MondegarAI
Euro Pacific Asset Management, LLC

Q2 2025 · 13F-HR/A

Euro Pacific Asset Management, LLCholdings as filed

Filed 2025-07-23 · accession 0001796651-25-000005

$619,871
Reported value
84
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
008474108AEMAGNICO EAGLE MINES LTD$56,2399.07%473,109CommonSOLE
06849F108BBARRICK MINING CORP$45,2127.29%2,171,791CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$37,8006.10%1,331,383CommonSOLE
351858105FNVFRANCO-NEVADA CORP$37,4556.04%228,628CommonSOLE
110448107BTIBRITISH AMERICAN TOB-SP ADR$31,4605.08%664,408CommonSOLE
349942102FSMFORTUNA MINING CORP$28,8834.66%4,417,962CommonSOLE
68390D106OROR ROYALTIES INC$27,7124.47%1,079,090CommonSOLE
651639106NEMNEWMONT CORP$26,7854.32%459,651CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$26,3494.25%293,660CommonSOLE
11777Q209BTGB2GOLD CORP$25,1054.05%6,953,735CommonSOLE
59124U605MTAMETALLA ROYALTY & STREAMING$21,7203.50%5,657,905CommonSOLE
780287108RGLDROYAL GOLD INC$20,6373.33%116,135CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$14,5772.35%455,611CommonNONE
496902404KGCKINROSS GOLD CORP$14,5762.35%932,379CommonNONE
780259305SHELSHELL PLC-ADR$11,7521.90%166,870CommonNONE
66987V109NVSNOVARTIS AG-SPONSORED ADR$11,2611.82%93,058CommonNONE
055622104BPBP PLC-SPONS ADR$10,9361.76%365,237CommonNONE
904767704UNILEVER PLC-SPONSORED ADR$10,0881.63%164,863CommonSOLE
89151E109TTENTOTALENERGIES SE -SPON ADR$10,0371.62%163,513CommonNONE
064149107BNSBANK OF NOVA SCOTIA$9,8031.58%177,224CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD AND SIL$9,4151.52%312,796CommonNONE
450913108IAGIAMGOLD CORP$9,1541.48%1,245,480CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$8,7931.42%48,293CommonNONE
46655E100DCDAKOTA GOLD CORP$8,5851.38%2,318,912CommonSOLE
37733W204GSKGSK PLC-SPON ADR$8,1961.32%213,261CommonSOLE
670100205NVONOVO-NORDISK A/S-SPONS ADR$7,9671.29%115,430CommonNONE
29446Y502EQXEQUINOX GOLD CORP$7,9061.28%1,372,906CommonSOLE
02319V103ABEVAMBEV SA-ADR$7,6201.23%3,156,817CommonNONE
29446M102EQNREQUINOR ASA-SPON ADR$6,7621.09%268,922CommonNONE
715684106TLKTELKOM INDONESIA PERSERO-ADR$6,2401.01%367,958CommonNONE
67077M108NTRNUTRIEN LTD$6,1390.99%105,383CommonNONE
46578C108IEIVANHOE ELECTRIC INC / US$4,3850.71%481,681CommonSOLE
44955L106IAUXI-80 GOLD CORP$4,3780.71%7,157,725CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TRUST$3,7810.61%311,622CommonNONE
33739P202FEMBFIRST TRUST EMERGING MARKETS$3,2720.53%111,487CommonNONE
78440P306SKMSK TELECOM CO LTD-SPON ADR$2,8410.46%121,537CommonSOLE
05534B760BCEBCE INC$2,7410.44%123,651CommonSOLE
767204100RIORIO TINTO PLC-SPON ADR$2,7000.44%46,225CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$2,6750.43%55,552CommonNONE
464288117IGOVISHARES INTERNATIONAL TREASU$2,0380.33%46,543CommonNONE
015857105AQNALGONQUIN POWER & UTILITIES$2,0290.33%354,648CommonSOLE
059460303BBDBANCO BRADESCO-ADR$1,8050.29%582,848CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1,6250.26%34,820CommonSOLE
78464A516BWXSPDR BLOOMBERG INT TREASURY$1,2900.21%54,023CommonNONE
456788108INFYINFOSYS LTD-SP ADR$1,2170.20%65,545CommonSOLE
465562106ITUBITAU UNIBANCO H-SPON PRF ADR$1,2160.20%178,721CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$1,1770.19%49,064CommonNONE
405552100HLNHALEON PLC-ADR$9570.15%92,169CommonNONE
26873J107EMXEMX ROYALTY CORP$9530.15%378,366CommonSOLE
25243Q205DEODIAGEO PLC-SPONSORED ADR$8370.14%8,286CommonNONE
58733R102MELIMERCADOLIBRE INC$7600.12%289CommonSOLE
46432F339QUALISHARES MSCI USA QUALITY FAC$6520.11%3,569CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$6490.10%2,845CommonNONE
464288240ACWXISHARES MSCI ACWI EX US ETF$6480.10%10,633CommonNONE
92189F106GDXVANECK GOLD MINERS ETF$6460.10%12,403CommonNONE
91912E105VALEVALE SA-SP ADR$6360.10%65,185CommonSOLE
921946885VWOBVANGUARD EMERG MKTS GOV BND$5740.09%8,785CommonNONE
464285204IAUISHARES GOLD TRUST$5650.09%9,061CommonNONE
46435U853USHYISHARES BROAD USD HIGH YIELD$5580.09%14,875CommonNONE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$5570.09%10,985CommonNONE
78464A292PSKSPDR ICE PREFERRED SECURITIE$5070.08%15,965CommonNONE
29250N105ENBENBRIDGE INC$4610.07%10,165CommonNONE
40051E202ASRGRUPO AEROPORTUARIO SUR-ADR$4320.07%1,343CommonNONE
95805V108WRNWESTERN COPPER AND GOLD CORP$3710.06%292,637CommonNONE
09255X100XFRAXBLACKROCK FLTNG RT INC STRAT$3710.06%28,200CommonNONE
97717Y626HYINWISDOMTREE PRIVATE CREDIT AN$3690.06%21,450CommonNONE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$3670.06%5,051CommonNONE
38059T106GFIGOLD FIELDS LTD-SPONS ADR$3530.06%14,651CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$3410.06%41,247CommonNONE
97717Y527USFRWISDOMTREE FLOATING RATE TRE$3380.05%6,720CommonNONE
011532108AGIALAMOS GOLD INC-CLASS A$2950.05%11,089CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP$2620.04%891CommonNONE
803054204SAPSAP SE-SPONSORED ADR$2590.04%848CommonNONE
37954Y871URAGLOBAL X URANIUM ETF$2450.04%6,310CommonNONE
29273V100ETENERGY TRANSFER LP$2390.04%13,210CommonNONE
454089103IFNINDIA FUND INC$2330.04%14,100CommonNONE
30231G102XOMEXXON MOBIL CORP$2240.04%2,080CommonNONE
681936100OHIOMEGA HEALTHCARE INVESTORS$2130.03%5,800CommonNONE
48268K101KTKT CORP-SP ADR$2010.03%9,339CommonNONE
92857W308VODVODAFONE GROUP PLC-SP ADR$1500.02%13,891CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$1360.02%27,520CommonNONE
97651M109WITWIPRO LTD-ADR$770.01%24,025CommonNONE
151290889CXCEMEX SAB-SPONS ADR PART CER$740.01%10,372CommonNONE
00180N101HKDAMTD DIGITAL INC-ADR$270.00%208,891CommonSOLE

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.