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Lesa Sroufe & Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lesa Sroufe & Co
报告期 2026-03-31 · CIK 0001492162
持仓数
68
前50大市值合计
$142.7M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
MSFT
MICROSOFT CORP COM
COM
$9.2M
24,804
6.4%
NEM
NEWMONT CORP COM
COM
$8.8M
81,467
6.2%
—
ANGLOGOLD ASHANTI PLC COM SHS
COM
$8.2M
84,691
5.8%
PAAS
PAN AMERN SILVER CORP COM
COM
$7.9M
145,389
5.6%
SLV
ISHARES SILVER TRUST ETF
ETF
$6.6M
96,703
4.6%
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
ADR
$6.0M
288,150
4.2%
MTB
M & T BANK CORP
COM
$5.3M
25,874
3.7%
AA
ALCOA CORP COM
COM
$5.2M
77,650
3.6%
CIB
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS
ADR
$4.9M
66,628
3.4%
HL
HECLA MINING COMPANY COM
COM
$4.6M
248,692
3.2%
RRC
RANGE RES CORP COM
COM
$4.5M
100,708
3.2%
CX
CEMEX SA EURO MTN BE 144A SPON ADR NEW
ADR
$4.4M
380,698
3.1%
—
TOTALENERGIES F
COM
$4.4M
47,819
3.1%
—
INTERNATIONAL SEAWAYS INC COM
COM
$4.3M
59,688
3.0%
NTR
NUTRIEN LTD COM
COM
$3.9M
52,002
2.7%
—
BUNGE GLOBAL SA COM SHS
COM
$3.8M
29,706
2.6%
VIV
TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR
ADR
$3.6M
229,279
2.6%
PSQ
PROSHARES SHORT QQQ ETF
ETF
$3.5M
108,715
2.5%
BKH
BLACK HILLS CORP COM
COM
$3.3M
46,831
2.3%
ALK
ALASKA AIR GROUP INC
COM
$3.1M
84,233
2.2%
INVX
INNOVEX INTERNATIONAL INC COM
COM
$3.0M
122,788
2.1%
AMGN
AMGEN INC COM
COM
$3.0M
8,490
2.1%
TPC
TUTOR PERINI CORP COM
COM
$2.9M
37,787
2.0%
FLR
FLUOR CORP COM
COM
$2.9M
62,166
2.0%
HE
HAWAIIAN ELEC INDS INC MTN BE COM
COM
$2.9M
193,981
2.0%
NWE
NORTHWESTERN ENERGY GROUP INC COM NEW
COM
$2.7M
40,655
1.9%
HTLD
HEARTLAND EXPRESS INC COM
COM
$2.4M
229,848
1.7%
—
DOLE PLC ORD SHS
COM
$1.9M
130,629
1.3%
SJT
SAN JUAN BASIN RTY TR UNIT BEN INT
COM
$1.7M
346,870
1.2%
AAPL
APPLE INC COM
COM
$1.5M
5,992
1.1%
SWBI
SMITH & WESSON BRANDS INC COM
COM
$1.2M
83,567
0.8%
MCD
MCDONALDS CORP COM
COM
$991.0K
3,188
0.7%
GLD
SPDR GOLD SHARES ETF
ETF
$946.0K
2,198
0.7%
MRK
CISCO SYS INC COM
COM
$921.0K
9,067
0.6%
JNJ
JOHNSON & JOHNSON COM
COM
$875.0K
3,581
0.6%
PCAR
PACCAR INC
COM
$726.0K
6,290
0.5%
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
COM
$718.0K
1
0.5%
BKUTK
BANK UTICA N Y COM NON VTG
COM
$601.0K
1,000
0.4%
ABBV
ABBVIE INC COM
COM
$565.0K
2,599
0.4%
PEP
PEPSICO INC COM
COM
$555.0K
3,572
0.4%
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF
ETF
$533.0K
3,854
0.4%
PG
PROCTER & GAMBLE CO COM
COM
$518.0K
3,583
0.4%
CVX
CHEVRON CORPORATION COM
COM
$514.0K
2,485
0.4%
AMZN
AMAZON COM INC COM
COM
$472.0K
2,264
0.3%
IAU
ISHARES GOLD ETF
ETF
$453.0K
5,142
0.3%
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
ETF
$378.0K
542
0.3%
ASRV
AMERISERV FINL INC COM
COM
$362.0K
100,000
0.3%
ORCL
ORACLE CORP COM
COM
$359.0K
2,441
0.3%
SYY
SYSCO CORP COM
COM
$341.0K
4,781
0.2%
GAFFX
AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS F-3
COM
$334.0K
4,509
0.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
33%
前 6 大占比
MSFT
6.4%
NEM
6.2%
ANGLOGOLD ASHANTI PLC COM SHS
5.8%
PAAS
5.6%
SLV
4.6%
PBR
4.2%
其他
67.2%
