U S Global Investors Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
U S Global Investors Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
No other changes.
No other changes.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages equity and fixed income mutual funds for its clients. It also manages hedge funds. The firm also manages exchange traded funds. It invests in the public equity and fixed income markets across the globe. It invests in G.A.R.P. and value stocks to make its equity investments. The firm employs a fundamental and quantitative analysis with top-down and bottom-up stock picking approach to make its investments. U.S. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas.
U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages equity and fixed income mutual funds for its clients. It also manages hedge funds. The firm also manages exchange traded funds. It invests in the public equity and fixed income markets across the globe. It invests in G.A.R.P. and value stocks to make its equity investments. The firm employs a fundamental and quantitative analysis with top-down and bottom-up stock picking approach to make its investments. U.S. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas.
Annual filing, covered
10-K parsed · Sep 3 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Sep 3 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; no measured co-movers for U S Global Investors Inc.
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; no measured co-movers for U S Global Investors Inc.
U S Global Investors Inc
2.68
+0.08 · +2.88%
post 2.76 +2.99%
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| Gator | $3.5M | 26.75% | +7.70% |
| CWA | $2.2M | 16.87% | +12.35% |
| Vanguardindex-like | $1.6M | 12.12% | −1.72% |
| North Star | $1.3M | 9.68% | 0.00% |
| BlackRockindex-like | $961,896 | 7.35% | 0.00% |
| Manager | Value | % base | |
|---|---|---|---|
| Gator | $3.5M | 26.75% | +7.70% |
| CWA | $2.2M | 16.87% | +12.35% |
| Vanguardindex-like | $1.6M | 12.12% | −1.72% |
| North Star | $1.3M | 9.68% | 0.00% |
| BlackRockindex-like | $961,896 | 7.35% | 0.00% |
Bull1
Bear2
Expected move
No implied move.