Investor
Lesa Sroufe & Co
CIK 0001492162 · filed 2026-04-27 · SEC filing
13F book
$146.9K
Positions
68
6 new · 7 sold
Largest name
6.3%
Microsoft Corp · MSFT
Est. mark
$11.9K
Price effect on 62 names still held. Flow $708.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 24.8K | $9.18K | 6.3% | −$2.3K | Added−$625 |
| Newmont Corp | — | 81.5K | $8.82K | 6.0% | $678 | Added$765 |
| Anglogold Ashanti Plc | AU | 84.7K | $8.25K | 5.6% | $1.02K | Cut$834 |
| Pan Amern Silver Corp | — | 145.4K | $7.94K | 5.4% | $404 | Added$530 |
| Ishares Silver Tr | — | 96.7K | $6.59K | 4.5% | $359 | Cut$325 |
| Petroleo Brasileiro Sa Petro | — | 288.1K | $5.98K | 4.1% | $2.56K | Cut$2.56K |
| M & T Bk Corp | — | 25.9K | $5.35K | 3.6% | $118 | Added$833 |
| Alcoa Corp | AA | 77.7K | $5.15K | 3.5% | $1.01K | Added$1.09K |
| Grupo Cibest Sa | — | 66.6K | $4.85K | 3.3% | — | New |
| Hecla Mng Co | — | 248.7K | $4.63K | 3.2% | −$139 | Cut−$4.45K |
| Range Res Corp | — | 100.7K | $4.55K | 3.1% | $967 | Added$1.11K |
| Cemex Sab De Cv | — | 380.7K | $4.36K | 3.0% | −$19 | Added$35 |
| Totalenergies Se | TTE | 47.8K | $4.35K | 3.0% | $1.21K | Added$1.27K |
| International Seaways, Inc. | INSW | 59.7K | $4.35K | 3.0% | $1.43K | Added$1.49K |
| Nutrien Ltd. | NTR | 52K | $3.92K | 2.7% | $702 | Added$771 |
| Bunge Global Sa | BG | 29.7K | $3.78K | 2.6% | $1.11K | Added$1.18K |
| Telefonica Brasil Sa | — | 229.3K | $3.65K | 2.5% | $909 | Added$989 |
| Proshares Tr | — | 108.7K | $3.5K | 2.4% | $127 | Added$1.58K |
| Black Hills Corp | — | 46.8K | $3.25K | 2.2% | $0 | Added$40 |
| Alaska Air Group, Inc. | ALK | 84.2K | $3.1K | 2.1% | −$491 | Added$1.27K |
| Innovex International, Inc. | INVX | 122.8K | $3K | 2.0% | $306 | Added$337 |
| Amgen Inc | AMGN | 8.49K | $2.99K | 2.0% | $208 | Held |
| Tutor Perini Corp | TPC | 37.8K | $2.92K | 2.0% | $384 | Cut−$1.94K |
| Fluor Corp New | FLR | 62.2K | $2.9K | 2.0% | $431 | Added$467 |
| Hawaiian Elec Industries | — | 194K | $2.88K | 2.0% | $485 | Added$532 |
| Northwestern Energy Group In | — | 40.7K | $2.68K | 1.8% | $57 | Added$87 |
| Heartland Express Inc | HTLD | 229.8K | $2.39K | 1.6% | $301 | Added$405 |
| Dole Plc | DOLE | 130.6K | $1.87K | 1.3% | −$90 | Added−$70 |
| San Juan Basin Rty Tr | — | 346.9K | $1.67K | 1.1% | −$276 | Added−$245 |
| Apple Inc. | AAPL | 5.99K | $1.52K | 1.0% | −$108 | Added−$108 |
| Smith & Wesson Brands, Inc. | SWBI | 83.6K | $1.2K | 0.8% | $336 | Added$456 |
| Mcdonalds Corp | MCD | 3.19K | $991 | 0.7% | $17 | Held |
| Spdr Gold Tr | — | 2.2K | $946 | 0.6% | $75 | Cut$68 |
| Merck & Co., Inc. | MRK | 9.07K | $921 | 0.6% | −$19 | Added$384 |
| Johnson & Johnson | JNJ | 3.58K | $875 | 0.6% | $134 | Held |
| Paccar Inc | PCAR | 6.29K | $726 | 0.5% | — | New |
| Berkshire Hathaway Inc Del | — | 1 | $718 | 0.5% | — | New |
| Bank Utica N Y | — | 1K | $601 | 0.4% | $84 | Held |
| AbbVie Inc. | ABBV | 2.6K | $565 | 0.4% | −$29 | Held |
| Pepsico Inc | PEP | 3.57K | $555 | 0.4% | $42 | Held |
| Vanguard Intl Equity Index F | — | 3.85K | $533 | 0.4% | −$10 | Added$4 |
| Procter And Gamble Co | PG | 3.58K | $518 | 0.4% | $4 | Added$6 |
| Chevron Corp New | CVX | 2.48K | $514 | 0.4% | $135 | Held |
| Amazon Com Inc | AMZN | 2.26K | $472 | 0.3% | −$50 | Cut−$62 |
| Ishares Gold Tr | — | 5.14K | $453 | 0.3% | $36 | Held |
| Vanguard World Fd | — | 542 | $378 | 0.3% | −$31 | Cut−$42 |
| Ameriserv Finl Inc | — | 100K | $362 | 0.2% | $43 | Held |
| Oracle Corp | — | 2.44K | $359 | 0.2% | −$117 | Held |
| Sysco Corp | SYY | 4.78K | $341 | 0.2% | −$11 | Held |
| American Funds Growth Fu | — | 4.51K | $334 | 0.2% | — | New |
| Jpmorgan Chase & Co. | — | 1.06K | $312 | 0.2% | −$30 | Held |
| Vanguard Tl Int Stock Index | — | 7.26K | $299 | 0.2% | — | New |
| Cheniere Energy, Inc. | LNG | 1.04K | $296 | 0.2% | $93 | Cut$74 |
| Cameco Corp | CCJ | 2.69K | $292 | 0.2% | $46 | Cut$0 |
| Exxon Mobil Corp | — | 1.71K | $290 | 0.2% | $84 | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 470 | $290 | 0.2% | $6 | Held |
| Cvs Health Corp | CVS | 3.96K | $285 | 0.2% | −$30 | Held |
| Abbott Labs | ABT | 2.69K | $276 | 0.2% | −$61 | Held |
| Boeing Co | — | 1.31K | $261 | 0.2% | −$24 | Held |
| Nvidia Corp | NVDA | 1.48K | $259 | 0.2% | −$18 | Held |
| Ormat Technologies, Inc. | ORA | 2.27K | $254 | 0.2% | $3 | Added$32 |
| Berkshire Hathaway Inc Del | — | 480 | $230 | 0.2% | −$11 | Cut−$15 |
| Disney Walt Co | — | 2.23K | $215 | 0.1% | −$39 | Held |
| International Business Machs | — | 880 | $213 | 0.1% | −$48 | Held |
| Compass, Inc. | COMP | 25.1K | $183 | 0.1% | −$82 | Held |
| BRT Apartments Corp. | BRT | 13.5K | $180 | 0.1% | −$18 | Cut−$77 |
| Enel Chile S.A. | ENIC | 12.2K | $48 | 0.0% | −$1 | Held |
| Seaco Ltd | — | 20K | $0 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.