VG

VanEck Global Natural Resources Portfolio

Mutual Fund
Brighthouse Funds Trust II
Last update 2025-06-24 65 Stocks (4 new)
Value $748.00 Mil Turnover 7 %
Countries:
Top Holdings: SHEL(5.40%)XOM(5.12%)BSP:JBSS32(3.46%)XPAR:TTE(3.35%)FCX(2.96%)
Summary Stock Picks Current Portfolio
VanEck Global Natural Resource... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHEL
Shell PLC
550,900
40,369.9
-1.64%
5.400
-0.08%
0.020
+17.69%
+17.90%
212,933.7
Oil & Gas
XOM
Exxon Mobil Corp
322,258
38,326.1
-1.53%
5.120
-0.08%
0.010
+12.95%
+9.26%
497,461.6
Oil & Gas
BSP:JBSS32
JBS NV
3,587,900
25,847.7
-1.72%
3.460
-0.05%
0.160
+92.03%
+118.64%
164,340.2
Consumer Packaged Goods
XPAR:TTE
TotalEnergies SE
387,800
25,063.8
-1.67%
3.350
-0.05%
0.020
+12.45%
+5.48%
118,587.7
Oil & Gas
FCX
Freeport-McMoRan Inc
584,400
22,125.4
+0.74%
2.960
+0.02%
0.040
+39.63%
+22.75%
66,582.2
Metals & Mining
CTVA
Corteva Inc
339,933
21,392.0
-1.54%
2.860
-0.04%
0.050
+24.40%
+29.82%
50,187.2
Agriculture
CVX
Chevron Corp
122,100
20,426.1
-1.61%
2.730
-0.04%
0.010
+15.90%
+9.74%
269,032.0
Oil & Gas
AEM
Agnico Eagle Mines Ltd
173,933
18,856.1
-2.03%
2.520
-0.04%
0.030
+2.24%
+54.45%
60,453.5
Metals & Mining
LSE:AAL
Anglo American PLC
589,871
18,801.4
-1.72%
2.510
-0.05%
0.060
+17.88%
-1.79%
24,109.6
Metals & Mining
KGC
Kinross Gold Corp
1,424,400
17,961.7
-1.68%
2.400
-0.03%
0.120
+8.36%
+68.54%
19,114.5
Metals & Mining

VanEck Global Natural Resources Portfolio's Historical Top Holdings Breakdowns

VanEck Global Natural Resources Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HASI
HA Sustainable Infrastructure Capital Inc
HA Sustainable Infrastructure Capital Inc
2025-03-31
Sold Out
Sold Out
-2.05%
●
26.47 ($28.32) 29.92
$27.41
-3.21%
Sold Out
0
-549,490
MTZ
MasTec Inc
2025-03-31
Reduce
Reduce
-1.84%
●
108.66 ($134.92) 160.79
$170.24
26.18%
Reduce -77.19%
28,600
-96,800
FMC
FMC Corp
2025-03-31
Add
Add
+1.64%
●
34.54 ($44.42) 56.38
$42.38
-4.59%
Add 272.16%
397,100
290,400
AA
Alcoa Corp
2025-03-31
New Buy
New Buy
+1.33%
●
30.5 ($35.01) 39.53
$31.09
-11.20%
New holding
325,200
325,200
EGO
Eldorado Gold Corp
2025-03-31
Sold Out
Sold Out
-0.96%
●
13.41 ($15.02) 16.82
$20.48
36.35%
Sold Out
0
-463,200
XPAR:NEX
Nexans
2025-03-31
Reduce
Reduce
-0.94%
●
89.1 (€97.04) 107
€110.60
13.97%
Reduce -44.79%
77,170
-62,600
NTR
Nutrien Ltd
2025-03-31
Add
Add
+0.88%
●
45.28 ($51.16) 53.84
$60.99
19.21%
Add 59.74%
351,623
131,500
CECO
CECO Environmental Corp
2025-03-31
Sold Out
Sold Out
-0.87%
●
22.65 ($26.66) 32.82
$30.66
15.00%
Sold Out
0
-206,040
TTAM
Titan America SA
2025-03-31
New Buy
New Buy
+0.86%
●
12.92 ($14.78) 16.7
$14.11
-4.53%
New holding
476,000
476,000
PWR
Quanta Services Inc
2025-03-31
Sold Out
Sold Out
-0.58%
●
236.71 ($288.97) 358.03
$383.78
32.81%
Sold Out
0
-13,200

VanEck Global Natural Resources Portfolio Total Holding History ($B)

To

VanEck Global Natural Resources Portfolio's Asset Allocation

To

VanEck Global Natural Resources Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VanEck Global Natural Resources Portfolio's Hypothetical Growth since 2025-03-31

VanEck Global Natural Resources Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

VanEck Global Natural Resources Portfolio's Holdings Heat Map

Size field:

VanEck Global Natural Resources Portfolio's Holdings Bubble Chart

VanEck Global Natural Resources Portfolio News

  • 1

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