CEDAR RAPIDS, IA
Allocation by class
Portfolio Concentration
Top 3 weight
39.7%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 3.45M
Full voting authority
3.45M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSOLE | CEF | 788.32K | SH | $27.94M 15.98% | 788.32K | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSOLE | CEF | 973.83K | SH | $23.75M 13.59% | 973.83K | 0.00 | 0.00 |
AKRE FOCUS ETFSOLE | ETF | 335.52K | SH | $17.73M 10.14% | 335.52K | 0.00 | 0.00 |
DEERE & CO COMSOLE | Stock | 11.80K | SH | $6.65M 3.80% | 11.80K | 0.00 | 0.00 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETFSOLE | ETF | 123.42K | SH | $5.66M 3.24% | 123.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 10.12K | SH | $4.85M 2.77% | 10.12K | 0.00 | 0.00 |
ADAM NAT RES FD INC COMSOLE | CEF | 166K | SH | $4.61M 2.64% | 166K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 12.48K | SH | $3.17M 1.81% | 12.48K | 0.00 | 0.00 |
INGREDION INC COMSOLE | Stock | 24.25K | SH | $2.73M 1.56% | 24.25K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 14.83K | SH | $2.59M 1.48% | 14.83K | 0.00 | 0.00 |
GENERAL DYNAMICS CORP COMSOLE | Stock | 6.78K | SH | $2.33M 1.33% | 6.78K | 0.00 | 0.00 |
TAPESTRY INC COMSOLE | Stock | 15.15K | SH | $2.14M 1.22% | 15.15K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 12.31K | SH | $1.91M 1.09% | 12.31K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 4.99K | SH | $1.85M 1.06% | 4.99K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | Stock | 35.05K | SH | $1.76M 1.01% | 35.05K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 7.03K | SH | $1.53M 0.87% | 7.03K | 0.00 | 0.00 |
INVESCO S&P 500 QUALITY ETFSOLE | ETF | 18.88K | SH | $1.42M 0.81% | 18.88K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 4.46K | SH | $1.28M 0.73% | 4.46K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INC CL ASOLE | Stock | 15.90K | SH | $1.28M 0.73% | 15.90K | 0.00 | 0.00 |
ALLIANT ENERGY CORP COMSOLE | Stock | 17.11K | SH | $1.23M 0.70% | 17.11K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 6.23K | SH | $1.20M 0.69% | 6.23K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | Stock | 12.49K | SH | $1.16M 0.66% | 12.49K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 15.42K | SH | $1.04M 0.60% | 15.42K | 0.00 | 0.00 |
CONOCOPHILLIPS COMSOLE | Stock | 7.72K | SH | $1.02M 0.58% | 7.72K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 5.96K | SH | $1.01M 0.58% | 5.96K | 0.00 | 0.00 |