Fund HoldingsEschler Asset Management LLP

Total Portfolio Value
$126.06M
Total Bought
$74.58M
Total Sold
$36.23M
Net Transaction
+$38.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FREEPORT-MCMORAN INC(FCX)0200,000+200,00008,5146.75%+8,514
NOAH HLDGS LTD0398,300+398,30005,5014.36%+5,501
RIO TINTO PLC(RIO)076,100+76,10005,1384.08%+5,138
ABRDN HEALTHCARE INVESTORS(HQH)0263,560+263,56004,5523.61%+4,552
AGNICO EAGLE MINES LTD(AEM)167,200217,200+50,0007,59911,9139.45%+4,314
NEWMONT CORP(NEM)200,000250,000+50,0007,39010,3488.21%+2,958
VANECK ETF TRUST
JUNIOR GOLD MINE
265,550300,000+34,4508,55911,3739.02%+2,814
I-80 GOLD CORP(IAUX)01,500,000+1,500,00002,6402.09%+2,640
ALPHABET INC(GOOG)016,938+16,93802,3871.89%+2,387
HDFC BANK LTD(HDB)033,600+33,60002,2551.79%+2,255
AMBEV SA(ABEV)0600,000+600,00001,6801.33%+1,680
NVIDIA CORPORATION(NVDA)03,392+3,39201,6801.33%+1,680
AUTOZONE INC(AZO)0598+59801,6601.32%+1,660
COUPANG INC(CPNG)091,100+91,10001,4751.17%+1,475
NETEASE INC(NTES)014,365+14,36501,3381.06%+1,338
MERCADOLIBRE INC(MELI)6591,339+6808362,1441.70%+1,308
H WORLD GROUP LTD(HTHT)038,000+38,00001,3051.04%+1,305
VANECK ETF TRUST
GOLD MINERS ETF
300,000300,00008,0739,3037.38%+1,230
ALAMOS GOLD INC NEW81,500158,785+77,2859202,1391.70%+1,219
ISHARES TR
MSCI INDIA ETF
024,100+24,10001,2050.96%+1,205
IMMUNOCORE HLDGS PLC(IMCR)30,00040,000+10,0001,5572,7332.17%+1,176
BERKSHIRE HATHAWAY INC DEL02+201,1760.93%+1,176
BERKSHIRE HATHAWAY INC DEL02,992+2,99201,1680.93%+1,168
AMAZON COM INC(AMZN)5,54012,018+6,4787041,8261.45%+1,122
PROSPECT CAP CORP(PSEC)0175,000+175,00001,0220.81%+1,022
SCHWAB CHARLES CORP(SCHW)015,024+15,02409350.74%+935
BROOKFIELD REAL ASSETS INCOM175,000229,500+54,5002,1443,0502.42%+906
FS KKR CAP CORP(FSK)40,00080,000+40,0007881,6281.29%+840
INNOVATIVE INDL PPTYS INC(IIPR)07,658+7,65807720.61%+772
ADVANCED MICRO DEVICES INC(AMD)05,217+5,21707690.61%+769
SILVERCREST METALS INC111,078239,494+128,4164901,0650.85%+575
SPDR S&P 500 ETF TR(SPY)2,6513,839+1,1881,1331,7011.35%+567
WESTERN ALLIANCE BANCORP(WAL)07,961+7,96105240.42%+524
INTERACTIVE BROKERS GROUP IN(IBKR)06,111+6,11105070.40%+507
TEXAS INSTRS INC(TXN)03,102+3,10204920.39%+492
BLACKROCK HEALTH SCIENCES TE030,000+30,00004660.37%+466
FIRST SOLAR INC(FSLR)02,695+2,69504640.37%+464
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
107,616157,116+49,5008141,2551.00%+442
KINROSS GOLD CORP(KGC)072,665+72,66504400.35%+440
ACM RESH INC(ACMR)022,243+22,24304350.34%+435
FORTUNA SILVER MINES INC0109,657+109,65704230.34%+423
PGIM SHORT DUR HIG YLD OPP F026,500+26,50004070.32%+407
NEXGEN ENERGY LTD(NXE)050,226+50,22603520.28%+352
NUVEEN FLOATING RATE INCOME(JFR)040,000+40,00003380.27%+338
ROBLOX CORP(RBLX)07,136+7,13603260.26%+326
ASML HOLDING N V
N Y REGISTRY SHS
0418+41803160.25%+316
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,1217,319+2,1984457610.60%+316
EVERQUOTE INC(EVER)025,628+25,62803140.25%+314
META PLATFORMS INC(META)5,3555,426+711,6081,9201.52%+313
MARKETWISE INC0110,851+110,85103030.24%+303
ARM HOLDINGS PLC03,969+3,96902980.24%+298
STONECO LTD(STNE)016,291+16,29102940.23%+294
TESLA INC(TSLA)01,149+1,14902860.23%+286
BLACKROCK INC(BLK)1,3931,459+669011,1840.94%+283
NUVEEN PFD & INCOME OPPORTUN(JPC)039,000+39,00002820.22%+282
AMPLIFY ETF TR27,07026,915-1555408030.64%+264
FRANKLIN RESOURCES INC(BEN)08,667+8,66702560.20%+256
ZSCALER INC(ZS)1,3001,873+5732024150.33%+213
FLAHERTY & CRUMRINE PFD SECS20,90030,227+9,3272714230.34%+152
RIVERNORTH DOUBLELINE STRATE54,29267,556+13,2644295760.46%+146
KKR & CO INC(KKR)4,8154,81502973990.32%+102
VIPSHOP HLDGS LTD(VIPS)54,81954,81908789740.77%+96
RTX CORPORATION(RTX)3,2903,940+6502373320.26%+95
SEABRIDGE GOLD INC(SA)50,00050,00005286070.48%+79
ELEVANCE HEALTH INC(ELV)608724+1162653410.27%+77
PAYPAL HLDGS INC(PYPL)3,7304,439+7092182730.22%+55
EMBRAER S.A.(EMBJ)27,47419,527-7,9473773600.29%-17
DUFF & PHELPS UTLITY AND INF80,75670,756-10,0006966310.50%-65
ALLSPRING INCOME OPPORTUNIT
INC OPPTY FD
44,00029,000-15,0002681940.15%-75
WARNER BROS DISCOVERY INC(WBD)30,14220,291-9,8513272310.18%-96
WILEY JOHN & SONS INC(WLY)10,0446,868-3,1763732180.17%-155
AT&T INC(T)13,4980-13,4982030-203
MATSON INC(MATX)2,3000-2,3002040-204
BOSTON PROPERTIES INC(BXP)3,6820-3,6822190-219
HANCOCK JOHN PREM DIVID FD25,0000-25,0002410-240
PINTEREST INC(PINS)9,2300-9,2302490-249
ISHARES INC7,9300-7,9302700-270
GOLDEN ENTMT INC7,9180-7,9182710-271
BROOKFIELD CORP(BN)9,3210-9,3212910-291
BAUSCH HEALTH COS INC37,5060-37,5063080-308
SNOWFLAKE INC(SNOW)2,3880-2,3883650-365
LULULEMON ATHLETICA INC(LULU)9770-9773770-377
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,4620-2,4623960-396
STELLANTIS N.V(STLA)22,0000-22,0004210-421
HASBRO INC(HAS)10,4504,897-5,5536912500.20%-441
ETF MANAGERS TR130,0000-130,0004750-474
ISHARES INC
MSCI GBL ETF NEW
12,3060-12,3064890-489
VINCI PARTNERS INVTS LTD
COM CL A
50,0000-50,0005100-510
FIRST TR INTER DURATN PFD &(FPF)35,0000-35,0005220-521
VANGUARD INTL EQUITY INDEX F5,9540-5,9545550-555
GLOBAL E ONLINE LTD
SHS
14,0180-14,0185570-557
YUM CHINA HLDGS INC(YUMC)10,5000-10,5005850-585
NU HLDGS LTD(NU)80,7360-80,7365850-585
SELECT SECTOR SPDR TR
ST STR INDL ETF
6,1190-6,1196200-620
PAR TECHNOLOGY CORP16,3400-16,3406300-630
FARFETCH LTD305,3660-305,3666380-638
API GROUP CORP(APG)24,7590-24,7596420-642
TRUPANION INC(TRUP)22,7800-22,7806420-642
ARK ETF TR
INNOVATION ETF
16,4400-16,4406520-652
JD.COM INC(JD)23,2000-23,2006760-676
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