STANSBERRY ASSET MANAGEMENT, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$915.1M

Holdings

141

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (141 positions)

#StockSharesValue% PortfolioType
101
TTDTHE TRADE DESK INC
11,890$855K0.09%
102
PAASPAN AMERN SILVER CORP
29,179$828K0.09%
103
SGDJSPROTT ETF TRUST
16,189$804K0.09%
104
SNAPSNAP INC
88,917$772K0.08%
105
GDXVANECK ETF TRUST
14,779$769K0.08%
106
CSGPCOSTAR GROUP INC
9,109$732K0.08%
107
WIWWESTERN AST INFL LKD OPP & I
83,327$729K0.08%
108
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728K0.08%
109
ASMLASML HOLDING N V
869$696K0.08%
110
SSDSIMPSON MFG INC
4,283$665K0.07%
111
TSLATESLA INC
2,079$660K0.07%
112
CTLPCANTALOUPE INC
59,679$655K0.07%
113
CWHCAMPING WORLD HLDGS INC
36,907$634K0.07%
114
HQYHEALTHEQUITY INC
6,037$632K0.07%
115
AYS1SANDSTORM GOLD LTD
67,319$632K0.07%
116
NKENIKE INC
8,412$597K0.07%
117
FANGDIAMONDBACK ENERGY INC
4,083$561K0.06%
118
DOCSDOXIMITY INC
8,858$543K0.06%
119
SEASEABRIDGE GOLD INC
36,132$524K0.06%
120
BILLBILL HOLDINGS INC
11,184$517K0.06%
121
EQXEQUINOX GOLD CORP
81,730$470K0.05%
122
GNRCGENERAC HLDGS INC
3,268$468K0.05%
123
SELFGLOBAL SELF STORAGE INC
84,329$450K0.05%
124
KDKYNDRYL HLDGS INC
10,425$437K0.05%
125
GRABGRAB HOLDINGS LIMITED
86,577$435K0.05%
126
ADBEADOBE INC
1,110$429K0.05%
127
DASHDOORDASH INC
1,673$412K0.05%
128
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,802$408K0.04%
129
VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC
427,000$382K0.04%
130
WINGWINGSTOP INC
1,126$379K0.04%
131
GOOGALPHABET INC
1,998$354K0.04%
132
VGITVANGUARD SCOTTSDALE FDS
5,835$348K0.04%
133
INTTINTEST CORP
46,983$342K0.04%
134
ABBVABBVIE INC
1,781$330K0.04%
135
BEPCBROOKFIELD RENEWABLE CORP
9,280$303K0.03%
136
AVGOBROADCOM INC
1,098$302K0.03%
137
XOMEXXON MOBIL CORP
2,793$301K0.03%
138
SHLSSHOALS TECHNOLOGIES GROUP IN
64,198$272K0.03%
139
DFACDIMENSIONAL ETF TRUST
7,546$270K0.03%
140
CEF/USPROTT PHYSICAL GOLD & SILVE
7,170$215K0.02%
141
PSLV/USPROTT PHYSICAL SILVER TR
11,421$139K0.02%
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