TOCQUEVILLE ASSET MANAGEMENT L.P. Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$5.3B

Holdings

527

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (527 positions)

#StockSharesValue% PortfolioType
1
HDHOME DEPOT INC
1,357,787$400.7B7570.14%
2
MSFTMICROSOFT CORP
611,826$176.4B3332.31%
3
AAPLAPPLE INC
1,027,160$169.4B3199.87%
4
NVDANVIDIA CORPORATION
367,722$102.1B1929.65%
5
GOOGLALPHABET INC
974,702$101.1B1910.07%
6
AMZNAMAZON COM INC
897,661$92.7B1751.64%
7
IAU*ISHARES GOLD TR
2,380,969$89.0B1680.93%
8
MRKMERCK & CO INC
807,554$85.9B1623.10%
9
QCOMQUALCOMM INC
619,532$79.0B1493.21%
10
DEDEERE & CO
185,605$76.6B1447.73%
11
GOOGALPHABET INC
735,916$76.5B1445.89%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
243,676$75.2B1421.42%
13
NEENEXTERA ENERGY INC
928,372$71.6B1351.88%
14
JNJJOHNSON & JOHNSON
383,003$59.4B1121.52%
15
PGPROCTER AND GAMBLE CO
395,168$58.8B1110.03%
16
RSGREPUBLIC SVCS INC
433,136$58.6B1106.47%
17
DISDISNEY WALT CO
571,494$57.2B1081.06%
18
PEPPEPSICO INC
308,012$56.2B1060.78%
19
PFEPFIZER INC
1,263,397$51.5B973.81%
20
MCDMCDONALDS CORP
179,127$50.1B946.21%
21
AMATAPPLIED MATLS INC
389,017$47.8B902.71%
22
WYWEYERHAEUSER CO MTN BE
1,558,630$47.0B887.19%
23
FDXFEDEX CORP
202,881$46.4B875.76%
24
CLCOLGATE PALMOLIVE CO
609,151$45.8B864.82%
25
ABBVABBVIE INC
283,057$45.1B852.22%
26
TMOTHERMO FISHER SCIENTIFIC INC
76,475$44.1B832.71%
27
ADBEADOBE SYSTEMS INCORPORATED
113,711$43.8B827.85%
28
CATCATERPILLAR INC
181,174$41.5B783.25%
29
SCHWSCHWAB CHARLES CORP
777,577$40.7B769.45%
30
ABTABBOTT LABS
390,669$39.6B747.34%
31
BACBANK AMERICA CORP
1,323,845$37.9B715.28%
32
CCOCAMECO CORP
1,442,355$37.7B713.10%
33
WMTWALMART INC
254,633$37.5B709.30%
34
WPMWHEATON PRECIOUS METALS CORP
761,799$36.7B693.11%
35
XLESELECT SECTOR SPDR TR
432,974$35.9B677.52%
36
LMTLOCKHEED MARTIN CORP
73,704$34.8B658.23%
37
CVXCHEVRON CORP NEW
210,923$34.4B650.15%
38
KDPKEURIG DR PEPPER INC
935,556$33.0B623.55%
39
RTXRAYTHEON TECHNOLOGIES CORP
317,602$31.1B587.59%
40
JPMJPMORGAN CHASE & CO
238,576$31.1B587.32%
41
ULUNILEVER PLC
595,916$30.9B584.62%
42
LHXL3HARRIS TECHNOLOGIES INC
156,246$30.7B579.25%
43
PGRPROGRESSIVE CORP
212,605$30.4B574.60%
44
BSXBOSTON SCIENTIFIC CORP
588,066$29.4B555.81%
45
BDXBECTON DICKINSON & CO
115,651$28.6B540.84%
46
NEMNEWMONT CORP
571,718$28.0B529.45%
47
BMYBRISTOL-MYERS SQUIBB CO
397,473$27.5B520.45%
48
PANWPALO ALTO NETWORKS INC
135,452$27.1B511.12%
49
CSCOCISCO SYS INC
514,108$26.9B507.72%
50
MPCMARATHON PETE CORP
195,227$26.3B497.28%
51
BHPBHP GROUP LTD
407,185$25.8B487.78%
52
BKNGBOOKING HOLDINGS INC
9,551$25.3B478.59%
53
ADPAUTOMATIC DATA PROCESSING IN
111,520$24.8B469.04%
54
DDDUPONT DE NEMOURS INC
343,779$24.7B466.12%
55
NTRNUTRIEN LTD
332,555$24.6B463.97%
56
PHPARKER-HANNIFIN CORP
72,952$24.5B463.23%
57
SLBSCHLUMBERGER LTD
498,640$24.5B462.53%
58
CRMSALESFORCE INC
122,434$24.5B462.09%
59
ROKROCKWELL AUTOMATION INC
83,174$24.4B461.10%
60
PCARPACCAR INC
332,720$24.4B460.11%
61
CBCHUBB LIMITED
122,317$23.8B448.71%
62
FANGDIAMONDBACK ENERGY INC
173,836$23.5B443.91%
63
FLEXFLEX LTD
1,007,400$23.2B437.92%
64
XLYSELECT SECTOR SPDR TR
154,913$23.2B437.64%
65
DDOMINION ENERGY INC
412,893$23.1B436.11%
66
VMCVULCAN MATLS CO
133,834$23.0B433.77%
67
BACVERIZON COMMUNICATIONS INC
586,702$22.8B431.05%
68
ROSTROSS STORES INC
214,404$22.8B429.88%
69
BABOEING CO
105,732$22.5B424.32%
70
MAMASTERCARD INCORPORATED
61,732$22.4B423.82%
71
XLKSELECT SECTOR SPDR TR
138,701$20.9B395.69%
72
CARSCARS COM INC
1,079,176$20.8B393.48%
73
FNVFRANCO NEV CORP
142,665$20.8B392.96%
74
VVISA INC
92,175$20.8B392.61%
75
XOMEXXON MOBIL CORP
189,247$20.8B392.06%
76
ICEINTERCONTINENTAL EXCHANGE IN
198,661$20.7B391.41%
77
KOCOCA COLA CO
315,525$19.6B369.75%
78
PYPLPAYPAL HLDGS INC
255,494$19.4B366.54%
79
HONHONEYWELL INTL INC
99,615$19.0B359.67%
80
CMGCHIPOTLE MEXICAN GRILL INC
11,026$18.8B355.84%
81
DGXQUEST DIAGNOSTICS INC
131,875$18.7B352.48%
82
OXYOCCIDENTAL PETE CORP
298,322$18.6B351.85%
83
MLMMARTIN MARIETTA MATLS INC
50,487$17.9B338.66%
84
FCXFREEPORT-MCMORAN INC
435,891$17.8B336.88%
85
WMWASTE MGMT INC DEL
107,781$17.6B332.24%
86
SDGRSCHRODINGER INC
665,700$17.5B331.13%
87
AXPAMERICAN EXPRESS CO
106,050$17.5B330.47%
88
LOWLOWES COS INC
84,238$16.8B318.23%
89
MRVLMARVELL TECHNOLOGY INC
387,560$16.8B317.03%
90
AERAERCAP HOLDINGS NV
297,515$16.7B316.05%
91
DOCUDOCUSIGN INC
281,808$16.4B310.38%
92
NVSNNOVARTIS AG
178,224$16.4B309.76%
93
AFLAFLAC INC
253,400$16.3B308.87%
94
OECORION ENGINEERED CARBONS S A
625,700$16.3B308.40%
95
EMREMERSON ELEC CO
187,274$16.3B308.30%
96
SONYSONY GROUP CORPORATION
176,880$16.0B302.91%
97
VWOVANGUARD INTL EQUITY INDEX F
396,056$16.0B302.28%
98
STZCONSTELLATION BRANDS INC
70,781$16.0B302.06%
99
GDXVANECK ETF TRUST
491,646$15.9B300.47%
100
FXIISHARES TR
537,403$15.9B299.80%
Page 1 of 6Next