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Portfolio (Quarterly) Guide ↗

MEDICI CAPITAL LLC

· CIK 0001777234
13F Portfolio $125M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AEM AGNICO EAGLE MINES LTD Basic Materials 147,282.0 $25.0M 20.01% NEW $169.53 +5.4%
2 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 137,800.0 $23.4M 18.72% NEW $169.53 +5.4%
3 GLDM SPDR GOLD MINISHARES TRUST Financial Services 204,026.0 $17.4M 13.96% NEW $85.37 +4.3%
4 ELEMENTAL RTY CORP 877,443.0 $14.9M 11.93% NEW $16.97
5 G MNG VENTURES CORP 338,700.0 $10.3M 8.22% NEW $30.27
6 GDXJ CALL VANECK ETF TR JR GOLD MINERS 89,800.0 $10.2M 8.19% NEW $113.78 +0.9%
7 AGI ALAMOS GOLD INC Basic Materials 208,000.0 $8.0M 6.45% NEW $38.67 +2.5%
8 WPM WHEATON PRECIOUS METALS CORP Basic Materials 36,000.0 $4.2M 3.39% NEW $117.52 +11.0%
9 INTEGRA RESOURCES CORP 907,875.0 $3.7M 2.93% NEW $4.03
10 ALEC ALECTOR INC Healthcare 1,500,520.0 $2.3M 1.88% NEW $1.56 +37.5%
11 SLV ISHARES SILVER TRUST Financial Services 30,000.0 $1.9M 1.55% NEW $64.42 +6.0%
12 GLD SPDR GOLD SHARES Financial Services 4,000.0 $1.6M 1.27% NEW $396.31 +4.2%
13 DC DAKOTA GOLD CORP Basic Materials 198,321.0 $1.1M 0.90% NEW $5.68 -1.9%
14 GROY GOLD ROYALTY CORP Basic Materials 185,890.0 $751K 0.60% NEW $4.04 -20.8%

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 62.7%
Financial Services 33.6%
Healthcare 3.8%