Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	27,960	$7.882M	8.4%	$51.56	+444.5%	COM	594918104
AA	ALCOA CORP	74,451	$3.644M	3.9%	$22.07	+82.8%	COM	013872106
—	M & T BANK CORP	23,383	$3.492M	3.7%	$161.94	—	COM	55261f104
—	NUTRIEN LTD	52,728	$3.418M	3.6%	$47.26	—	COM	67077m108
NEM	NEWMONT MINING CORP	62,816	$3.411M	3.6%	$20.32	+152.7%	COM	651639106
—	DIANA SHIPPING INC F	583,125	$3.335M	3.5%	$2.50	—	COM	y2066g104
—	FLEXTRONICS INTL LTD F	181,417	$3.207M	3.4%	$16.33	—	COM	y2573f102
RRC	RANGE RESOURCES CORP	128,398	$2.906M	3.1%	$7.25	+123.7%	COM	75281A109
PAAS	PAN AMERICAN SILVER F	123,880	$2.883M	3.1%	$12.67	+106.1%	COM	697900108
—	ISHARES SILVER TRUST ETF	129,941	$2.666M	2.8%	$14.23	—	ISHARES	46428q109
—	SCHNITZER STL INDS CLASS A	60,194	$2.637M	2.8%	$22.28	—	COM	806882106
—	BUNGE LIMITED F	31,621	$2.571M	2.7%	$56.44	—	COM	g16962105
—	LAZARD LTD LP	53,858	$2.467M	2.6%	$45.83	—	COM	g54050102
—	PETROLEO BRASILEIRO F SPONSORE	224,004	$2.316M	2.5%	$8.30	—	ADR	71654v408
NOK	NOKIA CORP SPON F SPONSORED AD	400,595	$2.183M	2.3%	$4.87	—	ADR	654902204
—	BANCO BILBAO ARGEN F SPONSORED	329,777	$2.173M	2.3%	$7.62	—	ADR	05946k101
CERS	CERUS CORP	311,308	$1.896M	2.0%	$5.16	+12.9%	COM	157085101
INTC	INTEL CORP	34,801	$1.854M	2.0%	$44.47	+12.0%	COM	458140100
AMGN	AMGEN INCORPORATED	8,490	$1.805M	1.9%	$144.43	+38.7%	COM	031162100
HL	HECLA MINING CO	323,218	$1.778M	1.9%	$2.82	+116.3%	COM	422704106
HTLD	HEARTLAND EXPRESS INC	109,500	$1.754M	1.9%	$17.57	-5.0%	COM	422347104
—	TELEFONICA BRASIL SA	222,853	$1.729M	1.8%	$8.83	—	ADR	87936r205
—	ANGLOGOLD ASHANTI F SPONSORED	105,275	$1.683M	1.8%	$13.71	—	ADR	035128206
—	ENEL CHILE SA	698,324	$1.683M	1.8%	$2.97	—	ADR	29278d105
—	PROSHARES SHORT QQQ	133,949	$1.633M	1.7%	$14.86	—	COM	74347b714
—	TOTALENERGIES SE	33,971	$1.628M	1.7%	$49.54	—	ADR	89151e109
—	FRONTLINE LTD	168,036	$1.574M	1.7%	$9.02	—	COM	G3682E192
ORANY	ORANGE SA F SPONSORED ADR 1 AD	142,867	$1.547M	1.6%	$12.60	—	ADR	684060106
—	PROSHARES SHORT S&P 500 ETF NE	89,652	$1.365M	1.5%	$29.66	—	COM	74347b425
WMK	WEIS MARKETS, INC	24,649	$1.295M	1.4%	$32.80	+51.7%	COM	948849104
PFE	PFIZER INCORPORATED	29,870	$1.285M	1.4%	$28.07	+27.1%	COM	717081103
INSW	INTERNATIONAL SEAWAYS INC	64,582	$1.177M	1.3%	$11.71	-2.1%	COM	Y41053102
UVV	UNIVERSAL CORP	21,418	$1.035M	1.1%	$42.81	+18.5%	COM	913456109
TPC	TUTOR PERINI CORP	77,482	$1.006M	1.1%	$16.62	-17.9%	COM	901109108
DAKT	DAKTRONICS INC	184,290	$1.001M	1.1%	$7.73	-23.2%	COM	234264109
AAPL	APPLE INC	6,802	$962K	1.0%	$101.59	+41.7%	COM	037833100
FLR	FLUOR CORP	49,915	$797K	0.8%	$39.38	-58.3%	COM	343412102
MCD	MCDONALD'S CORP	3,188	$769K	0.8%	$136.64	+58.0%	COM	580135101
JNJ	JOHNSON & JOHNSON	3,827	$618K	0.7%	$113.37	+32.5%	COM	478160104
PG	PROCTER & GAMBLE	4,125	$577K	0.6%	$67.87	+87.5%	COM	742718109
PEP	PEPSICO INCORPORATED	3,727	$561K	0.6%	$89.25	+51.3%	COM	713448108
AMZN	AMAZON COM INC	163	$535K	0.6%	$84.77	+103.5%	COM	023135106
SCHX	SCHWAB US LARGE CAP ETF	4,860	$506K	0.5%	$79.11	—	COM	808524201
—	UNITEDHEALTH GROUP INC	1,270	$496K	0.5%	$220.46	—	COM	91324p102
—	WALGREENS BOOTS ALLIANCE INC	10,189	$479K	0.5%	$65.46	—	COM	931427108
BKUTK	BANK OF UTICA N Y	1,000	$437K	0.5%	$267.19	+40.4%	COM	065437204
—	C3AI INC	9,109	$422K	0.4%	$62.58	—	COM	12468p104
—	1/100 BERKSHIRE HTWY CLA 100 S	100	$411K	0.4%	$2130.00	—	COM	084990175
DIS	WALT DISNEY CO	2,381	$403K	0.4%	$103.00	+69.1%	COM	254687106
—	AMERISERV FINANCIAL	100,000	$391K	0.4%	$4.15	—	COM	03074a102
BRT	BRT APARTMENTS CORP	20,000	$386K	0.4%	$7.00	—	COM	055645303
—	MERCK & CO INC	5,100	$383K	0.4%	$54.79	—	COM	58933y105
SYY	SYSCO CORP	4,781	$375K	0.4%	$49.25	+37.6%	COM	871829107
TMO	THERMO FISHER SCNTFC	646	$369K	0.4%	$333.60	+62.6%	COM	883556102
CVS	CVS HEALTH CORP	4,300	$365K	0.4%	$54.56	+32.9%	COM	126650100
ABT	ABBOTT LABORATORIES	2,689	$318K	0.3%	$96.66	+17.4%	COM	002824100
BA	BOEING CO	1,437	$316K	0.3%	$184.04	+21.2%	COM	097023105
—	VANGUARD INFORMATION TECHNOLOG	770	$309K	0.3%	$401.30	—	COM	92204a702
—	ABBVIE INC	2,829	$305K	0.3%	$101.45	—	COM	00287y109
SCHF	SCHWAB INTERNATIONAL EQUITY ET	7,729	$299K	0.3%	$36.39	—	COM	808524805
CVX	CHEVRON CORPORATION	2,755	$279K	0.3%	$80.94	+2.9%	COM	166764100
—	CISCO SYSTEMS INC	5,024	$273K	0.3%	$42.91	—	COM	17275r102
—	SPDR GOLD SHARES ETF	1,600	$263K	0.3%	$118.23	—	COM	78463v107
OMER	OMEROS CORP	17,735	$245K	0.3%	$9.70	+54.4%	COM	682143102
—	ORACLE CORP	2,736	$238K	0.3%	$77.85	—	COM	68389x105
—	EXXON MOBIL CORP	3,911	$230K	0.2%	$55.87	—	COM	30231g102
—	SPDR S&P MIDCAP 400 ETF	470	$226K	0.2%	$476.60	—	COM	78467y107
TSCO	TRACTOR SUPPLY COMP	1,000	$203K	0.2%	$35.98	0.0%	COM	892356106
—	SERA PROGNOSTICS INC	16,506	$183K	0.2%	$11.09	—	COM	81749d107
—	SOUTHWESTERN ENERGY CO	14,790	$82,000	0.1%	$1.69	—	COM	845467109
NLLSF	NEL ASA	13,725	$21,000	0.0%	$2.44	-26.6%	COM	R4S21L127