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Portfolio (Quarterly) Guide ↗

TOCQUEVILLE ASSET MANAGEMENT L.P.

· CIK 0000883961
13F Portfolio $6.7B AUM 547 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 145 Added 249 Reduced 57 Exited
Page 16 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TTMI TTM TECHNOLOGIES INC Technology 18,858.0 $1.8M 0.03% $97.42 +73.8%
302 BP BP PLC Energy 37,047.0 $1.7M 0.03% $47.00 -4.5%
303 QQQ INVESCO QQQ TR Financial Services 3,002.0 $1.7M 0.03% -52.0 -1.7% $577.18 +23.8%
304 CMI CUMMINS INC Industrials 3,103.0 $1.7M 0.03% $538.02 +18.7%
305 AEM AGNICO EAGLE MINES LTD Basic Materials 8,183.0 $1.7M 0.03% -19K -70.2% $202.98 -12.4%
306 MET METLIFE INC Financial Services 23,390.0 $1.7M 0.03% -885.0 -3.6% $70.72 +19.2%
307 VT VANGUARD INTL EQUITY INDEX F 11,943.0 $1.7M 0.02% +6K +117.3% $138.32 +12.2%
308 TT TRANE TECHNOLOGIES PLC Industrials 3,940.0 $1.6M 0.02% -225.0 -5.4% $416.74 +8.4%
309 TTGT TECHTARGET INC Communication Services 420,000.0 $1.6M 0.02% NEW $3.88 +24.5%
310 VLO VALERO ENERGY CORP Energy 6,496.0 $1.6M 0.02% -174.0 -2.6% $247.08 +2.7%
311 OXY OCCIDENTAL PETE CORP Energy 24,687.0 $1.6M 0.02% -256K -91.2% $65.00 -9.5%
312 PRU PRUDENTIAL FINL INC Financial Services 16,422.0 $1.6M 0.02% -184.0 -1.1% $97.69 +5.7%
313 DOV DOVER CORP Industrials 7,650.0 $1.6M 0.02% $208.45 -0.3%
314 IEMG ISHARES INC 22,799.0 $1.6M 0.02% $69.75 +15.5%
315 CCC CCC INTELLIGENT SOLUTIONS HL Technology 250,000.0 $1.5M 0.02% +240K +2400.0% $6.00 -24.3%
316 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,200.0 $1.5M 0.02% $463.19 +8.6%
317 ALC ALCON AG Healthcare 19,273.0 $1.5M 0.02% $75.35 -9.8%
318 XLI SELECT SECTOR SPDR TR 8,970.0 $1.5M 0.02% +180.0 +2.0% $161.73 +5.4%
319 JEPI J P MORGAN EXCHANGE TRADED F 25,560.0 $1.4M 0.02% $56.68 -1.1%
320 PGNY PROGYNY INC Healthcare 84,000.0 $1.4M 0.02% $16.98 +51.0%
Page 16 of 28  ·  547 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
Technology 20.6%
Industrials 14.4%
Financial Services 12.9%
Healthcare 11.5%
Consumer Cyclical 11.3%
Communication Services 8.3%
Basic Materials 7.0%
Energy 5.9%
Consumer Defensive 4.5%
Utilities 2.5%