| 1 | Sprott Focus Trust Inc | 15.536.886 | 148,3 Mio. $ | |
| 2 | Coeur Mining Inc | 6.817.492 | 128 Mio. $ | |
| 3 | SPDR Series Trust | 878.051 | 80,5 Mio. $ | |
| 4 | Exxon Mobil Corp | 250.137 | 42,4 Mio. $ | |
| 5 | Royal Gold Inc | 151.097 | 38,5 Mio. $ | |
| 6 | Nucor Corp | 206.470 | 34,9 Mio. $ | |
| 7 | Helmerich & Payne Inc | 857.408 | 30,9 Mio. $ | |
| 8 | CF Industries Holdings Inc | 236.970 | 30,8 Mio. $ | |
| 9 | Viper Energy Inc | 640.873 | 30,1 Mio. $ | |
| 10 | Federated Hermes Inc | 513.885 | 29,1 Mio. $ | |
| 11 | Cal-Maine Foods Inc | 317.780 | 25,2 Mio. $ | |
| 12 | Texas Pacific Land Corp | 42.080 | 20 Mio. $ | |
| 13 | Newmont Corp | 163.023 | 17,6 Mio. $ | |
| 14 | Steel Dynamics Inc | 95.863 | 17,3 Mio. $ | |
| 15 | Reliance Inc | 53.307 | 16,2 Mio. $ | |
| 16 | Westlake Corp | 132.610 | 15,5 Mio. $ | |
| 17 | Artisan Partners Asset Management Inc | 362.095 | 13,2 Mio. $ | |
| 18 | Cirrus Logic Inc | 88.000 | 12,7 Mio. $ | |
| 19 | Buckle Inc/The | 220.000 | 11,1 Mio. $ | |
| 20 | abrdn Platinum ETF Trust | 57.188 | 10,2 Mio. $ | |
| 21 | Uranium Energy Corp | 749.241 | 10,1 Mio. $ | |
| 22 | Cia de Minas Buenaventura SAA | 267.468 | 9,6 Mio. $ | |
| 23 | Thor Industries Inc | 105.000 | 8,4 Mio. $ | |
| 24 | MP Materials Corp | 143.952 | 6,9 Mio. $ | |
| 25 | Landbridge Co LLC | 98.604 | 6,8 Mio. $ | |
| 26 | Dakota Gold Corp | 1.232.916 | 6,2 Mio. $ | |
| 27 | FRP Holdings Inc | 284.340 | 6,2 Mio. $ | |
| 28 | VanEck Gold Miners ETF/USA | 66.102 | 6,1 Mio. $ | |
| 29 | Marcus & Millichap Inc | 210.000 | 5,6 Mio. $ | |
| 30 | Vishay Intertechnology Inc | 300.000 | 5,4 Mio. $ | |
| 31 | H&R Block Inc | 165.000 | 5,2 Mio. $ | |
| 32 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 65.400 | 5,2 Mio. $ | |
| 33 | Sociedad Quimica y Minera de Chile SA | 61.182 | 5 Mio. $ | |
| 34 | Petroleo Brasileiro SA - Petrobras | 229.835 | 4,8 Mio. $ | |
| 35 | Gold Fields Ltd | 94.011 | 4,3 Mio. $ | |
| 36 | Hecla Mining Co | 216.365 | 4 Mio. $ | |
| 37 | Hycroft Mining Holding Corp | 112.052 | 3,9 Mio. $ | |
| 38 | Smart Sand Inc | 750.000 | 3,8 Mio. $ | |
| 39 | Global X Funds | 42.326 | 3,8 Mio. $ | |
| 40 | Cheniere Energy Inc | 12.779 | 3,6 Mio. $ | |
| 41 | Albemarle Corp | 19.495 | 3,5 Mio. $ | |
| 42 | Freeport-McMoRan Inc | 56.172 | 3,3 Mio. $ | |
| 43 | Corteva Inc | 37.226 | 3,1 Mio. $ | |
| 44 | ABRDN SILVER ETF TRUST | 41.243 | 3 Mio. $ | |
| 45 | iShares Silver Trust | 41.545 | 2,8 Mio. $ | |
| 46 | Gentex Corp | 120.000 | 2,6 Mio. $ | |
| 47 | Global X Funds | 33.645 | 2,6 Mio. $ | |
| 48 | Select Sector Spdr Trust | 36.699 | 2,2 Mio. $ | |
| 49 | Adams Natural Resources Fund Inc | 76.742 | 2,1 Mio. $ | |
| 50 | VanEck Merk Gold ETF | 44.583 | 2 Mio. $ | |
| 51 | Sprott Funds Trust | 31.359 | 2 Mio. $ | |
| 52 | Vale SA | 119.752 | 1,9 Mio. $ | |
| 53 | Quanta Services Inc | 3.251 | 1,8 Mio. $ | |
| 54 | CME Group Inc | 5.862 | 1,7 Mio. $ | |
| 55 | Grayscale Bitcoin Trust ETF | 28.795 | 1,5 Mio. $ | |
| 56 | Devon Energy Corp | 30.174 | 1,5 Mio. $ | |
| 57 | SPDR Gold Shares | 3.370 | 1,5 Mio. $ | |
| 58 | Chevron Corp | 6.824 | 1,4 Mio. $ | |
| 59 | Contango Silver & Gold Inc | 71.616 | 1,3 Mio. $ | |
| 60 | ProShares Trust | 30.800 | 1,3 Mio. $ | |
| 61 | ProShares Ultra S&P500 | 24.400 | 1,3 Mio. $ | |
| 62 | Apple Inc | 4.811 | 1,2 Mio. $ | |
| 63 | BHP Group Ltd | 15.407 | 1,1 Mio. $ | |
| 64 | Peabody Energy Corp | 32.005 | 1,1 Mio. $ | |
| 65 | iShares Trust | 9.486 | 954.848 $ | |
| 66 | Diversified Energy Co | 53.000 | 924.320 $ | |
| 67 | Warrior Met Coal Inc | 9.381 | 873.843 $ | |
| 68 | Intercontinental Exchange Inc | 5.040 | 792.709 $ | |
| 69 | NVIDIA Corp | 4.410 | 769.104 $ | |
| 70 | Amazon.com Inc | 3.655 | 761.227 $ | |
| 71 | Eagle Materials Inc | 3.804 | 720.627 $ | |
| 72 | Occidental Petroleum Corp | 10.885 | 707.525 $ | |
| 73 | Tesla Inc | 1.871 | 695.544 $ | |
| 74 | SPROTT SLVR MINER & PHY S | 11.100 | 656.901 $ | |
| 75 | Sibanye Stillwater Ltd | 52.463 | 646.344 $ | |
| 76 | Astera Labs Inc | 5.800 | 635.680 $ | |
| 77 | Amplify ETF Trust | 20.526 | 610.033 $ | |
| 78 | iShares MSCI Japan ETF | 7.070 | 596.991 $ | |
| 79 | VanEck ETF Trust | 1.380 | 557.810 $ | |
| 80 | Core Natural Resources Inc | 5.255 | 550.359 $ | |
| 81 | Alpha Metallurgical Resources Inc | 2.578 | 529.186 $ | |
| 82 | iShares Core U.S. Aggregate Bond ETF | 5.320 | 528.099 $ | |
| 83 | Kinder Morgan, Inc. | 15.233 | 510.762 $ | |
| 84 | International Flavors & Fragrances Inc | 6.640 | 481.768 $ | |
| 85 | NVR Inc | 72 | 474.468 $ | |
| 86 | EQT Corp | 7.210 | 458.844 $ | |
| 87 | Ring Energy Inc | 285.000 | 436.050 $ | |
| 88 | McEwen Inc | 20.957 | 428.447 $ | |
| 89 | Equinor ASA | 10.000 | 422.000 $ | |
| 90 | Lam Research Corp | 1.800 | 384.588 $ | |
| 91 | PROSHARES SHORT S&P500 | 10.000 | 379.300 $ | |
| 92 | Antero Midstream Corp | 16.500 | 376.200 $ | |
| 93 | iShares Trust | 4.205 | 364.511 $ | |
| 94 | iShares MSCI Brazil ETF | 9.350 | 358.947 $ | |
| 95 | ConocoPhillips | 2.712 | 357.984 $ | |
| 96 | Ingredion Inc | 3.167 | 356.825 $ | |
| 97 | SPDR Series Trust | 3.300 | 328.152 $ | |
| 98 | CACI International Inc | 596 | 324.147 $ | |
| 99 | Rio Tinto PLC | 3.347 | 312.242 $ | |
| 100 | EOG Resources Inc | 2.131 | 308.079 $ | |