StockDriftsStockDriftsTop 50 Tocqueville Asset Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | 3.95% | 846.4K | $298.5M | -0.17%(-1.42K) | $120.72(+176.75%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 1.16M | $232.4M | -0.94%(-11.05K) | $3.43(+6485.51%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.89% | 302.1K | $218.4M | -10.13%(-34.05K) | $37.79(+1307.35%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.72% | 574.9K | $205.5M | -1.50%(-8.74K) | $27.90(+1135.74%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.5% | 534.1K | $188.7M | -3.80%(-21.11K) | $38.78(+783.63%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.24% | 454.5K | $169.5M | -3.35%(-15.78K) | $60.45(+704.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.23% | 583.7K | $168.9M | -1.63%(-9.67K) | $22.95(+1230.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.11% | 668.8K | $159.4M | +2.06%(+13.52K) | $48.60(+440.18%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.55% | 1.55M | $117.2M | -5.14%(-84.01K) | $32.34(+156.64%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.41% | 92.2K | $106.5M | -36.32%(-52.59K) | $83.13(+1120.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.28% | +78.38% | +11.92% | +75.58% |
| Top 20 Holdings Unweighted | +21.46% | +79.17% | +12.47% | +79.96% |
Tocqueville Asset Management L P reports $7.56B in US-listed equity holdings across 550 positions in its most recent 13F filing. Its largest disclosed positions are HD (4.0%), NVDA (3.1%) and AMAT (2.9%). The top 20 holdings account for 36.2% of reported assets. Its disclosed equity book has returned +78.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tocqueville Asset Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 883961). View Tocqueville Asset Management L P’s 13F filings on SEC