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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Bank of America Corp | $128.3M | 2630869 | 20.08% |
| 2 | Wynn Resorts Ltd | $91.2M | 897646 | 14.27% |
| 3 | Truist Financial Corp | $54.9M | 1194516 | 8.60% |
| 4 | Wells Fargo & Co | $52.8M | 663572 | 8.27% |
| 5 | Alphabet Inc | $45.9M | 159857 | 7.18% |
| 6 | Walt Disney Co/The | $22.2M | 230300 | 3.47% |
| 7 | GOLD ROYALTY CORP | $20.4M | 5712223 | 3.20% |
| 8 | Cameco Corp | $19.9M | 183656 | 3.12% |
| 9 | NANO Nuclear Energy Inc | $12.6M | 616391 | 1.98% |
| 10 | Freeport-McMoRan Inc | $11.3M | 192514 | 1.77% |
| 11 | Alcoa Corp | $7.3M | 109969 | 1.14% |
| 12 | Exxon Mobil Corp | $6.5M | 38487 | 1.02% |
| 13 | Teck Resources Ltd | $6.4M | 123344 | 1.00% |
| 14 | Royalty Pharma PLC | $5.8M | 121088 | 0.91% |
| 15 | Franco-Nevada Corp | $5.7M | 23218 | 0.90% |
| 16 | Kinross Gold Corp | $5.6M | 182299 | 0.87% |
| 17 | Nucor Corp | $5.5M | 32668 | 0.86% |
| 18 | Hudbay Minerals Inc | $5.0M | 236903 | 0.78% |
| 19 | SharonAI Holdings Inc | $4.6M | 202415 | 0.72% |
| 20 | Amazon.com Inc | $4.4M | 21217 | 0.69% |
| 21 | Apollo Global Management Inc | $4.2M | 38135 | 0.67% |
| 22 | Chevron Corp | $4.0M | 19382 | 0.63% |
| 23 | IREN Ltd | $3.9M | 114207 | 0.61% |
| 24 | B2Gold Corp | $3.9M | 849857 | 0.60% |
| 25 | Sanofi SA | $3.6M | 74464 | 0.56% |
| 26 | Barrick Mining Corp | $3.5M | 86845 | 0.55% |
| 27 | Viper Energy Inc | $3.5M | 75130 | 0.55% |
| 28 | GE HealthCare Technologies Inc | $3.4M | 48293 | 0.54% |
| 29 | Equinox Gold Corp | $3.4M | 234837 | 0.53% |
| 30 | Southern Copper Corp | $3.3M | 19227 | 0.52% |
| 31 | Steel Dynamics Inc | $3.3M | 18287 | 0.52% |
| 32 | Sprott Inc | $3.3M | 22906 | 0.51% |
| 33 | Agnico Eagle Mines Ltd | $3.0M | 14981 | 0.48% |
| 34 | Duos Technologies Group Inc | $3.0M | 439680 | 0.47% |
| 35 | Albemarle Corp | $2.7M | 14999 | 0.42% |
| 36 | Tradeweb Markets Inc | $2.7M | 22856 | 0.42% |
| 37 | Taseko Mines Ltd | $2.4M | 372517 | 0.38% |
| 38 | Figure Technology Solutions In | $2.4M | 70656 | 0.38% |
| 39 | Comfort Systems USA Inc | $2.3M | 1657 | 0.36% |
| 40 | VanEck Junior Gold Miners ETF | $2.3M | 18870 | 0.35% |
| 41 | Peabody Energy Corp | $2.2M | 66873 | 0.34% |
| 42 | Union Pacific Corp | $2.2M | 9056 | 0.34% |
| 43 | Wheaton Precious Metals Corp | $2.0M | 15053 | 0.31% |
| 44 | Newmont Corp | $1.9M | 17503 | 0.30% |
| 45 | Denison Mines Corp | $1.9M | 536029 | 0.30% |
| 46 | VanEck Gold Miners ETF/USA | $1.9M | 20391 | 0.29% |
| 47 | Brookdale Senior Living Inc | $1.8M | 132403 | 0.28% |
| 48 | ConocoPhillips | $1.8M | 13722 | 0.28% |
| 49 | Vale SA | $1.7M | 107982 | 0.27% |
| 50 | TKO Group Holdings Inc | $1.7M | 8233 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.