BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NTR NUTRIEN LTD Basic Materials 25,000.0 $1.6M 0.15% -5K -16.7% $62.95 +8.5%
62 HIGHLANDER SILVE 325,000.0 $1.5M 0.15% +45K +16.1% $4.69
63 CARNIVAL CORP LTD 52,500.0 $1.5M 0.14% NEW $28.57
64 LNG CHENIERE ENERGY INC Energy 6,200.0 $1.5M 0.14% $239.01 +11.7%
65 SHEL SHELL PLC Energy 18,000.0 $1.4M 0.13% $77.54 +18.2%
66 AXP AMERICAN EXPRESS CO Financial Services 3,930.0 $1.3M 0.13% NEW $338.25 -0.6%
67 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,950.0 $1.3M 0.13% -300.0 -7.1% $330.46 -1.3%
68 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 31,600.0 $1.3M 0.12% -10K -23.1% $40.84 +11.0%
69 BLUE MOON METALS 200,000.0 $1.3M 0.12% +100K +100.0% $6.33
70 OCEANAGOLD CORP 50,000.0 $1.3M 0.12% NEW $25.01
71 EL LAUDER ESTEE COS INC Consumer Defensive 15,800.0 $1.2M 0.12% +3K +21.5% $78.95 +6.8%
72 XOM EXXON MOBIL CORP Energy 8,500.0 $1.2M 0.11% -9K -51.4% $136.72 +18.1%
73 HL HECLA MINING COMPANY Basic Materials 75,000.0 $1.2M 0.11% $15.43 +22.0%
74 UBS UBS GROUP AG Financial Services 22,300.0 $1.1M 0.11% -6K -19.8% $49.56 +7.8%
75 CAT CATERPILLAR INC Industrials 1,000.0 $1.1M 0.10% $1064.90 -17.2%
76 TOL TOLL BROTHERS INC Consumer Cyclical 6,300.0 $1.0M 0.10% +900.0 +16.7% $164.75 -11.7%
77 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,550.0 $945K 0.09% -350.0 -12.1% $370.59 -3.8%
78 DHT DHT HOLDINGS INC Energy 54,236.0 $897K 0.09% +33K +161.2% $16.53 +14.3%
79 INSW INTERNATIONAL SE Energy 11,130.0 $852K 0.08% NEW $76.59 +28.4%
80 GFI GOLD FIELDS LTD Basic Materials 25,000.0 $840K 0.08% -291K -92.1% $33.59 +23.5%
Page 4 of 7  ·  127 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%