First Eagle - First Eagle Investment Management
As of Q2 2026, First Eagle reported 424 long-equity positions worth $60.73B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.89%
- 1-year
- +32.23%
- 3-year
- +73.54%
- 5-year
- +80.93%
- 3-year vs S&P 500
- +2.26%
- 5-year vs S&P 500
- +8.89%
- 5-year top 5
- +93.34%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 86 of 100 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 5.17% | Reduce -2.0% | 27,682,604 | $1.94B | $70.17 | |
| 2 | CMCSA | COMCAST CORP NEW | 4.34% | Reduce -0.7% | 30,181,068 | $1.63B | $54.11 | |
| 3 | XOM | EXXON MOBIL CORP | 3.85% | Reduce -3.4% | 25,888,313 | $1.45B | $55.83 | |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.06% | Reduce -1.3% | 9,710,936 | $1.15B | $118.28 | |
| 5 | NEM | NEWMONT CORP | 2.96% | Add +0.5% | 18,462,145 | $1.11B | $60.27 | |
| 6 | NTR | NUTRIEN LTD | 2.86% | Reduce -8.8% | 19,960,612 | $1.08B | $53.89 | |
| 7 | META | FACEBOOK INC | 2.76% | Add +7.9% | 3,519,470 | $1.04B | $294.53 | |
| 8 | CHRW | C H ROBINSON WORLDWIDE INC | 2.68% | Add +0.1% | 10,565,915 | $1.01B | $95.43 | |
| 9 | CL | COLGATE PALMOLIVE CO | 2.50% | Reduce -0.3% | 11,924,523 | $940.01M | $78.83 | |
| 10 | PM | PHILIP MORRIS INTL INC | 2.47% | Add +0.3% | 10,461,380 | $928.34M | $88.74 | |
| 11 | LIN | LINDE PLC | 2.39% | Reduce -0.1% | 3,205,377 | $897.99M | $280.15 | |
| 12 | BK | BANK NEW YORK MELLON CORP | 2.09% | Reduce -9.1% | 16,605,500 | $785.27M | $47.29 | |
| 13 | SLB | SCHLUMBERGER LTD | 1.99% | Reduce -3.0% | 27,550,134 | $749.09M | $27.19 | |
| 14 | AXP | AMERICAN EXPRESS CO | 1.92% | Reduce -0.8% | 5,096,998 | $720.92M | $141.44 | |
| 15 | ELV | ANTHEM INC | 1.89% | Reduce -2.6% | 1,980,056 | $710.74M | $358.95 | |
| 16 | MSFT | MICROSOFT CORP | 1.86% | Reduce -0.3% | 2,973,305 | $701.02M | $235.77 | |
| 17 | TXN | TEXAS INSTRS INC | 1.83% | Reduce -9.1% | 3,636,536 | $687.27M | $188.99 | |
| 18 | WY | WEYERHAEUSER CO MTN BE | 1.81% | Reduce -12.3% | 19,136,951 | $681.28M | $35.60 | |
| 19 | GLD | SPDR GOLD TR | 1.72% | Add +4.1% | 4,045,355 | $647.1M | $159.96 | |
| 20 | ABEV | AMBEV SA | 1.71% | Add +7.3% | 234,793,950 | $643.34M | $2.74 | |
| 21 | IMO | IMPERIAL OIL LTD | 1.70% | Add +0.3% | 26,406,468 | $639.62M | $24.22 | |
| 22 | WPM | WHEATON PRECIOUS METALS CORP | 1.69% | Add +2.4% | 16,580,775 | $633.55M | $38.21 | |
| 23 | DE | DEERE & CO | 1.53% | Reduce -40.3% | 1,535,473 | $574.48M | $374.14 | |
| 24 | ADI | ANALOG DEVICES INC | 1.47% | Reduce -10.7% | 3,564,499 | $552.78M | $155.08 | |
| 25 | BKNG | BOOKING HOLDINGS INC | 1.46% | Add +0.1% | 235,553 | $548.8M | $2329.84 | |
| 26 | WTW | WILLIS TOWERS WATSON PLC LTD | 1.46% | Add +22.0% | 2,393,190 | $547.75M | $228.88 | |
| 27 | USB | US BANCORP DEL | 1.44% | Reduce -2.0% | 9,782,111 | $541.05M | $55.31 | |
| 28 | GOLD | BARRICK GOLD CORP | 1.42% | Add +0.8% | 27,014,543 | $534.89M | No quote | No quote |
| 29 | TDC | TERADATA CORP DEL | 1.39% | Reduce -0.5% | 13,566,688 | $522.86M | $38.54 | |
| 30 | CMI | CUMMINS INC | 1.37% | Reduce -5.2% | 1,989,065 | $515.39M | $259.11 | |
| 31 | FMX | FOMENTO ECONOMICO MEXICANO S | 1.36% | Add +13.5% | 6,808,107 | $512.86M | $75.33 | |
| 32 | TRV | TRAVELERS COMPANIES INC | 1.32% | Reduce -12.6% | 3,302,630 | $496.72M | $150.40 | |
| 33 | GOOG | ALPHABET INC | 1.27% | Reduce -19.8% | 230,210 | $476.22M | $2068.63 | |
| 34 | NOV | NOV INC | 1.23% | New | 33,579,602 | $460.71M | $13.72 | |
| 35 | UNP | UNION PAC CORP | 1.16% | Reduce -1.2% | 1,985,331 | $437.59M | $220.41 | |
| 36 | EQR | EQUITY RESIDENTIAL | 1.16% | Add +0.4% | 6,069,763 | $434.78M | $71.63 | |
| 37 | FLS | FLOWSERVE CORP | 1.15% | Add +0.3% | 11,177,799 | $433.81M | $38.81 | |
| 38 | XRAY | DENTSPLY SIRONA INC | 1.15% | Reduce -6.2% | 6,789,605 | $433.25M | $63.81 | |
| 39 | HCA | HCA HEALTHCARE INC | 1.13% | Reduce -4.8% | 2,253,828 | $424.49M | $188.34 | |
| 40 | WFC | WELLS FARGO CO NEW | 1.11% | Reduce -0.6% | 10,717,856 | $418.75M | $39.07 | |
| 41 | CRM | SALESFORCE COM INC | 1.10% | Add +14.8% | 1,951,395 | $413.44M | $211.87 | |
| 42 | UHS | UNIVERSAL HLTH SVCS INC | 1.09% | Add +1.6% | 3,066,328 | $409.02M | $133.39 | |
| 43 | GOOGL | ALPHABET INC | 1.08% | Reduce -1.1% | 196,401 | $405.08M | $2062.52 | |
| 44 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 1.05% | Reduce -6.7% | 1,028 | $396.5M | No quote | No quote |
| 45 | AEM | AGNICO EAGLE MINES LTD | 1.05% | Add +0.1% | 6,843,531 | $395.63M | $57.81 | |
| 46 | BRO | BROWN & BROWN INC | 1.02% | Add +0.3% | 8,382,981 | $383.19M | $45.71 | |
| 47 | WRB | BERKLEY W R CORP | 1.00% | Reduce -12.2% | 5,007,675 | $377.33M | $75.35 | |
| 48 | UGI | UGI CORP NEW | 1.00% | Add +26.2% | 9,196,730 | $377.16M | $41.01 | |
| 49 | RGLD | ROYAL GOLD INC | 1.00% | Add +30.9% | 3,476,354 | $374.13M | $107.62 | |
| 50 | SCHW | SCHWAB CHARLES CORP | 0.88% | Reduce -10.2% | 5,099,003 | $332.35M | $65.18 | |
| 51 | IPGP | IPG PHOTONICS CORP | 0.88% | Reduce -2.1% | 1,573,134 | $331.84M | $210.94 | |
| 52 | Y | ALLEGHANY CORP DEL | 0.87% | Reduce -16.3% | 525,025 | $328.82M | No quote | No quote |
| 53 | TFC | TRUIST FINL CORP | 0.83% | Reduce -26.8% | 5,377,565 | $313.62M | $58.32 | |
| 54 | BDX | BECTON DICKINSON & CO | 0.83% | Add +410.0% | 1,288,614 | $313.33M | $243.15 | |
| 55 | KHC | KRAFT HEINZ CO | 0.77% | Reduce -0.4% | 7,245,631 | $289.83M | $40.00 | |
| 56 | EXPD | EXPEDITORS INTL WASH INC | 0.72% | Add +0.4% | 2,503,022 | $269.55M | $107.69 | |
| 57 | BXP | BOSTON PROPERTIES INC | 0.68% | Add +0.4% | 2,510,699 | $254.23M | $101.26 | |
| 58 | CCU | COMPANIA CERVECERIAS UNIDAS | 0.67% | Reduce -1.9% | 14,256,749 | $251.92M | $17.67 | |
| 59 | FNV | FRANCO NEV CORP | 0.64% | Add +0.7% | 1,916,217 | $240.14M | $125.32 | |
| 60 | DEI | DOUGLAS EMMETT INC | 0.58% | Add +26.4% | 6,910,221 | $216.98M | $31.40 | |
| 61 | BABA | ALIBABA GROUP HLDG LTD | 0.57% | New | 951,926 | $215.83M | $226.73 | |
| 62 | PPG | PPG INDS INC | 0.46% | Reduce -1.2% | 1,142,331 | $171.65M | $150.26 | |
| 63 | NG | NOVAGOLD RES INC | 0.27% | Add +15.1% | 11,474,097 | $100.51M | $8.76 | |
| 64 | KL | KIRKLAND LAKE GOLD LTD | 0.25% | Add +8.3% | 2,730,916 | $92.23M | No quote | No quote |
| 65 | BTG | B2GOLD CORP | 0.21% | Add +1.9% | 17,943,090 | $77.24M | $4.30 | |
| 66 | AGI | ALAMOS GOLD INC NEW | 0.19% | Add +1.8% | 9,277,333 | $72.49M | $7.81 | |
| 67 | EPD | ENTERPRISE PRODS PARTNERS L | 0.17% | - | 2,857,106 | $62.91M | $22.02 | |
| 68 | GD | GENERAL DYNAMICS CORP | 0.15% | Add +1.1% | 313,354 | $56.89M | $181.56 | |
| 69 | SMG | SCOTTS MIRACLE-GRO CO | 0.14% | Reduce -72.6% | 217,157 | $53.2M | $244.97 | |
| 70 | MAG | MAG SILVER CORP | 0.13% | Add +1.8% | 3,340,296 | $50.29M | No quote | No quote |
| 71 | UNH | UNITEDHEALTH GROUP INC | 0.11% | Reduce -0.8% | 106,430 | $39.6M | $372.07 | |
| 72 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | 0.10% | Add +38.5% | 895,054 | $38.81M | No quote | No quote |
| 73 | ROST | ROSS STORES INC | 0.08% | Reduce -1.0% | 253,645 | $30.42M | $119.91 | |
| 74 | AU | ANGLOGOLD ASHANTI LIMITED | 0.08% | Add +1.9% | 1,310,012 | $28.78M | $21.97 | |
| 75 | MDT | MEDTRONIC PLC | 0.07% | Reduce -1.0% | 224,724 | $26.55M | $118.13 | |
| 76 | ORLA | ORLA MNG LTD NEW | 0.05% | Add +23.4% | 4,928,384 | $18.35M | $3.72 | |
| 77 | TEL | TE CONNECTIVITY LTD | 0.05% | - | 140,752 | $18.17M | $129.11 | |
| 78 | SJT | SAN JUAN BASIN RTY TR | 0.04% | - | 4,098,935 | $16.23M | No quote | No quote |
| 79 | PEP | PEPSICO INC | 0.04% | Reduce -35.1% | 113,125 | $16M | $141.45 | |
| 80 | V | VISA INC | 0.04% | - | 74,904 | $15.86M | $211.72 | |
| 81 | KGC | KINROSS GOLD CORP | 0.04% | Add +1.8% | 2,317,415 | $15.46M | $6.67 | |
| 82 | HD | HOME DEPOT INC | 0.04% | - | 43,467 | $13.27M | $305.24 | |
| 83 | SBUX | STARBUCKS CORP | 0.03% | - | 111,909 | $12.23M | $109.27 | |
| 84 | SHW | SHERWIN WILLIAMS CO | 0.03% | - | 15,855 | $11.7M | $738.00 | |
| 85 | SPGI | S&P GLOBAL INC | 0.03% | Add +201.3% | 29,969 | $10.58M | $352.86 | |
| 86 | ACN | ACCENTURE PLC IRELAND | 0.02% | Add +75.2% | 27,531 | $7.61M | $276.23 | |
| 87 | KOF | COCA-COLA FEMSA SAB DE CV | 0.01% | New | 88,230 | $4.08M | $46.20 | |
| 88 | JILL | J JILL INC | 0.00% | - | 113,967 | $1.11M | No quote | No quote |
| 89 | FTSIZZZZ | FTS INTERNATIONAL INC | 0.00% | - | 22,101 | $547K | No quote | No quote |
| 90 | CMLS | CUMULUS MEDIA INC | 0.00% | - | 14,221 | $130K | No quote | No quote |
| 91 | BTI | BRITISH AMERN TOB PLC | 0.00% | Add +99.3% | 1,664 | $64K | $38.46 | |
| 92 | UL | UNILEVER PLC | 0.00% | Add +143.3% | 815 | $46K | $56.44 | |
| 93 | SNY | SANOFI | 0.00% | Add +99.2% | 733 | $36K | $49.11 | |
| 94 | LYG | LLOYDS BANKING GROUP PLC | 0.00% | Add +99.3% | 10,168 | $24K | $2.36 | |
| 95 | GSK | GLAXOSMITHKLINE PLC | 0.00% | Add +99.4% | 646 | $23K | $35.60 | |
| 96 | RDSA | ROYAL DUTCH SHELL PLC | 0.00% | New | 383 | $15K | No quote | No quote |
| 97 | CRH | CRH PLC | 0.00% | Add +98.7% | 294 | $14K | No quote | No quote |
| 98 | DEO | DIAGEO PLC | 0.00% | Add +102.6% | 77 | $13K | $168.83 | |
| 100 | NOV | NATIONAL OILWELL VARCO INC | - | Sold | 0 | $0 | No quote | No quote |
| 99 | MMM | 3M CO | - | Sold | 0 | $0 | No quote | No quote |