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Portfolio (Quarterly) Guide ↗

U S GLOBAL INVESTORS INC

· CIK 0000754811
13F Portfolio $858M AUM 162 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 42 Added 35 Reduced 23 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAL AMERICAN AIRLINE Industrials 6,435,049.0 $69.1M 8.06% +865K +15.5% $10.74 +12.3%
2 JBLU JETBLUE AIRWAYS Industrials 5,542,536.0 $24.5M 2.86% +814K +17.2% $4.42 +3.6%
3 ALGT ALLEGIANT TRAVEL Industrials 299,225.0 $24.2M 2.83% +15K +5.1% $81.04 -13.8%
4 ULCC FRONTIER GROUP H Industrials 6,781,412.0 $23.9M 2.79% +2.6M +63.9% $3.53 +31.2%
5 SKYW SKYWEST INC Industrials 257,593.0 $23.7M 2.76% +35K +15.5% $91.83 -10.9%
6 ALK ALASKA AIR GROUP Industrials 596,572.0 $21.9M 2.56% +141K +30.9% $36.78 -1.5%
7 OR OR ROYALTIES INC Basic Materials 534,625.0 $20.3M 2.37% +191K +55.8% $38.02 -4.2%
8 IAG IAMGOLD CORP Basic Materials 971,581.0 $18.3M 2.13% +397K +69.0% $18.82 -9.8%
9 CDE COEUR MINING INC Basic Materials 829,850.0 $15.6M 1.82% +475K +133.8% $18.77 -10.7%
10 TRIP TRIPADVISOR INC Consumer Cyclical 1,372,941.0 $14.6M 1.71% +335K +32.3% $10.66 -10.6%
11 GFI GOLD FIELDS LTD Basic Materials 316,358.0 $14.4M 1.68% +166K +110.9% $45.40 -10.7%
12 ANGLOGOLD ASHANT 130,445.0 $12.7M 1.48% +40K +44.9% $97.36
13 AEM AGNICO EAGLE MIN Basic Materials 59,133.0 $12.0M 1.40% +29K +97.1% $202.98 -14.6%
14 AGI ALAMOS GOLD INC Basic Materials 201,021.0 $8.9M 1.04% +166K +474.4% $44.43 -13.2%
15 VOX ROYALTY CORP 1,662,000.0 $8.7M 1.02% +100K +6.4% $5.24
16 DRD DRDGOLD LIMITED Basic Materials 245,545.0 $7.2M 0.84% +24K +10.6% $29.37 -8.5%
17 SVM SILVERCORP METAL Basic Materials 617,663.0 $6.6M 0.77% +368K +147.1% $10.74 +22.5%
18 TCOM TRIP.COM GRO-ADR Consumer Cyclical 123,343.0 $6.1M 0.72% +9K +8.3% $49.79 -0.9%
19 HMY HARMONY GOLD-ADR Basic Materials 397,947.0 $6.1M 0.71% +132K +49.4% $15.37 +7.0%
20 KGC KINROSS GOLD Basic Materials 195,363.0 $6.0M 0.69% +95K +95.4% $30.52 -6.5%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 58.1%
Basic Materials 29.4%
Consumer Cyclical 9.9%
Energy 2.0%
Financial Services 0.4%
Utilities 0.1%
Consumer Defensive 0.1%
Technology 0.0%