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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FDX FEDEX CORP Industrials 1,485.0 $529K 0.06% +297.0 +25.0% $356.18 +6.2%
102 EXPD EXPEDITORS INTL Industrials 3,686.0 $528K 0.06% +1K +66.6% $143.23 +9.9%
103 UPS UNITED PARCEL-B Industrials 5,357.0 $527K 0.06% +2K +58.8% $98.38 -2.0%
104 BKR BAKER HUGHES COMPANY Energy 8,500.0 $519K 0.06% $61.05 +9.0%
105 BUNGE GLOBAL SA 4,000.0 $509K 0.06% $127.20
106 RRC RANGE RES CORP Energy 10,500.0 $474K 0.06% $45.18 -4.8%
107 HIGHLANDER SILVE 280,000.0 $443K 0.05% NEW $1.58
108 AR ANTERO RESOURCES CORP Energy 10,000.0 $424K 0.05% +5K +100.0% $42.44 -8.6%
109 TRMD TORM PLC-A Energy 14,192.0 $396K 0.05% NEW $27.90 +13.7%
110 TNK TEEKAY TANK-CL A Energy 5,383.0 $395K 0.05% +2K +42.9% $73.32 +5.2%
111 HAL HALLIBURTON CO Energy 10,000.0 $390K 0.04% $38.99 +11.7%
112 MATX MATSON INC Industrials 2,343.0 $384K 0.04% -1K -34.7% $163.94 +10.6%
113 DHT DHT HOLDINGS INC Energy 20,765.0 $379K 0.04% NEW $18.27 -2.6%
114 SOLV ENERGY INC 12,000.0 $360K 0.04% NEW $30.03
115 ENERFLEX LTD 17,000.0 $356K 0.04% $20.92
116 BP BP PLC Energy 7,000.0 $329K 0.04% $47.00 -1.9%
117 CNR CORE NATURAL RESOURCES INC Energy 3,100.0 $325K 0.04% NEW $104.73 -20.0%
118 HYCROFT MINING HOLDING CORP 9,000.0 $317K 0.04% -1K -10.0% $35.20
119 IE IVANHOE ELECTRIC Technology 26,499.0 $313K 0.04% -25K -48.5% $11.82 -0.6%
120 REAL THE REALREAL INC Consumer Cyclical 32,000.0 $291K 0.03% NEW $9.08 -2.9%
Page 6 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%