Corigliano Investment Advisers, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Corigliano Investment Advisers, LLC reported 33 stock positions worth $208.8 million. Its top holding was Coterra Energy (CTRA) at 9.5% of the portfolio, followed by Conocophillips (COP, 6.1%) and SLB (SLB, 5.6%).

Most Recent 13F
Q1 2026
Location
RALEIGH, NC
CIK
0002031771
Portfolio Value
$208.8M (Q4 2024)
SEC Filing
0001214659-25-002828 ↗ filed Feb 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $208.8M $208.8M Q4 2024 Q1 2025: $224.3M Q1 2025 Q2 2025: $317.5M Q2 2025 Q3 2025: $308.5M Q3 2025 Q4 2025: $281.5M Q4 2025 Q1 2026: $255.9M Q1 2026

Holdings 33 stocks · $208.8M

CTRA Coterra Energy Inc. 9.50% 776,405 $19.8M —
COP Conocophillips 6.15% 129,488 $12.8M —
SLB SLB Ltd. filed as SCHLUMBERGER LTD 5.65% 307,700 $11.8M —
FTI Technipfmc PLC 5.50% 397,076 $11.5M —
CRK Comstock Resources Inc. 5.48% 628,447 $11.5M —
MUR Murphy Oil Corp. 5.28% 364,271 $11.0M —
EQT Eqt Corp. 4.94% 223,827 $10.3M —
HESM Hess Midstream LP Class A 4.57% 257,503 $9.5M —
VLO Valero Energy Corp. 3.99% 68,000 $8.3M —
MPC Marathon Petroleum Corp. 3.86% 57,800 $8.1M —
SDRL Seadrill Limited 3.74% 200,631 $7.8M —
ET Energy Transfer LP 3.32% 353,700 $6.9M —
TRGP Targa Resources Corp. 3.26% 38,170 $6.8M —
NOV Nov Inc. 3.25% 465,012 $6.8M —
WFRD Weatherford International PL 3.14% 91,646 $6.6M —
DVN Devon Energy Corp. 3.10% 197,495 $6.5M —
OVV Ovintiv Inc. 2.98% 153,407 $6.2M —
WTTR Select Water Solutions Inc. 2.69% 424,754 $5.6M —
VNOM Viper Energy Inc. 2.61% 111,251 $5.5M —
LBRT Liberty Energy Inc. 2.57% 269,374 $5.4M —
HPK Highpeak Energy Inc. 2.28% 323,947 $4.8M —
EOG EOG Resources Inc. 2.21% 37,624 $4.6M —
DK Delek US Holdings Inc. 2.11% 237,988 $4.4M —
CRC California Resources Corp. 2.07% 83,305 $4.3M —
XPRO Expro Group Holdings NV 1.82% 305,151 $3.8M —
HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I 1.75% 392,083 $3.7M —
KMI Kinder Morgan Inc. 1.22% 93,000 $2.5M —
BWXT BWX Technologies Inc. 0.27% 5,000 $557K —
KNTK Kinetik Holdings Inc. 0.24% 8,657 $491K —
BKR Baker Hughes Co. 0.23% 11,821 $485K —
IPX Iperionx Ltd. - ADR 0.16% 10,010 $344K —
EVGO Evgo Inc. 0.05% 25,000 $101K —
STEM Stem Inc. 0.01% 20,000 $12K —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 37$255.9MAR, FANG, SM, GPOR, SU
Q4 2025 41$281.5MAR, CTRA, EQT, SU, LNG
Q3 2025 43$308.5MAR, EQT, CTRA, CVE, FRO
Q2 2025 43$317.5MCTRA, GPOR, AR, IMO, MUR
Q1 2025 36$224.3MCRC, FANG, CNX, MUR, EOG
Q4 2024 33$208.8MCTRA, COP, SLB, FTI, CRK