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Financial Sense Advisors, Inc.

Q4 2025 · 13F-HR

Financial Sense Advisors, Inc.holdings as filed

Filed 2026-02-13 · accession 0001358828-26-000001

$547.4M
Reported value
151
Positions
2025-12-31
Period end
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The Brief · Financial Sense Advisors, Inc. · Q4 2025

AI · grounded in 13F

Financial Sense Advisors, Inc. exited its position in VanEck ETF Trust REMX, reducing its holdings by $8.97M. The fund established new positions in Boeing Co [[stock:BA 6 10/15/27]] for $10.29M, SLB Limited SLB for $9.7M, and Alcoa Corp AA for $8.5M. Additionally, the manager accumulated shares of Freeport-McMoRan Inc FCX, increasing the position by 106.6%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$38.0M6.95%60,623CommonNONE
46429B655FLOTISHARES TR$31.4M5.74%617,613CommonNONE
88160R101TSLATESLA INC$27.9M5.09%61,954CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$24.9M4.56%502,413CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$23.5M4.29%751,583CommonNONE
697900108PAASPAN AMERN SILVER CORP$21.8M3.98%420,736CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$21.7M3.97%427,609CommonNONE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$21.0M3.84%431,160CommonNONE
055622104BPBP PLC$20.1M3.67%577,812CommonNONE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$18.5M3.38%277,679CommonNONE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$14.0M2.55%235,362CommonNONE
651639106NEMNEWMONT CORP$12.3M2.24%122,766CommonNONE
46434V407SHYGISHARES TR$11.7M2.14%273,563CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$11.4M2.08%485,978CommonNONE
852234AJ2XYZ 0 05/01/26BLOCK INC$11.0M2.00%11,179,000CommonNONE
097023204BA 6 10/15/27BOEING CO$10.3M1.88%149,066CommonNONE
013872106AAALCOA CORP$8.5M1.55%159,894CommonNONE
67077M108NTRNUTRIEN LTD$7.8M1.43%126,872CommonNONE
806857108SLBSLB LIMITED$7.7M1.40%200,000CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.8M1.24%38,225CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$6.6M1.21%56,309CommonNONE
58933Y105MRKMERCK & CO INC$6.5M1.19%61,776CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$6.1M1.11%35,767CommonNONE
654106103NKENIKE INC$6.0M1.10%94,303CommonNONE
06849F108BBARRICK MNG CORP$5.9M1.08%136,332CommonNONE
30231G102XOMEXXON MOBIL CORP$5.4M0.99%44,816CommonNONE
464285204IAUISHARES GOLD TR$5.4M0.98%66,128CommonNONE
02209S103MOALTRIA GROUP INC$5.2M0.96%90,913CommonNONE
91912E105VALEVALE S A$5.2M0.95%397,116CommonNONE
594918104MSFTMICROSOFT CORP$4.9M0.89%10,029CommonNONE
65339F101NEENEXTERA ENERGY INC$4.8M0.87%59,365CommonNONE
37954Y848SILGLOBAL X FDS$4.7M0.86%56,134CommonNONE
086516101BBYBEST BUY INC$4.4M0.80%65,042CommonNONE
G491BT108IVZINVESCO LTD$4.2M0.76%158,137CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$3.5M0.63%77,219CommonNONE
031162100AMGNAMGEN INC$3.4M0.62%10,450CommonNONE
747525103QCOMQUALCOMM INC$3.4M0.61%19,640CommonNONE
00162Q452AMLPALPS ETF TR$3.3M0.61%70,687CommonNONE
166764100CVXCHEVRON CORP NEW$3.3M0.60%21,518CommonNONE
192108504CDECOEUR MNG INC$3.2M0.59%180,000CALLSOLE
75513E101RTXRTX CORPORATION$3.1M0.57%17,107CommonNONE
87612E106TGTTARGET CORP$3.1M0.56%31,559CommonNONE
78464A805SPTMSPDR SERIES TRUST$3.0M0.56%36,932CommonNONE
963320106WHRWHIRLPOOL CORP$2.9M0.53%40,365CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.9M0.53%20,143CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$2.8M0.52%77,000CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$2.8M0.51%117,493CommonNONE
428103105HESMHESS MIDSTREAM LP$2.8M0.51%80,303CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$2.7M0.49%15,493CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.5M0.46%17,276CommonNONE
037833100AAPLAPPLE INC$2.5M0.45%9,115CommonNONE
36828A101GEVGE VERNOVA INC$2.2M0.40%3,325CommonNONE
37960A529SHLDGLOBAL X FDS$2.1M0.39%33,027CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.1M0.39%10,971CommonNONE
464287614IWFISHARES TR$2.1M0.39%4,453CommonNONE
806857108SLBSLB LIMITED$2.0M0.37%52,725CommonNONE
68634K106ORLAORLA MNG LTD NEW$2.0M0.36%146,661CommonNONE
37954Y491DAXGLOBAL X FDS$1.8M0.32%38,387CommonNONE
532457108LLYELI LILLY & CO$1.7M0.32%1,612CommonNONE
89834G729APUETRUST FOR PROFESSIONAL MANAG$1.6M0.29%37,639CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.6M0.28%10,052CommonNONE
458140100INTCINTEL CORP$1.5M0.28%41,511CommonNONE
20825C104COPCONOCOPHILLIPS$1.5M0.27%15,834CommonNONE
464287242LQDISHARES TR$1.5M0.27%13,277CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$1.4M0.25%20,000CommonNONE
13321L108CCJCAMECO CORP$1.3M0.25%14,710CommonNONE
46428Q109SLVISHARES SILVER TR$1.3M0.24%20,669CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.22%6,535CommonNONE
26884L109EQTEQT CORP$1.1M0.21%21,097CommonNONE
192108504CDECOEUR MNG INC$1.1M0.20%62,550CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$1.1M0.20%7,544CommonNONE
46090E103QQQINVESCO QQQ TR$1.0M0.18%1,641CommonNONE
84858T772EUADSPINNAKER ETF SERIES$1.0M0.18%23,861CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.18%3,379CommonNONE
655844108NSCNORFOLK SOUTHN CORP$987,4230.18%3,420CommonNONE
11135F101AVGOBROADCOM INC$953,5060.17%2,755CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$945,1290.17%20,636CommonNONE
78463V107GLDSPDR GOLD TR$903,9840.17%2,281CommonNONE
438516106HONHONEYWELL INTL INC$894,3410.16%4,584CommonNONE
H8817H100RIGTRANSOCEAN LTD$870,8890.16%210,869CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$868,5700.16%2,631CommonNONE
G5960L103MDTMEDTRONIC PLC$829,6240.15%8,637CommonNONE
25746U109DDOMINION ENERGY INC$795,7030.15%13,581CommonNONE
46429B697USMVISHARES TR$793,8230.15%8,431CommonNONE
68389X105ORCLORACLE CORP$785,8780.14%4,032CommonNONE
09290C723BDYNBLACKROCK ETF TRUST$783,5310.14%30,595CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$764,9070.14%23,449CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$764,8720.14%12,045CommonNONE
464288414MUBISHARES TR$730,9190.13%6,824CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$706,6200.13%1,036CommonNONE
00206R102TAT&T INC$688,6130.13%27,722CommonNONE
00287Y109ABBVABBVIE INC$687,5400.13%3,009CommonNONE
008073108AVAVAEROVIRONMENT INC$677,2920.12%2,800CommonNONE
89834G737APIETRUST FOR PROFESSIONAL MANAG$667,5170.12%18,798CommonNONE
89834G752APCBTRUST FOR PROFESSIONAL MANAG$637,2980.12%21,494CommonNONE
464287481IWPISHARES TR$604,7460.11%4,416CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$595,1400.11%6,000CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$585,1150.11%7,708CommonNONE
05722G100BKRBAKER HUGHES COMPANY$579,4800.11%12,725CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$515,8060.09%15,621CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$503,5200.09%4,000CommonNONE
09290C715BDVLBLACKROCK ETF TRUST$489,5650.09%19,736CommonNONE
92840M102VSTVISTRA CORP$482,4260.09%2,990CommonNONE
422704106HLHECLA MNG CO$479,7500.09%25,000CALLSOLE
97717Y527USFRWISDOMTREE TR$472,2790.09%9,385CommonNONE
37954Y830COPXGLOBAL X FDS$471,1160.09%6,562CommonNONE
922908769VTIVANGUARD INDEX FDS$465,3550.09%1,388CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$462,7750.08%2,500CommonNONE
500767306KWEBKRANESHARES TRUST$462,6560.08%13,588CommonNONE
92552V100VSATVIASAT INC$451,7710.08%13,110CommonNONE
714236106PBTPERMIAN BASIN RTY TR$424,5000.08%25,000CommonNONE
92189F205SLXVANECK ETF TRUST$424,3000.08%5,000CommonNONE
931142103WMTWALMART INC$421,7730.08%3,786CommonNONE
37954Y871URAGLOBAL X FDS$420,3780.08%9,838CommonNONE
235851102DHRDANAHER CORPORATION$417,3800.08%1,823CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$412,7540.08%8,214CommonNONE
464287648IWOISHARES TR$384,5410.07%1,190CommonNONE
464287226AGGISHARES TR$378,4450.07%3,789CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$376,0000.07%40,000CommonNONE
088606108BHPBHP GROUP LTD$362,2200.07%6,000CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$348,3700.06%5,994CommonNONE
22266T109CPNGCOUPANG INC$328,5860.06%13,929CommonNONE
91913Y100VLOVALERO ENERGY CORP$325,5800.06%2,000CommonNONE
260557103DOWDOW INC$315,6300.06%13,500CommonNONE
504922105LHLABCORP HOLDINGS INC$303,9000.06%1,211CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$295,9230.05%5,403CommonNONE
422704106HLHECLA MNG CO$287,8930.05%15,002CommonNONE
023135106AMZNAMAZON COM INC$284,8320.05%1,234CommonNONE
89834G745APMUTRUST FOR PROFESSIONAL MANAG$283,1160.05%11,284CommonNONE
464287200IVVISHARES TR$280,1410.05%409CommonNONE
G6359F137NBRNABORS INDUSTRIES LTD$271,5000.05%5,000CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$263,7000.05%300CommonNONE
464288653TLHISHARES TR$254,8870.05%2,507CommonNONE
852234103XYZBLOCK INC$247,4730.05%3,802CommonNONE
882927296DRGNTHEMES ETF TR$244,5120.04%7,500CommonNONE
46432F842IEFAISHARES TR$242,3480.04%2,709CommonNONE
78470P507FISRSSGA ACTIVE TR$235,0040.04%9,070CommonNONE
46434V738IEURISHARES TR$230,4020.04%3,246CommonNONE
798241105SJTSAN JUAN BASIN RTY TR$226,9530.04%40,383CommonNONE
464288877EFVISHARES TR$220,2290.04%3,084CommonNONE
03209RAB9AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS IN$218,0780.04%235,000CommonNONE
464288588MBBISHARES TR$216,0550.04%2,269CommonNONE
464287473IWSISHARES TR$208,7540.04%1,480CommonNONE
46434V613IUSBISHARES TR$203,1480.04%4,365CommonNONE
921909768VXUSVANGUARD STAR FDS$202,1040.04%2,679CommonNONE
882927767NATOTHEMES ETF TR$201,0140.04%5,256CommonNONE
Y2066G104DSXDIANA SHIPPING INC$168,0000.03%100,000CALLSOLE
644535106NGDNNEW GOLD INC CDA$108,8750.02%12,500CommonNONE
654484609NBNIOCORP DEVS LTD$106,0000.02%20,000CommonNONE
248356107DNNDENISON MINES CORP$49,9710.01%18,786CommonNONE
87283P109TRXTRX GOLD CORPORATION$30,3820.01%32,991CommonNONE

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.