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Portfolio (Quarterly) Guide ↗

U S GLOBAL INVESTORS INC

· CIK 0000754811
13F Portfolio $934M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RACE FERRARI N V Consumer Cyclical 5,815.0 $2.1M 0.23% NEW $369.56 -7.5%
62 GS GOLDMAN SACHS GROUP INC Financial Services 2,375.0 $2.1M 0.22% NEW $879.00 +12.4%
63 SVM SILVERCORP METALS INC Basic Materials 250,000.0 $2.1M 0.22% NEW $8.34 +50.6%
64 HBM HUDBAY MINERALS INC Basic Materials 95,000.0 $1.9M 0.20% NEW $19.85 +24.6%
65 MUX MCEWEN INC Basic Materials 100,000.0 $1.9M 0.20% NEW $18.57 +15.0%
66 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,800.0 $1.8M 0.19% NEW $310.24 +19.4%
67 EGO ELDORADO GOLD CORP NEW Basic Materials 50,000.0 $1.8M 0.19% NEW $35.92 -11.8%
68 XOM EXXON MOBIL CORP Energy 13,500.0 $1.6M 0.17% NEW $120.34 +29.9%
69 NTR NUTRIEN LTD Basic Materials 25,000.0 $1.5M 0.17% NEW $61.72 +13.8%
70 DOLLY VARDEN SIL 350,000.0 $1.5M 0.16% NEW $4.37
71 NEW GOLD INC CDA 170,000.0 $1.5M 0.16% NEW $8.71
72 AGI ALAMOS GOLD INC NEW Basic Materials 35,000.0 $1.4M 0.14% NEW $38.58 +1.7%
73 SA SEABRIDGE GOLD INC Basic Materials 40,000.0 $1.2M 0.13% NEW $29.59 +3.6%
74 UBS UBS GROUP AG Financial Services 24,500.0 $1.1M 0.12% NEW $46.31 +2.1%
75 VIKING HOLDINGS LTD 15,700.0 $1.1M 0.12% NEW $71.41
76 CALI BLACKROCK ETF TRUST II 22,000.0 $1.1M 0.12% NEW $50.46 -0.1%
77 TOTALENERGIES SE 15,000.0 $981K 0.10% NEW $65.42
78 PPTA PERPETUA RESOURCES CORP Basic Materials 37,000.0 $896K 0.10% NEW $24.21 +13.6%
79 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 33,600.0 $893K 0.10% NEW $26.58 +24.0%
80 ODV OSISKO DEVELOPME Basic Materials 250,000.0 $847K 0.09% NEW $3.39 -19.5%
Page 4 of 7  ·  129 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
Industrials 64.7%
Basic Materials 23.5%
Consumer Cyclical 10.4%
Energy 0.8%
Financial Services 0.4%
Utilities 0.1%
Technology 0.1%
Consumer Defensive 0.1%