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Portfolio (Quarterly) Guide ↗

TOCQUEVILLE ASSET MANAGEMENT L.P.

· CIK 0000883961
13F Portfolio $6.9B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 580 New
Page 10 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NXT NEXTPOWER INC Technology 78,970.0 $6.9M 0.10% NEW $87.11 +38.9%
182 ZD ZIFF DAVIS INC Communication Services 195,382.0 $6.9M 0.10% NEW $35.15 +20.4%
183 MSCI MSCI INC Financial Services 11,917.0 $6.8M 0.10% NEW $573.73 +1.5%
184 IWF ISHARES TR 14,356.0 $6.8M 0.10% NEW $473.30 -73.7%
185 DV DOUBLEVERIFY HLDGS INC Technology 575,500.0 $6.6M 0.10% NEW $11.44 -16.8%
186 RSP INVESCO EXCHANGE TRADED FD T 33,288.0 $6.4M 0.09% NEW $191.56 +6.9%
187 IWP ISHARES TR 45,908.0 $6.3M 0.09% NEW $136.94 +0.6%
188 EXPAND ENERGY CORPORATION 56,796.0 $6.3M 0.09% NEW $110.36
189 ABM ABM INDS INC Industrials 147,150.0 $6.2M 0.09% NEW $42.30 -5.2%
190 SOUN SOUNDHOUND AI INC Technology 623,413.0 $6.2M 0.09% NEW $9.97 -15.2%
191 SPGI S&P GLOBAL INC Financial Services 11,851.0 $6.2M 0.09% NEW $522.59 -20.2%
192 KDP KEURIG DR PEPPER INC Consumer Defensive 220,664.0 $6.2M 0.09% NEW $28.01 +2.7%
193 COF CAPITAL ONE FINL CORP Financial Services 25,427.0 $6.2M 0.09% NEW $242.36 -23.0%
194 PCAR PACCAR INC Industrials 56,155.0 $6.1M 0.09% NEW $109.51 -0.2%
195 ITB ISHARES TR 63,414.0 $6.1M 0.09% NEW $96.30 -5.7%
196 FE FIRSTENERGY CORP Utilities 134,476.0 $6.0M 0.09% NEW $44.77 +1.6%
197 SIBN SI-BONE INC Healthcare 304,000.0 $6.0M 0.09% NEW $19.72 -24.8%
198 MPC MARATHON PETE CORP Energy 36,687.0 $6.0M 0.09% NEW $162.63 +52.8%
199 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 119,815.0 $5.8M 0.09% NEW $48.58 +73.9%
200 CARS CARS COM INC Consumer Cyclical 468,503.0 $5.7M 0.08% NEW $12.20 -21.6%
Page 10 of 29  ·  580 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
Technology 22.3%
Industrials 13.7%
Financial Services 13.7%
Healthcare 11.9%
Consumer Cyclical 10.6%
Communication Services 8.3%
Basic Materials 6.8%
Energy 4.8%
Consumer Defensive 4.6%
Utilities 2.2%