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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 23 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NEBIUS GROUP N.V. 6,600.0 $552K 0.01% NEW $83.70
442 NVR NVR INC Consumer Cyclical 75.0 $547K 0.01% NEW $7292.77 -17.1%
443 TXT TEXTRON INC Industrials 6,130.0 $534K 0.01% NEW $87.17 +2.7%
444 MGTX MEIRAGTX HLDGS PLC Healthcare 66,400.0 $528K 0.01% NEW $7.95 +19.4%
445 TGT TARGET CORP Consumer Defensive 5,257.0 $514K 0.01% NEW $97.76 +25.1%
446 TXN TEXAS INSTRS INC Technology 2,946.0 $511K 0.01% NEW $173.49 +75.7%
447 NOBL PROSHARES TR 4,865.0 $506K 0.01% NEW $104.07 +3.1%
448 TTEK TETRA TECH INC NEW Industrials 15,025.0 $504K 0.01% NEW $33.54 -18.2%
449 DOW DOW INC Basic Materials 21,352.0 $499K 0.01% NEW $23.38 +53.6%
450 SYF SYNCHRONY FINANCIAL Financial Services 5,981.0 $499K 0.01% NEW $83.43 -13.6%
451 TKO TKO GROUP HOLDINGS INC Communication Services 2,366.0 $494K 0.01% NEW $209.00 -7.0%
452 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 9,501.0 $493K 0.01% NEW $51.91 -6.7%
453 F FORD MTR CO Consumer Cyclical 37,215.0 $488K 0.01% NEW $13.12 +4.2%
454 ET ENERGY TRANSFER L P Energy 29,556.0 $487K 0.01% NEW $16.49 +21.3%
455 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,856.0 $475K 0.01% NEW $256.03 -7.6%
456 DH DEFINITIVE HEALTHCARE CORP Healthcare 165,000.0 $474K 0.01% NEW $2.87 -71.4%
457 WRB BERKLEY W R CORP Financial Services 6,750.0 $473K 0.01% NEW $70.12 -2.7%
458 PAYX PAYCHEX INC Industrials 4,209.0 $472K 0.01% NEW $112.18 -16.0%
459 NTAP NETAPP INC Technology 4,400.0 $471K 0.01% NEW $107.09 +15.7%
460 WCC WESCO INTL INC Industrials 1,900.0 $465K 0.01% NEW $244.64 +43.1%
Page 23 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%