CIK: 0001512920
申告総資産額
$34.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PVG1EUR | Pretium Resources INC | 株式-その他 | 4.32% | — | +5.57% | |
| 2 | PAAS | Pan American Silver CORP | 株式-素材 | 4.04% | +0.90% | +5.15% | |
| 3 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 4.00% | -0.22% | -4.99% | |
| 4 | ✓ | 株式-その他 | 3.31% | -0.23% | EXIT | ||
| 5 | AAPL | Apple INC | 株式-IT | 3.14% | — | -18.92% | |
| 6 | ✓ | Randgold Resources Ltd-adr | 株式-その他 | 3.11% | — | +38.19% | |
| 7 | NMI1EUR | Kirkland Lake Gold LTD | 株式-その他 | 3.08% | — | -5.85% | |
| 8 | WDC | Western Digital CORP | 株式-IT | 3.01% | — | +45.07% | |
| 9 | AYS1 | Sandstorm Gold LTD | 株式-その他 | 2.85% | — | +1.91% | |
| 10 | HP | Helmerich & Payne | 株式-エネルギー | 2.76% | -0.01% | +3.21% | |
| 11 | LRCXEUR | Lam Research CORP | 株式-IT | 2.75% | — | +12.40% | |
| 12 | GNTX | Gentex CORP | 株式-一般消費財 | 2.74% | — | -1.92% | |
| 13 | BEN | Franklin Resources INC | 株式-金融 | 2.61% | — | +4.57% | |
| 14 | CRUS | Cirrus Logic INC | 株式-IT | 2.41% | — | -5.66% | |
| 15 | THO | Thor Industries INC | 株式-一般消費財 | 2.30% | — | -1.35% | |
| 16 | SIL1EUR | Silvercrest Metals INC | 株式-その他 | 2.11% | — | — | |
| 17 | SF9 | Sanderson Farms INC | 株式-その他 | 2.02% | — | -11.17% | |
| 18 | SSRM | Ssr Mining INC | 株式-素材 | 1.97% | -0.66% | +8.75% | |
| 19 | FNV | Franco-nevada CORP | 株式-素材 | 1.80% | -0.03% | +0.84% | |
| 20 | MQ8 | Mag Silver CORP | 株式-その他 | 1.75% | — | +23.33% | |
| 21 | CALM | Cal-maine Foods INC | 株式-生活必需品 | 1.74% | +0.07% | -23.86% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.68% | +0.23% | -1.25% | |
| 23 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.66% | -0.07% | -2.99% | |
| 24 | NEM | Newmont CORP | 株式-素材 | 1.64% | — | -33.58% | |
| 25 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 1.57% | — | -1.52% | |
| 26 | FVICHF | Fortuna Silver Mines INC | 株式-その他 | 1.53% | — | -0.87% | |
| 27 | BTG | B2gold CORP | 株式-その他 | 1.51% | — | +4.70% | |
| 28 | FRPH | Frp Holdings INC | 株式-その他 | 1.51% | — | -20.82% | |
| 29 | GME | Gamestop Corp-class A | 株式-一般消費財 | 1.48% | — | -4.32% | |
| 30 | FHI | Federated Hermes INC | 株式-金融 | 1.48% | — | +8.89% | |
| 31 | CDE | Coeur Mining INC | 株式-素材 | 1.45% | -0.78% | +2.39% | |
| 32 | AG | First Majestic Silver CORP | 株式-素材 | 1.44% | — | +78.62% | |
| 33 | BKE | Buckle Inc/the | 株式-その他 | 1.36% | — | -1.67% | |
| 34 | EMX | Emx Royalty CORP | 株式-その他 | 1.28% | — | +3.24% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 1.25% | — | -1.22% | |
| 36 | SEA1EUR | Seabridge Gold INC | 株式-その他 | 1.19% | — | +4.26% | |
| 37 | IBAGBP | Industrias Bachoco Sab Sp Ad | 株式-その他 | 1.18% | — | -1.69% | |
| 38 | NGDN | New Gold INC | 株式-その他 | 1.08% | -0.46% | EXIT | |
| 39 | MMI | Marcus & Millichap INC | 株式-その他 | 1.06% | — | -2.78% | |
| 40 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.99% | — | -24.38% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | -0.44% | EXIT | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.83% | — | — | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.82% | — | -89.88% | |
| 44 | ✓ | 株式-その他 | 0.81% | — | -11.21% | ||
| 45 | NXE | Nexgen Energy LTD | 株式-その他 | 0.80% | +0.08% | -4.35% | |
| 46 | SVM | Silvercorp Metals INC | 株式-その他 | 0.78% | — | +1.00% | |
| 47 | AAUAF | Almaden Minerals LTD - B | 株式-その他 | 0.73% | — | -0.89% | |
| 48 | HL | Hecla Mining Co | 株式-素材 | 0.69% | — | +51.78% | |
| 49 | ✓ | Nevsun Res LTD | 株式-その他 | 0.64% | — | -82.30% | |
| 50 | GRMN | Garmin Ltd. | 株式-IT | 0.64% | — | -25.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Randgold Resources Ltd-adr | +1.2% | +38.19% | 増加 |
| 2 | NGDN | New Gold INC | +1.1% | +9471.56% | 増加 |
| 3 | PVG1EUR | Pretium Resources INC | +1% | +5.57% | 増加 |
| 4 | WDC | Western Digital CORP | +0.8% | +45.07% | 増加 |
| 5 | HP | Helmerich & Payne | +0.7% | +3.21% | 増加 |
| 6 | CEF | Sprott Physical Gold And Sil | +0.6% | +1405.16% | 増加 |
| 7 | AG | First Majestic Silver CORP | +0.5% | +78.62% | 増加 |
| 8 | EMX | Emx Royalty CORP | +0.4% | +3.24% | 増加 |
| 9 | FHI | Federated Hermes INC | +0.4% | +8.89% | 増加 |
| 10 | SEA1EUR | Seabridge Gold INC | +0.4% | +4.26% | 増加 |
| 11 | YRI | Yamana Gold INC | +0.3% | +199.12% | 増加 |
| 12 | GNTX | Gentex CORP | +0.3% | -1.92% | 減少 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.23% | 増加 |
| 14 | AUG1EUR | Auryn Resources INC | +0.2% | +284.60% | 増加 |
| 15 | PAAS | Pan American Silver CORP | +0.2% | +5.15% | 増加 |
| 16 | BTG | B2gold CORP | +0.2% | +4.70% | 増加 |
| 17 | SF9 | Sanderson Farms INC | +0.1% | -11.17% | 減少 |
| 18 | FNV | Franco-nevada CORP | +0.1% | +0.84% | 増加 |
| 19 | AYS1 | Sandstorm Gold LTD | +0.1% | +1.91% | 増加 |
| 20 | THO | Thor Industries INC | +0.1% | -1.35% | 減少 |
| 21 | MQ8 | Mag Silver CORP | +0.1% | +23.33% | 増加 |
| 22 | MMI | Marcus & Millichap INC | +0.1% | -2.78% | 減少 |
| 23 | BKE | Buckle Inc/the | 0% | -1.67% | 減少 |
| 24 | NMI1EUR | Kirkland Lake Gold LTD | 0% | -5.85% | 減少 |
| 25 | WSM | Williams-sonoma INC | 0% | -24.38% | 減少 |
| 26 | CALM | Cal-maine Foods INC | 0% | -23.86% | 減少 |
| 27 | WLK | Westlake CORP | 0% | — | 変化なし |
| 28 | SND | Smart Sand INC | -0.1% | -4.93% | 減少 |
| 29 | ASM | Avino Silver & Gold Mines | -0.1% | — | 変化なし |
| 30 | FRPH | Frp Holdings INC | -0.1% | -20.82% | 減少 |
| 31 | GPRCHF | Great Panther Mining LTD | -0.1% | -36.83% | 減少 |
| 32 | FVICHF | Fortuna Silver Mines INC | -0.1% | -0.87% | 減少 |
| 33 | ✓ | Americas Silver CORP | -0.1% | -35.78% | 減少 |
| 34 | ✓ | -0.2% | -11.21% | 減少 | |
| 35 | CDE | Coeur Mining INC | -0.2% | +2.39% | 増加 |
| 36 | AEM | Agnico Eagle Mines LTD | -0.2% | -2.99% | 減少 |
| 37 | WPM | Wheaton Precious Metals CORP | -0.4% | -4.99% | 減少 |
| 38 | AGI | Alamos Gold Inc-class A | -0.5% | -56.08% | 減少 |
| 39 | NEM | Newmont CORP | -0.9% | -33.58% | 減少 |
| 40 | ✓ | Nevsun Res LTD | -1.5% | -82.30% | 減少 |
| 41 | ✓ | Tahoe Res INC | -3.5% | -95.01% | 減少 |
| 42 | GDX | Vaneck Gold Miners ETF | -7.2% | -89.88% | 減少 |
| 43 | SIL1EUR | Silvercrest Metals INC | — | NEW | 新規購入 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | BVN | Cia De Minas Buenaventur-adr | — | EXIT | 全売却 |
| 46 | EXK | Endeavour Silver CORP | — | NEW | 新規購入 |
| 47 | LLEXQ | Lilis Energy INC | — | NEW | 新規購入 |
| 48 | ABX | Barrick Gold CORP | — | EXIT | 全売却 |
| 49 | GORO | Gold Resource CORP | — | EXIT | 全売却 |
| 50 | BSM | Black Stone Minerals LP | — | EXIT | 全売却 |