Euro Pacific Asset Management, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$451.5M

Holdings

79

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (79 positions)

#StockSharesValue% PortfolioType
1
AEMAGNICO EAGLE MINES LTD
473,109$44.8M9.93%
2
BBARRICK MINING CORP
2,171,791$34.1M7.54%
3
PAASPAN AMERICAN SILVER CORP
1,331,383$31.6M7.00%
4
FNVFRANCO-NEVADA CORP
228,628$27.9M6.18%
5
FVIFORTUNA MINING CORP
4,417,962$27.7M6.14%
6
OROR ROYALTIES INC
1,079,090$26.3M5.83%
7
WPMWHEATON PRECIOUS METALS CORP
293,660$24.4M5.41%
8
BTOB2GOLD CORP
6,953,735$24.1M5.34%
9
MTAMETALLA ROYALTY & STREAMING
5,657,905$20.8M4.60%
10
RGLDROYAL GOLD INC
116,135$19.3M4.28%
11
BMTABRITISH AMERICAN TOB-SP ADR
664,408$18.5M4.10%
12
NEMNEWMONT CORP
459,651$15.7M3.47%
13
OUNZVANECK MERK GOLD ETF
455,611$14.6M3.23%
14
IMGIAMGOLD CORP
1,245,480$9.1M2.02%
15
DCDAKOTA GOLD CORP
2,318,912$8.4M1.86%
16
KGCKINROSS GOLD CORP
932,379$8.0M1.77%
17
EQXEQUINOX GOLD CORP
1,372,906$7.7M1.70%
18
ULUNILEVER PLC-SPONSORED ADR
164,863$5.8M1.29%
19
BPBP PLC-SPONS ADR
365,237$5.5M1.21%
20
NVSNNOVARTIS AG-SPONSORED ADR
93,058$5.5M1.21%
21
GSKGSK PLC-SPON ADR
213,261$4.8M1.07%
22
BNSBANK OF NOVA SCOTIA
177,224$4.2M0.92%
23
IAUI-80 GOLD CORP
7,157,725$4.2M0.92%
24
ABEVAMBEV SA-ADR
3,156,817$4.2M0.92%
25
IEIVANHOE ELECTRIC INC / US
481,681$4.1M0.91%
26
4I1PHILIP MORRIS INTERNATIONAL
48,293$3.7M0.83%
27
SHELSHELL PLC-ADR
166,870$3.4M0.76%
28
PSLV/USPROTT PHYSICAL SILVER TRUST
311,622$3.3M0.74%
29
TTENTOTALENERGIES SE -SPON ADR
163,513$3.3M0.73%
30
FEMBFIRST TRUST EMERGING MARKETS
111,487$3.3M0.72%
31
NVONOVO-NORDISK A/S-SPONS ADR
115,430$3.2M0.71%
32
NTRNUTRIEN LTD
105,383$2.8M0.62%
33
SKMSK TELECOM CO LTD-SPON ADR
121,537$2.7M0.59%
34
IGOVISHARES INTERNATIONAL TREASU
46,543$2.0M0.45%
35
AQN.TOALGONQUIN POWER & UTILITIES
354,648$2.0M0.44%
36
PTITELKOM INDONESIA PERSERO-ADR
367,958$1.9M0.41%
37
EQNREQUINOR ASA-SPON ADR
268,922$1.8M0.40%
38
BBDBANCO BRADESCO-ADR
582,848$1.8M0.40%
39
AUANGLOGOLD ASHANTI PLC
34,820$1.6M0.36%
40
BCEBCE INC
123,651$1.6M0.36%
41
BWXSPDR BLOOMBERG INT TREASURY
54,023$1.3M0.29%
42
ITUBITAU UNIBANCO H-SPON PRF ADR
178,721$1.2M0.27%
43
INFYINFOSYS LTD-SP ADR
65,545$1.1M0.24%
44
EMXEMX ROYALTY CORP
378,366$953K0.21%
45
MLB1MERCADOLIBRE INC
289$760K0.17%
46
QUALISHARES MSCI USA QUALITY FAC
3,569$652K0.14%
47
ACWXISHARES MSCI ACWI EX US ETF
10,633$648K0.14%
48
IAU*ISHARES GOLD TRUST
9,061$565K0.13%
49
PHYS/USPROTT PHYSICAL GOLD TRUST
49,064$505K0.11%
50
VALEVALE SA-SP ADR
65,185$485K0.11%
51
SPYMSPDR PORTFOLIO S&P 500 ETF
5,051$367K0.08%
52
EDGGOLD FIELDS LTD-SPONS ADR
14,651$353K0.08%
53
USFRWISDOMTREE FLOATING RATE TRE
6,720$338K0.07%
54
WRNWESTERN COPPER AND GOLD CORP
292,637$324K0.07%
55
TSMTAIWAN SEMICONDUCTOR-SP ADR
2,845$263K0.06%
56
SAPSAP SE-SPONSORED ADR
848$259K0.06%
57
AGIALAMOS GOLD INC-CLASS A
11,089$239K0.05%
58
DEODIAGEO PLC-SPONSORED ADR
8,286$228K0.05%
59
XOMEXXON MOBIL CORP
2,080$209K0.05%
60
GDXVANECK GOLD MINERS ETF
12,403$207K0.05%
61
KTKT CORP-SP ADR
9,339$201K0.04%
62
BHPBHP GROUP LTD-SPON ADR
55,552$171K0.04%
63
VODVODAFONE GROUP PLC-SP ADR
13,891$150K0.03%
64
AGFIRST MAJESTIC SILVER CORP
41,247$116K0.03%
65
WITWIPRO LTD-ADR
24,025$77K0.02%
66
CXCEMEX SAB-SPONS ADR PART CER
10,372$74K0.02%
67
RIORIO TINTO PLC-SPON ADR
46,225$73K0.02%
68
HKDAMTD DIGITAL INC-ADR
208,891$27K0.01%
69
HLNHALEON PLC-ADR
92,169$4K0.00%
70
ETENERGY TRANSFER LP
13,210$00.00%
71
HYINWISDOMTREE PRIVATE CREDIT AN
21,450$00.00%
72
USHYISHARES BROAD USD HIGH YIELD
14,875$00.00%
73
LVLNSPDR ICE PREFERRED SECURITIE
15,965$00.00%
74
CEF/USPROTT PHYSICAL GOLD AND SIL
312,796$00.00%
75
XFRAXBLACKROCK FLTNG RT INC STRAT
28,200$00.00%
76
IFNINDIA FUND INC
14,100$00.00%
77
ENBENBRIDGE INC
10,165$00.00%
78
JAAAJANUS HENDERSON AAA CLO ETF
10,985$00.00%
79
EDRENDEAVOUR SILVER CORP
27,520$00.00%