Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TOCQUEVILLE ASSET MANAGEMENT L.P. (CIK 883961) reported $6.74B across 529 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HD ($278.9M, 4.13%), NVDA ($205.1M, 3.04%), MSFT ($174.1M, 2.58%), GOOGL ($167.8M, 2.49%), GOOG ($159.3M, 2.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | $278.9M | 4.13% | 847,854 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $205.1M | 3.04% | 1.2M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $174.1M | 2.58% | 470,285 | Added |
| 4 | GOOGL | ALPHABET INC | $167.8M | 2.49% | 583,652 | Trimmed |
| 5 | GOOG | ALPHABET INC | $159.3M | 2.36% | 555,252 | Trimmed |
| 6 | AAPL | APPLE INC | $150.7M | 2.23% | 593,794 | Trimmed |
| 7 | IAU | ISHARES GOLD TR | $144.2M | 2.14% | 1.6M | Trimmed |
| 8 | AMZN | AMAZON COM INC | $136.5M | 2.02% | 655,327 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC | $114.9M | 1.70% | 336,097 | Trimmed |
| 10 | NEE | NEXTERA ENERGY INC | $108.0M | 1.60% | 1.2M | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.7M | 1.42% | 199,758 | Trimmed |
| 12 | CCJ | CAMECO CORP | $85.6M | 1.27% | 788,539 | Trimmed |
| 13 | GPC | GENUINE PARTS CO | $82.0M | 1.22% | 774,950 | Added |
| 14 | RSG | REPUBLIC SVCS INC | $77.3M | 1.15% | 353,043 | Trimmed |
| 15 | NEM | NEWMONT CORP | $76.2M | 1.13% | 703,617 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO. | $73.9M | 1.10% | 251,343 | Trimmed |
| 17 | ABBV | ABBVIE INC | $73.4M | 1.09% | 337,526 | Added |
| 18 | VRT | VERTIV HOLDINGS CO | $73.0M | 1.08% | 291,400 | Trimmed |
| 19 | FDX | FEDEX CORP | $71.9M | 1.07% | 201,851 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $71.7M | 1.06% | 556,647 | Trimmed |
| 21 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $71.1M | 1.05% | 979,858 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $66.8M | 0.99% | 273,256 | Trimmed |
| 23 | FCX | FREEPORT-MCMORAN INC | $62.7M | 0.93% | 1.1M | Trimmed |
| 24 | RKLB | ROCKET LAB CORP | $59.9M | 0.89% | 933,300 | Trimmed |
| 25 | DE | DEERE & CO | $59.4M | 0.88% | 105,456 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31