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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 25 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VGT VANGUARD WORLD FD 465.0 $324K 0.01% $697.72 -83.6%
482 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,450.0 $322K 0.01% $59.03 +14.5%
483 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,780.0 $317K 0.01% $178.23 -90.0%
484 CFG CITIZENS FINL GROUP INC Financial Services 5,281.0 $317K 0.01% +64.0 +1.2% $59.97 +4.7%
485 DG DOLLAR GEN CORP NEW Consumer Defensive 2,620.0 $311K 0.01% $118.73 -11.5%
486 XLC SELECT SECTOR SPDR TR 2,768.0 $307K 0.01% -183K -98.5% $110.86 +4.7%
487 KO PUT COCA COLA CO Consumer Defensive 4,000.0 $304K 0.01% $76.05 +6.7%
488 ESGV VANGUARD WORLD FD 2,680.0 $301K 0.00% $112.27 +16.6%
489 CCK CROWN HLDGS INC Consumer Cyclical 2,950.0 $296K 0.00% $100.25 -3.8%
490 EFG ISHARES TR 2,610.0 $291K 0.00% -900.0 -25.6% $111.37 +9.0%
491 SANDISK CORP 451.0 $287K 0.00% NEW $635.34
492 VYX NCR VOYIX CORPORATION Technology 45,000.0 $285K 0.00% $6.33 +2.2%
493 SDGR SCHRODINGER INC Healthcare 24,600.0 $279K 0.00% -132K -84.3% $11.36 +8.5%
494 CPB THE CAMPBELLS COMPANY Consumer Defensive 12,500.0 $278K 0.00% +2K +25.0% $22.27 -10.0%
495 VO VANGUARD INDEX FDS 966.0 $278K 0.00% $287.33 -73.1%
496 TPR TAPESTRY INC Consumer Cyclical 1,935.0 $273K 0.00% +362.0 +23.0% $141.11 -3.8%
497 INGERSOLL RAND INC 3,396.0 $272K 0.00% $80.12
498 MAMA MAMAS CREATIONS INC Consumer Defensive 17,725.0 $272K 0.00% $15.34 -4.1%
499 AXTA AXALTA COATING SYS LTD Basic Materials 9,600.0 $266K 0.00% $27.70 +5.2%
500 AMERICA MOVIL SAB DE CV 10,184.0 $259K 0.00% +384.0 +3.9% $25.48
Page 25 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%