2025

View all past filings

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