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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, XLU, PSLV, AKRE, DE, and represent 42.11% of Basepoint Wealth's stock portfolio.
Added to shares of these 10 stocks: XLU (+$12M), IBTI, TGT, Exxon Mobil Corp, GEHC, BF.B, ADBE, TROW, PAG, VZ.
Started 71 new stock positions in SPCX, FTCB, STM, SMBS, JFIN, SPHY, MAIN, CCL, SCHH, EQWL.
Reduced shares in these 10 stocks: AKRE (-$7.6M), PSLV, INTC, PHYS, , TPR, CSCO, ATI, SMG, .
Sold out of its positions in AYI, ALGN, ABCB, APO, AVNT, BIDU, BCPC, BBDC, BRX, CDW.
Basepoint Wealth was a net buyer of stock by $953k.
Basepoint Wealth has $175M in assets under management (AUM), dropping by -0.00%.
Central Index Key (CIK): 0002088236

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Portfolio Holdings for Basepoint Wealth

Basepoint Wealth holds 632 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Basepoint Wealth has 632 total positions. Only the first 250 positions are shown.

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Download the Basepoint Wealth June 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)	12.6	$22M	-7%	731k	30.17	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	10.0	$18M	+213%	387k	45.34	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	9.3	$16M	-11%	865k	18.87	View chart
Akre Focus Etf Etf (AKRE)	5.9	$10M	-42%	192k	53.19	View chart
Deere & Co Stock (DE)	4.3	$7.4M		12k	634.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.8	$4.9M	-3%	9.8k	500.39	View chart
Adam Nat Res Cef (PEO)	2.3	$4.0M	-2%	162k	24.72	View chart
Apple Stock (AAPL)	2.1	$3.7M		13k	289.36	View chart
Nvidia Corporation Stock (NVDA)	1.7	$3.0M	+2%	15k	200.09	View chart
Ingredion Stock (INGR)	1.5	$2.5M	+10%	27k	94.71	View chart
General Dynamics Corp Stock (GD)	1.3	$2.3M	-4%	6.5k	354.22	View chart
Microsoft Corp Stock (MSFT)	1.2	$2.2M	+15%	5.8k	373.01	View chart
Verizon Communications Stock (VZ)	1.1	$1.9M	+26%	44k	42.34	View chart
Abbvie Stock (ABBV)	1.0	$1.8M		7.0k	251.63	View chart
Zoom Communications Inc Cl A Stock (ZM)	1.0	$1.7M	+21%	19k	86.31	View chart
Pepsico Stock (PEP)	0.9	$1.6M	-2%	12k	135.40	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.9	$1.6M	-6%	18k	90.10	View chart
Target Corp Stock (TGT)	0.9	$1.6M	+142%	12k	130.61	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$1.6M		4.4k	353.35	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.8	$1.5M	+191%	67k	22.14	View chart
Tapestry Stock (TPR)	0.8	$1.3M	-40%	9.0k	146.38	View chart
Ge Healthcare Technologies Stock (GEHC)	0.7	$1.3M	+171%	20k	64.01	View chart
Caterpillar Stock (CAT)	0.7	$1.2M	-5%	1.2k	1064.76	View chart
Alliant Energy Corp Stock (LNT)	0.7	$1.2M	-5%	16k	76.29	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.7	$1.2M	+127%	46k	26.65	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.7	$1.2M		15k	77.11	View chart
Price T Rowe Group Stock (TROW)	0.7	$1.2M	+86%	10k	113.69	View chart
Rtx Corporation Stock (RTX)	0.7	$1.2M		6.2k	189.74	View chart
Penske Automotive Grp Stock (PAG)	0.6	$1.1M	+93%	6.0k	178.96	View chart
Applied Matls Stock (AMAT)	0.6	$1.1M	-4%	1.5k	722.97	View chart
Principal Financial Group Stock (PFG)	0.6	$1.0M		9.6k	107.78	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.6	$1.0M	+13%	21k	48.66	View chart
Ameriprise Finl Stock (AMP)	0.6	$1.0M		2.2k	458.81	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.6	$987k		6.8k	144.61	View chart
Adobe Stock (ADBE)	0.6	$980k	+137%	4.8k	205.02	View chart
Nextera Energy Stock (NEE)	0.6	$965k	-11%	11k	87.77	View chart
West Bancorporation Inc Cap Stk Stock (WTBA)	0.5	$933k		35k	26.53	View chart
Jones Lang Lasalle Stock (JLL)	0.5	$852k	-7%	2.7k	309.95	View chart
American Express Stock (AXP)	0.5	$845k	-7%	2.5k	338.27	View chart
Procter & Gamble Stock (PG)	0.5	$845k	+9%	5.8k	146.65	View chart
Exxonmobil Holdings Corp Stock	0.5	$815k	NEW	6.0k	136.72	View chart
Conocophillips Stock (COP)	0.5	$792k		7.6k	103.96	View chart
3M Stock (MMM)	0.4	$786k	-10%	4.9k	161.92	View chart
Mckesson Corp Stock (MCK)	0.4	$780k		1.0k	755.43	View chart
Ge Aerospace Stock (GE)	0.4	$758k		2.0k	373.78	View chart
Ati Stock (ATI)	0.4	$753k	-29%	3.8k	197.10	View chart
Phillips 66 Stock (PSX)	0.4	$704k	-4%	4.2k	169.03	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$692k	-10%	2.1k	327.40	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$688k		25k	27.70	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$632k		20k	31.71	View chart
Walmart Stock (WMT)	0.4	$620k		5.5k	113.25	View chart
Intel Corp Stock (INTC)	0.3	$607k	-75%	4.3k	139.64	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.3	$604k	+51%	27k	22.37	View chart
Schwab Us Large-cap Value Etf Etf (SCHV)	0.3	$588k		17k	34.81	View chart
Ge Vernova Stock (GEV)	0.3	$579k		493.00	1174.03	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$562k		998.00	563.20	View chart
Goldman Sachs Group Stock (GS)	0.3	$552k	-7%	546.00	1010.97	View chart
Cisco Sys Stock (CSCO)	0.3	$551k	-45%	4.7k	117.45	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.3	$549k		8.4k	65.54	View chart
Qualcomm Stock (QCOM)	0.3	$545k	-11%	2.9k	184.78	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$499k		1.4k	357.47	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$494k	+223%	8.6k	57.62	View chart
Home Depot Stock (HD)	0.3	$463k		1.3k	352.66	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$457k		5.3k	85.50	View chart
Cvs Health Corp Stock (CVS)	0.3	$456k	-2%	4.4k	103.45	View chart
Carrier Global Corporation Stock (CARR)	0.3	$454k	-4%	6.2k	73.35	View chart
Chevron Corporation Stock (CVX)	0.3	$438k	+2%	2.6k	165.76	View chart
Rockwell Automation Stock (ROK)	0.2	$406k		820.00	495.27	View chart
Tesla Stock (TSLA)	0.2	$401k	+11%	953.00	420.70	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$384k		4.6k	83.76	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$376k	+2%	502.00	749.17	View chart
Philip Morris Intl Stock (PM)	0.2	$375k		2.1k	180.92	View chart
Eastman Chem Stock (EMN)	0.2	$363k	-4%	5.4k	66.98	View chart
Schwab Us Large-cap Growth Etf Etf (SCHG)	0.2	$347k		10k	33.84	View chart
Albemarle Corp Stock (ALB)	0.2	$335k	-14%	2.5k	135.04	View chart
Amazon Stock (AMZN)	0.2	$333k	-5%	1.4k	238.34	View chart
Omnicom Group Stock (OMC)	0.2	$325k	-23%	4.5k	72.83	View chart
Wells Fargo & Co Stock (WFC)	0.2	$324k	-36%	3.9k	82.63	View chart
Abbott Laboratories Stock (ABT)	0.2	$321k	-5%	3.5k	90.73	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.2	$311k		803.00	386.70	View chart
Cummins Stock (CMI)	0.2	$305k	-15%	428.00	713.32	View chart
Johnson & Johnson Stock (JNJ)	0.2	$288k		1.1k	253.97	View chart
Wp Carey Reit (WPC)	0.2	$286k		4.0k	71.49	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.2	$283k	-44%	4.2k	68.10	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$272k		533.00	509.30	View chart
Coca Cola Stock (KO)	0.2	$267k		3.3k	81.28	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$266k		509.00	522.32	View chart
Pfizer Stock (PFE)	0.1	$260k	+14%	11k	24.08	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$253k	-2%	4.2k	59.68	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$253k	+7156%	1.7k	151.31	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$251k		1.8k	142.41	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$249k	-3%	3.1k	81.05	View chart
Caseys Gen Stores Stock (CASY)	0.1	$248k		312.00	794.07	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$236k		1.6k	148.30	View chart
Williams Sonoma Stock (WSM)	0.1	$234k	-18%	1.0k	233.06	View chart
Biogen Stock (BIIB)	0.1	$232k	-8%	1.1k	215.96	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$228k		2.0k	114.18	View chart
Dtf Tax-free Income 2028 Term Cef (DTF)	0.1	$225k		20k	11.55	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$223k		2.1k	107.48	View chart
Us Bancorp Stock (USB)	0.1	$218k	-8%	3.6k	60.40	View chart
Nutrien Stock (NTR)	0.1	$212k	-5%	3.4k	62.97	View chart
Unitedhealth Group Stock (UNH)	0.1	$201k	-2%	483.00	415.53	View chart
Broadcom Stock (AVGO)	0.1	$200k		528.00	377.75	View chart
Fedex Corp Stock (FDX)	0.1	$196k	-28%	626.00	313.14	View chart
Gildan Activewear Stock (GIL)	0.1	$193k	-49%	3.7k	51.60	View chart
Merck & Co Stock (MRK)	0.1	$190k		1.5k	128.53	View chart
Srh Total Return Fund Cef (STEW)	0.1	$190k		11k	17.90	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.1	$185k		1.6k	119.10	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$178k		1.2k	146.43	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$177k	+2%	2.1k	82.85	View chart
Ishares Morningstar Us Equity Etf Etf (ILCB)	0.1	$175k		1.7k	103.64	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$175k		3.8k	46.49	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$172k		649.00	264.72	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$168k		758.00	221.16	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$167k		1.2k	137.53	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$165k	-21%	224.00	735.55	View chart
Western Asset Inter Muni Cef (SBI)	0.1	$164k	-25%	21k	7.87	View chart
Csx Corp Stock (CSX)	0.1	$164k	-7%	3.5k	47.52	View chart
Kroger Stock (KR)	0.1	$163k	-16%	2.9k	55.54	View chart
Dnp Select Income Cef (DNP)	0.1	$159k	+7%	15k	10.79	View chart
Boeing Stock (BA)	0.1	$157k		727.00	216.32	View chart
Davita Stock (DVA)	0.1	$156k	-3%	699.00	222.48	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$154k	+3%	206.00	745.68	View chart
Dws Mun Income Tr Cef (KTF)	0.1	$153k	-21%	17k	9.20	View chart
The Cigna Group Stock (CI)	0.1	$152k	-12%	551.00	275.68	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.1	$152k		1.7k	91.35	View chart
Micron Technology Stock (MU)	0.1	$151k	+5%	131.00	1152.44	View chart
Rio Tinto Adr (RIO)	0.1	$150k		1.6k	94.92	View chart
Visa Inc Com Cl A Stock (V)	0.1	$150k	-16%	436.00	343.17	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$146k	+29%	738.00	197.65	View chart
Edison Intl Stock (EIX)	0.1	$142k	-14%	1.9k	74.44	View chart
Lam Research Corp Stock (LRCX)	0.1	$141k		326.00	432.79	View chart
Skyworks Solutions Stock (SWKS)	0.1	$140k	-29%	2.1k	67.81	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$138k		1.8k	78.32	View chart
3edge Dynamic International Equity Etf Etf (EDGI)	0.1	$136k		4.4k	30.93	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$135k	+79%	854.00	158.07	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$131k	+43%	275.00	477.99	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$131k		204.00	641.59	View chart
Vanguard Value Etf Etf (VTV)	0.1	$127k	+26%	583.00	217.99	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.1	$127k		5.0k	25.44	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$127k	+15%	2.2k	56.98	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$126k	+71%	532.00	236.70	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$125k		1.1k	112.04	View chart
3edge Dynamic Hard Assets Etf Etf (EDGH)	0.1	$124k		3.9k	31.81	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$124k	+7%	504.00	246.03	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$118k	+616%	1.5k	80.55	View chart
Affiliated Managers Group Stock (AMG)	0.1	$117k		347.00	338.40	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$117k	+2%	1.2k	96.45	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$113k	-7%	683.00	164.65	View chart
Simon Ppty Group Reit (SPG)	0.1	$112k		502.00	223.73	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$108k		2.1k	51.36	View chart
Advanced Micro Devices Stock (AMD)	0.1	$106k	+31%	183.00	580.91	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$105k		629.00	166.80	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.1	$103k		2.5k	40.66	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$103k		577.00	178.47	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$102k		1.7k	60.77	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$101k		1.3k	76.70	View chart
Amgen Stock (AMGN)	0.1	$99k		273.00	361.55	View chart
The Campbells Company Stock (CPB)	0.1	$98k		4.4k	22.27	View chart
Mcdonalds Corp Stock (MCD)	0.1	$97k		358.00	270.35	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$96k		187.00	512.86	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$94k		1.2k	79.97	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.1	$92k	NEW	3.7k	24.88	View chart
Prologis Reit (PLD)	0.1	$92k		681.00	135.46	View chart
Occidental Pete Corp Stock (OXY)	0.1	$90k		1.8k	48.58	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.1	$88k	-44%	8.9k	9.86	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$87k	+50350%	1.0k	86.15	View chart
Independence Rlty Tr Reit (IRT)	0.0	$85k		5.1k	16.69	View chart
Crane Company Stock (CR)	0.0	$82k	-11%	369.00	223.15	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$81k		949.00	85.69	View chart
Eaton Corp Stock (ETN)	0.0	$79k		184.00	427.01	View chart
Corning Stock (GLW)	0.0	$77k		300.00	255.43	View chart
Starbucks Corp Stock (SBUX)	0.0	$76k		744.00	102.16	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$74k		418.00	176.42	View chart
Ishares Core S&p Total Us Stock Market Etf Etf (ITOT)	0.0	$74k		449.00	164.18	View chart
Kla Corp Stock (KLAC)	0.0	$73k	+912%	243.00	302.22	View chart
Duke Energy Corp Stock (DUK)	0.0	$73k		573.00	126.52	View chart
Kovitz Core Equity Etf Etf (EQTY)	0.0	$71k		2.5k	27.95	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$71k	-11%	1.1k	62.88	View chart
Emerson Elec Stock (EMR)	0.0	$70k	-22%	492.00	143.15	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$69k	NEW	406.00	170.86	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$69k		643.00	107.56	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$69k		787.00	87.87	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	0.0	$68k	+12%	690.00	99.04	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$67k	NEW	220.00	303.36	View chart
First Trust Water Etf Etf (FIW)	0.0	$67k		608.00	109.51	View chart
Eli Lilly & Co Stock (LLY)	0.0	$66k		55.00	1206.38	View chart
At&t Stock (T)	0.0	$66k	+23%	3.2k	20.70	View chart
Halliburton Stock (HAL)	0.0	$65k	+3%	1.9k	33.96	View chart
Oracle Corp Stock (ORCL)	0.0	$65k		441.00	146.46	View chart
Union Pac Corp Stock (UNP)	0.0	$64k	+16%	237.00	271.82	View chart
Abrdn Natl Mun Income Fd Sh Ben Int Cef (VFL)	0.0	$64k	-48%	6.1k	10.37	View chart
Oshkosh Corp Stock (OSK)	0.0	$63k		412.00	153.45	View chart
Devon Energy Corp Stock (DVN)	0.0	$62k		1.5k	41.32	View chart
Ishares Gold Trust Etf (IAU)	0.0	$62k	-11%	822.00	75.51	View chart
Canadian Natl Ry Stock (CNI)	0.0	$62k		518.00	119.34	View chart
Sandisk Corp Stock (SNDK)	0.0	$61k	-25%	27.00	2273.74	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$61k		1.2k	51.04	View chart
Salesforce Stock (CRM)	0.0	$60k	+45%	385.00	156.72	View chart
Nvent Elec Stock (NVT)	0.0	$60k	-5%	354.00	169.67	View chart
Air Products And Chemicals Stock (APD)	0.0	$59k	-7%	203.00	292.75	View chart
Ishares Us Healthcare Etf Etf (IYH)	0.0	$59k		881.00	67.03	View chart
Flaherty & Crumrine Pfd Income Cef (PFO)	0.0	$59k	-35%	6.4k	9.24	View chart
3edge Dynamic Us Equity Etf Etf (EDGU)	0.0	$59k	-35%	1.8k	32.01	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$59k		379.00	154.46	View chart
Ishares Silver Trust Etf (SLV)	0.0	$58k	-13%	1.1k	53.47	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$58k		592.00	98.22	View chart
Schwab Us Small Cap Etf Etf (SCHA)	0.0	$58k		1.6k	36.13	View chart
Western Digital Corp Stock (WDC)	0.0	$58k	-32%	91.00	635.22	View chart
Labcorp Holdings Stock (LH)	0.0	$58k		206.00	280.48	View chart
Valero Energy Corp Stock (VLO)	0.0	$57k		219.00	260.06	View chart
Gilead Sciences Stock (GILD)	0.0	$56k	+2%	443.00	126.33	View chart
Spdr Gold Shares Etf (GLD)	0.0	$55k		150.00	368.38	View chart
Cryoport Inc Com Par Stock (CYRX)	0.0	$55k		3.5k	15.70	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.0	$55k		600.00	91.21	View chart
Williams Cos Stock (WMB)	0.0	$54k		731.00	74.38	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$54k		458.00	117.50	View chart
Disney Walt Stock (DIS)	0.0	$54k	+56%	556.00	96.20	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$51k		313.00	162.77	View chart
Ford Mtr Stock (F)	0.0	$49k		3.6k	13.90	View chart
Crane Nxt Stock (CXT)	0.0	$49k	-3%	960.00	51.14	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$49k		445.00	110.20	View chart
Ishares Us Aerospace & Defense Etf Etf (ITA)	0.0	$49k	+2%	201.00	242.53	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$49k		650.00	74.87	View chart
Cardinal Health Stock (CAH)	0.0	$48k	-6%	203.00	237.11	View chart
Yum Brands Stock (YUM)	0.0	$48k		298.00	160.04	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$47k		490.00	96.56	View chart
General Mills Stock (GIS)	0.0	$46k	+36%	1.3k	34.81	View chart
Fiserv Stock (FISV)	0.0	$45k	-13%	907.00	49.05	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$44k		2.0k	21.65	View chart
Citigroup Stock (C)	0.0	$43k		310.00	140.02	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$43k	-25%	84.00	508.45	View chart
Tjx Cos Stock (TJX)	0.0	$42k	+8%	277.00	151.68	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$42k	+179%	173.00	242.82	View chart
Schwab Us Broad Market Etf Etf (SCHB)	0.0	$42k		1.4k	28.96	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$42k		434.00	96.37	View chart
Avantis Us Small Cap Value Etf Etf (AVUV)	0.0	$41k	+3%	329.00	124.74	View chart
Danaher Corp Del Stock (DHR)	0.0	$40k		211.00	190.48	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.0	$40k	+2%	968.00	41.18	View chart
Altria Group Stock (MO)	0.0	$40k	-6%	552.00	72.01	View chart
Sila Realty Trust Reit	0.0	$40k		1.3k	30.35	View chart
Lululemon Athletica Stock (LULU)	0.0	$40k	+242%	346.00	114.18	View chart
Universal Hlth Svcs Inc Cl B Stock (UHS)	0.0	$38k	-9%	255.00	148.55	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$38k	-15%	526.00	71.64	View chart
United Fire Group Stock (UFCS)	0.0	$38k		716.00	52.41	View chart
Corteva Stock (CTVA)	0.0	$38k		443.00	84.60	View chart
Avis Budget Group Stock (CAR)	0.0	$37k		250.00	147.83	View chart
Eagle Cap Growth Cef (GRF)	0.0	$37k		3.6k	10.19	View chart
Marathon Pete Corp Stock (MPC)	0.0	$36k		141.00	255.67	View chart
Inmode Stock (INMD)	0.0	$36k	-6%	2.5k	14.62	View chart

Past Filings by Basepoint Wealth

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

Basepoint Wealth 2026 Q2 filed Aug. 10, 2026
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

View all past filings

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