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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
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAL AMERICAN AIRLINE Industrials 6,001,172.0 $108.4M 10.43% -434K -6.7% $18.07 -20.1%
2 DAL DELTA AIR LI Industrials 1,075,013.0 $100.7M 9.68% -97K -8.3% $93.66 -6.5%
3 ULCC FRONTIER GROUP H Industrials 4,914,655.0 $38.9M 3.74% -1.9M -27.5% $7.91 -19.7%
4 FNV FRANCO NEV CORP Basic Materials 80,622.0 $16.8M 1.62% -4K -4.5% $208.44 +14.5%
5 IAG IAMGOLD CORP Basic Materials 878,486.0 $13.9M 1.34% -93K -9.6% $15.84 +20.3%
6 CDE COEUR MNG INC Basic Materials 439,303.0 $7.2M 0.69% -391K -47.1% $16.32 +18.3%
7 MMYT MAKEMYTRIP LTD Consumer Cyclical 99,379.0 $5.3M 0.51% -41K -29.4% $53.29 +12.0%
8 CGAU CENTERRA GOLD IN Basic Materials 300,000.0 $4.7M 0.46% -138K -31.6% $15.82 +38.5%
9 EMBJ EMBRAER SA-ADR Industrials 73,982.0 $4.7M 0.45% -39K -34.5% $63.80 +20.9%
10 AEM AGNICO EAGLE MINES LTD Basic Materials 30,000.0 $4.7M 0.45% -29K -49.3% $155.13 +21.7%
11 MTA METALLA RTY & STREAMING LTD Basic Materials 558,500.0 $4.3M 0.41% -20K -3.5% $7.61 +30.7%
12 AUGO AURA MINERALS INC Basic Materials 50,000.0 $3.1M 0.30% -50K -50.0% $62.95 +24.8%
13 AGI ALAMOS GOLD INC NEW Basic Materials 100,000.0 $3.0M 0.29% -101K -50.2% $30.34 +12.0%
14 TSLA TESLA INC Consumer Cyclical 6,450.0 $2.7M 0.26% -650.0 -9.2% $420.60 -19.3%
15 SVM SILVERCORP METALS INC Basic Materials 250,000.0 $2.5M 0.24% -368K -59.5% $10.10 +18.0%
16 SCZM SANTACRUZ SILVER Basic Materials 350,000.0 $2.3M 0.22% -432K -55.2% $6.47 +35.2%
17 AMZN AMAZON COM INC Consumer Cyclical 7,500.0 $1.8M 0.17% -2K -21.1% $238.34 +9.6%
18 NTR NUTRIEN LTD Basic Materials 25,000.0 $1.6M 0.15% -5K -16.7% $62.95 +8.5%
19 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,950.0 $1.3M 0.13% -300.0 -7.1% $330.46 -1.3%
20 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 31,600.0 $1.3M 0.12% -10K -23.1% $40.84 +11.0%
Page 1 of 2  ·  37 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 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%