First Eagle Investments Portfolio

First Eagle Investments portfolio highlights a focused mix of blue-chip growth and global resource exposure through leading investment stocks. Top holdings include:
1) Alphabet Inc (Class C Ordinary Shares) — A major tech investment positioned for long-term digital advertising, cloud, and AI platform growth.
2) Anthem Inc — Health insurance exposure aimed at benefiting from durable demand in U.S. healthcare services, regulatory resilience, and recurring premium revenue dynamics.
3) Meta Platforms Inc (Class A Ordinary Shares) — A high-conviction technology stock tied to social media engagement, targeted advertising monetization, and ongoing product innovation across platforms.
4) Wheaton Precious Metals Corp — Direct exposure to precious metals as part of the investment portfolio strategy, leveraging royalties/streams that can provide diversification benefits during inflationary or volatility-driven markets.
5) Imperial Oil Ltd. — Canadian energy stock providing value drivers linked to refining economics, integrated production, and commodity-cycle exposure.
Overall, this selection reflects First Eagle Investments’ preference for scalable businesses with strong market positions—blending technology growth stocks with defensive healthcare and diversifying commodities/resource investments within the broader portfolio of stocks.