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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 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASML ASML HOLDING NV-NY REG SHS Technology 2,948.0 $3.0M 0.34% NEW $1030.53 +57.3%
42 BCE BCE INC Communication Services 125,946.0 $2.9M 0.32% NEW $23.14 +7.8%
43 BHP BHP GROUP LTD-SPON ADR Basic Materials 58,343.0 $2.9M 0.32% NEW $49.38 +78.8%
44 RIO RIO TINTO PLC-SPON ADR Basic Materials 47,788.0 $2.8M 0.32% NEW $59.35 +80.1%
45 WRN WESTERN COPPER AND GOLD CORP Basic Materials 1,035,506.0 $2.8M 0.31% NEW $2.67 +11.3%
46 SKM SK TELECOM CO LTD-SPON ADR Communication Services 123,816.0 $2.6M 0.28% NEW $20.73 +76.8%
47 FMC FMC CORP Basic Materials 157,328.0 $2.2M 0.24% NEW $13.88 -1.9%
48 AQN ALGONQUIN POWER & UTILITIES Utilities 354,050.0 $2.2M 0.24% NEW $6.14 -2.7%
49 SNY SANOFI-ADR Healthcare 43,688.0 $2.1M 0.23% NEW $48.32 -8.2%
50 IGOV ISHARES INTERNATIONAL TREASU 48,868.0 $2.1M 0.23% NEW $42.32 -1.0%
51 BBD BANCO BRADESCO-ADR Financial Services 595,201.0 $2.0M 0.22% NEW $3.34 +6.2%
52 GRAB GRAB HOLDINGS LTD - CL A Technology 377,745.0 $1.9M 0.21% NEW $5.00 -28.8%
53 ITUB ITAU UNIBANCO H-SPON PRF ADR Financial Services 189,827.0 $1.4M 0.15% NEW $7.18 +10.5%
54 BWX SPDR BLOOMBERG INT TREASURY 57,282.0 $1.3M 0.15% NEW $22.90 -3.4%
55 PHYS SPROTT PHYSICAL GOLD TRUST Financial Services 48,180.0 $1.3M 0.14% NEW $26.98 +26.2%
56 INFY INFOSYS LTD-SP ADR Technology 66,959.0 $1.2M 0.13% NEW $17.92 -29.1%
57 HLN HALEON PLC-ADR Healthcare 89,640.0 $930K 0.10% NEW $10.37 -10.7%
58 IAU ISHARES GOLD TRUST Financial Services 10,761.0 $873K 0.10% NEW $81.13 +4.4%
59 ASR GRUPO AEROPORTUARIO SUR-ADR Industrials 2,627.0 $852K 0.10% NEW $324.32 -6.7%
60 ACWX ISHARES MSCI ACWI EX US ETF 12,338.0 $828K 0.09% NEW $67.11 +14.1%
Page 3 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%