— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

VAN ECK ASSOCIATES CORP

Q1 2026 · Filed 2026-05-15
Market Value
$130M
+10.0%
Holdings
1,410
-49
New Purchases
59
Added To
919
Closed
61
Reduced
356
Top 10 Concentration
32.4%
Turnover
8.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 3.31% 2.47% +0.84% $4M
TSM 5.01% 4.49% +0.52% $7M
NEM 3.00% 2.52% +0.48% $4M
ARM 0.26% 0.00% +0.25% $335K
CDE 1.17% 0.93% +0.24% $2M
XOM 0.52% 0.31% +0.21% $675K
TER 0.57% 0.37% +0.19% $737K
SLB 0.42% 0.25% +0.17% $548K
ADI 1.65% 1.48% +0.17% $2M
ARIS 0.23% 0.08% +0.15% $300K
ALAB 0.16% 0.01% +0.15% $204K
CGAU 0.22% 0.08% +0.14% $286K
BX 0.16% 0.02% +0.14% $203K
FNV 1.44% 1.31% +0.13% $2M
PANW 0.13% 0.01% +0.12% $174K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PAAS 0.90% 1.74% -0.83% $1M
RGLD 0.63% 1.11% -0.48% $815K
NGD 0.00% 0.47% -0.47% $1K
NVDA 7.56% 7.96% -0.40% $10M
ADBE 0.13% 0.34% -0.21% $164K
CRM 0.10% 0.31% -0.21% $133K
WDAY 0.08% 0.28% -0.20% $108K
HMY 0.37% 0.57% -0.20% $476K
MU 1.67% 1.86% -0.19% $2M
MRK 0.17% 0.34% -0.18% $216K
UPS 0.14% 0.31% -0.18% $178K
AMGN 0.05% 0.23% -0.17% $68K
IEX 0.14% 0.30% -0.16% $178K
JKHY 0.01% 0.17% -0.16% $10K
HII 0.31% 0.47% -0.16% $408K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $48M 36.9%
Large Cap 676 $66M 50.7%
Mid Cap 416 $14M 10.9%
Small Cap 198 $2M 1.3%
Micro Cap 53 $342K 0.3%

Portfolio Analytics

Avg Market Cap
$64.0B
Median Market Cap
$11.0B
Avg P/E
34.1
Median P/E
23.1
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
1,292
# ETFs / Funds
118

Top Holdings (1,410 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.56% 56,327,417 $10M $0.17 $423K +5,920,178 +11.7%
2 TSM 5.01% 19,262,004 $7M $0.34 $1M +1,797,042 +10.3%
3 AVGO 3.35% 14,057,492 $4M $0.31 $288K +2,317,940 +19.7%
4 AEM 3.31% 21,213,276 $4M $0.20 $1M +3,987,799 +23.1%
5 NEM 3.00% 35,998,592 $4M $0.11 $923K +6,218,529 +20.9%
6 KGC 2.47% 105,232,185 $3M $0.03 $343K +3,345,430 +3.3%
7 B 2.10% 66,918,449 $3M $0.04 $316K +11,495,209 +20.7%
8 ASML 1.90% 1,867,295 $2M $1.32 $308K -150,588 -7.5%
9 AMD 1.89% 12,078,757 $2M $0.20 $80K +980,559 +8.8%
10 TXN 1.79% 11,971,656 $2M $0.19 $310K +363,391 +3.1%
11 AMAT 1.75% 6,639,720 $2M $0.34 $253K -1,206,682 -15.4%
12 KLAC 1.70% 1,496,409 $2M $1.47 $312K -60,171 -3.9%
13 MU 1.67% 6,424,047 $2M $0.34 -$32K -1,292,157 -16.8%
14 ADI 1.65% 6,751,926 $2M $0.32 $396K +293,153 +4.5%
15 INTC 1.59% 46,833,454 $2M $0.04 $293K -1,225,565 -2.5%
16 WPM 1.44% 14,332,382 $2M $0.13 $177K -137,495 -0.9%
17 FNV 1.44% 7,551,096 $2M $0.25 $323K +109,963 +1.5%
18 QCOM 1.39% 14,022,899 $2M $0.13 $35K +3,671,788 +35.5%
19 AGI 1.27% 37,223,301 $2M $0.04 $81K -3,553,737 -8.7%
20 GFI 1.20% 34,319,595 $2M $0.05 $9K -1,164,308 -3.3%
21 CDE 1.17% 80,959,868 $2M $0.02 $424K +19,499,952 +31.7%
22 EQX 0.95% 85,080,607 $1M $0.01 $46K +753,567 +0.9%
23 PAAS 0.90% 21,526,928 $1M $0.05 -$875K -18,055,972 -45.6%
24 RTX 0.89% 5,966,409 $1M $0.19 $118K +333,196 +5.9%
25 SNPS 0.88% 2,887,562 $1M $0.40 -$73K +293,943 +11.3%
26 CDNS 0.86% 4,015,373 $1M $0.28 $11K +481,193 +13.6%
27 MRVL 0.82% 10,745,703 $1M $0.10 $226K +881,189 +8.9%
28 PLTR 0.67% 5,922,134 $866K $0.15 $153K +1,906,851 +47.5%
29 NXPI 0.66% 4,378,316 $862K $0.20 -$61K +124,996 +2.9%
30 AG 0.63% 38,013,052 $816K $0.02 $148K -2,127,637 -5.3%
31 RGLD 0.63% 3,203,866 $815K $0.25 -$496K -2,696,566 -45.7%
32 CCJ 0.58% 6,944,545 $754K $0.11 $178K +651,550 +10.3%
33 TER 0.57% 2,484,365 $737K $0.30 $295K +205,452 +9.0%
34 IAG 0.54% 37,125,036 $699K $0.02 -$51K -8,328,690 -18.3%
35 PEP 0.52% 4,393,907 $682K $0.16 $106K +378,953 +9.4%
36 XOM 0.52% 3,977,413 $675K $0.17 $306K +914,916 +29.9%
37 BMY 0.48% 10,257,215 $622K $0.06 $53K -296,506 -2.8%
38 HL 0.47% 33,120,490 $617K $0.02 -$94K -3,943,575 -10.6%
39 FTNT 0.47% 7,482,362 $611K $0.08 -$2K -248,592 -3.2%
40 BVN 0.45% 16,391,129 $591K $0.04 $93K -1,477,888 -8.3%
41 MPWR 0.44% 524,571 $574K $1.09 $118K +22,259 +4.4%
42 SLB 0.42% 10,659,964 $548K $0.05 $256K +3,044,313 +40.0%
43 ESLT 0.41% 621,675 $528K $0.85 $172K +6,551 +1.1%
44 MSFT 0.39% 1,379,685 $511K $0.37 -$108K +99,689 +7.8%
45 CHRW 0.39% 3,025,466 $502K $0.17 $16K +645 +0.0%
46 HMY 0.37% 30,960,969 $476K $0.02 -$193K -2,651,648 -7.9%
47 ZTS 0.36% 3,948,745 $467K $0.12 $166K +1,561,686 +65.4%
48 TYL 0.36% 1,361,084 $466K $0.34 -$87K +143,778 +11.8%
49 LRCX 0.36% 2,166,541 $463K $0.21 -$3K -553,051 -20.3%
50 EGO 0.35% 13,436,979 $461K $0.03 -$55K -934,606 -6.5%
51 PFE 0.35% 16,301,030 $458K $0.03 $125K +2,958,270 +22.2%
52 MCHP 0.35% 6,951,970 $449K $0.06 $56K +786,547 +12.8%
53 CW 0.34% 654,570 $446K $0.68 $66K -34,331 -5.0%
54 BTG 0.33% 95,369,234 $432K -$38K -8,894,290 -8.5%
55 VZ 0.33% 8,601,530 $432K $0.05 $175K +2,295,462 +36.4%
56 META 0.32% 720,738 $412K $0.57 -$59K +6,420 +0.9%
57 HII 0.31% 1,074,246 $408K $0.38 -$152K -572,487 -34.8%
58 PM 0.31% 2,458,923 $407K $0.17 $12K -2,571 -0.1%
59 LLY 0.31% 439,012 $404K $0.92 -$62K +5,265 +1.2%
60 STM 0.31% 11,657,593 $403K $0.03 $130K +1,125,165 +10.7%
61 SSRM 0.31% 13,662,350 $402K $0.03 $57K -2,053,348 -13.1%
62 OR 0.31% 10,470,815 $398K $0.04 -$36K -1,794,705 -14.6%
63 NXE 0.28% 31,399,867 $364K $0.01 $96K +2,242,811 +7.7%
64 TRU 0.28% 5,239,016 $362K $0.07 -$60K +306,813 +6.2%
65 ALB 0.28% 2,016,290 $362K $0.18 $170K +658,752 +48.5%
66 CEG 0.28% 1,286,849 $359K $0.28 $68K +461,793 +56.0%
67 LDOS 0.27% 2,296,303 $357K $0.16 -$54K +17,082 +0.8%
68 KVUE 0.27% 20,617,182 $355K $0.02 -$6K -350,905 -1.7%
69 MAS 0.27% 5,842,483 $353K $0.06 $139K +2,467,197 +73.1%
70 STZ 0.27% 2,345,921 $352K $0.15 $21K -51,354 -2.1%
71 MDLZ 0.27% 6,082,209 $351K $0.06 $30K +125,604 +2.1%
72 ZBH 0.26% 3,763,920 $340K $0.09 $15K +150,495 +4.2%
73 ABNB 0.26% 2,664,383 $336K $0.13 -$48K -171,473 -6.0%
74 ARM 0.26% 2,212,884 $335K $0.15 $329K +2,162,503 +4292.3%
75 CLX 0.26% 3,218,379 $334K $0.10 $17K +81,974 +2.6%
76 LMT 0.25% 546,932 $331K $0.60 $66K +951 +0.2%
77 ORLA 0.25% 20,469,129 $330K $0.02 $69K +1,077,525 +5.6%
78 BF-B 0.25% 12,358,531 $327K $0.03 $22K +664,235 +5.7%
79 BWXT 0.25% 1,584,460 $324K $0.20 $108K +336,540 +27.0%
80 UEC 0.25% 23,842,727 $322K $0.01 $92K +4,177,062 +21.2%
81 NKE 0.24% 5,971,468 $315K $0.05 -$34K +483,826 +8.8%
82 BKR 0.24% 5,138,052 $314K $0.06 $145K +1,432,886 +38.7%
83 CMCSA 0.24% 10,808,986 $310K $0.03 $33K +1,518,329 +16.3%
84 DHR 0.24% 1,629,196 $309K $0.19 -$76K -52,935 -3.1%
85 GEHC 0.24% 4,305,603 $306K $0.07 -$54K -87,023 -2.0%
86 OTIS 0.24% 3,968,097 $306K $0.08 -$44K -34,492 -0.9%
87 LPLA 0.23% 1,002,977 $302K $0.30 $125K +509,189 +103.1%
88 OKLO 0.23% 6,081,517 $302K $0.05 $18K +2,125,236 +53.7%
89 ARIS 0.23% 16,161,241 $300K $0.02 $208K +10,466,347 +183.8%
90 PEG 0.23% 3,693,447 $299K $0.08 $82K +985,062 +36.4%
91 EFX 0.22% 1,600,386 $288K $0.18 -$60K -3,029 -0.2%
92 CGAU 0.22% 16,063,068 $286K $0.02 $192K +9,526,911 +145.8%
93 UUUU 0.22% 15,582,553 $284K $0.02 $108K +3,473,859 +28.7%
94 BR 0.21% 1,685,383 $274K $0.16 -$55K +210,100 +14.2%
95 GOOGL 0.21% 950,032 $273K $0.29 -$16K +26,983 +2.9%
96 ON 0.21% 4,411,803 $273K $0.06 $51K +310,860 +7.6%
97 PCG 0.21% 15,501,760 $272K $0.02 $65K +2,595,504 +20.1%
98 AAPL 0.21% 1,065,933 $271K $0.25 -$12K +27,023 +2.6%
99 DNN 0.19% 71,508,136 $252K $51K -4,401,891 -5.8%
100 EL 0.19% 3,504,793 $252K $0.07 -$133K -168,943 -4.6%

New Positions

SymbolValue% Port
UAMY $91K 0.07%
FLY $60K 0.05%
LASR $60K 0.05%
AZN $55K 0.04%
OVV $46K 0.04%
MDA $46K 0.04%
OTF $41K 0.03%
XLC $21K 0.02%
RVMD $11K 0.01%
EMBX $10K 0.01%
NESR $9K 0.01%
MSIF $8K 0.01%
VOXCF $7K 0.01%
GEV $7K 0.01%
USAU $6K —%

Sold Out Positions

SymbolValue% Port
ESTC —%
CODI —%
ACHR —%
AFG —%
HUBS —%
TME —%
SNOW —%
SPOT —%
BAX —%
ATHM —%
DHT —%
WBI —%
MTZ —%
LB —%
CCL —%
View SEC EDGAR Filings for VAN ECK ASSOCIATES CORP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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