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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PPTA PERPETUA RESOURCES CORP Basic Materials 30,000.0 $844K 0.10% -7K -18.9% $28.12 -10.8%
82 EXPAND ENERGY CORPORATION 7,500.0 $823K 0.10% NEW $109.78
83 ODV OSISKO DEVELOPME Basic Materials 250,000.0 $811K 0.10% $3.25 -13.6%
84 HAFN HAFNIA LTD Industrials 105,179.0 $799K 0.09% NEW $7.60 +16.1%
85 TK TEEKAY CORP LTD Energy 62,843.0 $767K 0.09% NEW $12.21 +11.0%
86 EQT EQT CORP Energy 12,000.0 $764K 0.09% NEW $63.64 -7.1%
87 VLO VALERO ENERGY CORP Energy 3,000.0 $741K 0.09% +2K +200.0% $247.08 +5.9%
88 TOL TOLL BROTHERS INC Consumer Cyclical 5,400.0 $737K 0.09% NEW $136.47 -4.8%
89 DAC DANAOS CORP Industrials 6,418.0 $723K 0.08% +4K +195.9% $112.64 +16.7%
90 CAT CATERPILLAR INC Industrials 1,000.0 $708K 0.08% $708.46 +21.9%
91 CTRA COTERRA ENERGY INC Energy 20,000.0 $703K 0.08% NEW $35.14 -7.3%
92 GSL GLOBAL SHIP-CL A Industrials 18,690.0 $696K 0.08% +13K +220.4% $37.23 +9.2%
93 LVS LAS VEGAS SANDS CORP Consumer Cyclical 12,200.0 $657K 0.08% $53.88 -8.8%
94 BLUE MOON METALS 100,000.0 $648K 0.08% NEW $6.48
95 MAKO MINING CORP 100,000.0 $645K 0.07% NEW $6.45
96 ASM AVINO SILVER & GOLD MINES LT Basic Materials 100,000.0 $632K 0.07% NEW $6.32 +3.8%
97 COLLECTIVE MININ 35,000.0 $615K 0.07% $17.58
98 TPR TAPESTRY INC Consumer Cyclical 4,045.0 $571K 0.07% -2K -37.8% $141.11 -6.7%
99 ZTO ZTO EXPRESS -ADR Industrials 22,332.0 $562K 0.07% +7K +49.0% $25.17 -9.9%
100 CCJ CAMECO CORP Energy 5,000.0 $543K 0.06% $108.61 -4.0%
Page 5 of 7  ·  135 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%