TOCQUEVILLE ASSET MANAGEMENT L.P. Q1 2024 Filing

Filed May 9, 2024

Portfolio Value

$6121.2T

Holdings

534

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (534 positions)

#StockSharesValue% PortfolioType
1
HDHOME DEPOT INC
909,633$348.9T5.70%
2
MSFTMICROSOFT CORP
575,531$242.1T3.96%
3
NVDANVIDIA CORPORATION
214,786$194.1T3.17%
4
AAPLAPPLE INC
906,817$155.5T2.54%
5
AMZNAMAZON COM INC
857,239$154.6T2.53%
6
GOOGLALPHABET INC
889,331$134.2T2.19%
7
GOOGALPHABET INC
757,468$115.3T1.88%
8
QCOMQUALCOMM INC
626,795$106.1T1.73%
9
MRKMERCK & CO INC
788,836$104.1T1.70%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
235,316$99.0T1.62%
11
IAU*ISHARES GOLD TR
2,277,395$95.7T1.56%
12
NEENEXTERA ENERGY INC
1,496,991$95.7T1.56%
13
RSGREPUBLIC SVCS INC
398,786$76.3T1.25%
14
AMATAPPLIED MATLS INC
367,002$75.7T1.24%
15
SCHWSCHWAB CHARLES CORP
1,023,632$74.0T1.21%
16
DEDEERE & CO
166,583$68.4T1.12%
17
ADBEADOBE INC
125,905$63.5T1.04%
18
PGPROCTER AND GAMBLE CO
381,334$61.9T1.01%
19
DISDISNEY WALT CO
484,298$59.3T0.97%
20
CLCOLGATE PALMOLIVE CO
632,224$56.9T0.93%
21
JPMJPMORGAN CHASE & CO
283,371$56.8T0.93%
22
CATCATERPILLAR INC
152,053$55.7T0.91%
23
APDAIR PRODS & CHEMS INC
225,070$54.5T0.89%
24
FDXFEDEX CORP
187,729$54.4T0.89%
25
JNJJOHNSON & JOHNSON
332,390$52.6T0.86%
26
PEPPEPSICO INC
296,877$52.0T0.85%
27
WYWEYERHAEUSER CO MTN BE
1,433,025$51.5T0.84%
28
ABBVABBVIE INC
266,847$48.6T0.79%
29
BACBANK AMERICA CORP
1,254,094$47.6T0.78%
30
FANGDIAMONDBACK ENERGY INC
237,183$47.0T0.77%
31
TMOTHERMO FISHER SCIENTIFIC INC
76,923$44.7T0.73%
32
MCDMCDONALDS CORP
158,050$44.6T0.73%
33
PGRPROGRESSIVE CORP
207,668$42.9T0.70%
34
WMTWALMART INC
708,146$42.6T0.70%
35
CCOCAMECO CORP
970,459$42.0T0.69%
36
PFEPFIZER INC
1,514,753$42.0T0.69%
37
PCARPACCAR INC
337,160$41.8T0.68%
38
CVXCHEVRON CORP NEW
260,401$41.1T0.67%
39
XLESELECT SECTOR SPDR TR
430,078$40.6T0.66%
40
PHPARKER-HANNIFIN CORP
72,571$40.3T0.66%
41
NEMNEWMONT CORP
1,066,730$38.2T0.62%
42
PANWPALO ALTO NETWORKS INC
129,802$36.9T0.60%
43
HONHONEYWELL INTL INC
173,891$35.7T0.58%
44
BSXBOSTON SCIENTIFIC CORP
518,055$35.5T0.58%
45
METAMETA PLATFORMS INC
71,809$34.9T0.57%
46
LMTLOCKHEED MARTIN CORP
76,115$34.6T0.57%
47
CRMSALESFORCE INC
114,783$34.6T0.56%
48
WPMWHEATON PRECIOUS METALS CORP
731,074$34.5T0.56%
49
BKNGBOOKING HOLDINGS INC
9,448$34.3T0.56%
50
VMCVULCAN MATLS CO
123,834$33.8T0.55%
51
RTXRTX CORPORATION
342,323$33.4T0.55%
52
MRVLMARVELL TECHNOLOGY INC
466,378$33.1T0.54%
53
CBCHUBB LIMITED
122,288$31.7T0.52%
54
CMGCHIPOTLE MEXICAN GRILL INC
10,835$31.5T0.51%
55
EMREMERSON ELEC CO
276,988$31.4T0.51%
56
BDXBECTON DICKINSON & CO
125,685$31.1T0.51%
57
MAMASTERCARD INCORPORATED
63,473$30.6T0.50%
58
USBUS BANCORP DEL
681,223$30.5T0.50%
59
FLEXFLEX LTD
1,056,248$30.2T0.49%
60
FCXFREEPORT-MCMORAN INC
641,807$30.2T0.49%
61
ULUNILEVER PLC
596,780$30.0T0.49%
62
XLKSELECT SECTOR SPDR TR
140,050$29.2T0.48%
63
NTRNUTRIEN LTD
518,496$28.2T0.46%
64
OXYOCCIDENTAL PETE CORP
432,087$28.1T0.46%
65
CSCOCISCO SYS INC
561,306$28.0T0.46%
66
GEHCGE HEALTHCARE TECHNOLOGIES I
301,388$27.4T0.45%
67
NKENIKE INC
280,634$26.4T0.43%
68
AERAERCAP HOLDINGS NV
300,115$26.1T0.43%
69
ROSTROSS STORES INC
176,724$25.9T0.42%
70
ICEINTERCONTINENTAL EXCHANGE IN
182,313$25.1T0.41%
71
VVISA INC
89,358$24.9T0.41%
72
XOMEXXON MOBIL CORP
214,037$24.9T0.41%
73
ADPAUTOMATIC DATA PROCESSING IN
99,255$24.8T0.40%
74
MTBM & T BK CORP
168,034$24.4T0.40%
75
SDGRSCHRODINGER INC
899,750$24.3T0.40%
76
SLBSCHLUMBERGER LTD
442,494$24.3T0.40%
77
ROKROCKWELL AUTOMATION INC
79,990$23.3T0.38%
78
AVGOBROADCOM INC
17,303$22.9T0.37%
79
WMWASTE MGMT INC DEL
106,502$22.7T0.37%
80
ABTABBOTT LABS
199,428$22.7T0.37%
81
TPLTEXAS PACIFIC LAND CORPORATI
37,785$21.9T0.36%
82
LOWLOWES COS INC
79,153$20.2T0.33%
83
BABOEING CO
103,419$20.0T0.33%
84
CARRCARRIER GLOBAL CORPORATION
333,290$19.4T0.32%
85
XLCSELECT SECTOR SPDR TR
236,194$19.3T0.32%
86
STZCONSTELLATION BRANDS INC
70,862$19.3T0.31%
87
SYYSYSCO CORP
233,949$19.0T0.31%
88
ORCLORACLE CORP
144,323$18.1T0.30%
89
MPCMARATHON PETE CORP
89,193$18.0T0.29%
90
MLMMARTIN MARIETTA MATLS INC
29,211$17.9T0.29%
91
CMCSACOMCAST CORP NEW
410,770$17.8T0.29%
92
VWOVANGUARD INTL EQUITY INDEX F
422,124$17.6T0.29%
93
HALHALLIBURTON CO
445,510$17.6T0.29%
94
XLFSELECT SECTOR SPDR TR
415,926$17.5T0.29%
95
AFLAFLAC INC
203,300$17.5T0.29%
96
ADSKAUTODESK INC
66,945$17.4T0.28%
97
KOCOCA COLA CO
280,902$17.2T0.28%Put
98
SWN1EURSOUTHWESTERN ENERGY CO
2,252,450$17.1T0.28%
99
FNVFRANCO NEV CORP
141,890$16.9T0.28%
100
DGXQUEST DIAGNOSTICS INC
126,623$16.9T0.28%
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