Current Holdings 25 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| CRK | Comstock Resources Inc | Energy | 3.6% | 158 | $22.67 | $22.67 | +0.0% |
| FANG | Diamondback Energy Inc | Energy | 3.6% | 17 | $203.59 | $203.59 | +0.0% |
| SD | SandRidge Energy Inc | Energy | 3.6% | 211 | $17.04 | $17.04 | +0.0% |
| AR | Antero Resources Corp | Energy | 3.6% | 80 | $44.55 | $44.55 | +0.0% |
| ENB | Enbridge Inc | Energy | 3.6% | 65 | $54.85 | $54.85 | +0.0% |
| GPOR | Gulfport Energy Corp | Energy | 3.6% | 16 | $213.32 | $213.32 | +0.0% |
| VG | Venture Global Inc | Energy | 3.6% | 210 | $17.07 | $17.07 | +0.0% |
| PROP | Prairie Operating Co | Energy | 3.6% | 1,800 | $2.00 | $2.00 | +0.0% |
| CRC | California Resources Corp | Energy | 3.6% | 52 | $68.80 | $68.80 | +0.0% |
| CRGY | Crescent Energy Co | Energy | 3.6% | 259 | $13.88 | $13.88 | +0.0% |
| EOG | EOG Resources Inc | Energy | 3.6% | 24 | $149.56 | $149.56 | +0.0% |
| FTI | TechnipFMC PLC | Energy | 3.6% | 50 | $71.01 | $71.01 | +0.0% |
| GPRK | GeoPark Ltd | Energy | 3.6% | 369 | $9.74 | $9.74 | +0.0% |
| HAFN | Hafnia Ltd | Energy | 3.6% | 481 | $7.48 | $7.48 | +0.0% |
| IMPP | Imperial Petroleum Inc | Energy | 3.6% | 812 | $4.43 | $4.43 | +0.0% |
| NOA | North American Construction Group Ltd | Energy | 3.6% | 270 | $13.29 | $13.29 | +0.0% |
| OVV | Ovintiv Inc | Energy | 3.6% | 57 | $62.08 | $62.08 | +0.0% |
| PBT | Permian Basin Royalty Trust | Energy | 3.6% | 165 | $21.77 | $21.77 | +0.0% |
| SU | Suncor Energy Inc (Canada) | Energy | 3.6% | 53 | $67.02 | $67.02 | +0.0% |
| TRGP | Targa Resources | Energy | 3.6% | 14 | $250.84 | $250.84 | +0.0% |
| TTE | TotalEnergies SE | Energy | 3.6% | 40 | $89.87 | $89.87 | +0.0% |
| WHD | Cactus Inc | Energy | 3.6% | 74 | $48.11 | $48.11 | +0.0% |
| TPL | Texas Pacific Land Corp | Energy | 3.6% | 7 | $506.99 | $506.99 | +0.0% |
| DHT | DHT Holdings Inc | Energy | 3.6% | 199 | $18.08 | $18.08 | +0.0% |
| OII | Oceaneering International Inc | Energy | 3.6% | 99 | $36.10 | $36.10 | +0.0% |
About This Portfolio
Investment Thesis
Energy Complex focuses on Oil & gas, midstream, refining, and energy services.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 25 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Energy theme.
Position sizing reflects an equal-weight approach with a 10% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Moderate Growth
Inception Date
2026-03-30
AI Engine
Energy Complex Bot
Followers
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