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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BCE BCE INC Communication Services 207,621.0 $5.1M 0.50% +82K +64.8% $24.44 +2.7%
42 AQN ALGONQUIN POWER & UTILITIES Utilities 703,450.0 $4.3M 0.43% +349K +98.7% $6.12 -3.1%
43 UNILEVER PLC-SPONSORED ADR 66,552.0 $4.0M 0.40% $60.22
44 BBD BANCO BRADESCO-ADR Financial Services 1,057,281.0 $3.9M 0.38% +462K +77.6% $3.66 -2.6%
45 ASML ASML HOLDING NV-NY REG SHS Technology 2,961.0 $3.7M 0.36% $1243.16 +28.5%
46 ITUB ITAU UNIBANCO H-SPON PRF ADR Financial Services 424,856.0 $3.6M 0.35% +235K +123.8% $8.40 -5.2%
47 FEMB FIRST TRUST EMERGING MARKETS 114,220.0 $3.3M 0.33% -3K -2.6% $28.99 +0.7%
48 NU NU HOLDINGS LTD/CAYMAN ISL-A Financial Services 233,649.0 $3.3M 0.33% $14.13 -7.8%
49 GFI GOLD FIELDS LTD-SPONS ADR Basic Materials 64,497.0 $3.1M 0.31% +51K +371.9% $48.33 -18.3%
50 RIO RIO TINTO PLC-SPON ADR Basic Materials 49,203.0 $3.0M 0.30% +1K +3.0% $60.69 +75.7%
51 BHP BHP GROUP LTD-SPON ADR Basic Materials 58,819.0 $3.0M 0.29% +476.0 +0.8% $50.26 +74.8%
52 FMC FMC CORP Basic Materials 158,933.0 $2.7M 0.27% +2K +1.0% $17.23 -21.6%
53 GRAB GRAB HOLDINGS LTD - CL A Technology 653,429.0 $2.4M 0.24% +276K +73.0% $3.69 -1.2%
54 JSC KASPI.KZ ADR 31,680.0 $2.4M 0.23% NEW $74.65
55 USFR WISDOMTREE FLOATING RATE TRE 46,266.0 $2.3M 0.23% +37K +402.4% $50.34 -0.0%
56 SNY SANOFI-ADR Healthcare 45,668.0 $2.2M 0.22% +2K +4.5% $48.31 -8.0%
57 IGOV ISHARES INTERNATIONAL TREASU 47,677.0 $2.0M 0.20% -1K -2.4% $41.40 +0.7%
58 PHYS SPROTT PHYSICAL GOLD TRUST Financial Services 46,436.0 $1.3M 0.13% -2K -3.6% $28.17 +19.6%
59 BWX STATE STREET SPDR BLOOMBERG 55,934.0 $1.2M 0.12% -1K -2.4% $22.13 -0.4%
60 INFY INFOSYS LTD-SP ADR Technology 67,613.0 $950K 0.09% +654.0 +1.0% $14.05 -11.8%
Page 3 of 5  ·  96 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%