Financial Sense Advisors, Inc. — 13F Holdings & Portfolio

CIK 1358828 · latest 13F-HR filed 2026-05-14

Financial Sense Advisors, Inc. manages $492.7M in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (7.22%), BAPA (5.31%), EMB (5.02%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 28 new positions, exited 33, added to 37, and trimmed 52.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$492.7M

Long-equity book

Holdings

142

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+28 / −33 / ↑37 / ↓52

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BOEING CO$15.9M +154.2%
  • GE VERNOVA INC$9.8M +451.2%
  • SPROTT ASSET MANAGEMENT LP$9.3M +334.0%
  • COEUR MNG INC$4.0M +362.6%
  • ORLA MNG LTD NEW$3.6M +180.3%
Show all 37

Top Trims

  • ISHARES BITCOIN TRUST ETF-$21.5M -86.1%
  • TEVA PHARMACEUTICAL INDS LTD-$18.5M -78.8%
  • BP PLC-$12.6M -62.6%
  • ISHARES TR-$11.7M -37.2%
  • TESLA INC-$7.9M -28.3%
Show all 52

New Positions

  • ISHARES TR$24.8M
  • NORTHERN OIL & GAS INC$20.8M
  • CORNING INC$5.7M
  • AMERICAN WTR WKS CO INC NEW$5.0M
  • ENERGY FUELS INC$2.4M
Show all 28

Exited Positions

  • ALBEMARLE CORP$14.0M
  • ISHARES TR$11.7M
  • VALE S A$5.2M
  • GLOBAL X FDS$4.7M
  • BEST BUY INC$4.4M
Show all 33
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $35.6M 7.22% 59,521 SH
2 BOEING CO BAPA 097023204 $26.2M 5.31% 403,324 SH
3 ISHARES TR EMB 464288281 $24.8M 5.02% 263,561 SH
4 NEXTERA ENERGY INC NEEPT 65339F119 $21.5M 4.36% 408,776 SH
5 FREEPORT MCMORAN INC FCX 35671D857 $21.0M 4.27% 357,824 SH
6 NORTHERN OIL & GAS INC NOG 665531AJ8 $20.8M 4.23% 18,715,000 SH
7 TESLA INC TSLA 88160R101 $20.0M 4.05% 53,731 SH
8 ISHARES TR FLOT 46429B655 $19.7M 4.00% 387,259 SH
9 PAN AMERN SILVER CORP PAAS 697900108 $14.0M 2.84% 255,848 SH
10 HEWLETT PACKARD ENTERPRISE C HPEPC 42824C208 $13.8M 2.80% 213,866 SH
11 SPROTT ASSET MANAGEMENT LP PSLV 85207K107 $12.1M 2.45% 494,493 SH
12 GE VERNOVA INC GEV 36828A101 $12.0M 2.43% 13,724 SH
13 NUTRIEN LTD NTR 67077M108 $10.9M 2.21% 144,201 SH
14 BLOCK INC XYZ 852234AJ2 $8.4M 1.71% 8,443,000 SH
15 NEWMONT CORP NEM 651639106 $8.3M 1.69% 76,853 SH
16 BP PLC BP 055622104 $7.5M 1.52% 159,707 SH
17 WHEATON PRECIOUS METALS CORP WPM 962879102 $7.4M 1.49% 56,159 SH
18 AGNICO EAGLE MINES LTD AEM 008474108 $7.3M 1.48% 36,035 SH
19 ISHARES GOLD TR IAU 464285204 $7.1M 1.44% 80,663 SH
20 ALCOA CORP AA 013872106 $6.2M 1.26% 93,736 SH
21 MERCK & CO INC MRK 58933Y105 $6.0M 1.22% 49,854 SH
22 CORNING INC GLW 219350105 $5.7M 1.17% 42,265 SH
23 ALPS ETF TR AMLP 00162Q452 $5.7M 1.15% 107,732 SH
24 HESS MIDSTREAM LP HESM 428103105 $5.6M 1.15% 145,267 SH
25 NIKE INC NKE 654106103 $5.6M 1.15% 106,865 SH
26 ORLA MNG LTD NEW ORLA 68634K106 $5.5M 1.12% 343,291 SH
27 NEXTERA ENERGY INC NEE 65339F101 $5.5M 1.12% 59,398 SH
28 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $5.5M 1.12% 37,600 SH
29 COEUR MNG INC CDE 192108504 $5.2M 1.05% 274,846 SH
30 EXXON MOBIL CORP XOM 30231G102 $5.1M 1.04% 30,070 SH
31 AMERICAN WTR WKS CO INC NEW AWK 030420103 $5.0M 1.01% 36,597 SH
32 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $5.0M 1.01% 165,236 SH
33 SELECT SECTOR SPDR TR XLE 81369Y506 $4.8M 0.97% 78,000 SH
34 MICROSOFT CORP MSFT 594918104 $4.5M 0.91% 12,154 SH
35 AMGEN INC AMGN 031162100 $3.9M 0.79% 11,023 SH
36 INVESCO LTD IVZ G491BT108 $3.8M 0.78% 158,255 SH
37 FIRST TR EXCHANGE-TRADED FD FCG 33733E807 $3.7M 0.75% 116,625 SH
38 BARRICK MNG CORP B 06849F108 $3.7M 0.75% 90,208 SH
39 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $3.5M 0.70% 90,108 SH
40 QUALCOMM INC QCOM 747525103 $3.4M 0.68% 26,057 SH
41 WHIRLPOOL CORP WHR 963320106 $3.2M 0.66% 60,035 SH
42 BWX TECHNOLOGIES INC BWXT 05605H100 $3.2M 0.66% 15,804 SH
43 CHENIERE ENERGY INC LNG 16411R208 $3.1M 0.63% 10,991 SH
44 SPDR SERIES TRUST SPTM 78464A805 $2.5M 0.50% 31,038 SH
45 ENERGY FUELS INC UUUU 292671708 $2.4M 0.49% 131,382 SH
46 GLOBAL X FDS SHLD 37960A529 $2.4M 0.48% 33,212 SH
47 APPLE INC AAPL 037833100 $2.3M 0.47% 9,106 SH
48 DOW HLDGS INC DOW 260557103 $2.2M 0.45% 52,887 SH
49 CONOCOPHILLIPS COP 20825C104 $2.1M 0.43% 15,939 SH
50 ISHARES TR IWO 464287648 $2.1M 0.42% 6,594 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $492.7M 142 0001358828-26-000002
2025-12-31 2026-02-13 $547.4M 151 0001358828-26-000001
2025-09-30 2025-11-14 $586.7M 158 0001358828-25-000005