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Portfolio (Quarterly) Guide ↗

U S GLOBAL INVESTORS INC

· CIK 0000754811
13F Portfolio $934M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TPR TAPESTRY INC Consumer Cyclical 6,500.0 $831K 0.09% NEW $127.77 +6.3%
82 IE IVANHOE ELECTRIC Technology 51,499.0 $823K 0.09% NEW $15.98 -23.3%
83 SHEL SHELL PLC Energy 11,000.0 $808K 0.09% NEW $73.48 +18.0%
84 LVS LAS VEGAS SANDS CORP Consumer Cyclical 12,200.0 $794K 0.09% NEW $65.09 -24.0%
85 EL LAUDER ESTEE COS INC Consumer Defensive 6,500.0 $681K 0.07% NEW $104.72 -24.6%
86 WDS WOODSIDE ENERGY GROUP LTD Energy 40,000.0 $624K 0.07% NEW $15.59 +45.9%
87 LNG CHENIERE ENERGY INC Energy 3,000.0 $583K 0.06% NEW $194.39 +23.7%
88 CAT CATERPILLAR INC Industrials 1,000.0 $573K 0.06% NEW $572.87 +51.2%
89 TGB TASEKO MINES Basic Materials 100,000.0 $566K 0.06% NEW $5.66 +16.7%
90 COLLECTIVE MININ 35,000.0 $510K 0.06% NEW $14.58
91 J JACOBS SOLUTIONS INC Industrials 3,500.0 $464K 0.05% NEW $132.46 -13.9%
92 CCJ CAMECO CORP Energy 5,000.0 $457K 0.05% NEW $91.49 +15.1%
93 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 5,500.0 $456K 0.05% NEW $82.88 -5.3%
94 MATX MATSON INC Industrials 3,587.0 $443K 0.05% NEW $123.55 +47.9%
95 FSLR FIRST SOLAR INC Energy 1,500.0 $392K 0.04% NEW $261.23 -4.7%
96 BKR BAKER HUGHES COMPANY Energy 8,500.0 $387K 0.04% NEW $45.54 +44.5%
97 RRC RANGE RES CORP Energy 10,500.0 $370K 0.04% NEW $35.26 +19.3%
98 BUNGE GLOBAL SA 4,000.0 $356K 0.04% NEW $89.08
99 FDX FEDEX CORP Industrials 1,188.0 $343K 0.04% NEW $288.86 +34.6%
100 SLI STANDARD LITHIUM LTD Basic Materials 75,000.0 $335K 0.04% NEW $4.47 -19.2%
Page 5 of 7  ·  129 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 64.7%
Basic Materials 23.5%
Consumer Cyclical 10.4%
Energy 0.8%
Financial Services 0.4%
Utilities 0.1%
Technology 0.1%
Consumer Defensive 0.1%