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Asset Manager ← All Institutions

VAN ECK ASSOCIATES CORP

Q4 2025 · Filed 2026-02-13
Market Value
$118M
+12.4%
Holdings
1,459
+46
New Purchases
80
Added To
849
Closed
108
Reduced
398
Top 10 Concentration
31.0%
Turnover
12.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 7.96% 7.13% +0.82% $9M
B 2.04% 1.41% +0.64% $2M
NEM 2.52% 1.94% +0.58% $3M
TSM 4.49% 4.17% +0.32% $5M
AMD 2.01% 1.77% +0.24% $2M
XOM 0.31% 0.08% +0.24% $369K
AEM 2.47% 2.27% +0.20% $3M
MU 1.86% 1.67% +0.19% $2M
AVGO 3.44% 3.26% +0.18% $4M
ORLA 0.22% 0.05% +0.17% $261K
LLY 0.39% 0.23% +0.17% $466K
ABNB 0.33% 0.16% +0.16% $385K
ZTS 0.25% 0.09% +0.16% $300K
CMG 0.18% 0.01% +0.16% $208K
RGLD 1.11% 0.95% +0.16% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMAT 1.71% 2.05% -0.35% $2M
SAND 0.00% 0.28% -0.28% $0
INTC 1.50% 1.77% -0.27% $2M
MPWR 0.39% 0.64% -0.26% $455K
CDE 0.93% 1.18% -0.25% $1M
GOOGL 0.24% 0.49% -0.24% $289K
OR 0.37% 0.59% -0.23% $434K
ALLE 0.05% 0.27% -0.21% $65K
CAT 0.06% 0.25% -0.20% $69K
WST 0.17% 0.36% -0.19% $197K
LRCX 0.39% 0.58% -0.19% $466K
A 0.19% 0.37% -0.18% $219K
TMO 0.18% 0.36% -0.18% $209K
AGI 1.33% 1.51% -0.18% $2M
USB 0.22% 0.39% -0.17% $257K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $44M 36.9%
Large Cap 687 $60M 50.7%
Mid Cap 448 $13M 10.9%
Small Cap 208 $2M 1.3%
Micro Cap 50 $169K 0.1%

Portfolio Analytics

Avg Market Cap
$62.0B
Median Market Cap
$10.7B
Avg P/E
34.2
Median P/E
23.0
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
1,342
# ETFs / Funds
117

Top Holdings (1,459 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.96% 50,407,239 $9M $0.19 $2M +10,206,668 +25.4%
2 TSM 4.49% 17,464,962 $5M $0.30 $919K +1,750,824 +11.1%
3 AVGO 3.44% 11,739,552 $4M $0.35 $631K +1,336,896 +12.8%
4 NEM 2.52% 29,780,063 $3M $0.10 $939K +5,643,496 +23.4%
5 AEM 2.47% 17,225,477 $3M $0.17 $533K +3,062,705 +21.6%
6 KGC 2.43% 101,886,755 $3M $0.03 $186K -6,073,868 -5.6%
7 B 2.04% 55,423,240 $2M $0.04 $935K +10,287,544 +22.8%
8 AMD 2.01% 11,098,198 $2M $0.21 $515K -411,724 -3.6%
9 MU 1.86% 7,716,204 $2M $0.29 $441K -2,809,563 -26.7%
10 ASML 1.83% 2,017,883 $2M $1.07 $79K -130,623 -6.1%
11 PAAS 1.74% 39,582,900 $2M $0.05 $302K -5,559,160 -12.3%
12 AMAT 1.71% 7,846,402 $2M $0.26 -$144K -2,705,730 -25.6%
13 TXN 1.70% 11,608,265 $2M $0.17 $336K +2,474,062 +27.1%
14 KLAC 1.60% 1,556,580 $2M $1.22 $206K -5,772 -0.4%
15 INTC 1.50% 48,059,019 $2M $0.04 -$89K -7,462,722 -13.4%
16 QCOM 1.50% 10,351,111 $2M $0.17 $265K +1,300,394 +14.4%
17 ADI 1.48% 6,458,773 $2M $0.27 $305K +572,479 +9.7%
18 WPM 1.44% 14,469,877 $2M $0.12 $239K +1,402,092 +10.7%
19 AGI 1.33% 40,777,038 $2M $0.04 -$14K -4,767,099 -10.5%
20 GFI 1.31% 35,483,903 $2M $0.04 $110K +1,180,634 +3.4%
21 FNV 1.31% 7,441,133 $2M $0.21 $71K +842,132 +12.8%
22 RGLD 1.11% 5,900,432 $1M $0.22 $310K +905,488 +18.1%
23 SNPS 1.03% 2,593,619 $1M $0.47 $124K +376,711 +17.0%
24 EQX 1.00% 84,327,040 $1M $0.01 $107K -11,697,008 -12.2%
25 CDNS 0.93% 3,534,180 $1M $0.31 -$4K +376,654 +11.9%
26 CDE 0.93% 61,459,916 $1M $0.02 -$142K -4,542,277 -6.9%
27 RTX 0.87% 5,633,213 $1M $0.18 $28K -376,627 -6.3%
28 NXPI 0.78% 4,253,320 $923K $0.22 $50K +421,011 +11.0%
29 MRVL 0.71% 9,864,514 $838K $0.08 $94K +1,007,315 +11.4%
30 IAG 0.63% 45,453,726 $750K $0.02 $77K -6,538,341 -12.6%
31 PLTR 0.60% 4,015,283 $714K $0.18 -$82K -348,147 -8.0%
32 HL 0.60% 37,064,065 $711K $0.02 $108K -12,817,430 -25.7%
33 HMY 0.57% 33,612,617 $669K $0.02 -$28K -4,781,528 -12.4%
34 AG 0.57% 40,140,689 $669K $0.02 $138K -3,085,118 -7.1%
35 MSFT 0.52% 1,279,996 $619K $0.48 $152K +378,524 +42.0%
36 FTNT 0.52% 7,730,954 $614K $0.08 $146K +2,166,396 +38.9%
37 PEP 0.49% 4,014,954 $576K $0.14 $162K +1,066,414 +36.2%
38 CCJ 0.49% 6,292,995 $576K $0.09 $119K +849,188 +15.6%
39 BMY 0.48% 10,553,721 $569K $0.05 $125K +693,806 +7.0%
40 NGD 0.47% 64,318,304 $560K $0.01 $38K -8,477,842 -11.7%
41 HII 0.47% 1,646,733 $560K $0.34 $201K +400,428 +32.1%
42 TYL 0.47% 1,217,306 $553K $0.45 $108K +367,203 +43.2%
43 EGO 0.44% 14,371,585 $516K $0.04 $40K -2,128,273 -12.9%
44 BVN 0.42% 17,869,017 $497K $0.03 $16K -1,912,839 -9.7%
45 CHRW 0.41% 3,024,821 $486K $0.16 $86K +2,241 +0.1%
46 META 0.40% 714,318 $472K $0.66 $193K +334,617 +88.1%
47 BTG 0.40% 104,263,524 $470K -$103K -11,640,129 -10.0%
48 LLY 0.39% 433,747 $466K $1.07 $228K +121,698 +39.0%
49 LRCX 0.39% 2,719,592 $466K $0.17 -$147K -1,851,948 -40.5%
50 MPWR 0.39% 502,312 $455K $0.91 -$219K -230,136 -31.4%
51 TER 0.37% 2,278,913 $441K $0.19 -$109K -1,715,143 -42.9%
52 OR 0.37% 12,265,520 $434K $0.04 -$190K -3,295,537 -21.2%
53 TRU 0.36% 4,932,203 $423K $0.09 $37K +323,149 +7.0%
54 LDOS 0.35% 2,279,221 $411K $0.18 -$44K -132,091 -5.5%
55 MRK 0.34% 3,864,329 $407K $0.11 -$40K -1,460,704 -27.4%
56 ADBE 0.34% 1,146,330 $401K $0.35 $45K +137,831 +13.7%
57 PM 0.33% 2,461,494 $395K $0.16 -$3K +438 +0.0%
58 MCHP 0.33% 6,165,423 $393K $0.06 $30K +520,364 +9.2%
59 DHR 0.33% 1,682,131 $385K $0.23 $42K -45,939 -2.7%
60 ABNB 0.33% 2,835,856 $385K $0.14 $216K +1,441,747 +103.4%
61 EL 0.33% 3,673,736 $385K $0.10 $1K -678,941 -15.6%
62 CW 0.32% 688,901 $380K $0.55 -$22K -51,132 -6.9%
63 UPS 0.31% 3,743,860 $371K $0.10 $66K +89,856 +2.5%
64 XOM 0.31% 3,062,497 $369K $0.12 $289K +2,357,467 +334.4%
65 CRM 0.31% 1,371,345 $363K $0.26 $55K +71,832 +5.5%
66 KVUE 0.31% 20,968,087 $362K $0.02 $64K +2,606,506 +14.2%
67 GEHC 0.30% 4,392,626 $360K $0.08 $22K -105,201 -2.3%
68 ESLT 0.30% 615,124 $355K $0.58 $25K -32,980 -5.1%
69 BA 0.30% 1,626,087 $353K $0.22 $30K +128,352 +8.6%
70 IEX 0.30% 1,976,856 $352K $0.18 $40K +63,699 +3.3%
71 OTIS 0.30% 4,002,589 $350K $0.09 $165K +1,979,819 +97.9%
72 NKE 0.30% 5,487,642 $350K $0.06 -$21K +172,080 +3.2%
73 EFX 0.29% 1,603,415 $348K $0.22 $148K +823,116 +105.5%
74 SSRM 0.29% 15,715,698 $344K $0.02 -$117K -3,177,957 -16.8%
75 WDAY 0.28% 1,559,835 $335K $0.21 -$6K +144,833 +10.2%
76 PFE 0.28% 13,342,760 $332K $0.02 -$130K -4,813,780 -26.5%
77 STZ 0.28% 2,397,275 $331K $0.14 $40K +237,073 +11.0%
78 BR 0.28% 1,475,283 $329K $0.22 $162K +774,747 +110.6%
79 ZBH 0.28% 3,613,425 $325K $0.09 -$18K +136,519 +3.9%
80 MDLZ 0.27% 5,956,605 $321K $0.05 -$4K +764,304 +14.7%
81 CLX 0.27% 3,136,405 $316K $0.10 -$18K +426,433 +15.7%
82 BF-B 0.26% 11,694,296 $305K $0.03 $139K +5,589,730 +91.6%
83 ZTS 0.25% 2,387,059 $300K $0.13 $206K +1,740,113 +269.0%
84 SLB 0.25% 7,615,651 $292K $0.04 $97K +1,945,958 +34.3%
85 CEG 0.25% 825,056 $291K $0.35 $64K +134,389 +19.5%
86 GOOGL 0.24% 923,049 $289K $0.31 -$223K -1,181,607 -56.1%
87 OKLO 0.24% 3,956,281 $284K $0.07 -$104K +481,288 +13.8%
88 AAPL 0.24% 1,038,910 $282K $0.27 -$17K -137,108 -11.7%
89 CMCSA 0.24% 9,290,657 $278K $0.03 $108K +3,896,466 +72.2%
90 STM 0.23% 10,532,428 $273K $0.03 $8K +1,145,426 +12.2%
91 NXE 0.23% 29,157,056 $268K $0.01 $57K +5,523,932 +23.4%
92 AMGN 0.23% 817,834 $268K $0.33 -$116K -540,258 -39.8%
93 LMT 0.22% 545,981 $264K $0.48 -$6K +4,337 +0.8%
94 ORLA 0.22% 19,391,604 $261K $0.01 $206K +14,287,477 +279.9%
95 VZ 0.22% 6,306,068 $257K $0.04 $63K +1,885,503 +42.6%
96 USB 0.22% 4,810,183 $257K $0.05 -$152K -3,651,963 -43.2%
97 ARCC 0.22% 12,673,579 $256K $0.02 -$9K -334,932 -2.6%
98 MDT 0.21% 2,610,978 $251K $0.10 $2K +3,487 +0.1%
99 AMZN 0.20% 1,044,459 $241K $0.23 $22K +47,686 +4.8%
100 FSM 0.20% 24,185,050 $237K $0.01 -$25K -5,095,677 -17.4%

New Positions

SymbolValue% Port
ONDS $71K 0.06%
SLI $69K 0.06%
SOMN $62K 0.05%
BBAI $47K 0.04%
URG $28K 0.02%
PKG $23K 0.02%
IP $22K 0.02%
QSR $15K 0.01%
KBDC $12K 0.01%
QXO $12K 0.01%
CNR $11K 0.01%
ALGN $9K 0.01%
HAP $8K 0.01%
EXI $7K 0.01%
VSOL $7K 0.01%

Sold Out Positions

SymbolValue% Port
ABM —%
NGL —%
AN —%
AR —%
LYV —%
EMN —%
ATI —%
AVTR —%
BC —%
WU —%
HLT —%
RYZ —%
AON —%
AFL —%
SXC —%
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