TOCQUEVILLE ASSET MANAGEMENT L.P.

data from 30/09/2025

Capitalization

$ 6.879 B 4.72 %

Average holding period

25 ans

Performance

$ 30.565 B 296 787.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TOCQUEVILLE ASSET MANAGEMENT L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 HD HOME DEPOT INC 5.20% 357.829 M $ 883115 2011/09/30 35.199 M $ 10.51 %
2025/09/30 NVDA NVIDIA CORPORATION 3.52% 242.314 M $ 1298713 2015/12/31 38.494 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.46% 237.846 M $ 459206 2013/06/30 9.594 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.59% 178.409 M $ 700660 2013/06/30 34.858 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 2.49% 171.316 M $ 704716 2015/09/30 47.649 M $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 2.43% 166.914 M $ 760187 2013/06/30 138.062 K $ 0.08 %
2025/09/30 GOOG ALPHABET INC 2.34% 160.936 M $ 660791 2015/09/30 44.726 M $ 37.30 %
2025/09/30 IAU ISHARES GOLD TR 1.92% 132.303 M $ 1818092 2021/06/30 19.281 M $ 16.69 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.63% 112.421 M $ 223616 2013/06/30 3.851 M $ 3.49 %
2025/09/30 QCOM QUALCOMM INC 1.41% 96.901 M $ 582479 2011/06/30 4.190 M $ 4.46 %
2025/09/30 NEE NEXTERA ENERGY INC 1.29% 88.537 M $ 1172832 2013/06/30 7.016 M $ 8.74 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.20% 82.788 M $ 262461 2013/06/30 6.867 M $ 8.80 %
2025/09/30 RSG REPUBLIC SVCS INC 1.17% 80.306 M $ 349947 2012/06/30 -6.034 M $ -6.95 %
2025/09/30 ABBV ABBVIE INC 1.13% 77.619 M $ 335231 2013/03/31 15.902 M $ 24.74 %
2025/09/30 AMAT APPLIED MATLS INC 1.05% 72.219 M $ 352735 2013/06/30 7.125 M $ 11.84 %
2025/09/30 CCJ CAMECO CORP 1.03% 71.061 M $ 847377 2013/06/30 8.248 M $ 12.97 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.93% 63.853 M $ 651761 2025/03/31 3.103 M $ 5.01 %
2025/09/30 NEM NEWMONT CORP 0.89% 61.021 M $ 723773 2013/03/31 18.694 M $ 44.71 %
2025/09/30 FDX FEDEX CORP 0.88% 60.191 M $ 255254 2016/12/31 2.314 M $ 3.74 %
2025/09/30 RKLB ROCKET LAB CORP 0.85% 58.433 M $ 1219640 2025/06/30 15.892 M $ 33.94 %
2025/09/30 WPM WHEATON PRECIOUS METALS CORP 0.83% 57.202 M $ 511464 2017/06/30 11.313 M $ 24.54 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.83% 56.836 M $ 426472 2022/03/31 -3.689 M $ -6.06 %
2025/09/30 META META PLATFORMS INC 0.81% 55.630 M $ 75752 2013/06/30 -282.998 K $ -0.50 %
2025/09/30 CVX CHEVRON CORP NEW 0.80% 54.930 M $ 353722 2011/09/30 4.706 M $ 8.45 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.76% 52.536 M $ 283337 2011/09/30 9.400 M $ 21.39 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.75% 51.920 M $ 344162 2022/06/30 7.748 M $ 17.48 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.74% 51.210 M $ 1305699 2020/06/30 -5.425 M $ -9.53 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.73% 50.474 M $ 185075 2013/06/30 -1.775 M $ -3.31 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.73% 49.913 M $ 324849 2011/06/30 -1.855 M $ -3.56 %
2025/09/30 DE DEERE & CO 0.70% 48.387 M $ 105820 2011/06/30 -5.446 M $ -10.07 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.68% 46.662 M $ 58595 2013/06/30 3.834 M $ 12.52 %
2025/09/30 HON HONEYWELL INTL INC 0.67% 45.994 M $ 218500 2011/09/30 -4.948 M $ -9.61 %
2025/09/30 MRK MERCK & CO INC 0.67% 45.927 M $ 547200 2013/06/30 3.198 M $ 6.03 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.66% 45.449 M $ 271631 2013/12/31 12.059 M $ 35.76 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.63% 43.614 M $ 446729 2018/09/30 -4.647 M $ -9.11 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.62% 42.635 M $ 533336 2011/09/30 -5.853 M $ -12.06 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.60% 41.249 M $ 85045 2012/09/30 7.726 M $ 19.62 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.60% 41.200 M $ 54343 2012/09/30 3.244 M $ 8.54 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.57% 39.547 M $ 194219 2014/03/31 -202.299 K $ -0.50 %
2025/09/30 EMR EMERSON ELEC CO 0.57% 39.299 M $ 299583 2011/06/30 -692.785 K $ -1.61 %
2025/09/30 WMT WALMART INC 0.57% 38.962 M $ 378049 2011/06/30 2.030 M $ 5.40 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.56% 38.750 M $ 1563118 2011/06/30 -1.357 M $ -3.50 %
2025/09/30 CAT CATERPILLAR INC 0.56% 38.644 M $ 80990 2011/03/31 7.201 M $ 22.91 %
2025/09/30 C CITIGROUP INC 0.56% 38.369 M $ 378018 2016/12/31 7.386 M $ 19.24 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.55% 37.984 M $ 7035 2018/03/31 -2.783 M $ -6.74 %
2025/09/30 GDX VANECK ETF TRUST 0.55% 37.926 M $ 496414 2017/03/31 12.075 M $ 46.75 %
2025/09/30 AVGO BROADCOM INC 0.52% 35.550 M $ 107756 2020/03/31 6.374 M $ 19.68 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.50% 34.655 M $ 387900 2014/06/30 1.767 M $ 5.34 %
2025/09/30 MA MASTERCARD INCORPORATED 0.50% 34.213 M $ 60149 2013/06/30 424.043 K $ 1.22 %
2025/09/30 RTX RTX CORPORATION 0.47% 32.090 M $ 191776 2020/06/30 4.102 M $ 14.59 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.47% 32.023 M $ 92738 2017/03/31 4.346 M $ 10.68 %
2025/09/30 PGR PROGRESSIVE CORP 0.46% 31.937 M $ 129324 2013/12/31 -2.621 M $ -7.46 %
2025/09/30 UL UNILEVER PLC 0.46% 31.936 M $ 538725 2014/06/30 -1.030 M $ -3.09 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.46% 31.802 M $ 112830 2015/06/30 3.272 M $ 11.31 %
2025/09/30 CB CHUBB LIMITED 0.46% 31.651 M $ 112137 2016/03/31 -965.191 K $ -2.58 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.44% 30.485 M $ 54218 2025/03/31 2.277 M $ 7.10 %
2025/09/30 T AT&T INC 0.43% 29.759 M $ 1053801 2013/03/31 -903.769 K $ -2.42 %
2025/09/30 ORCL ORACLE CORP 0.43% 29.729 M $ 105706 2013/06/30 8.466 M $ 28.64 %
2025/09/30 MTB M & T BK CORP 0.42% 29.209 M $ 147806 2013/06/30 539.472 K $ 1.87 %
2025/09/30 V VISA INC 0.42% 29.066 M $ 85142 2013/06/30 -1.177 M $ -3.85 %
2025/09/30 AVAV AEROVIRONMENT INC 0.42% 28.827 M $ 91545 2025/03/31 2.713 M $ 10.51 %
2025/09/30 ABT ABBOTT LABS 0.41% 28.499 M $ 212776 2012/12/31 -438.028 K $ -1.52 %
2025/09/30 ALL ALLSTATE CORP 0.40% 27.399 M $ 127646 2013/03/31 2.116 M $ 6.63 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.39% 27.007 M $ 188725 2020/12/31 1.085 M $ 4.15 %
2025/09/30 USB US BANCORP DEL 0.39% 26.977 M $ 558186 2011/06/30 1.680 M $ 6.81 %
2025/09/30 AER AERCAP HOLDINGS NV 0.39% 26.538 M $ 219325 2020/06/30 948.196 K $ 3.42 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.38% 26.043 M $ 214790 2020/09/30 996.483 K $ 3.91 %
2025/09/30 TPL TEXAS PACIFIC LAND CORPORATI 0.38% 26.042 M $ 27893 2021/03/31 -3.416 M $ -11.62 %
2025/09/30 NFG NATIONAL FUEL GAS CO 0.38% 25.974 M $ 281200 2025/06/30 3.004 M $ 9.04 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP DEL 0.38% 25.883 M $ 61742 2025/06/30 8.206 M $ 45.89 %
2025/09/30 ADBE ADOBE INC 0.37% 25.190 M $ 71410 2012/12/31 -5.379 M $ -8.82 %
2025/09/30 IFF INTERNATIONAL FLAVORS&FRAGRA 0.37% 25.169 M $ 408984 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.37% 25.127 M $ 85612 2013/06/30 -1.311 M $ -4.83 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.36% 24.585 M $ 145923 2013/12/31 -2.291 M $ -8.17 %
2025/09/30 GLD SPDR GOLD TR 0.36% 24.543 M $ 69043 2014/06/30 3.380 M $ 16.61 %
2025/09/30 NOW SERVICENOW INC 0.35% 24.249 M $ 26350 2013/09/30 -2.842 M $ -10.49 %
2025/09/30 BAC BANK AMERICA CORP 0.35% 24.240 M $ 469851 2013/12/31 1.990 M $ 9.02 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.35% 23.989 M $ 507700 2022/06/30 2.685 M $ 12.47 %
2025/09/30 CSCO CISCO SYS INC 0.35% 23.924 M $ 349667 2013/06/30 -416.573 K $ -1.38 %
2025/09/30 TSN TYSON FOODS INC 0.34% 23.542 M $ 433552 2015/06/30 -756.141 K $ -2.93 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.34% 23.404 M $ 82947 2011/09/30 -1.521 M $ -4.28 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.34% 23.227 M $ 276277 2022/12/31 1.856 M $ 8.62 %
2025/09/30 CVS CVS HEALTH CORP 0.34% 23.157 M $ 307161 2012/03/31 2.462 M $ 9.29 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.33% 22.632 M $ 577487 2013/03/31 -7.940 M $ -30.20 %
2025/09/30 GPC GENUINE PARTS CO 0.33% 22.628 M $ 163263 2011/09/30 3.352 M $ 14.25 %
2025/09/30 D DOMINION ENERGY INC 0.33% 22.480 M $ 367501 2013/06/30 2.121 M $ 8.23 %
2025/09/30 NTR NUTRIEN LTD 0.32% 22.337 M $ 380462 2018/03/31 187.388 K $ 0.81 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.32% 21.820 M $ 184336 2019/09/30 1.875 M $ 9.07 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.31% 21.280 M $ 392760 2018/12/31 1.861 M $ 9.54 %
2025/09/30 MDT MEDTRONIC PLC 0.31% 21.192 M $ 222513 2020/06/30 1.729 M $ 9.26 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.30% 20.880 M $ 109559 2012/12/31 1.219 M $ 6.10 %
2025/09/30 VMC VULCAN MATLS CO 0.30% 20.821 M $ 67683 2018/09/30 3.168 M $ 17.94 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.30% 20.777 M $ 42369 2020/03/31 -808.954 K $ -3.72 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.30% 20.543 M $ 273540 2023/09/30 284.424 K $ 1.39 %
2025/09/30 ABC CENCORA INC 0.30% 20.367 M $ 65168 2025/06/30 0.000 $ 0.00 %
2025/09/30 VSH VISHAY INTERTECHNOLOGY INC 0.29% 20.100 M $ 1313711 2025/06/30 -811.706 K $ -3.65 %
2025/09/30 CRM SALESFORCE INC 0.29% 20.080 M $ 84728 2013/06/30 -3.106 M $ -13.09 %
2025/09/30 LOW LOWES COS INC 0.29% 19.757 M $ 78616 2011/09/30 2.323 M $ 13.27 %
2025/09/30 MCD MCDONALDS CORP 0.28% 19.563 M $ 64376 2011/09/30 789.717 K $ 4.01 %
2025/09/30 PEP PEPSICO INC 0.28% 19.334 M $ 137669 2011/06/30 1.160 M $ 6.36 %