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ELECTRUM GROUP LLC 13F portfolio summary

ELECTRUM GROUP LLC of ELECTRUM GROUP LLC has 10 current stock holdings with a reported portfolio value of $3.39B. The portfolio 1 year return is -30.09%. Top holdings include NG (16.38%), TMQ (3.28%), THM (1.88%), SILJ (0.60%), SIL (0.57%).

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ELECTRUM GROUP LLC

ELECTRUM GROUP LLC
Latest filing: 2026-06-30

ELECTRUM GROUP LLC runs ELECTRUM GROUP LLC and currently holds 10 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.39B. Their top holdings are NG, TMQ, THM, SILJ, SIL. The top five represent 22.7% of reported portfolio weight. ELECTRUM GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is TMQ with returns of -2.23%.

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Top 5 Holdings
NG16.4%
TMQ3.3%
THM1.9%
SILJ0.6%
SIL0.6%
Top 5: 22.7%
Portfolio Returns
1 Year
-30.09%
#0/1000
3 Year
-30.09%
#0/1000
5 Year
-30.09%
#0/1000

Portfolio Value

$3.39B

Alpha Score

-29.9

#0 of 1000

Holdings

10

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10 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NG
NOVAGOLD RESOURCES INC
16.38%$9.32$8.73-6.38%
Held
TMQ
TRILOGY METALS INC NEW
3.28%$4.31$3.97-8.00%
Held
THM
INTERNATIONAL TOWER HILL MIN
1.88%$1.90$2.82+48.16%
Held
SILJ
AMPLIFY ETF TR
0.60%$27.67$31.93+15.40%
Held
SIL
GLOBAL X FDS
0.57%$83.52$99.67+19.34%
Held
HL
HECLA MINING COMPANY
0.16%$19.19$20.72+7.97%
Held
PAAS
PAN AMERN SILVER CORP
0.12%$51.81$53.09+2.46%
Held
CDE
COEUR MNG INC
0.10%$17.83$20.98+17.64%
Held