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Portfolio (Quarterly) Guide ↗

U S GLOBAL INVESTORS INC

· CIK 0000754811
13F Portfolio $1.0B AUM 146 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 43 Added 37 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AYA GOLD & SILVE 1,125,000.0 $21.3M 2.04% NEW $18.90
2 CARNIVAL CORP LTD 52,500.0 $1.5M 0.14% NEW $28.57
3 AXP AMERICAN EXPRESS CO Financial Services 3,930.0 $1.3M 0.13% NEW $338.25 -0.6%
4 OCEANAGOLD CORP 50,000.0 $1.3M 0.12% NEW $25.01
5 INSW INTERNATIONAL SE Energy 11,130.0 $852K 0.08% NEW $76.59 +28.4%
6 BX BLACKSTONE INC Financial Services 6,300.0 $741K 0.07% NEW $117.67 +19.5%
7 SUNSHINE SILVER MNG & REFNG 55,000.0 $727K 0.07% NEW $13.22
8 STNG SCORPIO TANKERS Energy 9,480.0 $657K 0.06% NEW $69.26 +16.0%
9 AAPL APPLE INC Technology 2,000.0 $579K 0.06% NEW $289.36 +5.6%
10 SINDA LTD 35,000.0 $420K 0.04% NEW $12.00
11 ESEA EUROSEAS LTD Industrials 5,000.0 $332K 0.03% NEW $66.37 +16.3%
12 FRVO FERVO ENERGY CO 10,000.0 $292K 0.03% NEW $29.23 -38.1%

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 70.4%
Basic Materials 16.5%
Consumer Cyclical 11.0%
Energy 1.3%
Financial Services 0.6%
Technology 0.1%
Consumer Defensive 0.1%
Utilities 0.0%