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| Happy Holidays!! thanks for using AUM13F!! |
| Uncommon Cents Investing LLC
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| CRD # | 290105 |
| SEC # | 801-111907 |
| CIK # | 0001729754 |
| AUM | $417.4 M (2025-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 608-563-2437 |
| Address | 1215 Suffolk Dr Janesville, WI 53546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729754 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ASA Gold & Precious Metals Ltd | 16.7 | ||
| Microsoft Corp | 14.8 | ||
| Kroger Co | 10.2 | ||
| Wells Fargo & Co/MN | 9.1 | ||
| United Technologies Corp /DE/ | 7.8 | ||
| J P Morgan Chase & Co | 7.6 | ||
| Norfolk Southern Corp | 6.6 | ||
| Oracle Corp | 5.7 | ||
| Tri-Continental Corp | 5.1 | ||
| Archer Daniels Midland Co | 5.0 | ||
| Emcor Group Inc | 4.9 | ||
| General Electric Co | 4.9 | ||
| Cisco Systems Inc | 4.8 | ||
| Conocophillips | 4.7 | ||
| Weyerhaeuser Co | 4.7 | ||
| Mueller Industries Inc | 4.7 | ||
| Johnson & Johnson | 4.6 | ||
| Interactive Brokers Group Inc | 4.6 | ||
| Hartford Financial Services Group Inc/DE | 4.6 | ||
| Illinois Tool Works Inc | 4.2 | ||
| Franklin Resources Inc | 4.0 | ||
| Allstate Corp | 4.0 | ||
| International Paper Co /New/ | 4.0 | ||
| 3M Co | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 474 | 206.6 |
| (b) Individuals (high net worth individuals) | 103 | 204.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 417.4 |
| By Discretionary | ||
| Discretionary | 1,055 | 411.4 |
| Non-Discretionary | 4 | 6.0 |
| Total | 1,059 | 417.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 413.1 | |
| Total | 1,059 | 417.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729754] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MGB Wealth Management LLC
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|
TX | 0.4 |
|
Samalin Investment Counsel LLC
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|
NY | 0.4 |
|
Access Investment Management LLC
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|
GA | 0.4 |
|
Efficient Frontier Advisors LLC
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|
0.4 | |
|
Cross Financial Advisors LLC
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|
OR | 0.4 |
|
McClarren Financial Advisors Inc
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|
PA | 0.4 |
|
ORG Wealth Partners LLC
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|
TX | 0.4 |
|
Global Kandor Advisors LLC
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|
FL | 0.4 |
|
The Main Street Group Ltd
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|
VA | 0.4 |
|
Tilia Fiduciary Partners Inc
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|
NC | 0.4 |