TOCQUEVILLE ASSET MANAGEMENT L.P.
Top Portfolio Positions
451 positions ·
$6,134,528,642 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
847,854 | $278,850,702 | 4.55% | |
| NVDA |
Nvidia Corp
Technology
|
1,176,217 | $205,132,244 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
470,285 | $174,085,398 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
583,652 | $167,834,969 | 2.74% | |
| AAPL |
Apple Inc.
Technology
|
593,794 | $150,698,979 | 2.46% | |
| IAU |
Ishares Gold Trust
|
1,635,839 | $144,215,566 | 2.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
655,327 | $136,484,954 | 2.22% | |
| AMAT |
Applied Materials Inc /De
Technology
|
336,097 | $114,874,593 | 1.87% | |
| NEE |
Nextera Energy Inc
Utilities
|
1,162,536 | $107,976,343 | 1.76% | |
| CCJ |
Cameco Corp
Energy
|
788,539 | $85,643,220 | 1.40% |
Portfolio Trend
Holdings in ALLY
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,876,447 | 379,211 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,178,134 | 379,292 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,352,421 | 340,623 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,204,558 | 364,687 | Shares | Sole | 2025-08-12 | |
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