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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 20 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CTVA CORTEVA INC Basic Materials 9,945.0 $832K 0.01% $83.71 -5.6%
382 XYL XYLEM INC Industrials 6,900.0 $825K 0.01% NEW $119.50 -9.4%
383 BX BLACKSTONE INC Financial Services 7,166.0 $824K 0.01% -1K -16.1% $115.00 +3.1%
384 IMMX IMMIX BIOPHARMA INC Healthcare 89,550.0 $816K 0.01% +21K +30.6% $9.11 -4.8%
385 HACK AMPLIFY ETF TR 10,819.0 $812K 0.01% +150.0 +1.4% $75.09 +23.5%
386 SPHD INVESCO EXCH TRADED FD TR II 16,270.0 $807K 0.01% -1K -7.7% $49.61 +1.1%
387 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 36,300.0 $801K 0.01% $22.06 -1.5%
388 BIIB BIOGEN INC Healthcare 4,352.0 $798K 0.01% -1K -20.4% $183.33 +3.3%
389 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 22,211.0 $787K 0.01% -1K -5.3% $35.44 -3.0%
390 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 32,090.0 $783K 0.01% $24.39 +1.1%
391 NEBIUS GROUP N.V. 7,400.0 $768K 0.01% +800.0 +12.1% $103.76
392 CBRE CBRE GROUP INC Real Estate 5,619.0 $761K 0.01% -530.0 -8.6% $135.46 -3.3%
393 HSY HERSHEY CO Consumer Defensive 3,602.0 $749K 0.01% $207.89 -8.4%
394 LMT LOCKHEED MARTIN CORP Industrials 1,226.0 $741K 0.01% -269.0 -18.0% $604.39 -13.5%
395 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 36,513.0 $725K 0.01% +15K +70.2% $19.86 +2.4%
396 CSX CSX CORP Industrials 17,352.0 $712K 0.01% -4K -17.2% $41.05 +11.8%
397 VNQ VANGUARD INDEX FDS 8,019.0 $711K 0.01% -2K -19.4% $88.70 +9.0%
398 YEXT YEXT INC Technology 185,000.0 $710K 0.01% -220K -54.3% $3.84 -6.5%
399 AXSM AXSOME THERAPEUTICS INC Healthcare 4,200.0 $710K 0.01% -200.0 -4.5% $169.02 +38.2%
400 SON SONOCO PRODS CO Consumer Cyclical 13,000.0 $703K 0.01% $54.09 -11.3%
Page 20 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%