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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 9 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WSM WILLIAMS SONOMA INC Consumer Cyclical 52,241.0 $9.3M 0.14% NEW $178.59 +0.9%
162 CYBERARK SOFTWARE LTD 20,885.0 $9.3M 0.14% NEW $446.06
163 CR CRANE COMPANY Industrials 50,400.0 $9.3M 0.14% NEW $184.43 -4.9%
164 INTU INTUIT Technology 14,030.0 $9.3M 0.14% NEW $662.42 -53.6%
165 LH LABCORP HOLDINGS INC Healthcare 36,801.0 $9.2M 0.14% NEW $250.88 +1.9%
166 PWR QUANTA SVCS INC Industrials 21,827.0 $9.2M 0.13% NEW $422.06 +68.2%
167 HOOD ROBINHOOD MKTS INC Financial Services 81,430.0 $9.2M 0.13% NEW $113.10 -32.9%
168 GILD GILEAD SCIENCES INC Healthcare 74,744.0 $9.2M 0.13% NEW $122.74 +6.3%
169 LIN LINDE PLC Basic Materials 20,945.0 $8.9M 0.13% NEW $426.39 +20.7%
170 ON ON SEMICONDUCTOR CORP Technology 162,245.0 $8.8M 0.13% NEW $54.15 +102.4%
171 ADSK AUTODESK INC Technology 26,553.0 $7.9M 0.12% NEW $296.01 -18.9%
172 AEP AMERICAN ELEC PWR CO INC Utilities 67,648.0 $7.8M 0.11% NEW $115.31 +12.4%
173 BAX BAXTER INTL INC Healthcare 382,180.0 $7.3M 0.11% NEW $19.11 -0.4%
174 LHX L3HARRIS TECHNOLOGIES INC Industrials 24,854.0 $7.3M 0.11% NEW $293.57 +4.3%
175 SNN SMITH & NEPHEW PLC Healthcare 222,213.0 $7.3M 0.11% NEW $32.81 -5.5%
176 EBAY EBAY INC. Consumer Cyclical 82,446.0 $7.2M 0.10% NEW $87.10 +34.5%
177 AMGN AMGEN INC Healthcare 21,920.0 $7.2M 0.10% NEW $327.31 +3.1%
178 J P MORGAN EXCHANGE TRADED F 140,118.0 $7.0M 0.10% NEW $50.07
179 FN FABRINET Technology 15,245.0 $6.9M 0.10% NEW $455.28 +54.5%
180 ITW ILLINOIS TOOL WKS INC Industrials 27,962.0 $6.9M 0.10% NEW $246.30 +1.5%
Page 9 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%