CVFG LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 273K | $6.72M |
 | HL | 223K | $4.15M |
 | HSAI | 187K | $3.57M |
 | NVDA | 147K | $25.56M |
 | SSRM | 145K | $4.26M |
 | CDE | 124K | $2.32M |
 | SMCI | 120K | $2.73M |
 | B | 105K | $4.30M |
 | CGAU | 98K | $1.75M |
 | EGAN | 86K | $682.30K |
 | TTMI | 83K | $8.08M |
 | NFLX | 82K | $7.92M |
 | AAPL | 82K | $20.73M |
 | BE | 75K | $10.11M |
 | AUPH | 67K | $999.61K |
 | IAG | 66K | $1.24M |
 | EGO | 63K | $2.16M |
 | OR | 60K | $2.29M |
 | PSIX | 60K | $3.66M |
 | AMZN | 59K | $12.29M |
Constellium SE
CSTM
Shares Held
273K
Value
$6.72M
Hecla Mining Company
HL
Shares Held
223K
Value
$4.15M
Hesai Group
HSAI
Shares Held
187K
Value
$3.57M
NVIDIA Corporation
NVDA
Shares Held
147K
Value
$25.56M
SSR Mining Inc.
SSRM
Shares Held
145K
Value
$4.26M
Coeur Mining, Inc.
CDE
Shares Held
124K
Value
$2.32M
Super Micro Computer, Inc.
SMCI
Shares Held
120K
Value
$2.73M
Barrick Mining Corporation
B
Shares Held
105K
Value
$4.30M
Centerra Gold Inc.
CGAU
Shares Held
98K
Value
$1.75M
eGain Corporation
EGAN
Shares Held
86K
Value
$682.30K
TTM Technologies, Inc.
TTMI
Shares Held
83K
Value
$8.08M
Netflix, Inc.
NFLX
Shares Held
82K
Value
$7.92M
Apple Inc.
AAPL
Shares Held
82K
Value
$20.73M
Bloom Energy Corporation
BE
Shares Held
75K
Value
$10.11M
Aurinia Pharmaceuticals Inc.
AUPH
Shares Held
67K
Value
$999.61K
Iamgold Corporation
IAG
Shares Held
66K
Value
$1.24M
Eldorado Gold Corporation
EGO
Shares Held
63K
Value
$2.16M
OR Royalties Inc.
OR
Shares Held
60K
Value
$2.29M
Power Solutions International, Inc.
PSIX
Shares Held
60K
Value
$3.66M
Amazon.com, Inc.
AMZN
Shares Held
59K
Value
$12.29M