Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	27,625	$8.591M	8.6%	$51.56	+465.1%	COM	594918104
AA	ALCOA CORP	76,916	$4.362M	4.4%	$23.36	+197.8%	COM	013872106
NEM	NEWMONT CORP	64,715	$3.959M	4.0%	$21.39	+180.7%	COM	651639106
—	M & T BANK CORP	23,313	$3.949M	4.0%	$161.94	—	COM	55261f104
—	NUTRIEN LTD F	54,056	$3.773M	3.8%	$48.00	—	COM	67077m108
—	PETROLEO BRASILEIRO F SPONSORE	246,460	$3.29M	3.3%	$8.58	—	ADR	71654v408
—	BUNGE LIMITED F	32,395	$3.203M	3.2%	$57.14	—	COM	g16962105
—	FLEX LTD F	187,010	$3.026M	3.0%	$16.32	—	COM	y2573f102
—	ISHARES SILVER TRUST ETF IV	135,154	$2.811M	2.8%	$14.50	—	ISHARES	46428q109
PAAS	PAN AMERICAN SILVER CORP F	128,900	$2.793M	2.8%	$13.15	+87.2%	COM	697900108
—	RANGE RESOURCES CORP	131,421	$2.53M	2.5%	$19.25	—	COM	75281a109
NOK	NOKIA CORP F SPONSORED ADR 1 A	421,370	$2.486M	2.5%	$4.93	—	ADR	654902204
—	SCHNITZER STL INDS CLASS A	62,966	$2.464M	2.5%	$23.35	—	COM	806882106
—	LAZARD LTD F CLASS A	55,773	$2.434M	2.4%	$45.76	—	COM	g54050102
—	DIANA SHIPPING INC F TENDER OF	629,948	$2.236M	2.2%	$2.60	—	COM	y2066g104
—	BANCO BILBAO VIZCAYA A F SPONS	348,237	$2.222M	2.2%	$7.54	—	ADR	05946k101
—	TELEFONICA BRASIL S. F SPONSOR	232,558	$2.181M	2.2%	$8.84	—	ADR	87936r205
—	ANGOLD ASHANTI F SPONSORED ADR	109,854	$2.041M	2.0%	$13.96	—	ADR	035128206
—	TOTALENERGIES SE	35,209	$2M	2.0%	$49.67	—	ADR	89151e109
—	INTERNATIONAL SEAWAYS INC	132,344	$1.931M	1.9%	$14.59	—	COM	y41053102
AMGN	AMGEN INC.	8,490	$1.928M	1.9%	$144.43	+40.8%	COM	031162100
—	DOLE PLC F	134,950	$1.826M	1.8%	$13.33	—	COM	g27907107
DAKT	DAKTRONICS INC	371,875	$1.822M	1.8%	$6.11	-24.9%	COM	234264109
INTC	INTEL CORP	36,751	$1.794M	1.8%	$44.60	+3.5%	COM	458140100
CERS	CERUS CORP	326,183	$1.748M	1.8%	$5.21	+6.2%	COM	157085101
ORANY	ORANGE F SPONSORED ADR 1 ADR R	148,657	$1.738M	1.7%	$12.55	—	ADR	684060106
HL	HECLA MINING CO	343,798	$1.705M	1.7%	$2.98	+90.3%	COM	422704106
HTLD	HEARTLAND EXPRESS	112,775	$1.687M	1.7%	$17.52	-14.9%	COM	422347104
—	PROSHARES SHORT QQQ ETF IV	135,749	$1.598M	1.6%	$14.64	—	COM	74347b714
—	ENEL CHILE S A F SPONSORED ADR	706,688	$1.428M	1.4%	$2.89	—	ADR	29278d105
—	PROSHARES SHORT S&P500	89,932	$1.288M	1.3%	$28.55	—	COM	74347b425
UVV	UNIVERSAL CORP VA	22,563	$1.228M	1.2%	$43.30	+27.1%	COM	913456109
AAPL	APPLE INC	6,742	$1.178M	1.2%	$101.59	+62.3%	COM	037833100
—	FRONTLINE LTD F	174,586	$1.147M	1.2%	$6.57	—	COM	g3682e192
FLR	FLUOR CORP	52,025	$1.095M	1.1%	$38.73	-37.7%	COM	343412102
TPC	TUTOR PERINI CORP	77,475	$922K	0.9%	$16.46	-31.9%	COM	901109108
MCD	MCDONALDS CORP	3,188	$827K	0.8%	$136.64	+66.7%	COM	580135101
PG	PROCTER & GAMBLE	4,125	$662K	0.7%	$67.87	+109.4%	COM	742718109
PEP	PEPSICO INC	3,727	$647K	0.6%	$89.25	+66.3%	COM	713448108
JNJ	JOHNSON & JOHNSON	3,727	$642K	0.6%	$113.37	+33.9%	COM	478160104
—	UNITEDHEALTH GRP INC	1,270	$600K	0.6%	$220.46	—	COM	91324p102
SCHX	SCHWAB US LARGE CAP ETF	5,190	$557K	0.6%	$81.32	—	COM	808524201
—	WALGREENS BOOTS ALLI	10,189	$507K	0.5%	$65.46	—	COM	931427108
AMZN	AMAZON.COM INC	162	$485K	0.5%	$84.77	+82.3%	COM	023135106
—	1/100 BERKSHIRE HTWY CLA 100 S	100	$470K	0.5%	$4700.00	—	COM	084990175
BKUTK	BANK OF UTICA N Y	1,000	$470K	0.5%	$267.19	+43.4%	COM	065437204
CVS	CVS HEALTH CORP	4,300	$458K	0.5%	$54.56	+68.6%	COM	126650100
BRT	BRT APARTMENTS CORP	20,000	$444K	0.4%	$7.00	—	COM	055645303
—	AMERISERV FINL	100,000	$429K	0.4%	$4.15	—	COM	03074a102
—	MERCK & CO. INC.	5,100	$416K	0.4%	$54.79	—	COM	58933y105
—	ABBVIE INC	2,829	$387K	0.4%	$101.45	—	COM	00287y109
SYY	SYSCO CORP	4,781	$374K	0.4%	$49.25	+47.5%	COM	871829107
CVX	CHEVRON CORP	2,755	$362K	0.4%	$80.94	+51.7%	COM	166764100
ABT	ABBOTT LABORATORIES	2,689	$343K	0.3%	$96.66	+19.4%	COM	002824100
DIS	WALT DISNEY CO	2,381	$340K	0.3%	$103.00	+37.1%	COM	254687106
—	VANGUARD INFORMATION TECHNOLO	798	$337K	0.3%	$422.31	—	COM	92204a702
TMO	THERMO FISHER SCNTFC	546	$317K	0.3%	$333.60	+70.3%	COM	883556102
SCHF	SCHWAB INTERNATIONAL EQUITY ET	8,278	$311K	0.3%	$36.55	—	COM	808524805
—	EXXON MOBIL CORP	3,911	$297K	0.3%	$55.87	—	COM	30231g102
BA	BOEING CO	1,362	$273K	0.3%	$184.04	+9.1%	COM	097023105
—	CISCO SYSTEMS INC	4,837	$269K	0.3%	$42.91	—	COM	17275r102
—	SPDR GOLD SHARES ETF	1,600	$269K	0.3%	$118.23	—	COM	78463v107
—	C3 AI INC CLASS A	9,109	$240K	0.2%	$62.58	—	COM	12468p104
SBUX	STARBUCKS CORP	2,336	$230K	0.2%	$102.21	-15.9%	COM	855244109
KO	THE COCA-COLA CO	3,737	$228K	0.2%	$49.18	+9.9%	COM	191216100
—	SPDR S&P MIDCAP 400 ETF IV	470	$226K	0.2%	$476.60	—	COM	78467y107
—	ORACLE CORP	2,736	$222K	0.2%	$77.85	—	COM	68389x105
TSCO	TRACTOR SUPPLY COMP	1,000	$218K	0.2%	$35.98	+14.7%	COM	892356106
—	SERA PROGNOSTICS INC CLASS A	16,506	$111K	0.1%	$11.09	—	COM	81749d107
OMER	OMEROS CORP	17,735	$106K	0.1%	$9.70	-35.7%	COM	682143102
—	SOUTHWESTERN ENERGY	14,790	$65,000	0.1%	$1.69	—	COM	845467109
—	OCEANPAL INC F	56,201	$30,000	0.0%	$0.53	—	COM	y6430l103
—	NEL ASA ORD F	13,725	$18,000	0.0%	$1.31	—	COM	r4s21l127