MondegarAI
Euro Pacific Asset Management, LLC

Q2 2025 · 13F-HR

Euro Pacific Asset Management, LLCholdings as filed

Filed 2025-07-22 · accession 0001796651-25-000004

$451,473
Reported value
79
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
008474108AEMAGNICO EAGLE MINES LTD$44,8309.93%473,109CommonSOLE
06849F108BBARRICK MINING CORP$34,0527.54%2,171,791CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$31,5867.00%1,331,383CommonSOLE
351858105FNVFRANCO-NEVADA CORP$27,8886.18%228,628CommonSOLE
349942102FSMFORTUNA MINING CORP$27,7006.14%4,417,962CommonSOLE
68390D106OROR ROYALTIES INC$26,3045.83%1,079,090CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$24,4205.41%293,660CommonSOLE
11777Q209BTGB2GOLD CORP$24,1075.34%6,953,735CommonSOLE
59124U605MTAMETALLA ROYALTY & STREAMING$20,7834.60%5,657,905CommonSOLE
780287108RGLDROYAL GOLD INC$19,3124.28%116,135CommonSOLE
110448107BTIBRITISH AMERICAN TOB-SP ADR$18,5134.10%664,408CommonSOLE
651639106NEMNEWMONT CORP$15,6613.47%459,651CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$14,5773.23%455,611CommonNONE
450913108IAGIAMGOLD CORP$9,1072.02%1,245,480CommonSOLE
46655E100DCDAKOTA GOLD CORP$8,4091.86%2,318,912CommonSOLE
496902404KGCKINROSS GOLD CORP$7,9701.77%932,379CommonNONE
29446Y502EQXEQUINOX GOLD CORP$7,6791.70%1,372,906CommonSOLE
904767704UNILEVER PLC-SPONSORED ADR$5,8031.29%164,863CommonSOLE
055622104BPBP PLC-SPONS ADR$5,4811.21%365,237CommonNONE
66987V109NVSNOVARTIS AG-SPONSORED ADR$5,4771.21%93,058CommonNONE
37733W204GSKGSK PLC-SPON ADR$4,8451.07%213,261CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$4,1710.92%177,224CommonNONE
44955L106IAUXI-80 GOLD CORP$4,1710.92%7,157,725CommonSOLE
02319V103ABEVAMBEV SA-ADR$4,1680.92%3,156,817CommonNONE
46578C108IEIVANHOE ELECTRIC INC / US$4,0970.91%481,681CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$3,7350.83%48,293CommonNONE
780259305SHELSHELL PLC-ADR$3,4470.76%166,870CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TRUST$3,3290.74%311,622CommonNONE
89151E109TTENTOTALENERGIES SE -SPON ADR$3,2830.73%163,513CommonNONE
33739P202FEMBFIRST TRUST EMERGING MARKETS$3,2720.72%111,487CommonNONE
670100205NVONOVO-NORDISK A/S-SPONS ADR$3,2080.71%115,430CommonNONE
67077M108NTRNUTRIEN LTD$2,8040.62%105,383CommonNONE
78440P306SKMSK TELECOM CO LTD-SPON ADR$2,6630.59%121,537CommonSOLE
464288117IGOVISHARES INTERNATIONAL TREASU$2,0380.45%46,543CommonNONE
015857105AQNALGONQUIN POWER & UTILITIES$2,0020.44%354,648CommonSOLE
715684106TLKTELKOM INDONESIA PERSERO-ADR$1,8710.41%367,958CommonNONE
29446M102EQNREQUINOR ASA-SPON ADR$1,8260.40%268,922CommonNONE
059460303BBDBANCO BRADESCO-ADR$1,8050.40%582,848CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1,6250.36%34,820CommonSOLE
05534B760BCEBCE INC$1,6050.36%123,651CommonSOLE
78464A516BWXSPDR BLOOMBERG INT TREASURY$1,2900.29%54,023CommonNONE
465562106ITUBITAU UNIBANCO H-SPON PRF ADR$1,2160.27%178,721CommonSOLE
456788108INFYINFOSYS LTD-SP ADR$1,0950.24%65,545CommonSOLE
26873J107EMXEMX ROYALTY CORP$9530.21%378,366CommonSOLE
58733R102MELIMERCADOLIBRE INC$7600.17%289CommonSOLE
46432F339QUALISHARES MSCI USA QUALITY FAC$6520.14%3,569CommonNONE
464288240ACWXISHARES MSCI ACWI EX US ETF$6480.14%10,633CommonNONE
464285204IAUISHARES GOLD TRUST$5650.13%9,061CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$5050.11%49,064CommonNONE
91912E105VALEVALE SA-SP ADR$4850.11%65,185CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$3670.08%5,051CommonNONE
38059T106GFIGOLD FIELDS LTD-SPONS ADR$3530.08%14,651CommonNONE
97717Y527USFRWISDOMTREE FLOATING RATE TRE$3380.07%6,720CommonNONE
95805V108WRNWESTERN COPPER AND GOLD CORP$3240.07%292,637CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$2630.06%2,845CommonNONE
803054204SAPSAP SE-SPONSORED ADR$2590.06%848CommonNONE
011532108AGIALAMOS GOLD INC-CLASS A$2390.05%11,089CommonNONE
25243Q205DEODIAGEO PLC-SPONSORED ADR$2280.05%8,286CommonNONE
30231G102XOMEXXON MOBIL CORP$2090.05%2,080CommonNONE
92189F106GDXVANECK GOLD MINERS ETF$2070.05%12,403CommonNONE
48268K101KTKT CORP-SP ADR$2010.04%9,339CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$1710.04%55,552CommonNONE
92857W308VODVODAFONE GROUP PLC-SP ADR$1500.03%13,891CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$1160.03%41,247CommonNONE
97651M109WITWIPRO LTD-ADR$770.02%24,025CommonNONE
151290889CXCEMEX SAB-SPONS ADR PART CER$740.02%10,372CommonNONE
767204100RIORIO TINTO PLC-SPON ADR$730.02%46,225CommonNONE
00180N101HKDAMTD DIGITAL INC-ADR$270.01%208,891CommonSOLE
405552100HLNHALEON PLC-ADR$40.00%92,169CommonNONE
46435U853USHYISHARES BROAD USD HIGH YIELD$014,875CommonNONE
29250N105ENBENBRIDGE INC$010,165CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD AND SIL$0312,796CommonNONE
97717Y626HYINWISDOMTREE PRIVATE CREDIT AN$021,450CommonNONE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$010,985CommonNONE
29273V100ETENERGY TRANSFER LP$013,210CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$027,520CommonNONE
78464A292PSKSPDR ICE PREFERRED SECURITIE$015,965CommonNONE
454089103IFNINDIA FUND INC$014,100CommonNONE
09255X100XFRAXBLACKROCK FLTNG RT INC STRAT$028,200CommonNONE

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.