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Portfolio (Quarterly) Guide ↗

TOCQUEVILLE ASSET MANAGEMENT L.P.

· CIK 0000883961
13F Portfolio $6.7B AUM 547 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 145 Added 249 Reduced 57 Exited
Page 10 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EBAY EBAY INC. Consumer Cyclical 80,903.0 $7.4M 0.11% -2K -1.9% $91.02 +28.7%
182 J P MORGAN EXCHANGE TRADED F 140,307.0 $7.4M 0.11% $52.43
183 ITW ILLINOIS TOOL WKS INC Industrials 27,962.0 $7.3M 0.11% $260.29 -4.0%
184 RSP INVESCO EXCHANGE TRADED FD T 36,675.0 $7.0M 0.10% +3K +10.2% $191.92 +6.7%
185 LANDBRIDGE COMPANY LLC 100,950.0 $7.0M 0.10% -2K -2.4% $69.05
186 FE FIRSTENERGY CORP Utilities 135,526.0 $6.9M 0.10% +1K +0.8% $50.66 -10.2%
187 HOOD ROBINHOOD MKTS INC Financial Services 96,060.0 $6.7M 0.10% +15K +18.0% $69.30 +9.6%
188 SNN SMITH & NEPHEW PLC Healthcare 208,997.0 $6.6M 0.10% -13K -6.0% $31.78 -2.4%
189 PCAR PACCAR INC Industrials 55,055.0 $6.4M 0.09% -1K -2.0% $115.50 -5.3%
190 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 81,482.0 $6.2M 0.09% -38K -32.0% $76.16 +10.9%
191 BKR BAKER HUGHES COMPANY Energy 99,056.0 $6.0M 0.09% -2K -2.3% $61.05 +7.8%
192 DUK DUKE ENERGY CORP NEW Utilities 46,035.0 $6.0M 0.09% +390.0 +0.8% $130.94 -4.8%
193 IWF ISHARES TR 13,940.0 $5.9M 0.09% -416.0 -2.9% $426.40 -70.8%
194 ASML ASML HOLDING N V Technology 4,448.0 $5.9M 0.09% +160.0 +3.7% $1320.83 +20.5%
195 IWP ISHARES TR 45,558.0 $5.8M 0.09% -350.0 -0.8% $128.12 +7.6%
196 KDP KEURIG DR PEPPER INC Consumer Defensive 221,506.0 $5.8M 0.09% $26.33 +9.3%
197 BMY BRISTOL-MYERS SQUIBB CO Healthcare 95,108.0 $5.8M 0.09% +6K +6.3% $60.65 -1.8%
198 ITB ISHARES TR 63,439.0 $5.7M 0.09% $90.55 +0.3%
199 TFC TRUIST FINL CORP Financial Services 123,880.0 $5.7M 0.08% +41K +49.3% $45.97 +4.4%
200 KMI KINDER MORGAN INC DEL Energy 169,443.0 $5.7M 0.08% +1K +0.8% $33.53 -0.1%
Page 10 of 28  ·  547 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 20.6%
Industrials 14.4%
Financial Services 12.9%
Healthcare 11.5%
Consumer Cyclical 11.3%
Communication Services 8.3%
Basic Materials 7.0%
Energy 5.9%
Consumer Defensive 4.5%
Utilities 2.5%