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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTL BUSINESS MACHINES CORP Technology 1,011.0 $293K 0.03% +90.0 +9.8% $289.81 -11.9%
82 ET ENERGY TRANSFER LP Energy 14,360.0 $260K 0.03% +1K +8.7% $18.11 +6.8%
83 URA GLOBAL X URANIUM ETF 6,310.0 $245K 0.02% -95.0 -1.5% $38.83 +29.2%
84 VOD VODAFONE GROUP PLC-SP ADR Communication Services 15,864.0 $239K 0.02% +1K +8.4% $15.07 -1.4%
85 HL HECLA MINING CO Basic Materials 8,698.0 $213K 0.02% NEW $24.49 -30.8%
86 OHI OMEGA HEALTHCARE INVESTORS Real Estate 5,800.0 $213K 0.02% $36.72 +30.0%
87 GDXJ VANECK JUNIOR GOLD MINERS 3,035.0 $205K 0.02% $67.55 +66.6%
88 DOW DOW INC Basic Materials 4,876.0 $203K 0.02% NEW $41.63 -17.2%
89 UMC UNITED MICROELECTRON-SP ADR Technology 18,552.0 $171K 0.02% +4K +26.1% $9.22 +141.1%
90 VIV TELEFONICA BRASIL-ADR Communication Services 10,269.0 $169K 0.02% -265.0 -2.5% $16.46 -18.6%
91 EXK ENDEAVOUR SILVER CORP Basic Materials 32,520.0 $160K 0.02% $4.92 +89.4%
92 CX CEMEX SAB-SPONS ADR PART CER Basic Materials 13,058.0 $154K 0.01% +351.0 +2.8% $11.79 +12.0%
93 WIT WIPRO LTD-ADR Technology 35,573.0 $78K 0.01% +2K +7.5% $2.19 -6.5%
94 VIZSLA SILVER CORP 23,885.0 $72K 0.01% NEW $3.01
95 ASM AVINO SILVER & GOLD MINES Basic Materials 10,000.0 $36K 0.00% NEW $3.60 +85.6%
96 IAUX I-80 GOLD CORP Basic Materials 66,672.0 $22K 0.00% $0.33 +369.7%
Page 5 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%