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Portfolio (Quarterly) Guide ↗

Euro Pacific Asset Management, LLC

· CIK 0001796651
13F Portfolio $880M AUM 96 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 Added 37 Reduced
Page 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BCE BCE INC Communication Services 207,076.0 $4.6M 0.52% $22.17 +6.5%
42 SHEL SHELL PLC-ADR Energy 159,744.0 $4.3M 0.49% -2K -1.2% $27.09 +241.4%
43 AQN ALGONQUIN POWER & UTILITIES Utilities 703,450.0 $4.2M 0.48% $6.00 -2.6%
44 IE IVANHOE ELECTRIC INC / US Technology 418,938.0 $4.0M 0.46% -21K -4.8% $9.62 +5.4%
45 BBD BANCO BRADESCO-ADR Financial Services 1,101,780.0 $3.9M 0.44% +44K +4.2% $3.49 -11.1%
46 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 45,877.0 $3.8M 0.43% -447.0 -1.0% $82.20 +128.2%
47 ITUB ITAU UNIBANCO H-SPON PRF ADR Financial Services 424,486.0 $3.5M 0.40% $8.19 -9.4%
48 FEMB FIRST TRUST EMERGING MARKETS 109,054.0 $3.2M 0.37% -5K -4.5% $29.50 +0.2%
49 NTR NUTRIEN LTD Basic Materials 102,302.0 $3.1M 0.36% -957.0 -0.9% $30.73 +125.6%
50 GRAB GRAB HOLDINGS LTD - CL A Technology 653,429.0 $2.8M 0.32% $4.33 -19.7%
51 NU NU HOLDINGS LTD/CAYMAN ISL-A Financial Services 231,126.0 $2.5M 0.28% -3K -1.1% $10.74 +37.5%
52 UNILEVER PLC-SPONSORED ADR 65,892.0 $2.5M 0.28% -660.0 -1.0% $37.21
53 GFI GOLD FIELDS LTD-SPONS ADR Basic Materials 66,105.0 $2.4M 0.27% +2K +2.5% $35.88 +15.4%
54 IGOV ISHARES INTERNATIONAL TREASU 45,658.0 $1.9M 0.21% -2K -4.2% $41.42 -0.8%
55 FMC FMC CORP Basic Materials 159,184.0 $1.8M 0.21% $11.50 -11.5%
56 TLK TELKOM INDONESIA PERSERO-ADR Communication Services 380,208.0 $1.6M 0.19% $4.32 +243.4%
57 USFR WISDOMTREE FLOATING RATE TRE 30,471.0 $1.5M 0.17% -16K -34.1% $50.34 +0.2%
58 HLN HALEON PLC-ADR Healthcare 86,513.0 $1.3M 0.15% -1K -1.6% $15.49 -37.4%
59 SLV ISHARES SILVER TRUST Financial Services 5,615.0 $1.3M 0.15% +520.0 +10.2% $234.91 -75.2%
60 BWX STATE STREET SPDR BLOOMBERG 54,586.0 $1.2M 0.14% -1K -2.4% $21.89 -0.7%
Page 3 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 70.6%
Financial Services 7.5%
Consumer Defensive 6.6%
Energy 4.0%
Healthcare 3.9%
Technology 3.6%
Communication Services 1.7%
Real Estate 1.5%
Utilities 0.5%
Consumer Cyclical 0.1%