Fund HoldingsCoreCommodity Management, LLC

Total Portfolio Value
$615.09M
Total Bought
$157.25M
Total Sold
$54.53M
Net Transaction
+$102.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FINANCIAL INVS TR
CORE NAT RES ETF
014,500,125+14,500,1250351,38357.13%+351,383
NEWMONT CORP(NEM)0141,440+141,44006,8291.11%+6,829
ROYAL GOLD INC(RGLD)1,80234,991+33,1892385,7210.93%+5,484
AGNICO EAGLE MINES LTD(AEM)33,93369,281+35,3482,6537,5111.22%+4,857
BUNGE GLOBAL SA045,126+45,12603,4490.56%+3,449
HECLA MNG CO(HL)56,257597,999+541,7422763,3250.54%+3,049
ELDORADO GOLD CORP NEW(EGO)93,639245,017+151,3781,3924,1210.67%+2,729
ESSENTIAL UTILS INC(WTRG)068,883+68,88302,7230.44%+2,723
SOUTHERN COPPER CORP(SCCO)054,212+54,21205,0670.82%+5,067
COEUR MNG INC(CDE)0378,775+378,77502,2420.36%+2,242
DAQO NEW ENERGY CORP(DQ)134,888259,215+124,3272,6224,6940.76%+2,072
AMER STATES WTR CO022,982+22,98201,8080.29%+1,808
HUDBAY MINERALS INC(HBM)0508,588+508,58803,8590.63%+3,859
JINKOSOLAR HLDG CO LTD(JKS)61,559167,024+105,4651,5333,1130.51%+1,581
SJW GROUP(HTO)028,124+28,12401,5380.25%+1,538
COMPANIA DE MINAS BUENAVENTU(BVN)164,659218,924+54,2651,8973,4220.56%+1,525
LIBERTY ENERGY INC(LBRT)136,614262,747+126,1332,7174,1590.68%+1,442
FREEPORT-MCMORAN INC(FCX)093,084+93,08403,5240.57%+3,524
TALOS ENERGY INC(TALO)26,714169,778+143,0642591,6500.27%+1,391
NEXGEN ENERGY LTD(NXE)0329,888+329,88801,4810.24%+1,481
ALPHA METALLURGICAL RESOUR I010,910+10,91001,3660.22%+1,366
WHEATON PRECIOUS METALS CORP(WPM)5,35420,263+14,9093011,5730.26%+1,272
GULFPORT ENERGY CORP(GPOR)06,651+6,65101,2250.20%+1,225
TIDEWATER INC NEW(TDW)20,28554,456+34,1711,1102,3020.37%+1,192
CALIFORNIA RES CORP(CRC)027,040+27,04001,1890.19%+1,189
ADECOAGRO S A
COM
0104,862+104,86201,1710.19%+1,171
CENTURY ALUM CO(CENX)78,749138,622+59,8731,4352,5730.42%+1,138
TERNIUM SA(TX)035,912+35,91201,1190.18%+1,119
ARIS WATER SOLUTIONS INC031,759+31,75901,0180.17%+1,018
TITAN INTL INC ILL0117,949+117,94909900.16%+990
CHORD ENERGY CORPORATION(CHRD)14,48123,725+9,2441,6932,6740.43%+981
KODIAK GAS SVCS INC(KGS)025,049+25,04909340.15%+934
PAN AMERN SILVER CORP(PAAS)044,819+44,81901,1580.19%+1,158
BAYTEX ENERGY CORP(BTE)892,5151,430,834+538,3192,2873,1750.52%+888
HELIX ENERGY SOLUTIONS GRP I(HLX)129,776250,494+120,7181,2102,0820.34%+872
CENTERRA GOLD INC(CGAU)414,344504,182+89,8382,3533,2020.52%+848
RAMACO RES INC20,512127,060+106,5482101,0460.17%+835
GOLD FIELDS LTD(GFI)87,33589,903+2,5681,1531,9860.32%+833
CANADIAN NAT RES LTD(CNQ)29,51356,081+26,5689101,7270.28%+817
CHAMPIONX CORPORATION093,056+93,05602,7730.45%+2,773
CORE LABORATORIES INC13,58365,784+52,2012359860.16%+751
MP MATERIALS CORP(MP)36,57053,857+17,2875701,3150.21%+744
ATI INC(ATI)040,521+40,52102,1080.34%+2,108
VEREN INC333,208365,135+31,9271,7102,4180.39%+708
EOS ENERGY ENTERPRISES INC(EOSE)0181,213+181,21306850.11%+685
PRECISION DRILLING CORP(PDS)014,378+14,37806690.11%+669
BARRICK GOLD CORP10,92842,274+31,3461698220.13%+652
PILGRIMS PRIDE CORP(PPC)91,88988,368-3,5214,1714,8170.78%+646
NORTHERN OIL & GAS INC(NOG)020,134+20,13406090.10%+609
DNOW INC(DNOW)95,471108,173+12,7021,2421,8480.30%+606
BLACK STONE MINERALS L P(BSM)19,78251,381+31,5992897850.13%+496
STEEL DYNAMICS INC(STLD)03,932+3,93204920.08%+492
GEVO INC0388,808+388,80804510.07%+451
REX AMERICAN RES CORP(REX)011,832+11,83204450.07%+445
POTLATCHDELTIC CORPORATION33,18538,590+5,4051,3031,7410.28%+439
IMPERIAL OIL LTD(IMO)10,17014,549+4,3796261,0520.17%+426
ENERFLEX LTD(EFXT)34,60098,785+64,1853447640.12%+420
FIRST SOLAR INC(FSLR)013,329+13,32901,6850.27%+1,685
PERMIAN RESOURCES CORP(PR)31,03559,874+28,8394468290.13%+383
CIVITAS RESOURCES INC42,99766,442+23,4451,9722,3180.38%+346
DEERE & CO(DE)08,738+8,73804,1010.67%+4,101
HALLIBURTON CO(HAL)097,751+97,75102,4800.40%+2,480
CALIFORNIA WTR SVC GROUP(CWT)35,23339,757+4,5241,5971,9270.31%+330
PATTERSON-UTI ENERGY INC(PTEN)297,266337,255+39,9892,4552,7720.45%+317
URANIUM ENERGY CORP(UEC)062,366+62,36602980.05%+298
ERO COPPER CORP(ERO)48,57078,479+29,9096549510.15%+298
APA CORPORATION(APA)19,53235,156+15,6244517390.12%+288
RPC INC(RES)362,496438,320+75,8242,1532,4110.39%+258
ARRAY TECHNOLOGIES INC363,126493,421+130,2952,1932,4030.39%+210
OCEANEERING INTL INC(OII)55,02275,084+20,0621,4351,6380.27%+203
ATLAS ENERGY SOLUTIONS INC(AESI)011,144+11,14401990.03%+199
SUNCOR ENERGY INC NEW(SU)36,39738,525+2,1281,2971,4930.24%+196
DOLE PLC(DOLE)60,86770,197+9,3308241,0140.16%+190
NATIONAL FUEL GAS CO(NFG)6,0646,760+6963685350.09%+167
RENEW ENERGY GLOBAL PLC(RNW)027,868+27,86801640.03%+164
FLEX LNG LTD(FLNG)36,20043,132+6,9328309920.16%+161
FRANCO NEV CORP(FNV)3,8693,794-754555980.10%+143
ICL GROUP LTD(ICL)092,992+92,99205290.09%+529
NOV INC(NOV)049,593+49,59307550.12%+755
EXXON MOBIL CORP3,6174,280+6633895090.08%+120
GREEN PLAINS INC(GPRE)024,274+24,27401180.02%+118
UNITED STATES STL CORP NEW7,4728,690+1,2182543670.06%+113
CHEVRON CORP NEW(CVX)02,444+2,44404090.07%+409
HESS CORP1,8482,022+1742463230.05%+77
IAMGOLD CORP(IAG)011,131+11,1310700.01%+70
GERDAU SA(GGB)022,644+22,6440640.01%+64
FRESH DEL MONTE PRODUCE INC(DMC)28,55432,730+4,1769481,0090.16%+61
TECK RESOURCES LTD(TECK)120,631135,245+14,6144,8894,9270.80%+38
EQT CORP(EQT)5,0035,019+162312680.04%+37
RAYONIER INC(RYN)13,56714,020+4533543910.06%+37
KINROSS GOLD CORP(KGC)10,41410,4140971310.02%+35
HELMERICH & PAYNE INC(HP)0131,471+131,47103,4340.56%+3,434
NPK INTERNATIONAL INC(NPKI)68,11790,199+22,0825225240.09%+2
METALLUS INC(MTUS)20,96522,099+1,1342962950.05%-1
CLEVELAND-CLIFFS INC NEW(CLF)18,05820,320+2,2621701670.03%-3
ALBEMARLE CORP(ALB)3,5494,071+5223052930.05%-12
ENPHASE ENERGY INC(ENPH)7,5508,095+5455195020.08%-16
VALE S A21,34516,480-4,8651891640.03%-25
KOSMOS ENERGY LTD(KOS)31,52833,521+1,993108760.01%-31
RIO TINTO PLC(RIO)5,2254,543-6823072730.04%-34
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