MondegarAI
VAN ECK ASSOCIATES CORP

Q3 2025 · 13F-HR

VAN ECK ASSOCIATES CORPholdings as filed

Filed 2025-11-13 · accession 0000930413-25-003425

$107.6M
Reported value
1,434
Positions
2025-09-30
Period end
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The Brief · VAN ECK ASSOCIATES CORP · Q3 2025

AI · grounded in 13F

VAN ECK ASSOCIATES CORP established a new position in NVDA valued at $7.5M. The fund also initiated new stakes in TSM for $4.39M and AVGO for $3.43M. Additional new positions include KGC at $2.68M and AEM at $2.39M.

Holdings as filed

First 500 of 1434

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$7.5M6.97%40,200,571CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co L$4.4M4.08%15,714,138CommonSOLE
11135F101AVGOBroadcom Inc$3.4M3.19%10,402,656CommonSOLE
496902404KGCKinross Gold Corp$2.7M2.49%107,960,623CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$2.4M2.22%14,162,772CommonSOLE
038222105AMATApplied Materials Inc$2.2M2.01%10,552,132CommonSOLE
N07059210ASMLASML Holding NV$2.1M1.93%2,148,506CommonSOLE
651639106NEMNewmont Corp$2.0M1.89%24,136,567CommonSOLE
458140100INTCIntel Corp$1.9M1.73%55,521,741CommonSOLE
007903107AMDAdvanced Micro Devices Inc$1.9M1.73%11,509,922CommonSOLE
595112103MUMicron Technology Inc$1.8M1.64%10,525,767CommonSOLE
697900108PAASPan American Silver Corp$1.7M1.62%45,142,060CommonSOLE
482480100KLACKLA Corp$1.7M1.57%1,562,352CommonSOLE
882508104TXNTexas Instruments Inc$1.7M1.56%9,134,203CommonSOLE
011532108AGIAlamos Gold Inc$1.6M1.48%45,544,137CommonSOLE
747525103QCOMQUALCOMM Inc$1.5M1.40%9,050,717CommonSOLE
06849F108BBarrick Mining Corp$1.5M1.37%45,135,696CommonSOLE
351858105FNVFranco-Nevada Corp$1.5M1.37%6,599,001CommonSOLE
962879102WPMWheaton Precious Metals Corp$1.5M1.36%13,067,785CommonSOLE
032654105ADIAnalog Devices Inc$1.4M1.34%5,886,294CommonSOLE
38059T106GFIGold Fields Ltd$1.4M1.34%34,303,269CommonSOLE
G0378L100AUAnglogold Ashanti Plc$1.4M1.30%19,847,932CommonSOLE
192108504CDECoeur Mining Inc$1.2M1.15%66,002,193CommonSOLE
127387108CDNSCadence Design Systems Inc$1.1M1.03%3,157,526CommonSOLE
871607107SNPSSYNOPSYS INC$1.1M1.02%2,216,908CommonSOLE
29446Y502EQXEquinox Gold Corp$1.1M1.00%96,024,048CommonSOLE
75513E101RTXRTX Corp$1.0M0.93%6,009,840CommonSOLE
780287108RGLDRoyal Gold Inc$1.0M0.93%4,994,944CommonSOLE
N6596X109NXPINXP Semiconductors NV$872,7310.81%3,832,309CommonSOLE
69608A108PLTRPalantir Technologies Inc$795,9770.74%4,363,430CommonSOLE
573874104MRVLMarvell Technology Inc$744,6240.69%8,857,199CommonSOLE
413216300HMYHarmony Gold Mining Co Ltd$696,8540.65%38,394,145CommonSOLE
609839105MPWRMonolithic Power Systems Inc$674,3210.63%732,448CommonSOLE
450913108IAGIAMGOLD Corp$672,2530.62%51,992,067CommonSOLE
68390D106OROR Royalties Inc$623,6860.58%15,561,057CommonSOLE
512807306LRCXLam Research Corp$612,1290.57%4,571,540CommonSOLE
422704106HLHecla Mining Co$603,5660.56%49,881,495CommonSOLE
11777Q209BTGB2Gold Corp$573,7180.53%115,903,653CommonSOLE
880770102TERTeradyne Inc$549,7410.51%3,994,056CommonSOLE
32076V103AGFirst Majestic Silver Corp$531,2340.49%43,225,807CommonSOLE
644535106NGDNNew Gold Inc$522,6780.49%72,796,146CommonSOLE
02079K305GOOGLAlphabet Inc$511,6420.48%2,104,656CommonSOLE
204448104BVNCia de Minas Buenaventura SAA$481,2930.45%19,781,856CommonSOLE
284902509EGOEldorado Gold Corp$476,6790.44%16,499,858CommonSOLE
34959E109FTNTFortinet Inc$467,8680.43%5,564,558CommonSOLE
594918104MSFTMicrosoft Corp$466,9170.43%901,472CommonSOLE
717081103PFEPfizer Inc$462,6290.43%18,156,540CommonSOLE
784730103SSRMSSR Mining Inc$461,3800.43%18,893,655CommonSOLE
13321L108CCJCameco Corp$456,5300.42%5,443,807CommonSOLE
525327102LDOSLeidos Holdings Inc$455,6420.42%2,411,312CommonSOLE
58933Y105MRKMerck & Co Inc$446,9300.42%5,325,033CommonSOLE
902252105TYLTyler Technologies Inc$444,7400.41%850,103CommonSOLE
110122108BMYBristol-Myers Squibb Co$444,6820.41%9,859,915CommonSOLE
713448108PEPPepsiCo Inc$414,0930.38%2,948,540CommonSOLE
902973304USBUS Bancorp$408,9760.38%8,462,146CommonSOLE
231561101CWCurtiss-Wright Corp$401,7940.37%740,033CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$400,1900.37%3,022,580CommonSOLE
718172109PMPhilip Morris International Inc$398,1010.37%2,461,056CommonSOLE
02156V109OKLOOklo Inc$387,9140.36%3,474,993CommonSOLE
89400J107TRUTransUnion$386,1460.36%4,609,054CommonSOLE
00846U101AAgilent Technologies Inc$386,0590.36%3,007,863CommonSOLE
518439104ELEstee Lauder Cos Inc/The$383,5570.36%4,352,677CommonSOLE
031162100AMGNAmgen Inc$383,2540.36%1,358,092CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$373,8410.35%770,774CommonSOLE
955306105WSTWest Pharmaceutical Services Inc$373,7890.35%1,424,879CommonSOLE
654106103NKENIKE Inc$370,6540.34%5,315,562CommonSOLE
595017104MCHPMicrochip Technology Inc$362,5260.34%5,645,059CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$358,8240.33%1,246,305CommonSOLE
00724F101ADBEAdobe Inc$355,7480.33%1,008,499CommonSOLE
235851102DHRDanaher Corp$342,6070.32%1,728,070CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$342,4750.32%3,476,906CommonSOLE
98138H101WDAYWorkday Inc$340,6340.32%1,415,002CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$339,5490.32%1,948,633CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$337,7870.31%4,497,827CommonSOLE
189054109CLXClorox Co/The$334,1390.31%2,709,972CommonSOLE
M3760D101ESLTElbit Systems Ltd$330,4040.31%648,104CommonSOLE
609207105MDLZMondelez International Inc$324,3630.30%5,192,301CommonSOLE
097023105BABoeing Co/The$323,2560.30%1,497,735CommonSOLE
45167R104IEXIDEX Corp$311,3850.29%1,913,157CommonSOLE
79466L302CRMSalesforce.com Inc$307,9840.29%1,299,513CommonSOLE
911312106UPSUnited Parcel Service Inc$305,2190.28%3,654,004CommonSOLE
037833100AAPLApple Inc$299,4500.28%1,176,018CommonSOLE
80013R206AYS1Sandstorm Gold Ltd$298,1810.28%23,816,449CommonSOLE
49177J102KVUEKenvue Inc$298,0080.28%18,361,581CommonSOLE
21036P108STZConstellation Brands Inc$290,9150.27%2,160,202CommonSOLE
G0176J109ALLEAllegion PLC$280,6930.26%1,582,710CommonSOLE
30303M102METAMeta Platforms Inc$278,8450.26%379,701CommonSOLE
539830109LMTLockheed Martin Corp$270,3950.25%541,644CommonSOLE
149123101CATCaterpillar Inc$267,1790.25%559,946CommonSOLE
04010L103ARCCAres Capital Corp$265,5030.25%13,008,511CommonSOLE
861012102STMSTMicroelectronics NV$265,2770.25%9,387,002CommonSOLE
349942102FSMFortuna Silver Mines Inc$262,3540.24%29,280,727CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$257,2130.24%2,815,074CommonSOLE
G5960L103MDTMedtronic PLC$248,3370.23%2,607,491CommonSOLE
29786A106ETSYEtsy Inc$245,3170.23%3,695,089CommonSOLE
15643U104LEUCentrus Energy Corp$242,1610.22%780,986CommonSOLE
532457108LLYEli Lilly & Co$238,0940.22%312,049CommonSOLE
21037T109CEGConstellation Energy Corp$227,2780.21%690,667CommonSOLE
244199105DEDeere & Co$223,0050.21%487,697CommonSOLE
574599106MASMASCO CORP$222,5450.21%3,161,610CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$219,9110.20%2,200,207CommonSOLE
023135106AMZNAmazon.com Inc$218,8610.20%996,773CommonSOLE
008073108AVAVAeroVironment Inc$216,1010.20%686,273CommonSOLE
65340P106NXENexGen Energy Ltd$211,5170.20%23,633,124CommonSOLE
916896103UECUranium Energy Corp$209,3930.19%15,696,619CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$204,3140.19%3,320,029CommonSOLE
05605H100BWXTBWX Technologies Inc$201,8880.19%1,095,020CommonSOLE
29362U104ENTGEntegris Inc$200,9310.19%2,173,165CommonSOLE
294429105EFXEquifax Inc$200,1700.19%780,299CommonSOLE
776696106ROPRoper Technologies Inc$200,0090.19%401,069CommonSOLE
666807102NOCNorthrop Grumman Corp$198,4450.18%325,682CommonSOLE
811916105SASeabridge Gold Inc$197,5140.18%8,178,662CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$195,1550.18%2,805,162CommonSOLE
806857108SLBSchlumberger NV$194,8670.18%5,669,693CommonSOLE
92343V104VZVerizon Communications Inc$194,2830.18%4,420,565CommonSOLE
427866108HSYHershey Co/The$192,8560.18%1,031,039CommonSOLE
67079K100SMRNuScale Power Corp$190,3620.18%5,287,814CommonSOLE
127190304CACICACI International Inc$189,0300.18%378,985CommonSOLE
855244109SBUXStarbucks Corp$188,8780.18%2,264,183CommonSOLE
68902V107OTISOtis Worldwide Corp$184,9420.17%2,022,770CommonSOLE
808513105SCHWCharles Schwab Corp/The$182,7490.17%1,914,212CommonSOLE
254687106DISWalt Disney Co/The$173,4580.16%1,514,920CommonSOLE
248356107DNNDenison Mines Corp$172,7090.16%62,803,040CommonSOLE
69121K104OBDCBlue Owl Capital Corp$170,6630.16%13,364,378CommonSOLE
20030N101CMCSAComcast Corp$169,4850.16%5,394,191CommonSOLE
009066101ABNBAirbnb Inc$169,2730.16%1,394,109CommonSOLE
682189105ONON Semiconductor Corp$168,9630.16%3,426,535CommonSOLE
655663102NDSNNordson Corp$168,7120.16%743,386CommonSOLE
11133T103BRBroadridge Financial Solutions Inc$166,8460.16%700,536CommonSOLE
217204106CPRTCopart Inc$165,8950.15%3,689,003CommonSOLE
426281101JKHYJack Henry & Associates Inc$165,5550.15%1,111,632CommonSOLE
115637209BF/BBrown-Forman Corp$165,3120.15%6,104,566CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$161,4230.15%1,934,129CommonSOLE
02079K107GOOGAlphabet Inc$159,0970.15%653,242CommonSOLE
92826C839VVisa Inc$157,5890.15%461,624CommonSOLE
292671708UUUUEnergy Fuels Inc/Canada$156,4890.15%10,194,742CommonSOLE
56035L104MAINMain Street Capital Corp$155,6810.14%2,448,201CommonSOLE
09062X103BIIBBiogen Inc$149,4560.14%1,066,931CommonSOLE
05722G100BKRBaker Hughes Co$142,2050.13%2,918,813CommonSOLE
69331C108PCGPG&E Corp$141,1480.13%9,359,989CommonSOLE
375558103GILDGilead Sciences Inc$139,7520.13%1,259,022CommonSOLE
92189K105HODLVaneck Bitcoin ETF$133,1710.12%4,114,027CommonSOLE
22052L104CTVACorteva Inc$122,3400.11%1,808,962CommonSOLE
285512109EAElectronic Arts Inc$117,1690.11%580,905CommonSOLE
64110L106NFLXNetflix Inc$117,0570.11%97,636CommonSOLE
478160104JNJJohnson & Johnson$114,0110.11%614,882CommonSOLE
22160K105COSTCostco Wholesale Corp$110,8100.10%119,713CommonSOLE
553368101MPMP Materials Corp$110,7730.10%1,651,607CommonSOLE
67077M108NTRNutrien Ltd$108,9010.10%1,854,650CommonSOLE
83088M102SWKSSkyworks Solutions Inc$106,9580.10%1,389,435CommonSOLE
931142103WMTWalmart Inc$104,1820.10%1,010,886CommonSOLE
64110W102NTESNetEase Inc$103,6280.10%681,808CommonSOLE
48242W106KBRKBR Inc$100,8900.09%2,133,428CommonSOLE
63010H108NNENANO Nuclear Energy Inc$100,1900.09%2,598,280CommonSOLE
406216101HALHalliburton Co$98,8270.09%4,017,348CommonSOLE
126650100CVSCVS Health Corp$98,6020.09%1,307,896CommonSOLE
98978V103ZTSZoetis Inc$94,6610.09%646,946CommonSOLE
485924104KRMNKarman Holdings Inc$91,9010.09%1,272,861CommonSOLE
57636Q104MAMastercard Inc$88,6720.08%155,891CommonSOLE
83056P715SKESkeena Resources Ltd$87,4040.08%4,741,607CommonSOLE
36467W109GMEGameStop Corp$84,5280.08%3,098,538CommonSOLE
35671D857FCXFreeport-McMoRan Inc$83,4160.08%2,126,879CommonSOLE
53681J103LACLithium Americas Corp$82,6790.08%14,479,615CommonSOLE
52661A108DRSLeonardo DRS Inc$82,6310.08%1,820,059CommonSOLE
012653101ALBAlbemarle Corp$82,4080.08%1,016,388CommonSOLE
09175A206BMNRBitMine Immersion Technologies Inc$81,8460.08%1,576,084CommonSOLE
808625107SAICScience Applications International Corp$80,8660.08%813,791CommonSOLE
30231G102XOMExxon Mobil Corp$79,4920.07%705,030CommonSOLE
780259305SHELShell PLC$78,2900.07%1,094,504CommonSOLE
65339F101NEENextEra Energy Inc$78,1070.07%1,034,673CommonSOLE
89679M104TFPMTriple Flag Precious Metals Corp$75,2440.07%2,555,954CommonSOLE
29258Y103EXKEndeavour Silver Corp$74,7410.07%9,533,509CommonSOLE
922475108VEEVVeeva Systems Inc$73,4280.07%246,477CommonSOLE
867224107SUSuncor Energy Inc$72,6250.07%1,735,847CommonSOLE
74736K101QRVOQorvo Inc$72,1700.07%792,385CommonSOLE
833635105SQMSociedad Quimica y Minera de Chile SA$72,0510.07%1,676,392CommonSOLE
66987E206NGNovagold Resources Inc$71,8020.07%8,159,352CommonSOLE
91347P105OLEDUniversal Display Corp$71,4060.07%497,147CommonSOLE
907818108UNPUnion Pacific Corp$70,8890.07%299,907CommonSOLE
742718109PGProcter & Gamble Co/The$70,6200.07%459,613CommonSOLE
771049103RBLXROBLOX Corp$69,5750.06%502,276CommonSOLE
427096508HTGCHercules Capital Inc$68,9690.06%3,647,184CommonSOLE
369604301GEGeneral Aerospace Co$68,5560.06%227,896CommonSOLE
91324P102UNHUnitedHealth Group Inc$67,9580.06%196,810CommonSOLE
064149107BNSBank of Nova Scotia/The$66,4370.06%1,027,679CommonSOLE
38173M102GBDCGolub Capital BDC Inc$66,3120.06%4,843,816CommonSOLE
902494103TSNTyson Foods Inc$66,0580.06%1,216,546CommonSOLE
594972408MSTRMicroStrategy Inc$65,8940.06%204,506CommonSOLE
17275R102CSCOCisco Systems Inc$65,1140.06%951,673CommonSOLE
95040Q104WELLWelltower Inc$63,9690.06%359,093CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund$63,3000.06%2,428,072CommonSOLE
G87110105FTITechnipFMC PLC$62,6060.06%1,586,976CommonSOLE
063671101BMOBank of Montreal$62,3130.06%478,751CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$62,1750.06%915,686CommonSOLE
74340W103PLDPrologis Inc$61,7800.06%539,465CommonSOLE
65339F663NEE 7.299 06/01/27NextEra Energy Inc$60,8850.06%1,220,873CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$60,8660.06%235,587CommonSOLE
152006102CGAUCenterra Gold Inc$60,8270.06%5,669,180CommonSOLE
46982L108JJacobs Solutions Inc$60,3730.06%402,863CommonSOLE
04040Y109ARISAris Mining Corp$59,7640.06%6,098,422CommonSOLE
302635206FSKFS KKR Capital Corp$59,5660.06%3,989,678CommonSOLE
92859G608VZLAVizsla Silver Corp$58,6980.05%13,587,661CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$58,3760.05%149,056CommonSOLE
191216100KOCoca-Cola Co/The$58,3410.05%879,692CommonSOLE
852234103XYZBlock Inc$58,2490.05%805,998CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$57,8170.05%2,529,187CommonSOLE
88031M109TSTenaris SA$57,6110.05%1,610,593CommonSOLE
714266103PPTAPerpetua Resources Corp$57,4640.05%2,840,546CommonSOLE
66987V109NVSNovartis AG$57,0230.05%444,658CommonSOLE
589378108MRCYMercury Systems Inc$55,7940.05%720,856CommonSOLE
68634K106ORLAOrla Mining Ltd$55,1220.05%5,104,127CommonSOLE
172573107CRCLCircle Internet Group Inc$54,7320.05%412,822CommonSOLE
921078101OUNZVanEck Merk Gold Shares$54,1500.05%1,456,023CommonSOLE
595017302MCHP 7.5 03/15/28Microchip Technology Inc$53,5110.05%906,513CommonSOLE
012653200ALB 7.25 03/01/27Albemarle Corp$53,1830.05%1,403,985CommonSOLE
039483102ADMArcher-Daniels-Midland Co$52,8800.05%885,163CommonSOLE
83418M103SEISolaris Oilfield Infrastructure Inc$51,7970.05%1,295,898CommonSOLE
61945C103MOSMosaic Co/The$51,5380.05%1,486,099CommonSOLE
98149E303GLDMSPDR Gold MiniShares Trust$51,3010.05%671,036CommonSOLE
29259W700EUEncore Energy Corp$51,2710.05%15,972,156CommonSOLE
671044105OSISOSI Systems Inc$51,2200.05%205,506CommonSOLE
002824100ABTAbbott Laboratories$50,4220.05%376,449CommonSOLE
01921D204AAUCAllied Gold Corp$50,1520.05%2,870,304CommonSOLE
N4732M103JBSJBS NV$49,3860.05%3,307,805CommonSOLE
36317J209GLXYGalaxy Digital Inc$47,7280.04%1,411,662CommonSOLE
G48833118WFRDWeatherford International PLC$47,3230.04%691,558CommonSOLE
166764100CVXChevron Corp$46,3670.04%298,586CommonSOLE
H8817H100RIGTransocean Ltd$45,8340.04%14,690,291CommonSOLE
62955J103NOVNOV Inc$45,7570.04%3,453,353CommonSOLE
767292105RIOTRiot Platforms Inc$45,4100.04%2,386,197CommonSOLE
872540109TJXTJX Cos Inc/The$45,0430.04%311,631CommonSOLE
G54950103LINLinde PLC$44,9310.04%94,592CommonSOLE
91913Y100VLOValero Energy Corp$44,8880.04%263,646CommonSOLE
670100205NVONovo Nordisk A/S$43,7660.04%788,722CommonSOLE
686688102ORAOrmat Technologies Inc$43,6520.04%453,519CommonSOLE
G16910120BLSHBULLISH$43,4730.04%683,430CommonSOLE
29250N105ENBEnbridge Inc$43,1750.04%855,923CommonSOLE
65339F119NEE 7.234 11/01/27NextEra Energy Inc$43,0650.04%915,686CommonSOLE
035710839NLYAnnaly Capital Management Inc$42,8320.04%2,119,325CommonSOLE
G1151C101ACNAccenture PLC$42,7150.04%173,215CommonSOLE
461202103INTUIntuit Inc$42,6720.04%62,485CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$41,6250.04%521,017CommonSOLE
040413205ANETArista Networks Inc$41,1660.04%282,518CommonSOLE
44916E100IPXIPERIONX LTD$40,9970.04%830,731CommonSOLE
G65431127NENoble Corp PLC$40,9280.04%1,447,240CommonSOLE
58155Q103MCKMcKesson Corp$40,2930.04%52,156CommonSOLE
90353T100UBERUber Technologies Inc$40,1340.04%409,658CommonSOLE
842587107SOSouthern Co/The$39,8190.04%420,169CommonSOLE
770700102HOODRobinhood Markets Inc$39,3680.04%274,952CommonSOLE
09290D101BLKBlackrock Inc$39,3470.04%33,749CommonSOLE
69331C306PCG 6 12/01/27 APG&E Corp$38,7030.04%982,797CommonSOLE
165167735EXEExpand Energy Corp$38,5370.04%362,731CommonSOLE
00217D100ASTSAST SpaceMobile Inc$38,3820.04%782,041CommonSOLE
00123Q104AGNCAGNC INVESTMENT CORP$38,2770.04%3,909,790CommonSOLE
718546104PSXPhillips 66$37,8510.04%278,278CommonSOLE
302491303FMCFMC Corp$37,6070.03%1,118,243CommonSOLE
G9460G101VALValaris Ltd$36,1820.03%741,905CommonSOLE
26441C204DUKDuke Energy Corp$36,0380.03%291,219CommonSOLE
26884L109EQTEQT Corp$35,7920.03%657,567CommonSOLE
594972887MSTR 8 PERPMicroStrategy Inc$35,7730.03%390,105CommonSOLE
053015103ADPAutomatic Data Processing Inc$35,6340.03%121,412CommonSOLE
26152H301DRDDRDGOLD Ltd$34,9420.03%1,266,027CommonSOLE
92189H771PITVanEck Commodity Strategy ETF$34,2800.03%625,322CommonSOLE
423452101HPHelmerich & Payne Inc$34,2460.03%1,550,279CommonSOLE
828806109SPGSimon Property Group Inc$34,1010.03%181,703CommonSOLE
969457100WMBWilliams Cos Inc/The$33,7220.03%532,312CommonSOLE
07725L102ONCBeiGene Ltd$33,5880.03%98,586CommonSOLE
82835P103SVMSilvercorp Metals Inc$33,3890.03%5,283,278CommonSOLE
878742204TECKTeck Resources Ltd$33,2150.03%756,983CommonSOLE
19260Q107COINCoinbase Global Inc$33,2060.03%98,391CommonSOLE
125269100CFCF Industries Holdings Inc$33,1280.03%369,321CommonSOLE
127203107WHDCactus Inc$33,0890.03%838,334CommonSOLE
675232102OIIOceaneering International Inc$32,9400.03%1,329,295CommonSOLE
91912E105VALEVale SA$32,5360.03%2,995,912CommonSOLE
038169207APLDApplied Digital Corp$32,4710.03%1,415,462CommonSOLE
00287Y109ABBVAbbVie Inc$32,3770.03%139,833CommonSOLE
74460D109PSAPUBLIC STORAGE$32,1410.03%111,274CommonSOLE
H5012F103LARLithium Americas Argentina Corp$32,0450.03%9,594,157CommonSOLE
03027X100AMTAmerican Tower Corp$31,9820.03%166,297CommonSOLE
140501107CSWCCapital Southwest Corp$31,8530.03%1,457,146CommonSOLE
46120E602ISRGIntuitive Surgical Inc$31,8190.03%71,146CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$31,7790.03%56,518CommonSOLE
61774A103MSDLMorgan Stanley Direct Lending Fund$31,6400.03%1,967,697CommonSOLE
253868103DLRDigital Realty Trust Inc$31,5320.03%182,391CommonSOLE
Q4982L109IRENIren Ltd$31,3860.03%668,789CommonSOLE
03938L203MTArcelorMittal SA$30,9300.03%855,591CommonSOLE
18452B209CLSKCleanspark Inc$30,7520.03%2,120,861CommonSOLE
438516106HONHoneywell International Inc$30,6180.03%145,455CommonSOLE
013872106AAAlcoa Corp$30,2640.03%920,164CommonSOLE
756109104ORealty Income Corp$30,1450.03%495,881CommonSOLE
03761U502MFICMidCap Financial Investment Corp$30,1150.03%2,511,678CommonSOLE
773121108RKLBRocket Lab Corp$29,9830.03%625,827CommonSOLE
826599102SGMLSigma Lithium Corp$29,5290.03%4,606,668CommonSOLE
38147U107GSBDGoldman Sachs BDC Inc$29,3820.03%2,889,090CommonSOLE
91332U101UUnity Software Inc$29,3540.03%733,107CommonSOLE
88642R109TDWTidewater Inc$29,2450.03%548,378CommonSOLE
126408103CSXCSX Corp$29,1730.03%821,549CommonSOLE
03073E105CORCencora Inc$29,1140.03%93,156CommonSOLE
80105N105SNYSanofi SA/France$28,9720.03%613,817CommonSOLE
56501R106MFCManulife Financial Corp$28,9590.03%929,691CommonSOLE
199908104FIXComfort Systems USA Inc$28,3980.03%34,414CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$28,3610.03%2,173,257CommonSOLE
743315103PGRProgressive Corp/The$28,3320.03%114,728CommonSOLE
703481101PTENPatterson-UTI Energy Inc$28,3300.03%5,469,093CommonSOLE
58039P305MUXMcEwen Mining Inc$28,3240.03%1,656,387CommonSOLE
37733W204GSKGSK PLC$28,2380.03%654,263CommonSOLE
053906103ASMAVINO SILVER & GOLD MINES$28,2080.03%5,372,973CommonSOLE
74348T102PSECProspect Capital Corp$28,2030.03%10,255,640CommonSOLE
922908363VOOVanguard S&P 500 ETF$27,9230.03%45,598CommonSOLE
437076102HDHome Depot Inc/The$27,8540.03%68,742CommonSOLE
49338L103KEYSKeysight Technologies Inc$27,1560.03%155,250CommonSOLE
896442308TRINTrinity Capital Inc$27,0320.03%1,746,217CommonSOLE
032095101APHAmphenol Corp$26,8310.02%216,816CommonSOLE
04016X101ARGXArgenx SE$26,6050.02%36,071CommonSOLE
G9087Q102TROXTronox Holdings PLC$26,2700.02%6,534,894CommonSOLE
H11356104BGBunge Global SA$25,8900.02%318,652CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUT$25,8730.02%711,384CommonSOLE
962166104WYWeyerhaeuser Co$25,2300.02%1,017,761CommonSOLE
G29183103ETNEaton Corp PLC$25,1250.02%67,133CommonSOLE
647551100NMFCNew Mountain Finance Corp$24,9660.02%2,589,798CommonSOLE
10950A205BTSG 6.75 02/01/27BrightSpring Health Services Inc$24,6810.02%244,150CommonSOLE
92189L103ETHVVanEck Ethereun ETF$24,5640.02%403,150CommonSOLE
16115Q308GTLSChart Industries Inc$24,5410.02%122,611CommonSOLE
682680103OKEOneok Inc$24,5100.02%335,890CommonSOLE
13646K108CPCanadian Pacific Railway Ltd$24,1550.02%324,376CommonSOLE
046353108AZNNAstraZeneca PLC$23,8170.02%310,439CommonSOLE
49456B101KMIKinder Morgan Inc$23,7270.02%838,095CommonSOLE
72703X106PLPlanet Labs PBC$23,7170.02%1,827,180CommonSOLE
87807B107TRPTC Energy Corp$23,4570.02%431,403CommonSOLE
88160R101TSLATesla Inc$23,1530.02%52,063CommonSOLE
29444U700EQIXEquinix Inc$23,0910.02%29,481CommonSOLE
025537101AEPAmerican Electric Power Co Inc$22,9530.02%204,026CommonSOLE
872280102CGBDTCG BDC Inc$22,8690.02%1,829,519CommonSOLE
44955L106IAUXi-80 Gold Corp$22,8450.02%23,911,745CommonSOLE
16411R208LNGCheniere Energy Inc$22,6850.02%96,544CommonSOLE
136375102CNICanadian National Railway Co$22,6510.02%240,244CommonSOLE
70806A106PFLTPennantPark Floating Rate Capital Ltd$22,5200.02%2,533,205CommonSOLE
278768106SATSEchoStar Corp$22,4730.02%294,298CommonSOLE
88080T104WULFTerawulf Inc$22,4380.02%1,964,770CommonSOLE
46222L108IONQIonQ Inc$22,4120.02%364,428CommonSOLE
98389B100XELXcel Energy Inc$22,4100.02%277,877CommonSOLE
64828T201RITMRithm Capital Corp$22,3550.02%1,962,684CommonSOLE
405552100HLNHaleon PLC$22,3390.02%2,490,410CommonSOLE
53115L104LBRTLiberty Energy Inc$22,2460.02%1,802,761CommonSOLE
G8994E103TTTrane Technologies plc$22,1220.02%52,427CommonSOLE
565788106MARAMARA Holdings Inc$22,0970.02%1,210,132CommonSOLE
85571B105STWDStarwood Property Trust Inc$21,9570.02%1,133,573CommonSOLE
37954Y673PAVEGlobal X US Infrastructure Development$21,8250.02%458,224CommonSOLE
06759L103BBDCBarings BDC Inc$21,7250.02%2,479,942CommonSOLE
09260D107BXBlackstone Inc$21,5730.02%126,270CommonSOLE
56585A102MPCMarathon Petroleum Corp$21,3810.02%110,933CommonSOLE
84265V105SCCOSouthern Copper Corp$21,2620.02%175,194CommonSOLE
816851109SRESempra$21,0890.02%234,373CommonSOLE
767204100RIORio Tinto PLC$21,0620.02%319,076CommonSOLE
925652109VICIVICI Properties Inc$20,8800.02%640,286CommonSOLE
G1144A105BTBTBit Digital Inc$20,7640.02%6,921,408CommonSOLE
92552V100VSATViasat Inc$20,7570.02%708,428CommonSOLE
81617J301WTTRSelect Energy Services Inc$20,7490.02%1,940,965CommonSOLE
052769106ADSKAutodesk Inc$20,6100.02%64,877CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$20,4430.02%101,438CommonSOLE
311900104FASTFastenal Co$20,3740.02%415,463CommonSOLE
093712107BEBloom Energy Corp$20,0170.02%236,681CommonSOLE
25746U109DDominion Energy Inc$19,7900.02%323,525CommonSOLE
17253J106CIFRCipher Mining Inc$19,7050.02%1,565,167CommonSOLE
N20944109CNHCNH Industrial NV$19,6250.02%1,808,714CommonSOLE
655844108NSCNorfolk Southern Corp$19,5470.02%65,069CommonSOLE
92189H870EINCVanEck Energy Income ETF$19,4970.02%196,622CommonSOLE
38071H106GROYGold Royalty Corp$19,4330.02%5,034,508CommonSOLE
G0508H110ALTMEURArcadium Lithium PLC$19,3450.02%3,312,432CommonSOLE
82846H504QXO 5.5 05/15/28QXO Inc$19,3000.02%350,981CommonSOLE
116794207BRKR 6.375 09/01/28Bruker Corp$19,2300.02%73,152CommonSOLE
866796105SLFSun Life Financial Inc$19,0670.02%317,594CommonSOLE
881624209TEVATeva Pharmaceutical Industries Ltd$18,9460.02%937,906CommonSOLE
891092108TTCToro Co/The$18,8670.02%247,609CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$18,7570.02%41,133CommonSOLE
497266106KEXKIRBY CORP$18,7460.02%224,640CommonSOLE
05684B107BCSFBain Capital Specialty Finance Inc$18,6140.02%1,306,231CommonSOLE
44812J104HUTHut 8 Corp$18,5650.02%533,320CommonSOLE
20825C104COPConocoPhillips$18,4550.02%195,110CommonSOLE
023939101AMTMAmentum Holdings Inc$18,3380.02%765,677CommonSOLE
316500107FDUSFidus Investment Corp$18,3040.02%903,443CommonSOLE
83413U100SLRCSLR Investment Corp$18,2740.02%1,195,136CommonSOLE
548661107LOWLowe's Cos Inc$18,1630.02%72,275CommonSOLE
22822V101CCICrown Castle Inc$17,8930.02%185,437CommonSOLE
G1757E113CMCLCaledonia Mining Corp PLC$17,8660.02%493,394CommonSOLE
952845105WFGWest Fraser Timber Co Ltd$17,8450.02%262,556CommonSOLE
378973507GSATGlobalstar Inc$17,8070.02%489,326CommonSOLE
21874A106CORZCore Scientific Inc$17,7780.02%990,985CommonSOLE
Y2573F102FLEXFlex Ltd$17,6580.02%304,602CommonSOLE
16115Q407GTLS 6.75 12/15/25 BChart Industries Inc$17,4590.02%245,699CommonSOLE
921937835BNDVanguard Total Bond Market ETF$17,4170.02%234,194CommonNONE
82509L107SHOPShopify Inc$17,3490.02%116,742CommonSOLE
30161N101EXCExelon Corp$17,1190.02%380,338CommonSOLE
92939U106WECWEC Energy Group Inc$17,0260.02%148,581CommonSOLE
92276F100VTRVentas Inc$17,0180.02%243,156CommonSOLE
874060205TAKTakeda Pharmaceutical Co Ltd$17,0160.02%1,162,280CommonSOLE
46266C105IQVIQVIA Holdings Inc$17,0090.02%89,550CommonSOLE
59124U605MTAMetalla Royalty & Streaming Ltd$16,9110.02%2,663,140CommonSOLE
91307C102UTHRUnited Therapeutics Corp$16,6260.02%39,660CommonSOLE
172908105CTASCintas Corp$16,6180.02%80,962CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$16,6160.02%185,986CommonSOLE
858119100STLDSteel Dynamics Inc$16,5830.02%118,936CommonSOLE
76655K103RGTIRigetti Computing Inc$16,3310.02%548,217CommonSOLE
70450Y103PYPLPayPal Holdings Inc$16,3180.02%243,331CommonSOLE
038923108ABRArbor Realty Trust Inc$16,2830.02%1,333,574CommonSOLE
28414H103ELANElanco Animal Health Inc$16,0810.01%798,456CommonSOLE
G2519Y108BAPCredicorp Ltd$16,0800.01%60,386CommonSOLE
30225T102EXRExtra Space Storage Inc$16,0010.01%113,532CommonSOLE
09257W100BXMTBlackstone Mortgage Trust Inc$15,9330.01%865,464CommonSOLE
87612G101TRGPTarga Resources Corp$15,9010.01%94,907CommonSOLE
750917106RMBSRambus Inc$15,8920.01%152,512CommonSOLE
147528103CASYCasey's General Stores Inc$15,8920.01%28,112CommonSOLE
632307104NTRANatera Inc$15,8450.01%98,436CommonSOLE
443628102HBMHudBay Minerals Inc$15,7210.01%1,037,209CommonSOLE
337932107FEFirstEnergy Corp$15,7110.01%342,881CommonSOLE
645827205IDRIDAHO STRATEGIC RESOURCES INC$15,7110.01%464,958CommonSOLE
615369105MCOMoody's Corp$15,6070.01%32,755CommonSOLE
701094104PHParker-Hannifin Corp$15,5880.01%20,560CommonSOLE
46655E100DCDakota Gold Corp$15,4640.01%3,398,781CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$15,3980.01%24,101CommonSOLE
169656105CMGChipotle Mexican Grill Inc$15,3930.01%392,796CommonSOLE
457669307INSMInsmed Inc$15,3660.01%106,702CommonSOLE
29364G103ETREntergy Corp$15,2530.01%163,679CommonSOLE
053484101AVBAvalonBay Communities Inc$14,9230.01%77,253CommonSOLE
428291108HXLHexcel Corp$14,8470.01%236,792CommonSOLE
824348106SHWSherwin-Williams Co/The$14,7710.01%42,658CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$14,7650.01%82,608CommonSOLE
001084102AGCOAGCO Corp$14,6920.01%137,218CommonSOLE
670657105XNEAXNuveen AMT-Free Quality Municipal Incom$14,6720.01%1,288,136CommonSOLE
58733R102MELIMercadoLibre Inc$14,6210.01%6,257CommonSOLE
042315705ARRARMOUR Residential REIT Inc$14,5880.01%976,424CommonSOLE
G11448100BTDRBitdeer Technologies Group$14,4700.01%846,707CommonSOLE
459200101IBMInternational Business Machines Corp$14,4570.01%51,239CommonSOLE
28176E108EWEdwards Lifesciences Corp$14,4550.01%185,864CommonSOLE
00508Y102AYIAcuity Brands Inc$14,4030.01%41,820CommonSOLE
452308109ITWIllinois Tool Works Inc$14,3640.01%55,085CommonSOLE
94106L109WMWaste Management Inc$14,3490.01%64,977CommonSOLE
058498106BALLBall Corp$14,3010.01%283,628CommonSOLE
09259E108TCPCBlackRock TCP Capital Corp$14,1910.01%2,288,755CommonSOLE
26740W109QBTSD-Wave Quantum Inc$14,1310.01%571,874CommonSOLE
67066V101NADNuveen Quality Municipal Income Fund$14,1020.01%1,206,311CommonSOLE
060505104BACBank of America Corp$14,0770.01%272,858CommonSOLE
209115104EDConsolidated Edison Inc$13,9470.01%138,746CommonSOLE
72919P202PLUGPlug Power Inc$13,9270.01%5,977,356CommonSOLE
26817Q886DXDynex Capital Inc$13,8030.01%1,123,078CommonSOLE
237266101DARDarling Ingredients Inc$13,7540.01%445,543CommonSOLE
88579Y101MMM3M Co$13,7220.01%88,431CommonSOLE
949746101WMT2Wells Fargo & Co$13,7220.01%163,703CommonSOLE
81369Y100XLBMaterials Select Sector SPDR Fund$13,7190.01%153,081CommonSOLE
67071L106NVGNuveen AMT-Free Municipal Credit Income$13,7000.01%1,114,736CommonSOLE
92204A702VGTVanguard Information Technology ETF$13,6950.01%18,342CommonSOLE
B9151N105TTAMTitan America SA$13,4650.01%901,290CommonSOLE
443201108HWMHowmet Aerospace Inc$13,4210.01%68,395CommonSOLE
58506Q109MEDPMedpace Holdings Inc$13,3900.01%26,043CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$13,3500.01%95,097CommonSOLE
831865209AOSA O Smith Corp$13,3310.01%181,594CommonSOLE
46269C102IRDMIridium Communications Inc$13,3160.01%762,671CommonSOLE
457651107INVXDril-Quip Inc$13,2840.01%716,516CommonSOLE
693718108PCARPACCAR Inc$13,1560.01%133,815CommonSOLE
257651109DCIDonaldson Co Inc$13,1430.01%160,579CommonSOLE
761152107RMDResMed Inc$13,1240.01%47,947CommonSOLE
09073M104TECHBio-Techne Corp$12,9760.01%233,241CommonSOLE
369550108GDGeneral Dynamics Corp$12,9610.01%38,006CommonSOLE
48251W104KKRKKR & Co Inc$12,9190.01%99,416CommonSOLE
17259U204CIONCION Investment Corp$12,8830.01%1,359,023CommonSOLE
201723103CMCCommercial Metals Co$12,8000.01%223,461CommonSOLE
87612E106TGTTarget Corp$12,7160.01%141,761CommonSOLE
562750109MANHManhattan Associates Inc$12,6970.01%61,944CommonSOLE
11271J107BNBrookfield Corp$12,6860.01%184,981CommonSOLE
29476L107EQREquity Residential$12,6500.01%195,432CommonSOLE
505743104LADRLadder Capital Corp$12,5770.01%1,152,786CommonSOLE
67070X101NZFNuveen Municipal Credit Income Fund$12,5500.01%999,233CommonSOLE
64440N103NFGCNew Found Gold Corp$12,4070.01%5,217,669CommonSOLE
69318G106PBFPBF Energy Inc$12,2780.01%406,956CommonSOLE
452327109ILMNIllumina Inc$12,2750.01%129,251CommonSOLE
533900106LECOLincoln Electric Holdings Inc$12,2250.01%51,837CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$12,1870.01%181,701CommonSOLE
46125A100LUNRIntuitive Machines Inc$12,1730.01%1,157,109CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$12,0990.01%112,224CommonSOLE
336433107FSLRFirst Solar Inc$12,0970.01%54,852CommonSOLE
009158106APDAir Products and Chemicals Inc$11,8640.01%43,502CommonSOLE
03769M106APOApollo Global Management Inc$11,8540.01%88,947CommonSOLE
92189F601NLRVanEck Uranium and Nuclear Energy ETF$11,8240.01%87,168CommonSOLE
550021109LULULululemon Athletica Inc$11,8190.01%66,425CommonSOLE
376546107GAINGladstone Investment Corp$11,8120.01%854,730CommonSOLE
45073V108ITTITT Inc$11,7570.01%65,770CommonSOLE
G4705A100ICLRICON PLC$11,7440.01%67,108CommonSOLE
518415104LSCCLattice Semiconductor Corp$11,7330.01%160,023CommonSOLE
89055F103BLDTopBuild Corp$11,7230.01%29,992CommonSOLE
28852N109EFCEllington Financial Inc$11,6800.01%899,817CommonSOLE
433000106HIMSHims & Hers Health Inc$11,6520.01%205,419CommonSOLE
G0403H108AONAon PLC$11,6340.01%32,627CommonSOLE
922908553VNQVanguard Real Estate ETF$11,6280.01%127,193CommonNONE
440452100HRLHormel Foods Corp$11,5620.01%467,328CommonSOLE
576323109MTZMASTEC INC$11,5020.01%54,050CommonSOLE
053332102AZOAutoZone Inc$11,4760.01%2,675CommonSOLE
464288562REZiShares Residential and Multisector Rea$11,4160.01%134,348CommonSOLE
980745103WWDWoodward Inc$11,3930.01%45,082CommonSOLE
78410G104SBACSBA Communications Corp$11,3190.01%58,540CommonSOLE
68389X105ORCLOracle Corp$11,3050.01%40,195CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.