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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BTU PEABODY ENGR CORP Energy 8,600.0 $283K 0.03% NEW $32.95 -28.0%
122 PZG PARAMOUNT GOLD NEV CORP Basic Materials 170,000.0 $282K 0.03% $1.66 -19.9%
123 AEP AMERICAN ELEC PWR CO INC Utilities 2,000.0 $262K 0.03% $131.08 -1.6%
124 SLI STANDARD LITHIUM LTD Basic Materials 75,000.0 $256K 0.03% $3.41 +6.7%
125 XPL SOLITARIO RESOURCES CORP Basic Materials 310,000.0 $254K 0.03% $0.82 +2.5%
126 SLB SCHLUMBERGER LTD Energy 4,500.0 $231K 0.03% $51.39 +11.2%
127 FURY FURY GOLD MINES Basic Materials 350,000.0 $214K 0.03% NEW $0.61 -5.0%
128 WTTR SELECT WATER SOLUTIONS INC Utilities 10,000.0 $153K 0.02% $15.30 +27.8%
129 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,000.0 $150K 0.02% NEW $150.00 -1.6%
130 CME CME GROUP INC Financial Services 461.0 $136K 0.02% $295.35 +2.4%
131 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2,500.0 $93K 0.01% NEW $37.01 +0.2%
132 ENCORE ENERGY CO 50,000.0 $91K 0.01% $1.81
133 CHIQ GLOBAL X FDS 4,500.0 $89K 0.01% $19.88 -4.4%
134 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 12,000.0 $68K 0.01% NEW $5.68 -2.6%
135 AA ALCOA CORP Basic Materials 1,000.0 $66K 0.01% NEW $66.33 -3.6%
Page 7 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%