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CIK 0001730961 • 6 13F filings • May 9, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $12.2M | 13.5% | 42,500 SH | New |
| AMAZON COM INC | COM | $7.3M | 8.1% | 35,000 SH | New |
| AMERICAN ELEC PWR CO INC | COM | $1.7M | 1.8% | 12,600 SH | New |
| APPLE INC | COM | $2.5M | 2.8%Prev: 1.9% | 10,000 SH | Increased |
| ARRAY TECHNOLOGIES INC | COM SHS | $1.7M | 1.9%Prev: 0.2% | 232,800 SH | Increased+174,000 SH |
| BP PLC | SPONSORED ADR | $508K | 0.6%Prev: 0.4% | 10,800 SH | Increased-2,000 SH |
| CAESARS ENTERTAINMENT INC NE | COM | $4.8M | 5.3% | 180,000 SH | New |
| CAMECO CORP | COM | $1.1M | 1.3% | 10,400 SH | New |
| CHENIERE ENERGY INC | COM NEW | $795K | 0.9%Prev: 0.6% | 2,800 SH | Increased |
| CHEVRON CORPORATION | COM | $1.5M | 1.7% | 7,400 SH | New |
| COEUR MNG INC | COM NEW | $518K | 0.6% | 27,608 SH | New |
| CONOCOPHILLIPS | COM | $2.3M | 2.5%Prev: 2.3% | 17,068 SH | Decreased-8,600 SH |
| DIAMONDBACK ENERGY INC | COM | $2.5M | 2.8%Prev: 0.9% | 12,608 SH | Increased+5,800 SH |
| ENERGY FUELS INC | COM NEW | $891K | 1.0% | 48,800 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $1.7M | 1.9% | 88,600 SH | New |
| EOG RES INC | COM | $1.3M | 1.4% | 8,800 SH | New |
| EQT CORP | COM | $1.9M | 2.1%Prev: 0.6% | 29,800 SH | Increased+16,200 SH |
| EXPAND ENERGY CORPORATION | COM | $966K | 1.1% | 8,800 SH | New |
| FIRST SOLAR INC | COM | $1.8M | 2.0%Prev: 1.7% | 8,968 SH | Decreased-6,720 SH |
| FREEPORT MCMORAN INC | CL B | $564K | 0.6% | 9,600 SH | New |
| GE VERNOVA INC | COM | $426K | 0.5% | 488 SH | New |
| GOLAR LNG LTD | SHS | $260K | 0.3% | 4,800 SH | New |
| HALLIBURTON CO | COM | $1.4M | 1.5%Prev: 0.5% | 35,600 SH | Increased+12,000 SH |
| HELMERICH & PAYNE INC | COM | $533K | 0.6% | 14,800 SH | New |
| HF SINCLAIR CORP | COM | $973K | 1.1% | 15,600 SH | New |
| LINEAGE INC | COM | $5.9M | 6.5%Prev: 9.0% | 180,000 SH | Decreased |
| MARATHON PETE CORP | COM | $705K | 0.8% | 2,888 SH | New |
| MIRION TECHNOLOGIES INC | COM CL A | $349K | 0.4% | 18,800 SH | New |
| NEXTERA ENERGY INC | COM | $1.4M | 1.5%Prev: 1.1% | 14,600 SH | Increased-4,200 SH |
| NEXTPOWER INC | CLASS A COM | $830K | 0.9% | 6,888 SH | New |
| NRG ENERGY INC | COM NEW | $701K | 0.8%Prev: 0.3% | 4,800 SH | Increased+1,000 SH |
| OVINTIV INC | COM | $997K | 1.1% | 16,800 SH | New |
| PERMIAN RESOURCES CORP | CLASS A COM | $205K | 0.2%Prev: 1.4% | 9,600 SH | Decreased-107,200 SH |
| PG&E CORP | COM | $2.2M | 2.5% | 126,800 SH | New |
| PHILLIPS 66 | COM | $1.4M | 1.6% | 7,688 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $1.5M | 1.6% | 10,000 SH | New |
| SEMPRA | COM | $1.5M | 1.7% | 15,600 SH | New |
| SHELL PLC | SPON ADS | $707K | 0.8%Prev: 1.0% | 7,600 SH | Decreased-8,200 SH |
| SHOALS TECHNOLOGIES GROUP IN | CL A | $382K | 0.4% | 58,000 SH | New |
| SLB LIMITED | COM STK | $1.6M | 1.7% | 30,400 SH | New |
| TARGA RES CORP | COM | $421K | 0.5% | 1,678 SH | New |
| UBER TECHNOLOGIES INC | COM | $10.6M | 11.8%Prev: 8.4% | 147,500 SH | Increased+12,500 SH |
| URANIUM ENERGY CORP | COM | $213K | 0.2% | 15,800 SH | New |
| VALERO ENERGY CORP | COM | $447K | 0.5% | 1,808 SH | New |
| VENTURE GLOBAL INC | COM CL A | $170K | 0.2% | 10,800 SH | New |
| VIPER ENERGY INC | CL A | $2.9M | 3.2%Prev: 1.6% | 61,600 SH | Increased+19,800 SH |
| VISTRA CORP | COM | $1.3M | 1.5% | 8,800 SH | New |
| XCEL ENERGY INC | COM | $1.9M | 2.1%Prev: 0.5% | 23,600 SH | Increased+14,800 SH |
| 13F-HR |
| 0001104659-26-092468 |
| $108.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076994 | $124.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059174 | $90.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046286 | $117.3M | View |