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Asset Manager ← All Institutions

VAN ECK ASSOCIATES CORP

Q2 2025 · Filed 2025-08-14
Market Value
$86M
+14.2%
Holdings
1,419
+42
New Purchases
72
Added To
608
Closed
70
Reduced
612
Top 10 Concentration
30.6%
Turnover
10.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 7.61% 5.97% +1.63% $7M
AVGO 3.65% 2.59% +1.06% $3M
TSM 4.50% 3.82% +0.68% $4M
AMD 2.04% 1.52% +0.52% $2M
AMAT 1.88% 1.48% +0.40% $2M
MU 1.52% 1.21% +0.31% $1M
LRCX 0.69% 0.40% +0.30% $598K
ASML 1.71% 1.47% +0.24% $1M
KLAC 1.46% 1.23% +0.23% $1M
CAT 0.26% 0.05% +0.21% $222K
HSY 0.20% 0.01% +0.20% $176K
NDSN 0.19% 0.00% +0.19% $163K
CLX 0.19% 0.01% +0.19% $168K
WDAY 0.20% 0.02% +0.18% $170K
PLTR 0.70% 0.53% +0.17% $606K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPB 0.16% 0.51% -0.35% $136K
GILD 0.16% 0.50% -0.34% $140K
CTVA 0.42% 0.72% -0.30% $360K
MO 0.00% 0.29% -0.28% $3K
VEEV 0.31% 0.58% -0.27% $266K
EFX 0.23% 0.50% -0.27% $203K
HMY 0.75% 1.00% -0.25% $648K
BF-B 0.03% 0.28% -0.24% $28K
AGI 1.03% 1.26% -0.23% $894K
AEM 2.66% 2.87% -0.20% $2M
GFI 0.92% 1.13% -0.20% $799K
FNV 1.41% 1.60% -0.20% $1M
BMY 0.21% 0.40% -0.19% $182K
ZBH 0.36% 0.55% -0.19% $310K
BIO 0.01% 0.19% -0.18% $10K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $32M 37.3%
Large Cap 662 $44M 50.9%
Mid Cap 427 $9M 10.4%
Small Cap 207 $1M 1.3%
Micro Cap 57 $134K 0.2%

Portfolio Analytics

Avg Market Cap
$62.9B
Median Market Cap
$10.5B
Avg P/E
33.6
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
1,296
# ETFs / Funds
123

Top Holdings (1,419 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.61% 41,632,497 $7M $0.16 $2M -82,559 -0.2%
2 TSM 4.50% 17,187,616 $4M $0.23 $1M -235,271 -1.4%
3 AVGO 3.65% 11,455,120 $3M $0.28 $1M -246,438 -2.1%
4 NEM 2.81% 41,705,500 $2M $0.06 $314K -2,107,695 -4.8%
5 AEM 2.66% 19,374,821 $2M $0.12 $133K -650,570 -3.2%
6 AMD 2.04% 12,418,030 $2M $0.14 $615K +1,255,125 +11.2%
7 AMAT 1.88% 8,870,221 $2M $0.18 $506K +1,169,236 +15.2%
8 WPM 1.83% 17,592,979 $2M $0.09 $164K -647,760 -3.5%
9 KGC 1.81% 100,135,287 $2M $0.02 $199K -8,233,754 -7.6%
10 TXN 1.80% 7,498,333 $2M $0.21 $283K +409,899 +5.8%
11 ASML 1.71% 1,843,071 $1M $0.80 $364K +162,956 +9.7%
12 B 1.57% 65,069,886 $1M $0.02 $37K -2,727,380 -4.0%
13 MU 1.52% 10,631,980 $1M $0.12 $395K +91,282 +0.9%
14 ADI 1.47% 5,344,534 $1M $0.24 $277K +407,841 +8.3%
15 KLAC 1.46% 1,409,440 $1M $0.90 $328K +35,323 +2.6%
16 QCOM 1.41% 7,653,251 $1M $0.16 $107K +412,862 +5.7%
17 FNV 1.41% 7,417,750 $1M $0.16 $3K -282,916 -3.7%
18 CDNS 1.25% 3,510,074 $1M $0.31 $184K -18,260 -0.5%
19 INTC 1.22% 46,951,929 $1M $0.02 $138K +6,738,512 +16.8%
20 SNPS 1.14% 1,923,124 $986K $0.51 $120K -95,132 -4.7%
21 AGI 1.03% 33,667,813 $894K $0.03 -$61K -2,060,776 -5.8%
22 PAAS 0.98% 29,736,298 $845K $0.03 $21K -2,142,300 -6.7%
23 RTX 0.96% 5,700,518 $832K $0.15 $189K +846,800 +17.4%
24 NXPI 0.94% 3,735,882 $816K $0.22 $64K -222,174 -5.6%
25 GFI 0.92% 33,763,346 $799K $0.02 -$53K -4,800,926 -12.4%
26 MPWR 0.81% 952,060 $696K $0.73 $90K -94,198 -9.0%
27 HMY 0.75% 46,365,144 $648K $0.01 -$109K -4,863,602 -9.5%
28 MRVL 0.71% 7,898,657 $611K $0.08 $155K +484,619 +6.5%
29 PLTR 0.70% 4,442,282 $606K $0.14 $203K -328,792 -6.9%
30 LRCX 0.69% 6,140,267 $598K $0.10 $298K +2,024,347 +49.2%
31 PFE 0.64% 22,901,039 $555K $0.02 -$5K +795,423 +3.6%
32 MCHP 0.64% 7,872,303 $554K $0.07 $2K -3,533,933 -31.0%
33 GOOGL 0.61% 3,000,581 $529K $0.18 $49K -98,858 -3.2%
34 TER 0.58% 5,542,555 $498K $0.09 $49K +102,802 +1.9%
35 BTG 0.55% 131,204,963 $474K $47K -18,524,763 -12.4%
36 MSFT 0.54% 937,819 $466K $0.50 $79K -93,747 -9.1%
37 PM 0.52% 2,447,838 $447K $0.18 $58K -1,413 -0.1%
38 RGLD 0.50% 2,447,868 $435K $0.18 -$33K -414,724 -14.5%
39 TRU 0.49% 4,794,635 $422K $0.09 -$2K -316,945 -6.2%
40 ALLE 0.49% 2,920,413 $421K $0.14 -$14K -414,326 -12.4%
41 MKTX 0.47% 1,829,597 $409K $0.22 -$25K -176,319 -8.8%
42 USB 0.46% 8,828,620 $399K $0.05 -$16K -1,014,822 -10.3%
43 IFF 0.45% 5,346,623 $393K $0.07 -$57K -457,247 -7.9%
44 PEP 0.45% 2,961,682 $391K $0.13 $136K +1,257,615 +73.8%
45 DIS 0.45% 3,135,199 $389K $0.12 $30K -497,032 -13.7%
46 EL 0.45% 4,809,952 $389K $0.08 $46K -383,096 -7.4%
47 CDE 0.43% 42,355,928 $375K $0.01 $101K -4,051,689 -8.7%
48 NKE 0.43% 5,258,773 $374K $0.07 $37K -37,218 -0.7%
49 FTNT 0.42% 3,432,449 $363K $0.11 $42K +165,130 +5.0%
50 CTVA 0.42% 4,833,601 $360K $0.07 -$182K -3,775,701 -43.9%
51 BA 0.42% 1,718,499 $360K $0.21 -$24K -532,113 -23.6%
52 LDOS 0.41% 2,265,486 $357K $0.16 $73K +155,048 +7.3%
53 A 0.41% 3,018,678 $356K $0.12 -$17K -174,015 -5.5%
54 ADBE 0.41% 908,436 $351K $0.39 $4K +2,330 +0.3%
55 CW 0.40% 702,964 $343K $0.49 $134K +41,603 +6.3%
56 OR 0.38% 12,910,724 $332K $0.03 $18K -1,956,770 -13.2%
57 CRM 0.38% 1,193,406 $325K $0.27 $149K +534,702 +81.2%
58 WST 0.38% 1,486,187 $325K $0.22 $1K +38,339 +2.6%
59 TYL 0.38% 548,218 $325K $0.59 $5K -2,081 -0.4%
60 DHR 0.38% 1,642,610 $324K $0.20 -$32K -94,060 -5.4%
61 GEHC 0.37% 4,358,423 $323K $0.07 -$46K -209,351 -4.6%
62 HII 0.37% 1,309,632 $316K $0.24 -$46K -467,733 -26.3%
63 IEX 0.36% 1,766,539 $310K $0.18 $134K +793,849 +81.6%
64 ZBH 0.36% 3,394,531 $310K $0.09 -$104K -257,860 -7.1%
65 UPS 0.35% 3,034,288 $306K $0.10 -$28K -6,780 -0.2%
66 STZ 0.35% 1,869,501 $304K $0.16 -$32K +39,646 +2.2%
67 CHRW 0.34% 3,027,216 $290K $0.10 -$18K +19,424 +0.7%
68 EQX 0.33% 50,203,187 $289K $0.01 $51K +15,575,211 +45.0%
69 ARCC 0.33% 13,008,911 $286K $0.02 -$1K +65,851 +0.5%
70 BVN 0.33% 17,289,610 $284K $0.02 -$30K -2,789,245 -13.9%
71 CCJ 0.33% 3,799,746 $282K $0.07 $152K +633,712 +20.0%
72 IAG 0.33% 38,300,919 $282K $0.01 $6K -5,802,807 -13.2%
73 META 0.32% 371,776 $274K $0.74 $40K -35,172 -8.6%
74 AG 0.31% 32,754,264 $271K $0.01 $21K -4,538,109 -12.2%
75 VEEV 0.31% 924,151 $266K $0.29 -$170K -959,982 -51.0%
76 MRK 0.30% 3,295,691 $261K $0.08 -$17K +203,845 +6.6%
77 STM 0.30% 8,431,759 $256K $0.03 $79K +353,844 +4.4%
78 EGO 0.29% 12,325,895 $251K $0.02 $12K -1,883,697 -13.3%
79 LMT 0.29% 540,971 $251K $0.46 $5K -8,369 -1.5%
80 NGD 0.28% 48,300,477 $239K $29K -8,425,585 -14.8%
81 LLY 0.28% 305,789 $238K $0.78 $15K +35,910 +13.3%
82 AAPL 0.27% 1,141,321 $234K $0.21 $2K +94,135 +9.0%
83 ORCL 0.27% 1,050,736 $230K $0.22 $61K -159,639 -13.2%
84 MDT 0.26% 2,590,163 $226K $0.09 -$7K +1,641 +0.1%
85 HL 0.26% 37,683,755 $226K $0.01 -$20K -6,435,280 -14.6%
86 AMZN 0.26% 1,020,547 $224K $0.22 $8K -114,862 -10.1%
87 CAT 0.26% 571,724 $222K $0.39 $184K +458,063 +403.0%
88 BAH 0.26% 2,129,312 $222K $0.10 $13K +131,778 +6.6%
89 AMGN 0.26% 790,692 $221K $0.28 -$76K -162,164 -17.0%
90 ADSK 0.24% 678,038 $210K $0.31 $6K -99,748 -12.8%
91 MAS 0.24% 3,250,130 $209K $0.06 -$7K +138,112 +4.4%
92 SBUX 0.24% 2,255,854 $208K $0.09 -$13K -3,026 -0.1%
93 EFX 0.23% 782,000 $203K $0.26 -$177K -777,633 -49.9%
94 SCHW 0.23% 2,190,801 $200K $0.09 $6K -285,435 -11.5%
95 MANH 0.23% 991,486 $196K $0.20 $9K -89,915 -8.3%
96 SLB 0.23% 5,760,334 $195K $0.03 -$67K -510,372 -8.1%
97 CMCSA 0.22% 5,377,650 $192K $0.04 -$11K -117,148 -2.1%
98 KVUE 0.22% 9,121,147 $191K $0.02 -$64K -1,504,571 -14.2%
99 ETSY 0.21% 3,646,853 $183K $0.05 $16K +117,917 +3.3%
100 SSRM 0.21% 14,296,260 $182K $0.01 $27K -1,203,492 -7.8%

New Positions

SymbolValue% Port
NDSN $163K 0.19%
KRMN $66K 0.08%
CRCL $56K 0.06%
GLXY $34K 0.04%
RKLB $17K 0.02%
FLEX $15K 0.02%
NCDL $14K 0.02%
HWM $12K 0.01%
BJ $11K 0.01%
TXRH $9K 0.01%
GNRC $9K 0.01%
AIZ $7K 0.01%
MORN $7K 0.01%
ORI $6K 0.01%
HIG $6K 0.01%

Sold Out Positions

SymbolValue% Port
AHRT —%
NVT —%
INN —%
XIFR —%
CHWY —%
BLDR —%
AX —%
GLOB —%
ALLY —%
DQ —%
AMRC —%
ELF —%
NVRI —%
SWX —%
OVV —%
View SEC EDGAR Filings for VAN ECK ASSOCIATES CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms