CoreCommodity Management, LLC

Wealth advisor Mechanical CIK 1301743
League rank
#3252
in Wealth advisor · #7427 overall
Long book
$537.9M
Q1 2026
Positions
119
Top-10 weight
71%
concentration
Last quarter
-7.7%
SPY +14.8%
Turnover
30%
of book per quarter

Strategy in plain words

auto-generated from filings

CoreCommodity Management, LLC is a wealth-management firm allocating client money, running a $537.9M US long book across 119 positions.

The portfolio is concentrated: the top 10 names carry 71% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ALPS CORECOMMODITY NTRL RES, NUTRIEN LTD, SM ENERGY CO, MURPHY OIL CORP, CHORD ENERGY CORP.

Over the last 9 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-4.2%
Q2 2024
+2.8%
Q3 2024
-6.9%
Q4 2024
+2.3%
Q1 2025
+5.6%
Q2 2025
+18.1%
Q3 2025
+10.8%
Q4 2025
+23.3%
Q1 2026
-7.7%

Sector allocation

Energy
48%
Other
13%
Industrials
11%
Consumer staples
10%
Materials
7%
Utilities
5%
Technology
5%

Long book by quarter

$280.7M
Q1 2024
$258.2M
Q2 2024
$543.2M
Q3 2024
$512.0M
Q4 2024
$615.1M
Q1 2025
$607.5M
Q2 2025
$551.0M
Q3 2025
$476.5M
Q4 2025
$537.9M
Q1 2026

What does CoreCommodity Management, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NTR NUTRIEN LTDOther99.3K$7.5M1.4%+1663.8%
SM SM ENERGY COEnergy210.9K$6.6M1.2%+79.4%
MUR MURPHY OIL CORPEnergy133.0K$5.5M1.0%-10.7%
CHRD CHORD ENERGY CORPEnergy36.8K$5.2M1.0%+40.6%
MOS MOSAIC CO/THEOther188.5K$4.8M0.9%New
LBRT LIBERTY ENERGY INCEnergy158.9K$4.6M0.9%-39.5%
DAR DARLING INGREDIENTS INCConsumer staples71.0K$4.4M0.8%-21.2%
EOG EOG RESOURCES INCEnergy30.2K$4.4M0.8%+28.8%
CTVA CORTEVA INCConsumer staples51.7K$4.3M0.8%+42.3%
CF CF INDUSTRIES HOLDINGS INCOther32.6K$4.2M0.8%New
MTDR MATADOR RESOURCES COEnergy66.8K$4.2M0.8%+43.8%
COP CONOCOPHILLIPSEnergy29.7K$3.9M0.7%-25.2%
CNH CNH INDUSTRIAL NVIndustrials122.8K$3.9M0.7%+199.4%
PTEN PATTERSON-UTI ENERGY INCEnergy353.3K$3.8M0.7%-0.9%
CRC CALIFORNIA RESOURCES CORPEnergy53.7K$3.7M0.7%+467.6%
TDW TIDEWATER INCIndustrials42.8K$3.6M0.7%+31.8%
CTRA COTERRA ENERGY INC98.3K$3.5M0.6%+33.2%
OXY OCCIDENTAL PETROLEUM CORPEnergy52.7K$3.4M0.6%+115.6%
CNQ CANADIAN NATURAL RESOURCESEnergy69.9K$3.4M0.6%+65.8%
DVN DEVON ENERGY CORPEnergy61.2K$3.1M0.6%-16.8%
PR PERMIAN RESOURCES CORP-CL AEnergy138.6K$3.0M0.5%+345.7%
KGS KODIAK GAS SERVICES INCUtilities50.2K$2.9M0.5%New
HAL HALLIBURTON COEnergy73.7K$2.9M0.5%-13.5%
WFG WEST FRASER TIMBER CO LTDOther43.6K$2.8M0.5%+21.8%
DE DEERE & COIndustrials5.0K$2.8M0.5%+129.8%
VAL VALARIS LTDEnergy28.5K$2.8M0.5%+40.1%
HRL HORMEL FOODS CORPConsumer staples118.4K$2.7M0.5%+173.7%
SHLS SHOALS TECHNOLOGIES GROUP -ATechnology362.2K$2.4M0.4%-24.1%
MGY MAGNOLIA OIL & GAS CORP - AEnergy70.5K$2.2M0.4%-15.5%
SLB SLB LTDEnergy42.8K$2.2M0.4%-8.6%
ADM ARCHER-DANIELS-MIDLAND COConsumer staples30.1K$2.2M0.4%-7.3%
ENPH ENPHASE ENERGY INCTechnology55.5K$2.1M0.4%+169.7%
FSLR FIRST SOLAR INCTechnology10.5K$2.1M0.4%New
INGR INGREDION INCConsumer staples17.2K$1.9M0.4%+32.4%
XPRO EXPRO GROUP HOLDINGS NVEnergy105.7K$1.8M0.3%-14.4%
HLX HELIX ENERGY SOLUTIONS GROUPEnergy184.0K$1.8M0.3%-10.4%
AGCO AGCO CORPIndustrials15.6K$1.8M0.3%+171.1%
NXE NEXGEN ENERGY LTDMaterials155.0K$1.8M0.3%+583.4%
AROC ARCHROCK INCUtilities51.2K$1.8M0.3%+48.9%
WTRG ESSENTIAL UTILITIES INCUtilities42.1K$1.7M0.3%New
NOV NOV INCIndustrials87.8K$1.7M0.3%-10.0%
OII OCEANEERING INTL INCEnergy46.1K$1.6M0.3%-10.5%
PUMP PROPETRO HOLDING CORPEnergy111.9K$1.6M0.3%-47.9%
CENX CENTURY ALUMINUM COMPANYIndustrials27.0K$1.6M0.3%-61.0%
EFXT ENERFLEX LTDIndustrials73.6K$1.5M0.3%-12.1%
TALO TALOS ENERGY INCEnergy93.0K$1.5M0.3%+543.1%
MP MP MATERIALS CORPMaterials30.3K$1.5M0.3%+3.1%
BE BLOOM ENERGY CORP- AIndustrials10.7K$1.5M0.3%-50.7%
SU SUNCOR ENERGY INCEnergy21.9K$1.4M0.3%-71.5%
WTTR SELECT WATER SOLUTIONS INCEnergy92.6K$1.4M0.3%-10.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 2026120$537.9M canonicalSEC ↗
Q4 202513F-HRFeb 12, 2026117$476.5M canonicalSEC ↗
Q3 202513F-HRNov 14, 2025127$551.0M canonicalSEC ↗
Q2 202513F-HRAug 14, 2025140$607.5M canonicalSEC ↗
Q1 202513F-HRMay 15, 2025149$615.1M canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025128$512.0M canonicalSEC ↗
Q3 202413F-HRNov 14, 2024134$543.2M canonicalSEC ↗
Q2 202413F-HRAug 14, 2024133$258.2M canonicalSEC ↗
Q1 202413F-HRMay 15, 2024164$280.7M canonicalSEC ↗