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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 9 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ON ON SEMICONDUCTOR CORP Technology 149,114.0 $9.2M 0.14% -13K -8.1% $61.92 +77.0%
162 ZD ZIFF DAVIS INC Communication Services 219,207.0 $9.2M 0.14% +24K +12.2% $41.96 +0.9%
163 MPC MARATHON PETE CORP Energy 37,640.0 $9.2M 0.14% +953.0 +2.6% $244.18 +1.7%
164 SNY SANOFI SA Healthcare 190,498.0 $9.2M 0.14% +117K +160.8% $48.18 -7.3%
165 CR CRANE COMPANY Industrials 50,400.0 $8.6M 0.13% $171.00 +2.6%
166 AEP AMERICAN ELEC PWR CO INC Utilities 65,504.0 $8.6M 0.13% -2K -3.2% $131.08 -1.1%
167 CARR CARRIER GLOBAL CORPORATION Industrials 152,372.0 $8.6M 0.13% -46K -23.2% $56.31 +10.4%
168 ROST ROSS STORES INC Consumer Cyclical 39,516.0 $8.6M 0.13% -44K -52.7% $216.63 -1.8%
169 GILD GILEAD SCIENCES INC Healthcare 60,817.0 $8.5M 0.13% -14K -18.6% $139.37 -6.4%
170 LHX L3HARRIS TECHNOLOGIES INC Industrials 24,498.0 $8.5M 0.12% -356.0 -1.4% $345.15 -11.2%
171 MSCI MSCI INC Financial Services 15,229.0 $8.2M 0.12% +3K +27.8% $539.01 +8.0%
172 LVS LAS VEGAS SANDS CORP Consumer Cyclical 148,494.0 $8.0M 0.12% -1K -0.7% $53.88 -8.2%
173 HUM HUMANA INC Healthcare 44,517.0 $7.7M 0.11% -29K -39.7% $173.39 +75.1%
174 INTU INTUIT Technology 17,832.0 $7.7M 0.11% +4K +27.1% $432.38 -29.0%
175 FN FABRINET Technology 14,577.0 $7.6M 0.11% -668.0 -4.4% $521.52 +34.9%
176 COP CONOCOPHILLIPS Energy 57,041.0 $7.5M 0.11% +15K +35.1% $132.00 -8.7%
177 XLV SELECT SECTOR SPDR TR 51,291.0 $7.5M 0.11% -19K -26.8% $146.61 +1.1%
178 COOPER COS INC 105,022.0 $7.5M 0.11% -23K -18.2% $71.50
179 AMGN AMGEN INC Healthcare 21,230.0 $7.5M 0.11% -690.0 -3.1% $351.85 -4.1%
180 CRM SALESFORCE INC Technology 39,824.0 $7.4M 0.11% -13K -24.5% $186.67 -5.5%
Page 9 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%