Sign in Sign up for free

Uscf Advisers 13F annual report

Uscf Advisers is an investment fund managing more than $997 million ran by Stuart Crumbaugh. There are currently 22 companies in Mr. Crumbaugh’s portfolio. The largest investments include Uscf Sust Battery Metal Fund and First Solar Inc, together worth $768 million.

$997 million Assets Under Management (AUM)

As of 30th July 2024, Uscf Advisers’s top holding is 49,500 shares of Uscf Sust Battery Metal Fund currently worth over $723 million and making up 72.5% of the portfolio value. In addition, the fund holds 200 shares of First Solar Inc worth $45.1 million, whose value grew 46.8% in the past six months. The third-largest holding is Sunrun Inc worth $27.3 million and the next is Canadian Solar Inc worth $22.1 million, with 1,500 shares owned.

Currently, Uscf Advisers's portfolio is worth at least $997 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Uscf Advisers

The Uscf Advisers office and employees reside in Walnut Creek, California. According to the last 13-F report filed with the SEC, Stuart Crumbaugh serves as the Chief Financial Officer at Uscf Advisers.

One of the smallest hedge funds

The two most similar investment funds to Uscf Advisers are Regal Partners Ltd and Chicago Equity Partners. They manage $995 million and $993 million respectively.


Stuart Crumbaugh investment strategy

Uscf Advisers’s portfolio is diversified across 5 sectors. Currently, their heaviest sector is Utilities — making up 13.0% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 18% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $24.2 billion.

The complete list of Uscf Advisers trades based on 13F SEC filings

These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Uscf Sust Battery Metal Fund
No change
49,500
$723,195,000 72.53%
First Solar Inc
No change
200
$45,092,000 4.52%
Sunrun Inc
No change
2,300
$27,278,000 2.74%
Canadian Solar Inc
No change
1,500
$22,125,000 2.22%
Brookfield Renewable Cor-a
No change
700
$19,866,000 1.99%
Albemarle Corp.
No change
200
$19,104,000 1.92%
Quimica Y Minera Chil-sp Adr
No change
400
$16,300,000 1.63%
Renew Energy Global Plc-a
No change
2,600
$16,224,000 1.63%
NextEra Energy Inc
No change
200
$14,162,000 1.42%
Array Technologies, Inc.
No change
1,300
$13,338,000 1.34%
Arcadium Lithium Plc
No change
3,127
$10,507,000 1.05%
Jinkosolar Holding Co Ltd Adr
No change
500
$10,360,000 1.04%
Enphase Energy Inc
No change
100
$9,971,000 1.00%
GrafTech International Ltd.
No change
9,600
$9,312,000 0.93%
MP Materials Corp.
No change
700
$8,911,000 0.89%
Daqo New Energy Corp-adr
No change
600
$8,760,000 0.88%
Ormat Technologies Inc
No change
100
$7,170,000 0.72%
Hexcel Corp.
No change
100
$6,245,000 0.63%
Tronox Holdings plc
No change
200
$3,138,000 0.31%
Maxeon Solar Technologie
No change
3,100
$2,644,000 0.27%
Ftc Solar Inc
No change
6,400
$2,259,000 0.23%
Vale Sa-sp Adr
No change
100
$1,117,000 0.11%
No transactions found
Showing first 500 out of 22 holdings

Hedge funds similar to Uscf Advisers