TWELVE POINTS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEF | 34K | $2.06M |
 | ATKR | 33K | $2.09M |
 | EOG | 29K | $3.23M |
 | DINO | 28K | $1.49M |
 | XOM | 28K | $3.11M |
 | MGA | 26K | $1.23M |
 | LYB | 24K | $1.16M |
 | SONY | 23K | $662.23K |
 | BDC | 23K | $2.76M |
 | KRO | 23K | $129.95K |
 | PSKY | 20K | $386.12K |
 | MCHP | 20K | $1.26M |
 | MAC | 18K | $335.49K |
 | MRK | 18K | $1.49M |
 | AAPL | 18K | $4.46M |
 | JBL | 17K | $3.70M |
 | TXN | 17K | $3.05M |
 | PCAR | 17K | $1.63M |
 | CE | 16K | $661.67K |
 | PFE | 15K | $391.47K |
Greif, Inc.
GEF
Shares Held
34K
Value
$2.06M
Atkore Inc.
ATKR
Shares Held
33K
Value
$2.09M
EOG Resources, Inc.
EOG
Shares Held
29K
Value
$3.23M
HF Sinclair Corporation
DINO
Shares Held
28K
Value
$1.49M
Exxon Mobil Corporation
XOM
Shares Held
28K
Value
$3.11M
Magna International Inc.
MGA
Shares Held
26K
Value
$1.23M
LyondellBasell Industries N.V.
LYB
Shares Held
24K
Value
$1.16M
Sony Group Corporation
SONY
Shares Held
23K
Value
$662.23K
Belden Inc.
BDC
Shares Held
23K
Value
$2.76M
Kronos Worldwide, Inc.
KRO
Shares Held
23K
Value
$129.95K
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
20K
Value
$386.12K
Microchip Technology Incorporated
MCHP
Shares Held
20K
Value
$1.26M
The Macerich Company
MAC
Shares Held
18K
Value
$335.49K
Merck & Co., Inc.
MRK
Shares Held
18K
Value
$1.49M
Apple Inc.
AAPL
Shares Held
18K
Value
$4.46M
Jabil Inc.
JBL
Shares Held
17K
Value
$3.70M
Texas Instruments Incorporated
TXN
Shares Held
17K
Value
$3.05M
PACCAR Inc
PCAR
Shares Held
17K
Value
$1.63M
Celanese Corporation
CE
Shares Held
16K
Value
$661.67K
Pfizer Inc.
PFE
Shares Held
15K
Value
$391.47K