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PEKIN HARDY STRAUSS, INC. 13F portfolio summary

PEKIN HARDY STRAUSS, INC. of PEKIN HARDY STRAUSS, INC. has 511 current stock holdings with a reported portfolio value of $1.14B. The portfolio 1 year return is +23.16%. Top holdings include PHYS (11.86%), EWY (1.84%), CCJ (1.68%), MTBA (1.66%), BRK-B (1.65%).

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PEKIN HARDY STRAUSS, INC.

PEKIN HARDY STRAUSS, INC.
Latest filing: 2026-06-30

PEKIN HARDY STRAUSS, INC. runs PEKIN HARDY STRAUSS, INC. and currently holds 511 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.14B. Their top holdings are PHYS, EWY, CCJ, MTBA, BRK-B. The top five represent 18.7% of reported portfolio weight. PEKIN HARDY STRAUSS, INC. ranks #651 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PEKIN HARDY STRAUSS, INC. initiated 5 new positions. They added to 47 existing positions. They trimmed 47 positions. Their current best-performing preview position is EVC with returns of +339.06%.

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Top 5 Holdings
PHYS11.9%
EWY1.8%
CCJ1.7%
MTBA1.7%
BRK-B1.6%
Top 5: 18.7%
Portfolio Returns
1 Year
+23.16%
#535/1000
3 Year
+59.55%
#625/1000
5 Year
+61.83%
#631/1000

Portfolio Value

$1.14B

Alpha Score

47.3

#651 of 1000

Holdings

511

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511 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
PHYS
SPROTT ASSET MANAGEMENT LP
11.86%$30.17$35.00+15.99%
Added
+100.00%
EWY
ISHARES INC
1.84%$72.21$178.35+146.98%
Trimmed
-3.18%
CCJ
CAMECO CORP
1.68%$23.60$102.51+334.34%
Trimmed
-0.92%
MTBA
SIMPLIFY EXCHANGE TRADED FUN
1.66%$50.51$48.64-3.71%
Trimmed
-6.47%
BRK-B
BERKSHIRE HATHAWAY INC DEL
1.65%$169.17$495.77+193.06%
Trimmed
-1.54%
AAPL
APPLE INC
1.49%$64.15$309.35+382.23%
Trimmed
-0.94%
GOOGL
ALPHABET INC
1.44%$60.65$344.82+468.54%
Added
+0.10%
XOM
EXXON MOBIL CORP
1.30%$65.75$165.11+151.12%
Trimmed
-5.54%
GOOG
ALPHABET INC
1.25%$44.25$341.75+672.32%
Trimmed
-0.58%
EWZ
ISHARES INC
1.24%$29.75$35.07+17.88%
Added
+2.66%

Showing 1-10 of 511