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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 8,500.0 $1.2M 0.11% -9K -51.4% $136.72 +18.1%
22 UBS UBS GROUP AG Financial Services 22,300.0 $1.1M 0.11% -6K -19.8% $49.56 +7.8%
23 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,550.0 $945K 0.09% -350.0 -12.1% $370.59 -3.8%
24 GFI GOLD FIELDS LTD Basic Materials 25,000.0 $840K 0.08% -291K -92.1% $33.59 +23.5%
25 ANGLOGOLD ASHANTI PLC 10,000.0 $809K 0.08% -120K -92.3% $80.89
26 INTEGRA RES CORP 350,000.0 $794K 0.08% -43K -10.9% $2.27
27 TK TEEKAY CORP LTD Energy 61,009.0 $610K 0.06% -2K -2.9% $10.00 +28.5%
28 BW LPG LTD 33,953.0 $591K 0.06% -16K -31.7% $17.40
29 UPS UNITED PARCEL-B Industrials 5,034.0 $541K 0.05% -323.0 -6.0% $107.50 -5.1%
30 EXPD EXPEDITORS INTL Industrials 3,286.0 $536K 0.05% -400.0 -10.8% $162.98 +15.5%
31 VLO VALERO ENERGY CORP Energy 1,500.0 $391K 0.04% -2K -50.0% $260.44 +33.3%
32 DAC DANAOS CORP Industrials 2,804.0 $343K 0.03% -4K -56.3% $122.37 +19.5%
33 HAFN HAFNIA LTD Industrials 50,084.0 $333K 0.03% -55K -52.4% $6.64 +18.4%
34 TNK TEEKAY TANK-CL A Energy 5,030.0 $326K 0.03% -353.0 -6.6% $64.87 +37.4%
35 BKR BAKER HUGHES COMPANY Energy 5,000.0 $278K 0.03% -4K -41.2% $55.50 +16.9%
36 CCJ CAMECO CORP Energy 2,500.0 $255K 0.02% -2K -50.0% $101.86 -3.2%
37 RGLD ROYAL GOLD INC Basic Materials 1,255.0 $251K 0.02% -80K -98.5% $199.61 +18.5%
Page 2 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%