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CIK 0001730961 • 6 13F filings • May 9, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $4.9M | 4.5% | 24,000 SH | New |
| ALPHABET INC | CAP STK CL A | $15.2M | 14.0% | 42,500 SH | New |
| AMAZON COM INC | COM | $6.0M | 5.5% | 25,000 SH | New |
| AMERICAN ELEC PWR CO INC | COM | $1.9M | 1.7% | 13,600 SH | New |
| APPLE INC | COM | $2.9M | 2.7%Prev: 1.6% | 10,000 SH | Increased |
| ARRAY TECHNOLOGIES INC | COM SHS | $1.0M | 0.9%Prev: 0.5% | 136,800 SH | Increased+35,200 SH |
| BAKER HUGHES COMPANY | CL A | $710K | 0.7% | 12,800 SH | New |
| BIRKENSTOCK HOLDING PLC | COM SHS | $9.3M | 8.5% | 215,000 SH | New |
| BLACKSTONE INC | COM | $6.5M | 6.0% | 55,000 SH | New |
| CAMECO CORP | COM | $1.3M | 1.2%Prev: 0.4% | 12,600 SH | Increased+5,800 SH |
| CHENIERE ENERGY INC | COM NEW | $765K | 0.7% | 3,200 SH | New |
| CHEVRON CORPORATION | COM | $1.4M | 1.3% | 8,400 SH | New |
| COEUR MNG INC | COM NEW | $274K | 0.3% | 16,808 SH | New |
| CONOCOPHILLIPS | COM | $582K | 0.5%Prev: 1.5% | 5,600 SH | Decreased-15,068 SH |
| DIAMONDBACK ENERGY INC | COM | $2.4M | 2.2%Prev: 0.8% | 13,608 SH | Increased+6,800 SH |
| DUKE ENERGY CORP NEW | COM NEW | $962K | 0.9% | 7,600 SH | New |
| ENERGY FUELS INC | COM NEW | $534K | 0.5% | 36,800 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $1.8M | 1.7% | 95,400 SH | New |
| EOG RES INC | COM | $1.1M | 1.1% | 8,800 SH | New |
| EQT CORP | COM | $2.4M | 2.2%Prev: 1.4% | 44,800 SH | Increased+14,400 SH |
| FIRST SOLAR INC | COM | $936K | 0.9%Prev: 1.2% | 3,968 SH | Decreased-4,720 SH |
| FREEPORT MCMORAN INC | CL B | $428K | 0.4% | 6,800 SH | New |
| GE VERNOVA INC | COM | $1.5M | 1.4% | 1,288 SH | New |
| GLOBAL E ONLINE LTD | SHS | $3.1M | 2.9% | 90,000 SH | New |
| GOLAR LNG LTD | SHS | $638K | 0.6% | 12,800 SH | New |
| HALLIBURTON CO | COM | $1.6M | 1.5%Prev: 0.2% | 46,400 SH | Increased+31,600 SH |
| HECLA MINING COMPANY | COM | $167K | 0.2% | 10,800 SH | New |
| NEXTPOWER INC | CLASS A COM | $2.0M | 1.8% | 16,688 SH | New |
| NRG ENERGY INC | COM NEW | $993K | 0.9% | 6,800 SH | New |
| OVINTIV INC | COM | $1.4M | 1.3% | 26,800 SH | New |
| PERMIAN RESOURCES CORP | CLASS A COM | $1.2M | 1.1%Prev: 0.3% | 63,600 SH | Increased+34,800 SH |
| PG&E CORP | COM | $1.8M | 1.7%Prev: 1.5% | 106,800 SH | Decreased-26,800 SH |
| PHILLIPS 66 | COM | $1.4M | 1.3% | 8,188 SH | New |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $6.3M | 5.9% | 40,000 SH | New |
| SEMPRA | COM | $1.6M | 1.5% | 17,600 SH | New |
| SLB LIMITED | COM STK | $1.6M | 1.4% | 33,400 SH | New |
| SUNRUN INC | COM | $269K | 0.2% | 20,088 SH | New |
| TARGA RES CORP | COM | $1.2M | 1.1% | 4,566 SH | New |
| TECHNIPFMC PLC | COM | $218K | 0.2%Prev: 0.6% | 3,288 SH | Decreased-18,400 SH |
| UBER TECHNOLOGIES INC | COM | $10.6M | 9.8%Prev: 10.1% | 147,500 SH | Decreased+12,500 SH |
| URANIUM ENERGY CORP | COM | $179K | 0.2% | 16,800 SH | New |
| VALERO ENERGY CORP | COM | $940K | 0.9%Prev: 0.4% | 3,608 SH | Increased-192 SH |
| VENTURE GLOBAL INC | COM CL A | $298K | 0.3% | 26,800 SH | New |
| VIPER ENERGY INC | CL A | $2.7M | 2.5%Prev: 2.0% | 63,600 SH | Increased-2,000 SH |
| VISTRA CORP | COM | $444K | 0.4% | 2,800 SH | New |
| XCEL ENERGY INC | COM | $2.2M | 2.0%Prev: 0.7% | 27,600 SH | Increased+14,800 SH |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | $891K | 0.8% | 19,600 SH | New |
| 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 |