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MEDICI CAPITAL LLC

Q1 2026 · Filed 2026-05-14
Market Value
$52M
-16.6%
Holdings
9
-13
New Purchases
0
Added To
2
Closed
2
Reduced
2
Top 10 Concentration
100.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 56.93% 40.02% +16.91% $30M
AGI 17.74% 12.89% +4.85% $9M
ALEC 6.83% 3.75% +3.08% $4M
DC 4.11% 1.81% +2.30% $2M
WPM 9.07% 6.78% +2.29% $5M
GROY 1.28% 1.20% +0.08% $665K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLDM 4.05% 27.91% -23.87% $2M
SLV 0.00% 3.10% -3.10% $0
GLD 0.00% 2.54% -2.54% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $46M 87.8%
Small Cap 2 $3M 5.4%
Micro Cap 1 $4M 6.8%

Portfolio Analytics

Avg Market Cap
$42.4B
Median Market Cap
$30.7B
Avg P/E
21.2
Median P/E
16.5
Avg Dividend Yield
0.00%
Avg Beta
0.78
# Stocks
6
# ETFs / Funds
3

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AEM 56.93% 145,873 $30M $202.98 $5M -1,409 -1.0%
2 AGI 17.74% 208,000 $9M $44.35 $1M
3 WPM 9.07% 36,000 $5M $131.01 $486K
4 ALEC 6.83% 1,652,520 $4M $2.15 $1M +152,000 +10.1%
5 DC 4.11% 423,321 $2M $5.05 $1M +225,000 +113.5%
6 GLDM 4.05% 22,700 $2M $92.69 -$15M -181,326 -88.9%
7 GROY 1.28% 185,890 $665K $3.58 -$86K
8 GLD —% -$2M -4,000 -100.0% SOLD
9 SLV —% -$2M -30,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
GLD —%
SLV —%
View SEC EDGAR Filings for MEDICI CAPITAL LLC →

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