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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASR GRUPO AEROPO-ADR Industrials 9,988.0 $3.4M 0.39% -2K -19.7% $336.13 -10.5%
22 CPA COPA HOLDIN-CL A Industrials 28,507.0 $3.2M 0.38% -5K -15.5% $113.61 +11.8%
23 EXK ENDEAVOUR SILVER Basic Materials 295,200.0 $2.8M 0.32% -50K -14.4% $9.34 -4.3%
24 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 8,530.0 $2.3M 0.27% -905.0 -9.6% $275.18 -14.1%
25 TRIPLE FLAG PRECIOUS METAL 60,000.0 $2.1M 0.24% -219K -78.5% $34.71
26 CCL CARNIVAL CORP Consumer Cyclical 52,500.0 $1.4M 0.16% -18K -25.5% $25.88 -8.7%
27 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,250.0 $1.3M 0.15% -3K -43.3% $304.08 +3.6%
28 INTEGRA RES CORP 393,000.0 $1.1M 0.12% -993K -71.7% $2.73
29 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,900.0 $949K 0.11% -3K -50.0% $327.07 +9.6%
30 VIKING HOLDINGS LTD 12,335.0 $906K 0.11% -3K -21.4% $73.48
31 PPTA PERPETUA RESOURCES CORP Basic Materials 30,000.0 $844K 0.10% -7K -18.9% $28.12 -10.8%
32 TPR TAPESTRY INC Consumer Cyclical 4,045.0 $571K 0.07% -2K -37.8% $141.11 -6.7%
33 MATX MATSON INC Industrials 2,343.0 $384K 0.04% -1K -34.7% $163.94 +10.6%
34 HYCROFT MINING HOLDING CORP 9,000.0 $317K 0.04% -1K -10.0% $35.20
35 IE IVANHOE ELECTRIC Technology 26,499.0 $313K 0.04% -25K -48.5% $11.82 -0.6%
Page 2 of 2  ·  35 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%