Uncommon Cents Investing LLC
•CIK: 1729754•Filing: Q4 2025
**Uncommon Cents Investing LLC** manages $413M across a diversified portfolio of 207 positions. The fund exhibits significant concentration in technology and industrials, highlighted by a $26.3M stake in USB-PQ and substantial allocations to WFC ($10.4M), MSFT ($9.8M), and RTX ($9.6M). Notable holdings also include KR ($8.8M), JPM ($8.4M), and AAPL ($6.9M), suggesting a tactical approach across diverse market sectors.
Total AUM
$413.1M
QoQ Performance
+2.7%
Positions
205
Top 10 Concentration
24.4%
Latest Filing
Q4 2025
Top Holdings Allocation
ASA
ASA6.4%
WFC2.5%
MSFT2.4%
RTX2.3%
KR2.1%
JPM2.0%
NSC1.8%
AAPL1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.5%
Financial8.3%
Technology7.7%
Industrial6.5%
Healthcare5.0%
Consumer Staples2.7%
Energy2.0%
Materials1.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW1 new position
↑93 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023