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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GDX VANECK GOLD MINERS ETF 13,445.0 $826K 0.09% NEW $61.44 +42.7%
62 QUAL ISHARES MSCI USA QUALITY FAC 4,140.0 $822K 0.09% NEW $198.55 +8.7%
63 DEO DIAGEO PLC-SPONSORED ADR Consumer Defensive 7,381.0 $710K 0.08% NEW $96.19 -11.2%
64 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 2,722.0 $700K 0.08% NEW $257.16 +64.8%
65 VWOB VANGUARD EMERG MKTS GOV BND 10,300.0 $673K 0.07% NEW $65.34 +2.7%
66 USHY ISHARES BROAD USD HIGH YIELD 16,210.0 $608K 0.07% NEW $37.51 -1.0%
67 MELI MERCADOLIBRE INC Consumer Cyclical 298.0 $605K 0.07% NEW $2030.20 -15.6%
68 PSK SS SPDR ICE PREF SEC ETF 19,030.0 $604K 0.07% NEW $31.74 -1.8%
69 GFI GOLD FIELDS LTD-SPONS ADR Basic Materials 13,667.0 $604K 0.07% NEW $44.19 -7.8%
70 AGI ALAMOS GOLD INC-CLASS A Basic Materials 14,219.0 $524K 0.06% NEW $36.85 +8.1%
71 JAAA JANUS HENDERSON AAA CLO ETF 9,996.0 $507K 0.06% NEW $50.72 -0.0%
72 USFR WISDOMTREE FLOATING RATE TRE 9,208.0 $463K 0.05% NEW $50.28 +0.1%
73 ENB ENBRIDGE INC Energy 10,165.0 $461K 0.05% NEW $45.35 +23.5%
74 FRA BLACKROCK FLTNG RT INC STRAT Financial Services 31,965.0 $420K 0.05% NEW $13.14 -15.1%
75 AG FIRST MAJESTIC SILVER CORP Basic Materials 38,660.0 $379K 0.04% NEW $9.80 +111.9%
76 HYIN WISDOMTREE PRV CRD & ALT INC 21,450.0 $369K 0.04% NEW $17.20 -16.6%
77 SPYM STATE STREET SPDR PORTFOLIO 4,331.0 $347K 0.04% NEW $80.12 +10.8%
78 IBM INTL BUSINESS MACHINES CORP Technology 921.0 $271K 0.03% NEW $294.25 -10.9%
79 URA GLOBAL X URANIUM ETF 6,405.0 $249K 0.03% NEW $38.88 +30.2%
80 GLD SPDR GOLD SHARES Financial Services 656.0 $247K 0.03% NEW $376.52 +9.8%
Page 4 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%