TOCQUEVILLE ASSET MANAGEMENT L.P. Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$4.0T

Holdings

638

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (638 positions)

#StockSharesValue% PortfolioType
1
HDHOME DEPOT INC
1,511,727$282.3B7.01%
2
MSFTMICROSOFT CORP
837,624$132.1B3.28%
3
AAPLAPPLE INC
417,587$106.2B2.64%
4
AMZNAMAZON COM INC
54,326$105.9B2.63%
5
NEENEXTERA ENERGY INC
275,059$66.2B1.64%
6
JNJJOHNSON & JOHNSON
486,145$63.7B1.58%
7
GOOGALPHABET INC
53,990$62.8B1.56%
8
GOOGLALPHABET INC
52,740$61.3B1.52%
9
MRKMERCK & CO. INC
770,351$59.3B1.47%
10
BACVERIZON COMMUNICATIONS INC
974,290$52.3B1.30%
11
IAUUSDISHARES GOLD TRUST
3,407,805$51.4B1.28%
12
NVDANVIDIA CORP
193,060$50.9B1.26%
13
The Tocqueville Fund
1,733,145$50.4B1.25%
14
PFEPFIZER INC
1,511,495$49.3B1.23%
15
PGPROCTER & GAMBLE CO
439,543$48.4B1.20%
16
BIIBBIOGEN INC
152,291$48.2B1.20%
17
INTCINTEL CORP
856,334$46.3B1.15%
18
DISDISNEY WALT CO
446,987$43.2B1.07%
19
EBAEBAY INC
1,409,178$42.4B1.05%
20
MCDMCDONALDS CORP
252,297$41.7B1.04%
21
NTRNUTRIEN LTD
1,167,050$39.6B0.98%
22
PYPLPAYPAL HLDGS INC
404,789$38.8B0.96%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
208,084$38.0B0.95%
24
CATCATERPILLAR INC DEL
318,368$36.9B0.92%
25
WYWEYERHAEUSER CO
2,076,492$35.2B0.87%
26
DEDEERE & CO
242,822$33.5B0.83%
27
WMTWALMART INC
294,928$33.5B0.83%
28
PEPPEPSICO INC
259,476$31.2B0.77%
29
QCOMQUALCOMM INC
448,682$30.4B0.75%
30
METAFacebook Inc.
173,635$29.0B0.72%
31
ADBEADOBE INC
89,133$28.4B0.70%
32
CLCOLGATE PALMOLIVE CO
421,535$28.0B0.70%
33
ADPAUTOMATIC DATA PROCESSING IN
204,462$27.9B0.69%
34
BABAALIBABA GROUP HLDG LTD
141,414$27.5B0.68%
35
ABTABBOTT LABS
347,751$27.4B0.68%
36
CSCOCISCO SYS INC
647,323$25.4B0.63%
37
FDXFEDEX CORP
208,107$25.2B0.63%
38
AMATAPPLIED MATLS INC
544,537$25.0B0.62%
39
BMYBRISTOL-MYERS SQUIBB CO
434,967$24.2B0.60%
40
TMOTHERMO FISHER SCIENTIFIC INC
85,451$24.2B0.60%
41
NVSNNOVARTIS A G
282,543$23.3B0.58%
42
HONHONEYWELL INTL INC
173,780$23.3B0.58%
43
R6C2ROYAL DUTCH SHELL PLC
701,239$22.9B0.57%
44
SIEBSiemens AG-SPONS ADR
528,204$22.2B0.55%
45
UNUSDUNILEVER N V
440,591$21.5B0.53%
46
UTXZUNITED TECHNOLOGIES CORP
227,519$21.5B0.53%
47
MDLZMONDELEZ INTL INC
425,053$21.3B0.53%
48
TAT&T INC
717,774$20.9B0.52%
49
WPMWHEATON PRECIOUS METALS CORP
743,925$20.5B0.51%
50
CVXCHEVRON CORP NEW
282,139$20.4B0.51%
51
ABBVABBVIE INC
267,521$20.4B0.51%
52
VVISA INC
126,056$20.3B0.50%
53
ULUNILEVER PLC
382,250$19.3B0.48%
54
BACBK OF AMERICA CORP
871,438$18.5B0.46%
55
RTN1USDRAYTHEON CO
137,772$18.1B0.45%
56
FNVFRANCO NEVADA CORP
180,470$18.0B0.45%
57
FISFIDELITY NATL INFORMATION SV
147,060$17.9B0.44%
58
Applus Services SA
2,774,696$17.8B0.44%
59
XLVSELECT SECTOR SPDR TR
197,852$17.5B0.44%
60
JPMJPMORGAN CHASE & CO
192,036$17.3B0.43%
61
BUNGE LIMITED
420,136$17.2B0.43%
62
Tocqueville Opportunity Fund
682,592$17.1B0.43%
63
AFLAFLAC INC
492,110$16.9B0.42%
64
KOCOCA COLA CO
371,218$16.4B0.41%
65
XOMEXXON MOBIL CORP
429,181$16.3B0.40%
66
CMGCHIPOTLE MEXICAN GRILL INC
24,430$16.0B0.40%
67
PANWPALO ALTO NETWORKS INC
90,395$14.8B0.37%
68
USBUS BANCORP DEL
425,948$14.7B0.36%
69
TCEHYTencent Hldgs Ltd Adr
289,845$14.2B0.35%
70
VMCVULCAN MATLS CO
131,000$14.2B0.35%
71
MCHIISHARES TR
243,058$13.9B0.35%
72
WMWASTE MGMT INC DEL
146,194$13.5B0.34%
73
ISIIONIS PHARMACEUTICALS INC
284,642$13.5B0.33%
74
STZCONSTELLATION BRANDS INC
93,527$13.4B0.33%
75
ORCLORACLE CORP
277,016$13.4B0.33%
76
MPCMARATHON PETE CORP
565,542$13.4B0.33%
77
SLBSCHLUMBERGER LTD
956,776$12.9B0.32%
78
MAMASTERCARD INC
52,779$12.7B0.32%
79
CRMSALESFORCE COM INC
88,192$12.7B0.32%
80
IBMINTERNATIONAL BUSINESS MACHS
109,654$12.2B0.30%
81
Nikon Corp
1,306,830$12.1B0.30%
82
DEODIAGEO P L C
91,154$11.6B0.29%
83
NOKNOKIA CORP
3,657,360$11.3B0.28%
84
XBISPDR SER TR
146,065$11.3B0.28%
85
MLMMARTIN MARIETTA MATLS INC
59,628$11.3B0.28%
86
PGRPROGRESSIVE CORP OHIO
151,155$11.2B0.28%
87
DDOMINION ENERGY INC
154,429$11.1B0.28%
88
DGXQUEST DIAGNOSTICS INC
137,505$11.0B0.27%
89
ROKROCKWELL AUTOMATION INC
72,850$11.0B0.27%
90
UNHUNITEDHEALTH GROUP INC
43,157$10.8B0.27%
91
Vivendi SA
497,800$10.7B0.26%
92
DUKDUKE ENERGY CORP NEW
131,835$10.7B0.26%
93
SCHWSCHWAB CHARLES CORP
303,945$10.2B0.25%
94
INTUINTUIT
44,371$10.2B0.25%
95
DALDELTA AIR LINES INC DEL
354,434$10.1B0.25%
96
RSGREPUBLIC SVCS INC
131,389$9.9B0.25%
97
LOWLOWES COS INC
110,512$9.5B0.24%
98
SBUXSTARBUCKS CORP
144,265$9.5B0.24%
99
BKBANK NEW YORK MELLON CORP
280,600$9.5B0.23%
100
SYKSTRYKER CORP
56,624$9.4B0.23%
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