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Asset Manager ← All Institutions

VAN ECK ASSOCIATES CORP

Q3 2025 · Filed 2025-11-13
Market Value
$105M
+21.6%
Holdings
1,413
-6
New Purchases
64
Added To
857
Closed
34
Reduced
423
Top 10 Concentration
28.9%
Turnover
6.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CDE 1.18% 0.43% +0.74% $1M
KGC 2.55% 1.81% +0.74% $3M
EQX 1.02% 0.33% +0.69% $1M
PAAS 1.66% 0.98% +0.69% $2M
INTC 1.77% 1.22% +0.56% $2M
AGI 1.51% 1.03% +0.48% $2M
RGLD 0.95% 0.50% +0.45% $1M
GFI 1.37% 0.92% +0.44% $1M
IAG 0.64% 0.33% +0.31% $672K
HL 0.57% 0.26% +0.31% $604K
ESLT 0.31% 0.01% +0.30% $330K
ASML 1.98% 1.71% +0.27% $2M
OKLO 0.37% 0.14% +0.23% $388K
SSRM 0.44% 0.21% +0.23% $461K
NGD 0.50% 0.28% +0.22% $523K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NEM 1.94% 2.81% -0.87% $2M
NVDA 7.13% 7.61% -0.47% $8M
WPM 1.39% 1.83% -0.44% $1M
AEM 2.27% 2.66% -0.39% $2M
AVGO 3.26% 3.65% -0.39% $3M
TSM 4.17% 4.50% -0.33% $4M
CTVA 0.12% 0.42% -0.30% $122K
MCHP 0.34% 0.64% -0.30% $363K
DIS 0.16% 0.45% -0.28% $173K
AMD 1.77% 2.04% -0.27% $2M
IFF 0.19% 0.45% -0.26% $204K
ORCL 0.01% 0.27% -0.25% $11K
VEEV 0.07% 0.31% -0.24% $73K
ADSK 0.02% 0.24% -0.22% $21K
ALLE 0.27% 0.49% -0.22% $281K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $38M 36.0%
Large Cap 670 $53M 50.5%
Mid Cap 420 $13M 12.0%
Small Cap 201 $1M 1.4%
Micro Cap 56 $164K 0.2%

Portfolio Analytics

Avg Market Cap
$63.5B
Median Market Cap
$10.8B
Avg P/E
34.6
Median P/E
23.1
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
1,295
# ETFs / Funds
118

Top Holdings (1,413 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.13% 40,200,571 $8M $0.19 $923K -1,431,926 -3.4%
2 TSM 4.17% 15,714,138 $4M $0.28 $496K -1,473,478 -8.6%
3 AVGO 3.26% 10,402,656 $3M $0.33 $274K -1,052,464 -9.2%
4 KGC 2.55% 107,960,623 $3M $0.02 $1M +7,825,336 +7.8%
5 AEM 2.27% 14,162,772 $2M $0.17 $83K -5,212,049 -26.9%
6 AMAT 2.05% 10,552,132 $2M $0.20 $537K +1,681,911 +19.0%
7 ASML 1.98% 2,148,506 $2M $0.97 $603K +305,435 +16.6%
8 NEM 1.94% 24,136,567 $2M $0.08 -$395K -17,568,933 -42.1%
9 INTC 1.77% 55,521,741 $2M $0.03 $811K +8,569,812 +18.2%
10 AMD 1.77% 11,509,922 $2M $0.16 $100K -908,108 -7.3%
11 MU 1.67% 10,525,767 $2M $0.17 $451K -106,213 -1.0%
12 PAAS 1.66% 45,142,060 $2M $0.04 $904K +15,405,762 +51.8%
13 KLAC 1.60% 1,562,352 $2M $1.08 $423K +152,912 +10.8%
14 TXN 1.60% 9,134,203 $2M $0.18 $121K +1,635,870 +21.8%
15 AGI 1.51% 45,544,137 $2M $0.03 $693K +11,876,324 +35.3%
16 QCOM 1.43% 9,050,717 $2M $0.17 $287K +1,397,466 +18.3%
17 B 1.41% 45,135,696 $1M $0.03 $124K -19,934,190 -30.6%
18 FNV 1.40% 6,599,001 $1M $0.22 $255K -818,749 -11.0%
19 WPM 1.39% 13,067,785 $1M $0.11 -$118K -4,525,194 -25.7%
20 ADI 1.38% 5,886,294 $1M $0.25 $174K +541,760 +10.1%
21 GFI 1.37% 34,303,269 $1M $0.04 $640K +539,923 +1.6%
22 CDE 1.18% 66,002,193 $1M $0.02 $863K +23,646,265 +55.8%
23 CDNS 1.05% 3,157,526 $1M $0.35 $27K -352,548 -10.0%
24 SNPS 1.04% 2,216,908 $1M $0.49 $108K +293,784 +15.3%
25 EQX 1.02% 96,024,048 $1M $0.01 $788K +45,820,861 +91.3%
26 RTX 0.96% 6,009,840 $1M $0.17 $173K +309,322 +5.4%
27 RGLD 0.95% 4,994,944 $1M $0.20 $567K +2,547,076 +104.0%
28 NXPI 0.83% 3,832,309 $873K $0.23 $56K +96,427 +2.6%
29 PLTR 0.76% 4,363,430 $796K $0.18 $190K -78,852 -1.8%
30 MRVL 0.71% 8,857,199 $745K $0.08 $133K +958,542 +12.1%
31 HMY 0.66% 38,394,145 $697K $0.02 $49K -7,970,999 -17.2%
32 MPWR 0.64% 732,448 $674K $0.92 -$22K -219,612 -23.1%
33 IAG 0.64% 51,992,067 $672K $0.01 $391K +13,691,148 +35.8%
34 OR 0.59% 15,561,057 $624K $0.04 $292K +2,650,333 +20.5%
35 LRCX 0.58% 4,571,540 $612K $0.13 $14K -1,568,727 -25.6%
36 HL 0.57% 49,881,495 $604K $0.01 $378K +12,197,740 +32.4%
37 BTG 0.55% 115,903,653 $574K $100K -15,301,310 -11.7%
38 TER 0.52% 3,994,056 $550K $0.14 $51K -1,548,499 -27.9%
39 AG 0.51% 43,225,807 $531K $0.01 $260K +10,471,543 +32.0%
40 NGD 0.50% 72,796,146 $523K $0.01 $284K +24,495,669 +50.7%
41 GOOGL 0.49% 2,104,656 $512K $0.24 -$17K -895,925 -29.9%
42 BVN 0.46% 19,781,856 $481K $0.02 $197K +2,492,246 +14.4%
43 EGO 0.45% 16,499,858 $477K $0.03 $226K +4,173,963 +33.9%
44 FTNT 0.44% 5,564,558 $468K $0.08 $105K +2,132,109 +62.1%
45 MSFT 0.44% 901,472 $467K $0.52 $436 -36,347 -3.9%
46 PFE 0.44% 18,156,540 $463K $0.03 -$92K -4,744,499 -20.7%
47 SSRM 0.44% 18,893,655 $461K $0.02 $279K +4,597,395 +32.2%
48 CCJ 0.43% 5,443,807 $457K $0.08 $174K +1,644,061 +43.3%
49 LDOS 0.43% 2,411,312 $456K $0.19 $98K +145,826 +6.4%
50 MRK 0.43% 5,325,033 $447K $0.08 $186K +2,029,342 +61.6%
51 TYL 0.42% 850,103 $445K $0.52 $120K +301,885 +55.1%
52 BMY 0.42% 9,859,915 $445K $0.05 $263K +5,933,805 +151.1%
53 PEP 0.39% 2,948,540 $414K $0.14 $23K -13,142 -0.4%
54 USB 0.39% 8,462,146 $409K $0.05 $9K -366,474 -4.2%
55 CW 0.38% 740,033 $402K $0.54 $58K +37,069 +5.3%
56 CHRW 0.38% 3,022,580 $400K $0.13 $110K -4,636 -0.1%
57 PM 0.38% 2,461,056 $398K $0.16 -$49K +13,218 +0.5%
58 OKLO 0.37% 3,474,993 $388K $0.11 $267K +1,316,867 +61.0%
59 TRU 0.37% 4,609,054 $386K $0.08 -$36K -185,581 -3.9%
60 A 0.37% 3,007,863 $386K $0.13 $30K -10,815 -0.4%
61 EL 0.36% 4,352,677 $384K $0.09 -$5K -457,275 -9.5%
62 AMGN 0.36% 1,358,092 $383K $0.28 $162K +567,400 +71.8%
63 TMO 0.36% 770,774 $374K $0.49 $198K +337,008 +77.7%
64 WST 0.36% 1,424,879 $374K $0.26 $49K -61,308 -4.1%
65 NKE 0.35% 5,315,562 $371K $0.07 -$3K +56,789 +1.1%
66 MCHP 0.34% 5,645,059 $363K $0.06 -$191K -2,227,244 -28.3%
67 HII 0.34% 1,246,305 $359K $0.29 $43K -63,327 -4.8%
68 ADBE 0.34% 1,008,499 $356K $0.35 $4K +100,063 +11.0%
69 DHR 0.33% 1,728,070 $343K $0.20 $18K +85,460 +5.2%
70 ZBH 0.33% 3,476,906 $342K $0.10 $33K +82,375 +2.4%
71 WDAY 0.32% 1,415,002 $341K $0.24 $171K +707,423 +100.0%
72 MKTX 0.32% 1,948,633 $340K $0.17 -$69K +119,036 +6.5%
73 GEHC 0.32% 4,497,827 $338K $0.08 $15K +139,404 +3.2%
74 CLX 0.32% 2,709,972 $334K $0.12 $166K +1,312,471 +93.9%
75 ESLT 0.31% 648,104 $330K $0.51 $321K +628,236 +3162.1%
76 MDLZ 0.31% 5,192,301 $324K $0.06 $152K +2,637,287 +103.2%
77 BA 0.31% 1,497,735 $323K $0.22 -$37K -220,764 -12.8%
78 IEX 0.30% 1,913,157 $311K $0.16 $1K +146,618 +8.3%
79 CRM 0.29% 1,299,513 $308K $0.24 -$17K +106,107 +8.9%
80 UPS 0.29% 3,654,004 $305K $0.08 -$1K +619,716 +20.4%
81 AAPL 0.28% 1,176,018 $299K $0.25 $65K +34,697 +3.0%
82 SAND 0.28% 23,816,449 $298K $0.01 $123K +5,203,970 +28.0%
83 KVUE 0.28% 18,361,581 $298K $0.02 $107K +9,240,434 +101.3%
84 STZ 0.28% 2,160,202 $291K $0.13 -$13K +290,701 +15.6%
85 ALLE 0.27% 1,582,710 $281K $0.18 -$140K -1,337,703 -45.8%
86 META 0.27% 379,701 $279K $0.73 $4K +7,925 +2.1%
87 LMT 0.26% 541,644 $270K $0.50 $20K +673 +0.1%
88 CAT 0.25% 559,946 $267K $0.48 $45K -11,778 -2.1%
89 ARCC 0.25% 13,008,511 $266K $0.02 -$20K -400
90 STM 0.25% 9,387,002 $265K $0.03 $9K +955,243 +11.3%
91 FSM 0.25% 29,280,727 $262K $0.01 $129K +8,878,857 +43.5%
92 KTOS 0.24% 2,815,074 $257K $0.09 $124K -53,033 -1.9%
93 MDT 0.24% 2,607,491 $248K $0.10 $23K +17,328 +0.7%
94 ETSY 0.23% 3,695,089 $245K $0.07 $62K +48,236 +1.3%
95 LEU 0.23% 780,986 $242K $0.31 $128K +160,482 +25.9%
96 LLY 0.23% 312,049 $238K $0.76 -$278 +6,260 +2.0%
97 CEG 0.22% 690,667 $227K $0.33 $91K +268,621 +63.6%
98 DE 0.21% 487,697 $223K $0.46 $157K +358,687 +278.0%
99 MAS 0.21% 3,161,610 $223K $0.07 $13K -88,520 -2.7%
100 BAH 0.21% 2,200,207 $220K $0.10 -$2K +70,895 +3.3%

New Positions

SymbolValue% Port
ROP $200K 0.19%
BMNR $82K 0.08%
BLSH $43K 0.04%
IPX $41K 0.04%
ASM $28K 0.03%
FIGR $26K 0.02%
IDR $16K 0.01%
IE $11K 0.01%
GEMI $9K 0.01%
LCID $9K 0.01%
CTGO $9K 0.01%
GILT $8K 0.01%
TEM $7K 0.01%
WBI $6K 0.01%
TLNCU $5K —%

Sold Out Positions

SymbolValue% Port
BDX —%
FDX —%
JHG —%
BROS —%
SMC —%
FHI —%
DVA —%
EE —%
RAL —%
CAN —%
LKQ —%
EXOD —%
OPRA —%
OIH —%
VT —%
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