MondegarAI
VAN ECK ASSOCIATES CORP

Q4 2025 · 13F-HR

VAN ECK ASSOCIATES CORPholdings as filed

Filed 2026-02-13 · accession 0000930413-26-000416

$121.0M
Reported value
1,403
Positions
2025-12-31
Period end
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The Brief · VAN ECK ASSOCIATES CORP · Q4 2025

AI · grounded in 13F

VAN ECK ASSOCIATES CORP closed its position in Sandstorm Gold Ltd AYS1, reducing its holdings by $298,181. The fund trimmed several other positions, including Caterpillar Inc CAT by 78.4% and Allegion PLC ALLE by 74.3%. On the buy side, the fund accumulated shares of NVIDIA Corp NVDA by 25.4% and Newmont Corp NEM by 23.4%.

Holdings as filed

First 500 of 1403

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$9.4M7.77%50,407,239CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co L$5.3M4.39%17,464,962CommonSOLE
11135F101AVGOBroadcom Inc$4.1M3.36%11,739,552CommonSOLE
651639106NEMNewmont Corp$3.0M2.46%29,780,063CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$2.9M2.41%17,225,477CommonSOLE
496902404KGCKinross Gold Corp$2.9M2.37%101,886,755CommonSOLE
06849F108BBarrick Mining Corp$2.4M1.99%55,423,240CommonSOLE
007903107AMDAdvanced Micro Devices Inc$2.4M1.96%11,098,198CommonSOLE
595112103MUMicron Technology Inc$2.2M1.82%7,716,204CommonSOLE
N07059210ASMLASML Holding NV$2.2M1.78%2,017,883CommonSOLE
697900108PAASPan American Silver Corp$2.1M1.69%39,582,900CommonSOLE
038222105AMATApplied Materials Inc$2.0M1.67%7,846,402CommonSOLE
882508104TXNTexas Instruments Inc$2.0M1.66%11,608,265CommonSOLE
482480100KLACKLA Corp$1.9M1.56%1,556,580CommonSOLE
458140100INTCIntel Corp$1.8M1.47%48,059,019CommonSOLE
747525103QCOMQUALCOMM Inc$1.8M1.46%10,351,111CommonSOLE
032654105ADIAnalog Devices Inc$1.8M1.45%6,458,773CommonSOLE
962879102WPMWheaton Precious Metals Corp$1.7M1.41%14,469,877CommonSOLE
G0378L100AUAnglogold Ashanti Plc$1.6M1.32%18,794,119CommonSOLE
011532108AGIAlamos Gold Inc$1.6M1.30%40,777,038CommonSOLE
38059T106GFIGold Fields Ltd$1.5M1.28%35,483,903CommonSOLE
351858105FNVFranco-Nevada Corp$1.5M1.27%7,441,133CommonSOLE
780287108RGLDRoyal Gold Inc$1.3M1.08%5,900,432CommonSOLE
871607107SNPSSYNOPSYS INC$1.2M1.01%2,593,619CommonSOLE
29446Y502EQXEquinox Gold Corp$1.2M0.98%84,327,040CommonSOLE
127387108CDNSCadence Design Systems Inc$1.1M0.91%3,534,180CommonSOLE
192108504CDECoeur Mining Inc$1.1M0.91%61,459,916CommonSOLE
75513E101RTXRTX Corp$1.0M0.85%5,633,213CommonSOLE
N6596X109NXPINXP Semiconductors NV$923,2250.76%4,253,320CommonSOLE
573874104MRVLMarvell Technology Inc$838,2860.69%9,864,514CommonSOLE
450913108IAGIAMGOLD Corp$749,5370.62%45,453,726CommonSOLE
69608A108PLTRPalantir Technologies Inc$713,7170.59%4,015,283CommonSOLE
422704106HLHecla Mining Co$711,2600.59%37,064,065CommonSOLE
413216300HMYHarmony Gold Mining Co Ltd$668,8910.55%33,612,617CommonSOLE
32076V103AGFirst Majestic Silver Corp$668,7520.55%40,140,689CommonSOLE
594918104MSFTMicrosoft Corp$619,0320.51%1,279,996CommonSOLE
34959E109FTNTFortinet Inc$613,9150.51%7,730,954CommonSOLE
713448108PEPPepsiCo Inc$576,2260.48%4,014,954CommonSOLE
13321L108CCJCameco Corp$575,7710.48%6,292,995CommonSOLE
110122108BMYBristol-Myers Squibb Co$569,2680.47%10,553,721CommonSOLE
644535106NGDNNew Gold Inc$560,2140.46%64,318,304CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$560,0040.46%1,646,733CommonSOLE
902252105TYLTyler Technologies Inc$552,5960.46%1,217,306CommonSOLE
284902509EGOEldorado Gold Corp$516,2300.43%14,371,585CommonSOLE
204448104BVNCia de Minas Buenaventura SAA$497,2940.41%17,869,017CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$486,2700.40%3,024,821CommonSOLE
30303M102METAMeta Platforms Inc$471,5140.39%714,318CommonSOLE
11777Q209BTGB2Gold Corp$470,2220.39%104,263,524CommonSOLE
532457108LLYEli Lilly & Co$466,1390.39%433,747CommonSOLE
512807306LRCXLam Research Corp$465,5400.38%2,719,592CommonSOLE
609839105MPWRMonolithic Power Systems Inc$455,2760.38%502,312CommonSOLE
880770102TERTeradyne Inc$441,1060.36%2,278,913CommonSOLE
68390D106OROR Royalties Inc$434,0810.36%12,265,520CommonSOLE
89400J107TRUTransUnion$422,9360.35%4,932,203CommonSOLE
525327102LDOSLeidos Holdings Inc$411,1710.34%2,279,221CommonSOLE
58933Y105MRKMerck & Co Inc$406,7590.34%3,864,329CommonSOLE
00724F101ADBEAdobe Inc$401,2040.33%1,146,330CommonSOLE
718172109PMPhilip Morris International Inc$394,8240.33%2,461,494CommonSOLE
595017104MCHPMicrochip Technology Inc$392,8610.32%6,165,423CommonSOLE
235851102DHRDanaher Corp$385,0740.32%1,682,131CommonSOLE
009066101ABNBAirbnb Inc$384,8820.32%2,835,856CommonSOLE
518439104ELEstee Lauder Cos Inc/The$384,7130.32%3,673,736CommonSOLE
231561101CWCurtiss-Wright Corp$379,7700.31%688,901CommonSOLE
911312106UPSUnited Parcel Service Inc$371,3540.31%3,743,860CommonSOLE
30231G102XOMExxon Mobil Corp$368,5410.30%3,062,497CommonSOLE
79466L302CRMSalesforce.com Inc$363,2830.30%1,371,345CommonSOLE
49177J102KVUEKenvue Inc$361,6990.30%20,968,087CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$360,2830.30%4,392,626CommonSOLE
M3760D101ESLTElbit Systems Ltd$355,3640.29%615,124CommonSOLE
097023105BABoeing Co/The$353,0560.29%1,626,087CommonSOLE
45167R104IEXIDEX Corp$351,7620.29%1,976,856CommonSOLE
68902V107OTISOtis Worldwide Corp$349,6260.29%4,002,589CommonSOLE
654106103NKENIKE Inc$349,6180.29%5,487,642CommonSOLE
294429105EFXEquifax Inc$347,9090.29%1,603,415CommonSOLE
784730103SSRMSSR Mining Inc$344,4900.28%15,715,698CommonSOLE
98138H101WDAYWorkday Inc$335,0210.28%1,559,835CommonSOLE
717081103PFEPfizer Inc$332,2340.27%13,342,760CommonSOLE
21036P108STZConstellation Brands Inc$330,7280.27%2,397,275CommonSOLE
11133T103BRBroadridge Financial Solutions Inc$329,2390.27%1,475,283CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$324,9200.27%3,613,425CommonSOLE
609207105MDLZMondelez International Inc$320,6440.27%5,956,605CommonSOLE
189054109CLXClorox Co/The$316,2440.26%3,136,405CommonSOLE
115637209BF/BBrown-Forman Corp$304,7530.25%11,694,296CommonSOLE
98978V103ZTSZoetis Inc$300,3400.25%2,387,059CommonSOLE
806857108SLBSchlumberger NV$292,2880.24%7,615,651CommonSOLE
21037T109CEGConstellation Energy Corp$291,4680.24%825,056CommonSOLE
02079K305GOOGLAlphabet Inc$288,9150.24%923,049CommonSOLE
02156V109OKLOOklo Inc$283,9020.23%3,956,281CommonSOLE
037833100AAPLApple Inc$282,4390.23%1,038,910CommonSOLE
20030N101CMCSAComcast Corp$277,6970.23%9,290,657CommonSOLE
861012102STMSTMicroelectronics NV$273,2110.23%10,532,428CommonSOLE
65340P106NXENexGen Energy Ltd$268,2400.22%29,157,056CommonSOLE
031162100AMGNAmgen Inc$267,6850.22%817,834CommonSOLE
539830109LMTLockheed Martin Corp$264,0750.22%545,981CommonSOLE
68634K106ORLAOrla Mining Ltd$261,2010.22%19,391,604CommonSOLE
92343V104VZVerizon Communications Inc$256,8460.21%6,306,068CommonSOLE
902973304USBUS Bancorp$256,6720.21%4,810,183CommonSOLE
04010L103ARCCAres Capital Corp$256,3870.21%12,673,579CommonSOLE
G5960L103MDTMedtronic PLC$250,8100.21%2,610,978CommonSOLE
023135106AMZNAmazon.com Inc$241,0820.20%1,044,459CommonSOLE
349942102FSMFortuna Silver Mines Inc$237,2530.20%24,185,050CommonSOLE
916896103UECUranium Energy Corp$229,6950.19%19,665,665CommonSOLE
244199105DEDeere & Co$223,9230.19%480,964CommonSOLE
682189105ONON Semiconductor Corp$222,0660.18%4,100,943CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$220,2120.18%1,214,967CommonSOLE
00846U101AAgilent Technologies Inc$219,4270.18%1,612,600CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$217,4830.18%2,708,385CommonSOLE
15643U104LEUCentrus Energy Corp$217,4810.18%895,867CommonSOLE
05605H100BWXTBWX Technologies Inc$215,6910.18%1,247,920CommonSOLE
574599106MASMASCO CORP$214,1950.18%3,375,286CommonSOLE
811916105SASeabridge Gold Inc$211,6770.17%7,153,563CommonSOLE
485924104KRMNKarman Holdings Inc$209,8060.17%2,867,379CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$208,8880.17%360,494CommonSOLE
169656105CMGChipotle Mexican Grill Inc$207,8520.17%5,617,629CommonSOLE
69331C108PCGPG&E Corp$207,4040.17%12,906,256CommonSOLE
29786A106ETSYEtsy Inc$207,0220.17%3,734,156CommonSOLE
248356107DNNDenison Mines Corp$201,9160.17%75,910,027CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$200,8400.17%2,908,190CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$199,8250.17%2,632,388CommonSOLE
426281101JKHYJack Henry & Associates Inc$198,3610.16%1,087,028CommonSOLE
254687106DISWalt Disney Co/The$197,3960.16%1,735,048CommonSOLE
955306105WSTWest Pharmaceutical Services Inc$197,0250.16%716,087CommonSOLE
012653101ALBAlbemarle Corp$192,0100.16%1,357,538CommonSOLE
127190304CACICACI International Inc$191,6930.16%359,777CommonSOLE
855244109SBUXStarbucks Corp$190,6620.16%2,264,131CommonSOLE
09062X103BIIBBiogen Inc$187,5380.15%1,065,616CommonSOLE
427866108HSYHershey Co/The$186,3500.15%1,024,014CommonSOLE
808513105SCHWCharles Schwab Corp/The$185,7810.15%1,859,484CommonSOLE
620076307MSIMotorola Inc$180,3410.15%470,471CommonSOLE
776696106ROPRoper Technologies Inc$179,1910.15%402,560CommonSOLE
29362U104ENTGEntegris Inc$178,7930.15%2,122,173CommonSOLE
666807102NOCNorthrop Grumman Corp$176,8170.15%310,092CommonSOLE
50212V100LPLALPL Financial Holdings Inc$176,3660.15%493,788CommonSOLE
92826C839VVisa Inc$176,2750.15%502,623CommonSOLE
292671708UUUUEnergy Fuels Inc/Canada$176,0520.15%12,108,694CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$168,9180.14%2,002,352CommonSOLE
05722G100BKRBaker Hughes Co$168,7330.14%3,705,166CommonSOLE
68389X105ORCLOracle Corp$166,0980.14%852,180CommonSOLE
81762P102NOWServiceNow Inc$165,8300.14%1,082,514CommonSOLE
67079K100SMRNuScale Power Corp$163,1760.13%11,515,561CommonSOLE
69121K104OBDCBlue Owl Capital Corp$159,2410.13%12,811,022CommonSOLE
478160104JNJJohnson & Johnson$155,9950.13%753,782CommonSOLE
375558103GILDGilead Sciences Inc$154,6090.13%1,259,646CommonSOLE
008073108AVAVAeroVironment Inc$154,5390.13%638,881CommonSOLE
72703X106PLPlanet Labs PBC$151,4290.13%7,678,938CommonSOLE
833635105SQMSociedad Quimica y Minera de Chile SA$143,7670.12%2,089,638CommonSOLE
553368101MPMP Materials Corp$143,2200.12%2,834,914CommonSOLE
217204106CPRTCopart Inc$142,2590.12%3,633,680CommonSOLE
406216101HALHalliburton Co$137,7780.11%4,875,345CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund$135,5970.11%5,149,915CommonSOLE
02079K107GOOGAlphabet Inc$132,9600.11%423,708CommonSOLE
66987V109NVSNovartis AG$132,4460.11%960,657CommonSOLE
92189K105HODLVaneck Bitcoin ETF$124,5460.10%5,036,226CommonSOLE
931142103WMTWalmart Inc$122,8140.10%1,102,358CommonSOLE
22052L104CTVACorteva Inc$122,0010.10%1,820,102CommonSOLE
83056P715SKESkeena Resources Ltd$115,4270.10%4,862,516CommonSOLE
22160K105COSTCostco Wholesale Corp$110,0680.09%127,638CommonSOLE
20825C104COPConocoPhillips$109,9060.09%1,174,086CommonSOLE
67077M108NTRNutrien Ltd$108,7870.09%1,762,523CommonSOLE
83088M102SWKSSkyworks Solutions Inc$108,5510.09%1,711,888CommonSOLE
57636Q104MAMastercard Inc$104,0940.09%182,339CommonSOLE
64110L106NFLXNetflix Inc$102,9460.09%1,097,976CommonSOLE
020398707ALMAlmonty Industries Inc$99,0130.08%11,239,482CommonSOLE
126650100CVSCVS Health Corp$94,4820.08%1,190,553CommonSOLE
152006102CGAUCenterra Gold Inc$93,9290.08%6,536,157CommonSOLE
04040Y109ARISAris Mining Corp$92,4270.08%5,694,894CommonSOLE
29258Y103EXKEndeavour Silver Corp$92,0710.08%9,794,705CommonSOLE
285512109EAElectronic Arts Inc$91,9900.08%450,203CommonSOLE
G87110105FTITechnipFMC PLC$88,4900.07%1,985,856CommonSOLE
064149107BNSBank of Nova Scotia/The$88,2690.07%1,196,685CommonSOLE
65339F101NEENextEra Energy Inc$87,5740.07%1,090,861CommonSOLE
64110W102NTESNetEase Inc$87,3220.07%634,513CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$85,4420.07%1,267,873CommonSOLE
89679M104TFPMTriple Flag Precious Metals Corp$84,4000.07%2,523,916CommonSOLE
670100205NVONovo Nordisk A/S$83,7050.07%1,645,149CommonSOLE
46982L108JJacobs Solutions Inc$82,4850.07%622,723CommonSOLE
012653200ALB 7.25 03/01/27Albemarle Corp$82,3700.07%1,386,936CommonSOLE
808625107SAICScience Applications International Corp$82,2690.07%817,296CommonSOLE
063671101BMOBank of Montreal$80,4450.07%619,368CommonSOLE
63010H108NNENANO Nuclear Energy Inc$77,8250.06%3,241,350CommonSOLE
88031M109TSTenaris SA$77,6380.06%2,019,185CommonSOLE
17275R102CSCOCisco Systems Inc$76,5020.06%993,145CommonSOLE
921078101OUNZVanEck Merk Gold Shares$76,4960.06%1,844,154CommonSOLE
53681J103LACLithium Americas Corp$76,2820.06%17,495,908CommonSOLE
74736K101QRVOQorvo Inc$75,4970.06%893,353CommonSOLE
48242W106KBRKBR Inc$75,4700.06%1,877,367CommonSOLE
907818108UNPUnion Pacific Corp$74,8420.06%323,541CommonSOLE
852234103XYZBlock Inc$74,3830.06%1,142,773CommonSOLE
35671D857FCXFreeport-McMoRan Inc$73,6790.06%1,450,665CommonSOLE
74340W103PLDPrologis Inc$72,2070.06%565,624CommonSOLE
68236H204ONDSOndas Holdings Inc$71,2020.06%7,295,273CommonSOLE
742718109PGProcter & Gamble Co/The$70,9860.06%495,329CommonSOLE
95040Q104WELLWelltower Inc$70,9390.06%382,195CommonSOLE
594972408MSTRStrategy Inc$70,9170.06%466,709CommonSOLE
714266103PPTAPerpetua Resources Corp$70,8310.06%2,925,672CommonSOLE
66987E206NGNovagold Resources Inc$70,6940.06%7,585,209CommonSOLE
92859G608VZLAVizsla Silver Corp$70,3670.06%12,864,195CommonSOLE
780259305SHELShell PLC$70,0860.06%953,814CommonSOLE
H8817H100RIGTransocean Ltd$69,4830.06%16,824,069CommonSOLE
853606101SLIStandard Lithium Ltd$69,4610.06%15,539,435CommonSOLE
149123101CATCaterpillar Inc$69,1640.06%120,732CommonSOLE
56035L104MAINMain Street Capital Corp$68,3820.06%1,132,346CommonSOLE
58155Q103MCKMcKesson Corp$67,9560.06%82,844CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$67,7550.06%149,451CommonSOLE
191216100KOCoca-Cola Co/The$66,7410.06%954,675CommonSOLE
039483102ADMArcher-Daniels-Midland Co$66,4230.05%1,155,389CommonSOLE
91347P105OLEDUniversal Display Corp$65,7510.05%563,033CommonSOLE
01921D204AAUCAllied Gold Corp$65,4590.05%2,856,629CommonSOLE
427096508HTGCHercules Capital Inc$65,0850.05%3,458,277CommonSOLE
G0176J109ALLEAllegion PLC$64,6430.05%405,997CommonSOLE
G48833118WFRDWeatherford International PLC$63,2140.05%807,739CommonSOLE
38173M102GBDCGolub Capital BDC Inc$63,1860.05%4,656,349CommonSOLE
62955J103NOVNOV Inc$62,4740.05%3,997,038CommonSOLE
65339F663NEE 7.299 06/01/27NextEra Energy Inc$62,4360.05%1,206,030CommonSOLE
00287Y109ABBVAbbVie Inc$62,0010.05%271,348CommonSOLE
773121108RKLBRocket Lab Corp$61,7770.05%885,567CommonSOLE
842587842SO 7.125 12/15/28 ASouthern Co/The$61,5080.05%1,206,030CommonSOLE
035710839NLYAnnaly Capital Management Inc$60,5260.05%2,706,878CommonSOLE
302635206FSKFS KKR Capital Corp$60,4840.05%4,083,940CommonSOLE
80105N105SNYSanofi SA/France$60,3330.05%1,244,997CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$60,3230.05%904,524CommonSOLE
03073E105CORCencora Inc$59,9610.05%177,531CommonSOLE
91324P102UNHUnitedHealth Group Inc$59,8390.05%181,271CommonSOLE
G1151C101ACNAccenture PLC$59,3250.05%221,112CommonSOLE
52661A108DRSLeonardo DRS Inc$58,7390.05%1,723,069CommonSOLE
37733W204GSKGSK PLC$58,5710.05%1,194,367CommonSOLE
671044105OSISOSI Systems Inc$57,9230.05%227,095CommonSOLE
826599102SGMLSigma Lithium Corp$57,8030.05%4,382,392CommonSOLE
G65431127NENoble Corp PLC$57,5450.05%2,037,719CommonSOLE
98149E303GLDMSPDR Gold MiniShares Trust$57,2860.05%671,036CommonSOLE
H5012F103LARLithium Americas Argentina Corp$57,2020.05%10,251,244CommonSOLE
82835P103SVMSilvercorp Metals Inc$57,0970.05%6,845,803CommonSOLE
83418M103SEISolaris Energy Infrastructure Inc$57,0810.05%1,241,719CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$56,4280.05%622,369CommonSOLE
046353108AZNNAstraZeneca PLC$56,3910.05%613,411CommonSOLE
36467W109GMEGameStop Corp$56,3350.05%2,805,540CommonSOLE
922475108VEEVVeeva Systems Inc$55,7810.05%249,878CommonSOLE
91913Y100VLOValero Energy Corp$55,0960.05%338,450CommonSOLE
369604301GEGeneral Aerospace Co$53,7440.04%174,476CommonSOLE
423452101HPHelmerich & Payne Inc$53,6690.04%1,871,300CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$53,2710.04%208,066CommonSOLE
589378108MRCYMercury Systems Inc$52,9610.04%725,387CommonSOLE
595017302MCHP 7.5 03/15/28Microchip Technology Inc$52,1880.04%895,478CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$50,8700.04%2,342,047CommonSOLE
002824100ABTAbbott Laboratories$50,2460.04%401,039CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$50,0900.04%64,895CommonSOLE
872540109TJXTJX Cos Inc/The$49,3810.04%321,471CommonSOLE
56501R106MFCManulife Financial Corp$48,3940.04%1,329,636CommonSOLE
44916E100IPXIperionX Ltd$48,3920.04%1,337,343CommonSOLE
00217D100ASTSAST SpaceMobile Inc$48,2980.04%664,979CommonSOLE
166764100CVXChevron Corp$47,7240.04%313,132CommonSOLE
92189H771PITVanEck Commodity Strategy ETF$47,5340.04%900,116CommonSOLE
172573107CRCLCircle Internet Group Inc$47,2560.04%595,911CommonSOLE
881624209TEVATeva Pharmaceutical Industries Ltd$47,2540.04%1,514,064CommonSOLE
858119100STLDSteel Dynamics Inc$46,9700.04%277,190CommonSOLE
08975B109BBAIBigBear.ai Holdings Inc$46,6750.04%8,643,450CommonSOLE
902494103TSNTyson Foods Inc$46,4920.04%793,116CommonSOLE
405552100HLNHaleon PLC$45,5680.04%4,507,206CommonSOLE
771049103RBLXROBLOX Corp$45,1870.04%557,660CommonSOLE
461202103INTUIntuit Inc$45,0570.04%68,020CommonSOLE
278768106SATSEchoStar Corp$44,9600.04%413,614CommonSOLE
53115L104LBRTLiberty Energy Inc$44,9290.04%2,433,856CommonSOLE
G54950103LINLinde PLC$44,7210.04%104,882CommonSOLE
00123Q104AGNCAGNC INVESTMENT CORP$44,7160.04%4,171,269CommonSOLE
438516106HONHoneywell International Inc$44,6340.04%228,783CommonSOLE
09175A206BMNRBitMine Immersion Technologies Inc$44,5150.04%1,639,574CommonSOLE
19260Q107COINCoinbase Global Inc$44,5120.04%196,832CommonSOLE
91912E105VALEVale SA$44,3050.04%3,400,270CommonSOLE
65339F119NEE 7.234 11/01/27NextEra Energy Inc$44,0960.04%904,524CommonSOLE
46120E602ISRGIntuitive Surgical Inc$44,0410.04%77,762CommonSOLE
29250N105ENBEnbridge Inc$43,9830.04%919,151CommonSOLE
127203107WHDCactus Inc$42,4160.04%928,541CommonSOLE
G9460G101VALValaris Ltd$41,6220.03%825,833CommonSOLE
038169207APLDApplied Digital Corp$41,3450.03%1,686,193CommonSOLE
040413205ANETArista Networks Inc$40,2480.03%307,169CommonSOLE
703481101PTENPatterson-UTI Energy Inc$40,0360.03%6,552,567CommonSOLE
69331C306PCG 6 12/01/27 APG&E Corp$39,8050.03%970,853CommonSOLE
767292105RIOTRiot Platforms Inc$39,1650.03%3,091,139CommonSOLE
842587107SOSouthern Co/The$38,9210.03%446,334CommonSOLE
443628102HBMHudBay Minerals Inc$38,5500.03%1,941,974CommonSOLE
90353T100UBERUber Technologies Inc$38,3170.03%468,933CommonSOLE
09290D101BLKBlackrock Inc$38,1300.03%35,624CommonSOLE
013872106AAAlcoa Corp$37,9690.03%714,504CommonSOLE
686688102ORAOrmat Technologies Inc$36,7410.03%332,580CommonSOLE
Q4982L109IRENIren Ltd$36,5740.03%968,335CommonSOLE
26441C204DUKDuke Energy Corp$36,3220.03%309,888CommonSOLE
125269100CFCF Industries Holdings Inc$36,2430.03%468,621CommonSOLE
675232102OIIOceaneering International Inc$36,0470.03%1,500,057CommonSOLE
874060205TAKTakeda Pharmaceutical Co Ltd$35,9410.03%2,305,397CommonSOLE
378973507GSATGlobalstar Inc$35,6840.03%584,601CommonSOLE
36317J209GLXYGalaxy Digital Inc$35,5700.03%1,590,776CommonSOLE
92552V100VSATViasat Inc$35,3690.03%1,026,364CommonSOLE
46222L108IONQIonQ Inc$35,0060.03%780,167CommonSOLE
26152H301DRDDRDGOLD Ltd$34,7090.03%1,119,294CommonSOLE
N4732M103JBSJBS NV$34,3020.03%2,378,805CommonSOLE
053015103ADPAutomatic Data Processing Inc$34,2910.03%133,310CommonSOLE
44955L106IAUXi-80 Gold Corp$34,0330.03%23,310,494CommonSOLE
969457100WMBWilliams Cos Inc/The$34,0170.03%565,903CommonSOLE
828806109SPGSimon Property Group Inc$33,9500.03%183,404CommonSOLE
866796105SLFSun Life Financial Inc$33,7130.03%540,004CommonSOLE
032095101APHAmphenol Corp$33,5440.03%248,218CommonSOLE
594972887MSTR 8 PERPStrategy Inc$33,0530.03%419,669CommonSOLE
349381103FIGRFigure Technology Solutions Inc$32,0750.03%785,377CommonSOLE
053906103ASMAvino Silver & Gold Mines Ltd$31,7490.03%5,112,486CommonSOLE
44812J104HUTHut 8 Corp$31,5690.03%687,184CommonSOLE
770700102HOODRobinhood Markets Inc$31,2230.03%276,069CommonSOLE
03027X100AMTAmerican Tower Corp$31,0470.03%176,835CommonSOLE
336433107FSLRFirst Solar Inc$30,9980.03%118,661CommonSOLE
37954Y673PAVEGlobal X US Infrastructure Development$30,7010.03%642,409CommonSOLE
46125A100LUNRIntuitive Machines Inc$30,6950.03%1,891,252CommonSOLE
140501107CSWCCapital Southwest Corp$30,5740.03%1,380,316CommonSOLE
116794207BRKR 6.375 09/01/28Bruker Corp$30,4570.03%83,216CommonSOLE
10950A205BTSG 6.75 02/01/27BrightSpring Health Services Inc$30,4420.03%241,205CommonSOLE
61774A103MSDLMorgan Stanley Direct Lending Fund$30,3360.03%1,840,835CommonSOLE
74460D109PSAPUBLIC STORAGE$30,1760.02%116,286CommonSOLE
61945C103MOSMosaic Co/The$30,1590.02%1,251,927CommonSOLE
253868103DLRDigital Realty Trust Inc$29,9020.02%193,277CommonSOLE
58039P305MUXMcEwen Mining Inc$29,5620.02%1,597,060CommonSOLE
756109104ORealty Income Corp$29,4580.02%522,586CommonSOLE
29259W700EUEncore Energy Corp$29,1440.02%11,751,553CommonSOLE
03938L203MTArcelorMittal SA$29,1090.02%638,783CommonSOLE
04016X101ARGXArgenx SE$29,0420.02%34,535CommonSOLE
81369Y803XLKTechnology Select Sector SPDR Fund$28,8140.02%200,136CommonSOLE
91688R108URGUr-Energy Inc$28,3610.02%20,403,343CommonSOLE
26884L109EQTEQT Corp$28,1970.02%526,048CommonSOLE
743315103PGRProgressive Corp/The$28,1800.02%123,747CommonSOLE
718546104PSXPhillips 66$27,7670.02%215,182CommonSOLE
88642R109TDWTidewater Inc$27,5840.02%546,098CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$27,4370.02%2,153,607CommonSOLE
07725L102ONCBeOne Medicines Ltd$27,3460.02%90,010CommonSOLE
922908363VOOVanguard S&P 500 ETF$27,1440.02%43,283CommonSOLE
H11356104BGBunge Global SA$27,0560.02%303,721CommonSOLE
88160R101TSLATesla Inc$26,8410.02%59,685CommonSOLE
428291108HXLHexcel Corp$26,6270.02%360,316CommonSOLE
03761U502MFICMidCap Financial Investment Corp$26,5590.02%2,321,600CommonSOLE
949746101WMT2Wells Fargo & Co$26,2930.02%282,114CommonSOLE
49338L103KEYSKeysight Technologies Inc$26,2820.02%129,346CommonSOLE
896442308TRINTrinity Capital Inc$26,1580.02%1,785,503CommonSOLE
17253J106CIFRCipher Mining Inc$26,1100.02%1,768,950CommonSOLE
18452B209CLSKCleanspark Inc$26,1000.02%2,579,091CommonSOLE
060505104BACBank of America Corp$25,9790.02%472,351CommonSOLE
91332U101UUnity Software Inc$25,9050.02%586,464CommonSOLE
G9087Q102TROXTronox Holdings PLC$25,8510.02%6,199,053CommonSOLE
84265V105SCCOSouthern Copper Corp$25,7810.02%179,697CommonSOLE
85571B105STWDStarwood Property Trust Inc$25,6680.02%1,425,184CommonSOLE
87807B107TRPTC Energy Corp$25,5910.02%464,825CommonSOLE
88080T104WULFTerawulf Inc$25,4870.02%2,218,217CommonSOLE
136375102CNICanadian National Railway Co$25,3800.02%256,582CommonSOLE
165167735EXEExpand Energy Corp$25,2720.02%228,994CommonSOLE
92189H870EINCVanEck Energy Income ETF$25,0510.02%260,268CommonSOLE
26740W109QBTSD-Wave Quantum Inc$24,9980.02%955,951CommonSOLE
74348T102PSECProspect Capital Corp$24,9790.02%9,644,408CommonSOLE
49456B101KMIKinder Morgan Inc$24,8460.02%903,817CommonSOLE
025537101AEPAmerican Electric Power Co Inc$24,8420.02%215,434CommonSOLE
38147U107GSBDGoldman Sachs BDC Inc$24,8020.02%2,672,569CommonSOLE
459200101IBMInternational Business Machines Corp$24,7170.02%83,447CommonSOLE
13646K108CPCanadian Pacific Railway Ltd$24,6530.02%334,822CommonSOLE
64828T201RITMRithm Capital Corp$24,5790.02%2,254,915CommonSOLE
29444U700EQIXEquinix Inc$24,5470.02%32,039CommonSOLE
565788106MARAMARA Holdings Inc$24,4890.02%2,727,069CommonSOLE
G16910120BLSHBullish$24,3970.02%644,218CommonSOLE
09260D107BXBlackstone Inc$24,1240.02%156,507CommonSOLE
G8267P108SWSmurfit WestRock PLC$23,8760.02%617,435CommonSOLE
21874A106CORZCore Scientific Inc$23,7680.02%1,632,439CommonSOLE
G29183103ETNEaton Corp PLC$23,3280.02%73,242CommonSOLE
682680103OKEOneok Inc$23,0010.02%312,949CommonSOLE
65345N106NNNextNav Inc$22,9550.02%1,379,524CommonSOLE
695156109PKGPackaging Corp of America$22,9100.02%111,090CommonSOLE
81617J301WTTRSelect Energy Services Inc$22,5880.02%2,147,155CommonSOLE
12572Q105CMECME Group Inc$22,1370.02%81,065CommonSOLE
460146103IPInternational Paper Co$22,0840.02%560,666CommonSOLE
816851109SRESempra$22,0110.02%249,300CommonSOLE
38071H106GROYGold Royalty Corp$21,7580.02%5,385,673CommonSOLE
70806A106PFLTPennantPark Floating Rate Capital Ltd$21,6100.02%2,331,159CommonSOLE
647551100NMFCNew Mountain Finance Corp$21,5430.02%2,339,114CommonSOLE
98389B100XELXcel Energy Inc$21,4150.02%289,939CommonSOLE
201723103CMCCommercial Metals Co$21,3720.02%308,747CommonSOLE
67000B203NOVT 6.5 11/01/28Novanta Inc$21,1740.02%380,912CommonSOLE
872280102CGBDTCG BDC Inc$21,1360.02%1,692,268CommonSOLE
06759L103BBDCBarings BDC Inc$21,0610.02%2,294,207CommonSOLE
46269C102IRDMIridium Communications Inc$20,9310.02%1,204,302CommonSOLE
878742204TECKTeck Resources Ltd$20,9100.02%436,186CommonSOLE
867224107SUSuncor Energy Inc$20,7390.02%467,229CommonSOLE
701094104PHParker-Hannifin Corp$20,6550.02%23,499CommonSOLE
126408103CSXCSX Corp$20,5940.02%568,102CommonSOLE
009158106APDAir Products and Chemicals Inc$20,5200.02%83,069CommonSOLE
052769106ADSKAutodesk Inc$20,4910.02%69,225CommonSOLE
891092108TTCToro Co/The$20,3450.02%258,444CommonSOLE
25746U109DDominion Energy Inc$20,1260.02%343,517CommonSOLE
92276F100VTRVentas Inc$20,0740.02%259,415CommonSOLE
76655K103RGTIRigetti Computing Inc$20,0330.02%904,424CommonSOLE
655844108NSCNorfolk Southern Corp$20,0100.02%69,307CommonSOLE
645827205IDRIdaho Strategic Resources Inc$19,8530.02%492,621CommonSOLE
G8994E103TTTrane Technologies plc$19,8510.02%51,005CommonSOLE
16411R208LNGCheniere Energy Inc$19,7810.02%101,761CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$19,7410.02%106,411CommonSOLE
28414H103ELANElanco Animal Health Inc$19,5070.02%862,010CommonSOLE
437076102HDHome Depot Inc/The$19,2750.02%56,016CommonSOLE
46266C105IQVIQVIA Holdings Inc$19,2500.02%85,399CommonSOLE
82509L107SHOPShopify Inc$19,2440.02%119,546CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$19,1900.02%429,206CommonSOLE
82846H504QXO 5.5 05/15/28QXO Inc$19,1220.02%346,734CommonSOLE
05684B107BCSFBain Capital Specialty Finance Inc$19,1040.02%1,373,363CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$19,0560.02%47,922CommonSOLE
G11448100BTDRBitdeer Technologies Group$18,9920.02%1,694,193CommonSOLE
59124U605MTAMetalla Royalty & Streaming Ltd$18,9240.02%2,432,344CommonSOLE
042315705ARRARMOUR Residential REIT Inc$18,9120.02%1,069,071CommonSOLE
962166104WYWeyerhaeuser Co$18,9020.02%797,890CommonSOLE
237266101DARDarling Ingredients Inc$18,8950.02%524,840CommonSOLE
925652109VICIVICI Properties Inc$18,8290.02%669,613CommonSOLE
615369105MCOMoody's Corp$18,6470.02%36,502CommonSOLE
632307104NTRANatera Inc$18,5240.02%80,859CommonSOLE
231021106CMICummins Inc$18,4230.02%36,092CommonSOLE
26817Q886DXDynex Capital Inc$18,2580.02%1,303,182CommonSOLE
25278X109FANGDiamondback Energy Inc$18,2290.02%121,255CommonSOLE
09257W100BXMTBlackstone Mortgage Trust Inc$18,2230.02%952,613CommonSOLE
548661107LOWLowe's Cos Inc$18,0470.01%74,833CommonSOLE
46655E100DCDakota Gold Corp$17,9730.01%3,164,177CommonSOLE
088606108BHPBHP Group Ltd$17,9590.01%297,488CommonSOLE
87612G101TRGPTarga Resources Corp$17,8050.01%96,505CommonSOLE
264147109DCODucommun Inc$17,7740.01%186,835CommonSOLE
30161N101EXCExelon Corp$17,6190.01%404,209CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$17,5390.01%25,925CommonSOLE
64440N103NFGCNew Found Gold Corp$17,3810.01%5,874,512CommonSOLE
22822V101CCICrown Castle Inc$17,2990.01%194,656CommonSOLE
497266106KEXKIRBY CORP$17,2600.01%156,650CommonSOLE
83413U100SLRCSLR Investment Corp$17,1650.01%1,110,266CommonSOLE
94106L109WMWaste Management Inc$17,1010.01%77,834CommonSOLE
G6683N103NUNU Holdings Ltd/Cayman Islands$16,9320.01%1,011,467CommonSOLE
767204100RIORio Tinto PLC$16,8650.01%210,737CommonSOLE
311900104FASTFastenal Co$16,7550.01%417,529CommonSOLE
92939U106WECWEC Energy Group Inc$16,7260.01%158,600CommonSOLE
G2519Y108BAPCredicorp Ltd$16,6440.01%57,993CommonSOLE
457651107INVXDril-Quip Inc$16,6020.01%759,142CommonSOLE
172908105CTASCintas Corp$16,4800.01%87,625CommonSOLE
316500107FDUSFidus Investment Corp$16,4370.01%851,637CommonSOLE
16115Q308GTLSChart Industries Inc$16,4350.01%79,693CommonSOLE
46578C108IEIvanhoe Electric Inc / US$16,3920.01%1,025,813CommonSOLE
29364G103ETREntergy Corp$16,3390.01%176,767CommonSOLE
91307C102UTHRUnited Therapeutics Corp$16,3170.01%33,488CommonSOLE
70450Y103PYPLPayPal Holdings Inc$16,1890.01%277,301CommonSOLE
670657105XNEAXNuveen AMT-Free Quality Municipal Incom$16,1280.01%1,386,762CommonSOLE
88579Y101MMM3M Co$15,7820.01%98,574CommonSOLE
443201108HWMHowmet Aerospace Inc$15,6670.01%76,415CommonSOLE
67071L106NVGNuveen AMT-Free Municipal Credit Income$15,5940.01%1,231,724CommonSOLE
337932107FEFirstEnergy Corp$15,5770.01%347,940CommonSOLE
30225T102EXRExtra Space Storage Inc$15,5190.01%119,178CommonSOLE
09073M104TECHBio-Techne Corp$15,5190.01%263,887CommonSOLE
457669307INSMInsmed Inc$15,4960.01%89,035CommonSOLE
824348106SHWSherwin-Williams Co/The$15,4210.01%47,591CommonSOLE
023939101AMTMAmentum Holdings Inc$15,3990.01%531,007CommonSOLE
N20944109CNHCNH Industrial NV$15,3870.01%1,668,826CommonSOLE
001084102AGCOAGCO Corp$15,3150.01%146,811CommonSOLE
76131D103QSRRestaurant Brands International Inc$15,2570.01%223,566CommonSOLE
28852N109EFCEllington Financial Inc$15,2370.01%1,122,032CommonSOLE
G6359F137NBRNabors Industries Ltd$15,1350.01%278,743CommonSOLE
452327109ILMNIllumina Inc$15,1230.01%115,305CommonSOLE
452308109ITWIllinois Tool Works Inc$15,0890.01%61,261CommonSOLE
147528103CASYCasey's General Stores Inc$15,0720.01%27,269CommonSOLE
654902204NOKNokia OYJ$14,9740.01%2,314,316CommonSOLE
68571X301ORCOrchid Island Capital Inc$14,8880.01%2,067,825CommonSOLE
615394202MOG/AMoog Inc$14,8190.01%60,846CommonSOLE
48251W104KKRKKR & Co Inc$14,7870.01%115,993CommonSOLE
767292AB1RIOT 0.75 01/15/30Riot Platforms Inc$14,7390.01%13,000,000CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$14,7270.01%100,467CommonSOLE
053484101AVBAvalonBay Communities Inc$14,6980.01%81,066CommonSOLE
038923108ABRArbor Realty Trust Inc$14,6880.01%1,892,783CommonSOLE
209115104EDConsolidated Edison Inc$14,6300.01%147,303CommonSOLE
G3323L100FNFabrinet$14,2740.01%31,352CommonSOLE
505743104LADRLadder Capital Corp$14,2500.01%1,296,650CommonSOLE
56585A102MPCMarathon Petroleum Corp$14,1870.01%87,237CommonSOLE
11271J107BNBrookfield Corp$14,1480.01%308,292CommonSOLE
67066V101NADNuveen Quality Municipal Income Fund$14,1380.01%1,176,168CommonSOLE
28176E108EWEdwards Lifesciences Corp$14,1190.01%165,613CommonSOLE
00508Y102AYIAcuity Brands Inc$14,0860.01%39,124CommonSOLE
093712107BEBloom Energy Corp$14,0340.01%161,509CommonSOLE
369550108GDGeneral Dynamics Corp$14,0080.01%41,610CommonSOLE
980745103WWDWoodward Inc$13,8510.01%45,816CommonSOLE
M51474118GILTGilat Satellite Networks Ltd$13,8220.01%1,068,141CommonSOLE
81369Y100XLBMaterials Select Sector SPDR Fund$13,6850.01%301,763CommonSOLE
749660106RESRPC Inc$13,6480.01%2,508,890CommonSOLE
257651109DCIDonaldson Co Inc$13,6310.01%153,747CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SP$13,5910.01%113,822CommonSOLE
750917106RMBSRambus Inc$13,5190.01%147,123CommonSOLE
58506Q109MEDPMedpace Holdings Inc$13,3340.01%23,740CommonSOLE
03769M106APOApollo Global Management Inc$13,2790.01%91,731CommonSOLE
952845105WFGWest Fraser Timber Co Ltd$13,1700.01%215,715CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$13,0590.01%157,347CommonSOLE
533900106LECOLincoln Electric Holdings Inc$12,9790.01%54,161CommonSOLE
29476L107EQREquity Residential$12,9540.01%205,491CommonSOLE
G1757E113CMCLCaledonia Mining Corp PLC$12,9310.01%494,097CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$12,7140.01%87,788CommonSOLE
29414B104EPAMEPAM Systems Inc$12,6320.01%61,658CommonSOLE
697435105PANWPalo Alto Networks Inc$12,5960.01%68,385CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$12,4340.01%517,643CommonSOLE
67070X101NZFNuveen Municipal Credit Income Fund$12,4080.01%986,350CommonSOLE
144285103CRSCarpenter Technology Corp$12,3410.01%39,197CommonSOLE
384802104GWWWW Grainger Inc$12,2740.01%12,164CommonSOLE
42330P107HLXHelix Energy Solutions Group Inc$12,2530.01%1,954,102CommonSOLE
761152107RMDResMed Inc$12,2200.01%50,730CommonSOLE

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.