PEKIN HARDY STRAUSS, INC.

PrivateCIK: 1020317
Location

CHICAGO, IL

511
Positions
$1.14B
Total AUM (reported)
32.90M
Total Shares

Allocation by class

TOTAL AUM$1.14B511 positions
COM$404.61M35.6%
PHYSICAL GOLD TR$134.59M11.9%
SHS$35.74M3.1%
COM NEW$23.58M2.1%
SPONSORED ADR$23.41M2.1%
MSCI STH KOR ETF$20.90M1.8%
CL A$20.08M1.8%

Portfolio Concentration

Top 315.4%4–1010.0%11–2513.0%Rest61.6%TOP 1025.4%0%100%
Top 3$174.58M15.4%
4–10$113.86M10.0%
11–25$147.39M13.0%
Rest$699.31M61.6%

Top 3 weight

15.4%

Top 10 weight

25.4%

Voting Authority Distribution

Total shares with voting rights: 32.90M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

32.90M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole511
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings511
Rows:

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares4.46M
TypeSH
Market value$134.59M
11.86%
Sole
0.00
Shared
0.00
None
4.46M

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares103.51K
TypeSH
Market value$20.90M
1.84%
Sole
0.00
Shared
0.00
None
103.51K

CAMECO CORP

SOLE
COM
Shares187.46K
TypeSH
Market value$19.10M
1.68%
Sole
0.00
Shared
0.00
None
187.46K

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MBS ETF
Shares383.51K
TypeSH
Market value$18.82M
1.66%
Sole
0.00
Shared
0.00
None
383.51K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares37.37K
TypeSH
Market value$18.70M
1.65%
Sole
0.00
Shared
0.00
None
37.37K

APPLE INC

SOLE
COM
Shares58.43K
TypeSH
Market value$16.91M
1.49%
Sole
0.00
Shared
0.00
None
58.43K

ALPHABET INC

SOLE
CAP STK CL A
Shares45.65K
TypeSH
Market value$16.31M
1.44%
Sole
0.00
Shared
0.00
None
45.65K

EXXON MOBIL CORP

SOLE
COM
Shares107.94K
TypeSH
Market value$14.76M
1.30%
Sole
0.00
Shared
0.00
None
107.94K

ALPHABET INC

SOLE
CAP STK CL C
Shares40.29K
TypeSH
Market value$14.23M
1.25%
Sole
0.00
Shared
0.00
None
40.29K

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares409.50K
TypeSH
Market value$14.13M
1.24%
Sole
0.00
Shared
0.00
None
409.50K

SM ENERGY COMPANY

SOLE
COM
Shares485.03K
TypeSH
Market value$12.66M
1.12%
Sole
0.00
Shared
0.00
None
485.03K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares152.51K
TypeSH
Market value$11.51M
1.01%
Sole
0.00
Shared
0.00
None
152.51K

VANECK ETF TRUST

SOLE
JP MRGAN EM LOC
Shares447.90K
TypeSH
Market value$11.45M
1.01%
Sole
0.00
Shared
0.00
None
447.90K

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares267.08K
TypeSH
Market value$10.31M
0.91%
Sole
0.00
Shared
0.00
None
267.08K

DEVON ENERGY CORP NEW

SOLE
COM
Shares243.44K
TypeSH
Market value$10.06M
0.89%
Sole
0.00
Shared
0.00
None
243.44K

DOLLAR GEN CORP

SOLE
COM
Shares87.13K
TypeSH
Market value$10.03M
0.88%
Sole
0.00
Shared
0.00
None
87.13K

AERCAP HOLDINGS NV

SOLE
SHS
Shares68.44K
TypeSH
Market value$9.98M
0.88%
Sole
0.00
Shared
0.00
None
68.44K

WILLIS LEASE FIN CORP

SOLE
COM
Shares42.23K
TypeSH
Market value$9.66M
0.85%
Sole
0.00
Shared
0.00
None
42.23K

AGNICO EAGLE MINES LTD

SOLE
COM
Shares61.66K
TypeSH
Market value$9.57M
0.84%
Sole
0.00
Shared
0.00
None
61.66K

ITURAN LOCATION AND CONTROL

SOLE
SHS
Shares148.95K
TypeSH
Market value$9.09M
0.80%
Sole
0.00
Shared
0.00
None
148.95K

SPROUTS FMRS MKT INC

SOLE
COM
Shares104.34K
TypeSH
Market value$8.83M
0.78%
Sole
0.00
Shared
0.00
None
104.34K

EASTERLY GOVT PPTYS INC

SOLE
COM SHS
Shares353.01K
TypeSH
Market value$8.80M
0.78%
Sole
0.00
Shared
0.00
None
353.01K

WEYERHAEUSER CO

SOLE
COM NEW
Shares358.65K
TypeSH
Market value$8.59M
0.76%
Sole
0.00
Shared
0.00
None
358.65K

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares442.28K
TypeSH
Market value$8.46M
0.74%
Sole
0.00
Shared
0.00
None
442.28K

ABRDN PLATINUM ETF TRUST

SOLE
PHYSCL PLATM SHS
Shares595.83K
TypeSH
Market value$8.42M
0.74%
Sole
0.00
Shared
0.00
None
595.83K
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