Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CF Industries Holdings, Inc. | CF | 8.16K | $883.73K |
 Archer-Daniels-Midland Company | ADM | 7.39K | $564.75K |
 Cameco Corporation | CCJ | 6.76K | $688.27K |
 EOG Resources, Inc. | EOG | 4.64K | $601.56K |
 Vistra Corp. | VST | 2.82K | $447.65K |
 Albemarle Corporation | ALB | 2.54K | $342.57K |
 Valero Energy Corporation | VLO | 2.25K | $586.25K |
 Constellation Energy Corporation | CEG | 1.31K | $325.61K |
 Martin Marietta Materials, Inc. | MLM | 1.01K | $581.31K |