Eschler Asset Management

Eschler Asset Management as of March 31, 2023

Portfolio Holdings for Eschler Asset Management

Eschler Asset Management holds 64 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Agnico (AEM) 10.8 $14M 268k 50.97
Vaneck Etf Trust Gold Miners Etf (GDX) 9.7 $12M 378k 32.35
Vaneck Etf Trust Junior Gold Mine (GDXJ) 9.4 $12M 300k 39.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.8 $9.9M 106k 93.02
Alibaba Group Hldg Sponsored Ads (BABA) 7.5 $9.5M 93k 102.18
Pdd Holdings Sponsored Ads (PDD) 7.2 $9.1M 120k 75.90
Freeport-mcmoran CL B (FCX) 4.9 $6.1M 150k 40.91
Yum China Holdings (YUMC) 4.8 $6.0M 95k 63.39
Noah Hldgs Spon Ads Cl A (NOAH) 2.6 $3.3M 200k 16.55
Sea Sponsord Ads (SE) 2.5 $3.2M 37k 86.55
Dada Nexus Ads (DADA) 2.4 $3.0M 360k 8.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.4 $3.0M 28k 106.37
Immunocore Hldgs Ads (IMCR) 2.3 $3.0M 60k 49.44
Microstrategy Cl A New (MSTR) 2.1 $2.6M 9.0k 292.32
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.7M 16k 104.00
PAR Technology Corporation (PAR) 1.2 $1.6M 46k 33.96
Daqo New Energy Corp Spnsrd Ads New (DQ) 1.1 $1.4M 29k 46.84
Meta Platforms Cl A (META) 1.1 $1.3M 6.3k 211.94
Farfetch Ord Sh Cl A (FTCHQ) 1.1 $1.3M 272k 4.91
Amazon (AMZN) 1.1 $1.3M 13k 103.29
Franklin Covey (FC) 0.9 $1.2M 31k 38.47
Alamos Gold Com Cl A (AGI) 0.9 $1.1M 92k 12.23
BlackRock (BLK) 0.7 $932k 1.4k 669.12
Trupanion (TRUP) 0.7 $857k 20k 42.89
Vipshop Holdings Sponsored Ads A (VIPS) 0.7 $832k 55k 15.18
Silvercrest Metals (SILV) 0.6 $793k 111k 7.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $793k 8.6k 92.09
Global E Online SHS (GLBE) 0.6 $788k 24k 32.23
Api Group Corp Com Stk (APG) 0.6 $728k 32k 22.48
Advanced Micro Devices (AMD) 0.5 $640k 6.5k 98.01
Expeditors International of Washington (EXPD) 0.5 $639k 5.8k 110.12
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $556k 3.7k 149.54
Hasbro (HAS) 0.4 $556k 10k 53.69
Star Bulk Carriers Corp. Shs Par (SBLK) 0.4 $550k 26k 21.12
Osisko Gold Royalties (OR) 0.4 $522k 33k 15.82
Warner Bros Discovery Com Ser A (WBD) 0.4 $511k 34k 15.10
Wiley John & Sons Cl A (WLY) 0.4 $510k 13k 38.77
Lam Research Corporation (LRCX) 0.4 $491k 927.00 530.12
Wix SHS (WIX) 0.4 $490k 4.9k 99.80
Applied Materials (AMAT) 0.4 $471k 3.8k 122.83
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.4 $464k 5.6k 82.56
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.3 $437k 13k 32.72
Monolithic Power Systems (MPWR) 0.3 $433k 864.00 500.54
At&t (T) 0.3 $424k 22k 19.25
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.3 $423k 12k 35.24
Xpel (XPEL) 0.3 $415k 6.1k 67.95
Arista Networks (ANET) 0.3 $379k 2.3k 167.86
Costco Wholesale Corporation (COST) 0.3 $361k 727.00 496.87
Everquote Com Cl A (EVER) 0.3 $356k 26k 13.90
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $312k 4.0k 77.63
Roblox Corp Cl A (RBLX) 0.2 $309k 6.9k 44.98
Bausch Health Companies (BHC) 0.2 $304k 38k 8.10
Zim Integrated Shipping Serv SHS (ZIM) 0.2 $289k 12k 23.58
Paypal Holdings (PYPL) 0.2 $283k 3.7k 75.94
Embraer Sponsored Ads (ERJ) 0.2 $283k 17k 16.37
Kkr & Co (KKR) 0.2 $253k 4.8k 52.52
Pinterest Cl A (PINS) 0.2 $252k 9.2k 27.27
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $250k 6.0k 41.97
Comstock Resources (CRK) 0.2 $234k 22k 10.79
Travelzoo Com New (TZOO) 0.2 $227k 38k 6.04
Franklin Resources (BEN) 0.2 $218k 8.1k 26.94
Marketwise Com Cl A (MKTW) 0.2 $205k 111k 1.85
Advisorshares Tr Pure Us Cannabis (MSOS) 0.2 $205k 36k 5.69
Dream Finders Homes Com Cl A (DFH) 0.2 $204k 15k 13.25