STANSBERRY ASSET MANAGEMENT, LLC

CIK

1725910

City

Westlake

State / Country

TX

Stock

TFPM — Triple Flag Precious Metals Corp.

Top Portfolio Positions

128 positions · $849,559,964 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
GOOGL	Alphabet Inc. Communication Services	144,680	$41,604,180	4.90%
AXS	Axis Capital Holdings Ltd Financial Services	283,020	$28,701,058	3.38%
CME	Cme Group Inc. Financial Services	82,338	$24,318,528	2.86%
AMZN	Amazon Com Inc Consumer Cyclical	115,275	$24,008,324	2.83%
KO	Coca Cola Co Consumer Defensive	314,700	$23,932,935	2.82%
GD	General Dynamics Corp Industrials	67,298	$23,098,019	2.72%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	590,403	$20,492,888	2.41%
LLY	ELI LILLY & Co Healthcare	21,424	$19,705,152	2.32%
SHEL	Shell plc Energy	211,587	$19,677,591	2.32%
COCO	Vita Coco Company, Inc. Consumer Defensive	397,202	$19,029,947	2.24%

Portfolio Trend

25 quarters · across all stocks

Holdings in TFPM

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,492,888	590,403	+35.3%	Shares	Sole	2026-05-15
2025-12-31	$14,497,805	436,418	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$12,568,223	429,536	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$10,183,667	429,872	-3.1%	Shares	Sole	2025-08-14
2025-03-31	$8,494,825	443,594	-4.5%	Shares	Sole	2025-05-14
2024-12-31	$6,989,388	464,720	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$7,697,052	475,714	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$7,386,261	476,533	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$6,951,013	481,039	+7.2%	Shares	Sole	2024-05-15
2023-12-31	$5,970,426	448,567	-12.5%	Shares	Sole	2024-02-14
2023-09-30	$6,700,178	512,638	+6.7%	Shares	Sole	2023-11-14
2023-06-30	$6,619,264	480,353	+326.6%	Shares	Sole	2023-08-17
2023-03-31	$1,683,459	112,606	—	Shares	Sole	2023-05-12
No 13F history on record for this holder in this stock.