TOCQUEVILLE ASSET MANAGEMENT L.P.

CIK: 0000883961Latest portfolio: $6.9B · Q4 2025

Holdings

573

Total Value

$6.9B

New Positions

55

Closed Positions

23

#StockSharesValue% PortfolioChangeType
1
HDHOME DEPOT INC
854,549$294.0M4.29%-28,566
2
NVDANVIDIA CORPORATION
1,206,402$224.0M3.27%-102,911Put
3
MSFTMICROSOFT CORP
442,485$213.0M3.11%-16,721
4
GOOGALPHABET INC
625,007$196.0M2.86%-35,784
5
GOOGLALPHABET INC
621,427$194.0M2.83%-83,289
6
AAPLAPPLE INC
613,388$166.0M2.42%-87,772Put
7
AMZNAMAZON COM INC
663,232$153.0M2.23%-96,955
8
IAU*ISHARES GOLD TR
1,754,253$142.0M2.07%-63,839
9
BRK/BBERKSHIRE HATHAWAY INC DEL
208,130$104.0M1.52%-15,986Put
10
QCOMQUALCOMM INC
584,412$99.0M1.44%+2K
11
NEENEXTERA ENERGY INC
1,172,550$94.0M1.37%-282
12
AMATAPPLIED MATLS INC
346,012$88.0M1.28%-6,723
13
JPMJPMORGAN CHASE & CO.
257,387$82.0M1.20%-5,074
14
CCOCAMECO CORP
845,634$77.0M1.12%-1,743
15
ABBVABBVIE INC
333,901$76.0M1.11%-1,330
16
RSGREPUBLIC SVCS INC
354,143$75.0M1.09%+4K
17
FDXFEDEX CORP
258,928$74.0M1.08%+4K
18
NEMNEWMONT CORP
717,134$71.0M1.04%-6,639
19
6RJ0ROCKET LAB CORP
1,008,850$70.0M1.02%-210,790
20
FCXFREEPORT-MCMORAN INC
1,307,036$66.0M0.96%+1K
21
WPMWHEATON PRECIOUS METALS CORP
509,095$59.0M0.86%-2,369
22
JNJJOHNSON & JOHNSON
282,575$58.0M0.85%-762
23
VRTVERTIV HOLDINGS CO
338,171$54.0M0.79%-5,991
24
IFFINTERNATIONAL FLAVORS&FRAGRA
805,812$54.0M0.79%+397K
25
MRKMERCK & CO INC
492,211$51.0M0.74%-54,989

Quarterly Changes

New Positions

Closed Positions

  • ULCLOSED
    $31.9B
  • SPYCLOSED
    $26.2B
  • ISICLOSED
    $12.6B
  • AZOCLOSED
    $7.0B
  • ARISUSDCLOSED
    $5.1B
  • WNS HLDGS LTDCLOSED
    $4.6B
  • TTENCLOSED
    $3.5B
  • BBIOCLOSED
    $975.2M
  • MAGNCLOSED
    $820.4M
  • GJBCLOSED
    $602.0M

Increased Positions

NameSharesChange
IFF806K+397K
XLE776K+388K
DV576K+355K
ARE369K+210K
RELY290K+160K
GAMB365K+133K
GPC283K+119K
KDP221K+118K
XLK228K+115K
GPN279K+92K

Decreased Positions

NameSharesChange
CDE192K-456195
KLTR1.1M-295000
WY1.3M-280031
OXY281K-227063
AMCR326K-212540
6RJ01.0M-210790
APO263K-163210
INTC296K-136507
B288K-116630
NVDA1.2M-102911

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.2400021300016603e+274T)
Industrials0.0% ($7.500074000540005e+218T)
Healthcare0.0% ($7.600058000510005e+216T)
Consumer Cyclical0.0% ($2.9400015300037004e+111T)
Energy0.0% ($5.000026000250003e+97T)
Unknown0.0% ($1.4200010400069999e+97T)
Basic Materials0.0% ($7.100066000590006e+89T)
Consumer Defensive0.0% ($4.500043000410003e+82T)
Communication Services0.0% ($1.9600019400077004e+39T)
Utilities0.0% ($9.40002200070006e+23T)
Real Estate0.0% ($3.00001800030003e+23T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$6.9B580
Q3 2025Nov 13, 2025$6.9T548
Q2 2025Aug 12, 2025$6.6T535
Q1 2025May 13, 2025$6.1T513
Q4 2024Feb 10, 2025$6.4T538
Q3 2024Nov 8, 2024$6366.2T528
Q2 2024Aug 12, 2024$6058.1T526
Q1 2024May 9, 2024$6121.2T535
Q4 2023Feb 12, 2024$5516.8T517
Q3 2023Nov 9, 2023$5265.3T513
Q2 2023Aug 11, 2023$5584.7T533
Q1 2023May 10, 2023$5293.3T527
Q4 2022Feb 9, 2023$5265.1T574
Q3 2022Nov 10, 2022$4.9T594
Q2 2022Aug 12, 2022$5.5T661
Q1 2022May 16, 2022$6.6T706
Q4 2021Feb 14, 2022$7.3T738
Q3 2021Nov 15, 2021$6.8T727
Q2 2021Aug 16, 2021$6.9T736
Q1 2021May 17, 2021$6.5T717
Q4 2020Feb 16, 2021$6.0T704
Q3 2020Nov 16, 2020$5.2T648
Q2 2020Aug 12, 2020$4.8T652
Q1 2020May 15, 2020$4.0T638
Q4 2019Jan 14, 2020$6.8T732
Q3 2019Oct 31, 2019$7.4T751
Q2 2019Jul 31, 2019$7.7T782
Q1 2019Apr 30, 2019$7.5T766
Q4 2018Feb 8, 2019$6.7T747
Q3 2018Nov 13, 2018$7.9T822
Q2 2018Aug 13, 2018$7.9T829
Q1 2018May 14, 2018$7.8T837
Q4 2017Feb 13, 2018$8.8T805
Q3 2017Oct 30, 2017$8.7T843
Q2 2017Aug 4, 2017$8.3T833
Q1 2017Apr 28, 2017$8.2T844
Q4 2016Jan 30, 2017$7.8T852
Q3 2016Oct 31, 2016$8.3T875
Q2 2016Jul 29, 2016$7.8T829
Q1 2016Apr 29, 2016$7.5T880

Fund Information

CIK0000883961
Most Recent FilingFeb 12, 2026
Number of Filings40

TOCQUEVILLE ASSET MANAGEMENT L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.9B across 573 holdings. The largest position is HOME DEPOT INC (HD), representing 4.3% of the portfolio. Compared to the previous quarter, the fund opened 59 new positions and closed 28 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.