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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCZM SANTACRUZ SILVER Basic Materials 781,754.0 $6.8M 0.79% NEW $8.70 -1.6%
2 NEM NEWMONT CORP Basic Materials 36,830.0 $4.0M 0.47% NEW $108.25 +1.5%
3 ORLA ORLA MINING LTD Basic Materials 246,374.0 $4.0M 0.46% NEW $16.10 -19.2%
4 SSRM SSR MINING IN Basic Materials 110,000.0 $3.2M 0.38% NEW $29.40 +4.5%
5 VMET VERSAMET ROYALTI Financial Services 250,000.0 $2.2M 0.26% NEW $8.78 +29.1%
6 AMZN AMAZON COM INC Consumer Cyclical 9,500.0 $2.0M 0.23% NEW $208.27 +24.5%
7 HL HECLA MINING COMPANY Basic Materials 75,000.0 $1.4M 0.16% NEW $18.63 -7.4%
8 AG FIRST MAJESTIC SILVER CORP Basic Materials 50,000.0 $1.1M 0.12% NEW $21.48 -12.5%
9 EXPAND ENERGY CORPORATION 7,500.0 $823K 0.10% NEW $109.78
10 HAFN HAFNIA LTD Industrials 105,179.0 $799K 0.09% NEW $7.60 +16.7%
11 TK TEEKAY CORP LTD Energy 62,843.0 $767K 0.09% NEW $12.21 +10.5%
12 EQT EQT CORP Energy 12,000.0 $764K 0.09% NEW $63.64 -9.7%
13 TOL TOLL BROTHERS INC Consumer Cyclical 5,400.0 $737K 0.09% NEW $136.47 -7.0%
14 CTRA COTERRA ENERGY INC Energy 20,000.0 $703K 0.08% NEW $35.14 -7.3%
15 BLUE MOON METALS 100,000.0 $648K 0.08% NEW $6.48
16 MAKO MINING CORP 100,000.0 $645K 0.07% NEW $6.45
17 ASM AVINO SILVER & GOLD MINES LT Basic Materials 100,000.0 $632K 0.07% NEW $6.32 +2.5%
18 HIGHLANDER SILVE 280,000.0 $443K 0.05% NEW $1.58
19 TRMD TORM PLC-A Energy 14,192.0 $396K 0.05% NEW $27.90 +16.5%
20 DHT DHT HOLDINGS INC Energy 20,765.0 $379K 0.04% NEW $18.27 -2.0%
Page 1 of 2  ·  29 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%