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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASR GRUPO AEROPORTUARIO SUR-ADR Industrials 2,924.0 $947K 0.09% +297.0 +11.3% $323.87 -6.1%
62 HLN HALEON PLC-ADR Healthcare 87,897.0 $912K 0.09% -2K -1.9% $10.38 -11.2%
63 GDX VANECK GOLD MINERS ETF 14,455.0 $903K 0.09% +1K +7.5% $62.47 +34.4%
64 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 2,827.0 $751K 0.07% +105.0 +3.9% $265.65 +56.8%
65 DEO DIAGEO PLC-SPONSORED ADR Consumer Defensive 7,499.0 $698K 0.07% +118.0 +1.6% $93.08 -8.6%
66 GLD SPDR GOLD SHARES Financial Services 1,379.0 $698K 0.07% +723.0 +110.2% $506.16 -19.7%
67 BVN CIA DE MINAS BUENAVENTUR-ADR Basic Materials 15,532.0 $683K 0.07% +8K +113.2% $43.97 -22.8%
68 IAU ISHARES GOLD TRUST Financial Services 7,752.0 $683K 0.07% -3K -28.0% $88.11 -5.4%
69 VWOB VANGUARD EMERG MKTS GOV BND 10,300.0 $673K 0.07% $65.34 +2.4%
70 USHY ISHARES BROAD USD HIGH YIELD 16,210.0 $608K 0.06% $37.51 -1.2%
71 PSK SS SPDR ICE PREF SEC ETF 19,030.0 $604K 0.06% $31.74 -2.2%
72 ENB ENBRIDGE INC Energy 11,615.0 $526K 0.05% +1K +14.3% $45.29 +24.0%
73 MELI MERCADOLIBRE INC Consumer Cyclical 299.0 $519K 0.05% $1735.79 -2.4%
74 JAAA JANUS HENDERSON AAA CLO ETF 9,996.0 $507K 0.05% $50.72 -0.0%
75 SLV ISHARES SILVER TRUST Financial Services 5,095.0 $471K 0.05% NEW $92.44 -28.2%
76 MINE MAYFAIR GOLD CORP Basic Materials 136,500.0 $422K 0.04% NEW $3.09 -5.5%
77 AGI ALAMOS GOLD INC-CLASS A Basic Materials 9,477.0 $421K 0.04% -5K -33.4% $44.42 -15.2%
78 FRA BLACKROCK FLTNG RT INC STRAT Financial Services 31,965.0 $420K 0.04% $13.14 -15.3%
79 CDE COEUR MINING INC Basic Materials 19,145.0 $317K 0.03% NEW $16.56 +5.2%
80 AG FIRST MAJESTIC SILVER CORP Basic Materials 34,166.0 $316K 0.03% -4K -11.6% $9.25 +109.4%
Page 4 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%