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Portfolio (Quarterly) Guide ↗

Euro Pacific Asset Management, LLC

· CIK 0001796651
13F Portfolio $1.0B AUM 96 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 41 Added 26 Reduced 6 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HLN HALEON PLC-ADR Healthcare 87,897.0 $912K 0.09% -2K -1.9% $10.38 -10.2%
22 IAU ISHARES GOLD TRUST Financial Services 7,752.0 $683K 0.07% -3K -28.0% $88.11 -5.0%
23 AGI ALAMOS GOLD INC-CLASS A Basic Materials 9,477.0 $421K 0.04% -5K -33.4% $44.42 -13.4%
24 AG FIRST MAJESTIC SILVER CORP Basic Materials 34,166.0 $316K 0.03% -4K -11.6% $9.25 +112.7%
25 URA GLOBAL X URANIUM ETF 6,310.0 $245K 0.02% -95.0 -1.5% $38.83 +29.2%
26 VIV TELEFONICA BRASIL-ADR Communication Services 10,269.0 $169K 0.02% -265.0 -2.5% $16.46 -18.6%
Page 2 of 2  ·  26 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 73.7%
Financial Services 6.2%
Consumer Defensive 5.5%
Healthcare 4.5%
Energy 4.1%
Technology 3.2%
Communication Services 2.0%
Utilities 0.5%
Industrials 0.1%
Consumer Cyclical 0.1%