The Tocqueville Opportunity Fund
The Tocqueville Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jul 31, 2022 → Oct 31, 2022

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
NVENT ELECTRIC PLC 0 10,000 10,000 0.70% $365.00K
FISERV INC 0 2,300 2,300 0.45% $236.30K
Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
US BANK MMDA - USBFS 1 1,281,753 0 -1,281,753 0.00% -$1.28M
ENPHASE ENERGY INC 4,000 0 -4,000 0.00% -$1.14M
TWILIO INC CLASS A 9,500 0 -9,500 0.00% -$805.60K
Atlassian Corp. plc Class A (United Kingdom) 3,500 0 -3,500 0.00% -$732.62K
NVENT ELECTRIC 10,000 0 -10,000 0.00% -$353.10K
SITEONE LANDSCAPE SUPPLY INC 2,500 0 -2,500 0.00% -$348.32K
AVANTOR INC 12,000 0 -12,000 0.00% -$348.24K
TREX CO INC 5,000 0 -5,000 0.00% -$322.60K
CHURCHILL DOWNS INC 1,500 0 -1,500 0.00% -$314.70K
SIMPSON MFG 2,500 0 -2,500 0.00% -$258.20K
FLOOR & DECOR-A 3,000 0 -3,000 0.00% -$241.71K
WILLIAMS-SONOMA INC 1,500 0 -1,500 0.00% -$216.63K
PLUG POWER INC 10,000 0 -10,000 0.00% -$213.40K
REPLIGEN CORP 1,000 0 -1,000 0.00% -$213.36K
ELANCO ANIMAL HEALTH INC 10,000 0 -10,000 0.00% -$202.60K
BLOOM ENERGY CORP CL A 10,000 0 -10,000 0.00% -$202.30K
GXO LOGISTICS INC 4,000 0 -4,000 0.00% -$192.00K
IAC INC 2,500 0 -2,500 0.00% -$171.25K
ENTEGRIS INC 1,500 0 -1,500 0.00% -$164.85K
BRIGHT HORIZONS FAMILY SOLUTIONS INC 1,700 0 -1,700 0.00% -$159.24K
YETI HOLDINGS INC 2,500 0 -2,500 0.00% -$126.92K

No positions in this category.

Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
Invesco Treasury Portfolio, Institutional Class 2,972,658 1,585,815 -1,386,842 3.03% -$1.39M
Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
SERVICENOW INC 13,000 13,000 0 10.44% -$336.96K
PAYLOCITY HOLDING CORP 22,500 22,500 0 9.95% $581.85K
PAYCOM SOFTWARE INC 9,800 9,800 0 6.47% $152.00K
DEXCOM INC 28,000 28,000 0 6.45% $1.08M
WORKDAY INC CL A 16,500 16,500 0 4.91% $11.88K
SHOPIFY INC CL A 56,500 56,500 0 3.69% -$33.90K
CINTAS CORP 3,500 3,500 0 2.86% $7.21K
INSULET CORP 5,600 5,600 0 2.77% $61.66K
FORTINET INC 22,500 22,500 0 2.45% -$56.02K
EPAM SYSTEMS INC 3,500 3,500 0 2.34% $2.62K
Genmab As DKK1 3,000 3,000 0 2.21% $87.47K
PGT INNOVATIONS INC 50,000 50,000 0 2.03% -$29.50K
WASTE CONNECTIONS INC 8,000 8,000 0 2.01% -$11.68K
IDEXX LABS INC 2,800 2,800 0 1.92% -$110.60K
MSCI INC 2,000 2,000 0 1.79% -$24.96K
VEEVA SYSTEMS-A 5,500 5,500 0 1.76% -$306.02K
POOL CORP 2,750 2,750 0 1.60% -$147.04K
COSTAR GROUP INC 10,000 10,000 0 1.58% $101.30K
COPART INC 7,000 7,000 0 1.54% -$91.56K
BLACK STONE MINERALS LP PARTNERSHIP SHARES 43,104 43,104 0 1.51% $120.26K
CADENCE DESIGN SYSTEMS INC 5,000 5,000 0 1.44% -$173.45K
VERISK ANALYTICS INC 4,000 4,000 0 1.40% -$29.68K
FAIR ISAAC CORP 1,500 1,500 0 1.37% $25.22K
BOOZ ALLEN HAMILTON HLDG CL A 6,500 6,500 0 1.35% $83.66K
LPL FINL HLDGS INC 2,500 2,500 0 1.22% $114.32K
HEICO CORP 3,843 3,843 0 1.19% $18.95K
HUBBELL INC 2,500 2,500 0 1.13% $46.15K
IDEX CORPORATION 2,500 2,500 0 1.06% $33.90K
CHARLES RIVER LABS INTL INC 2,400 2,400 0 0.97% -$91.90K
TRANSUNION 8,500 8,500 0 0.96% -$169.66K
TRADEWEB MARKETS INC A 9,000 9,000 0 0.95% -$138.96K
INTUITIVE SURGICAL INC 1,950 1,950 0 0.92% $31.78K
EXPONENT INC 5,000 5,000 0 0.91% -$26.15K
NEUROCRINE BIOSCIENCES INC 4,000 4,000 0 0.88% $83.96K
MONGODB INC CL A 2,500 2,500 0 0.87% -$323.60K
NORDSON CORP 2,000 2,000 0 0.86% -$11.98K
BIO-TECHNE CORP 1,200 1,200 0 0.68% -$106.82K
SHOCKWAVE MEDICAL INC 1,200 1,200 0 0.67% $98.66K
ANSYS INC 1,500 1,500 0 0.63% -$86.74K
TYLER TECHNOLOGIES INC 1,000 1,000 0 0.62% -$75.67K
MARKETAXESS HLDGS INC 1,250 1,250 0 0.58% -$33.42K
ADVANCED DRAINAGE SYSTEMS INC 2,500 2,500 0 0.55% -$6.80K
MASCO CORPORATION 6,000 6,000 0 0.53% -$54.66K
APOLLO GLOBAL MANAGEMENT INC 5,000 5,000 0 0.53% -$8.70K
DOVER CORP 2,000 2,000 0 0.50% -$5.98K
TOPBUILD CORP 1,500 1,500 0 0.49% -$62.37K
TANDEM DIABETES CARE INC 4,500 4,500 0 0.48% -$45.27K
MURPHY USA INC 800 800 0 0.48% $24.12K
SAIA INC 1,200 1,200 0 0.46% -$46.79K
ASPEN TECHNOLOGY INC 840 840 0 0.39% $31.38K
CHOICE HOTELS INTL INC 1,000 1,000 0 0.25% $8.97K
WILLSCOT MOBILE MINI HOLDINGS CORP 3,000 3,000 0 0.24% $11.76K
RESTAURANT BRANDS INTERNATIONA LTD PART 37 37 0 0.00% $24

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