Pekin Hardy Strauss, Inc. — 13F Holdings & Portfolio

CIK 1020317 · latest 13F-HR filed 2026-05-07

Pekin Hardy Strauss, Inc. manages $957.0M in 13F-reported U.S. long-equity assets across 478 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CCJ (2.15%), MTBA (2.12%), XOM (2.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 71 new positions, exited 47, added to 186, and trimmed 162.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$957.0M

Long-equity book

Holdings

478

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+71 / −47 / ↑186 / ↓162

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPROUTS FMRS MKT INC$7.2M +2541.8%
  • SM ENERGY COMPANY$7.2M +97.3%
  • LYONDELLBASELL INDUSTRIES NV$6.0M +102.7%
  • EXXON MOBIL CORP$5.8M +42.4%
  • TASEKO MINES LTD$5.5M +2414.3%
Show all 186

Top Trims

  • SPROTT ASSET MANAGEMENT LP-$12.7M -58.3%
  • SPROTT ASSET MANAGEMENT LP-$12.5M -61.1%
  • HUMANA INC-$5.9M -84.6%
  • AGNC INVT CORP-$5.2M -70.1%
  • VANECK ETF TRUST-$4.5M -24.2%
Show all 162

New Positions

  • ATLANTA BRAVES HLDGS INC$5.7M
  • SCHWAB STRATEGIC TR$2.4M
  • DBX ETF TR$2.1M
  • ISHARES INC$1.9M
  • TRONOX HOLDINGS PLC$1.6M
Show all 71

Exited Positions

  • SPROTT ASSET MANAGEMENT LP$142.6M
  • ISHARES TR$9.8M
  • ALEXANDER & BALDWIN INC NEW$3.3M
  • V F CORP$2.9M
  • WHEATON PRECIOUS METALS CORP$1.2M
Show all 47
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CAMECO CORP CCJ 13321L108 $20.5M 2.15% 189,199 SH
2 SIMPLIFY EXCHANGE TRADED FUN MTBA 82889N525 $20.3M 2.12% 410,028 SH
3 EXXON MOBIL CORP XOM 30231G102 $19.4M 2.03% 114,268 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $18.2M 1.90% 37,955 SH
5 ISHARES INC EWZ 464286400 $15.3M 1.60% 398,900 SH
6 APPLE INC AAPL 037833100 $15.0M 1.56% 58,983 SH
7 SM ENERGY COMPANY SM 78454L100 $14.6M 1.53% 469,785 SH
8 VANECK ETF TRUST GDX 92189F106 $14.1M 1.48% 153,857 SH
9 ISHARES INC EWY 464286772 $13.2M 1.37% 106,915 SH
10 ALPHABET INC GOOGL 02079K305 $13.1M 1.37% 45,601 SH
11 VANECK MERK GOLD ETF OUNZ 921078101 $12.1M 1.26% 267,716 SH
12 LYONDELLBASELL INDUSTRIES NV LYB N53745100 $11.8M 1.23% 146,268 SH
13 ALPHABET INC GOOG 02079K107 $11.6M 1.21% 40,523 SH
14 VANECK ETF TRUST EMLC 92189H300 $11.1M 1.16% 443,797 SH
15 DEVON ENERGY CORP NEW DVN 25179M103 $10.2M 1.06% 202,198 SH
16 AGNICO EAGLE MINES LTD AEM 008474108 $9.6M 1.00% 47,129 SH
17 ALAMOS GOLD INC AGI 011532108 $9.3M 0.97% 209,439 SH
18 ISHARES GOLD TR IAU 464285204 $9.2M 0.97% 104,816 SH
19 AERCAP HOLDINGS NV AER N00985106 $9.2M 0.96% 66,936 SH
20 SPROTT ASSET MANAGEMENT LP PSLV 85207K107 $9.1M 0.95% 373,409 SH
21 ABRDN PLATINUM ETF TRUST PPLT 003260106 $9.1M 0.95% 50,851 SH
22 CF INDUSTRIES HOLD CF 125269100 $8.9M 0.93% 68,473 SH
23 ENERGY TRANSFER L P ET 29273V100 $8.7M 0.91% 453,339 SH
24 ITURAN LOCATION AND CONTROL ITRN M6158M104 $8.6M 0.90% 175,915 SH
25 DOLLAR GEN CORP DG 256677105 $8.5M 0.89% 71,928 SH
26 SLB LIMITED SLB 806857108 $8.5M 0.89% 165,639 SH
27 ANTERO RESOURCES CORP AR 03674X106 $8.4M 0.87% 197,159 SH
28 WEYERHAEUSER CO WY 962166104 $8.2M 0.85% 334,836 SH
29 SPDR SERIES TRUST BIL 78468R663 $8.2M 0.85% 89,176 SH
30 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $8.0M 0.83% 166,987 SH
31 WALMART INC WMT 931142103 $7.7M 0.81% 62,108 SH
32 WILLIS LEASE FIN CORP WLFC 970646105 $7.7M 0.80% 44,978 SH
33 CONSTELLATION ENERGY CORP CEG 21037T109 $7.5M 0.79% 27,024 SH
34 SPROUTS FMRS MKT INC SFM 85208M102 $7.5M 0.79% 97,555 SH
35 ISHARES INC EWW 464286822 $7.3M 0.77% 97,325 SH
36 EASTERLY GOVT PPTYS INC DEA 27616P301 $7.1M 0.74% 331,726 SH
37 GXO LOGISTICS INCORPORATED GXO 36262G101 $6.9M 0.73% 133,871 SH
38 MICROSOFT CORP MSFT 594918104 $6.7M 0.70% 18,005 SH
39 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $6.7M 0.70% 173,210 SH
40 ENTERPRISE PRODS PARTNERS L EPD 293792107 $6.4M 0.67% 169,243 SH
41 ABBVIE INC ABBV 00287Y109 $6.4M 0.67% 29,302 SH
42 PERPETUA RESOURCES CORP PPTA 714266103 $6.3M 0.66% 225,647 SH
43 AMAZON COM INC AMZN 023135106 $5.9M 0.62% 28,556 SH
44 SELECT SECTOR SPDR TR XLE 81369Y506 $5.8M 0.61% 95,213 SH
45 ATLANTA BRAVES HLDGS INC BATRK 047726302 $5.7M 0.60% 134,515 SH
46 TASEKO MINES LTD TGB 876511106 $5.7M 0.59% 882,543 SH
47 CHEVRON CORPORATION CVX 166764100 $5.7M 0.59% 27,376 SH
48 CHEMOURS CO CC 163851108 $5.5M 0.57% 248,380 SH
49 ISHARES INC DVYE 464286319 $5.3M 0.56% 155,309 SH
50 JD.COM INC JD 47215P106 $5.3M 0.55% 179,321 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $957.0M 478 0001020317-26-000002
2025-12-31 2026-01-30 $1.08B 454 0001020317-26-000001