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Portfolio (Quarterly) Guide ↗

Euro Pacific Asset Management, LLC

· CIK 0001796651
13F Portfolio $901M AUM 93 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 93 New
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BP BP PLC-SPONS ADR Energy 362,175.0 $11.7M 1.30% NEW $32.37 +28.0%
22 SHEL SHELL PLC-ADR Energy 162,776.0 $11.6M 1.29% NEW $71.33 +18.0%
23 ORLA ORLA MINING LTD Basic Materials 867,495.0 $11.4M 1.27% NEW $13.16 -4.8%
24 BNS BANK OF NOVA SCOTIA Financial Services 173,579.0 $11.0M 1.22% NEW $63.24 +25.8%
25 ANGLOGOLD ASHANTI PLC 122,885.0 $10.6M 1.17% NEW $85.90
26 ACN ACCENTURE PLC-CL A Technology 35,958.0 $10.2M 1.13% NEW $282.83 -36.8%
27 GSK GSK PLC-SPON ADR Healthcare 210,813.0 $9.4M 1.05% NEW $44.76 +15.0%
28 CEF SPROTT PHYSICAL GOLD AND SIL Financial Services 285,326.0 $8.6M 0.95% NEW $30.10 +56.8%
29 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 46,939.0 $8.1M 0.90% NEW $172.61 +4.1%
30 EQNR EQUINOR ASA-SPON ADR Energy 318,372.0 $7.8M 0.87% NEW $24.53 +49.4%
31 ABEV AMBEV SA-ADR Consumer Defensive 3,044,462.0 $7.5M 0.83% NEW $2.45 +33.2%
32 TLK TELKOM INDONESIA PERSERO-ADR Communication Services 380,194.0 $6.9M 0.77% NEW $18.22 -8.9%
33 PSLV SPROTT PHYSICAL SILVER TRUST Financial Services 307,137.0 $6.8M 0.75% NEW $22.13 +9.1%
34 IE IVANHOE ELECTRIC INC / US Technology 430,443.0 $6.7M 0.74% NEW $15.56 -11.8%
35 NTR NUTRIEN LTD Basic Materials 103,322.0 $6.2M 0.69% NEW $59.88 +16.4%
36 VALE VALE SA-SP ADR Basic Materials 488,718.0 $5.7M 0.63% NEW $11.61 +43.3%
37 NVS NOVARTIS AG-SPONSORED ADR Healthcare 42,231.0 $5.5M 0.61% NEW $130.05 +16.1%
38 UNILEVER PLC-SPONSORED ADR 66,766.0 $4.4M 0.48% NEW $65.42
39 NU NU HOLDINGS LTD/CAYMAN ISL-A Financial Services 233,618.0 $3.6M 0.40% NEW $15.59 -15.4%
40 FEMB FIRST TRUST EMERGING MARKETS 117,216.0 $3.5M 0.39% NEW $30.28 -3.0%
Page 2 of 5  ·  93 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
Basic Materials 74.4%
Financial Services 6.3%
Consumer Defensive 6.1%
Healthcare 4.6%
Energy 3.8%
Technology 2.9%
Communication Services 1.5%
Utilities 0.3%
Industrials 0.1%
Consumer Cyclical 0.1%