Institutional Fund
Lesa Sroufe & Co
Seattle, WACIK 14921625 filings on record
Portfolio Value
$146.9K
Q1 2026
Holdings
68
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+9.4%
from $134.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp6.3%
- Newmont Corp6.0%
- Anglogold Ashanti PLC5.6%
- Pan Amern Silver Corp5.4%
- Ishares Silver Tr4.5%
- Petroleo Brasileiro SA Petro4.1%
- Other68.2%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 24.8K | $9.2K | 6.3% | +4.5K | Added |
| 2 | Newmont Corp | 81.5K | $8.8K | 6.0% | +802 | Added |
| 3 | Anglogold Ashanti PLC | 84.7K | $8.2K | 5.6% | −2.2K | Reduced |
| 4 | Pan Amern Silver Corp | 145.4K | $7.9K | 5.4% | +2.3K | Added |
| 5 | Ishares Silver Tr | 96.7K | $6.6K | 4.5% | −527 | Reduced |
| 6 | Petroleo Brasileiro SA Petro | 288.1K | $6.0K | 4.1% | −450 | Reduced |
| 7 | M & T Bk Corp | 25.9K | $5.3K | 3.6% | +3.5K | Added |
| 8 | Alcoa Corp | 77.7K | $5.2K | 3.5% | +1.2K | Added |
| 9 | Grupo Cibest SA | 66.6K | $4.9K | 3.3% | +66.6K | New |
| 10 | Hecla Mng Co | 248.7K | $4.6K | 3.2% | −224.5K | Reduced |
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