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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IAU ISHARES GOLD TRUST Financial Services 3,373.0 $255K 0.03% -4K -56.5% $75.60 +9.2%
82 MINE MAYFAIR GOLD CORP Basic Materials 93,600.0 $230K 0.03% -43K -31.4% $2.46 +22.1%
83 HL HECLA MINING CO Basic Materials 8,698.0 $212K 0.02% $24.37 -25.3%
84 VOD VODAFONE GROUP PLC-SP ADR Communication Services 15,545.0 $207K 0.02% -319.0 -2.0% $13.32 +22.4%
85 CX CEMEX SAB-SPONS ADR PART CER Basic Materials 13,436.0 $167K 0.02% +378.0 +2.9% $12.43 -11.6%
86 PSK SS SPDR ICE PREF SEC ETF 19,030.0 $154K 0.02% $8.09 +265.8%
87 VIV TELEFONICA BRASIL-ADR Communication Services 10,539.0 $144K 0.02% +270.0 +2.6% $13.66 -16.0%
88 SNY SANOFI-ADR Healthcare 45,868.0 $142K 0.02% $3.10 +1356.8%
89 DOW DOW INC Basic Materials 4,876.0 $133K 0.01% $27.28 +14.7%
90 VWOB VANGUARD EMERG MKTS GOV BND 10,300.0 $102K 0.01% $9.90 +564.0%
91 URA GLOBAL X URANIUM ETF 6,780.0 $99K 0.01% +470.0 +7.5% $14.60 +199.2%
92 WIT WIPRO LTD-ADR Technology 38,895.0 $91K 0.01% +3K +9.3% $2.34 -18.9%
93 USHY ISHARES BROAD USD HIGH YIELD 16,210.0 $68K 0.01% $4.19 +776.9%
94 IAUX I-80 GOLD CORP Basic Materials 66,672.0 $22K 0.00% $0.33 +392.5%
95 VIZSLA SILVER CORP 23,885.0 $22K 0.00% $0.92
96 GDXJ VANECK JUNIOR GOLD MINERS 3,035.0 $18K 0.00% $5.93 +1888.6%
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 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%