Corigliano Investment Advisers, LLC In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Corigliano Investment Advisers, LLC reported 41 stock positions worth $281.5 million . Its top holding was Antero Resources (AR) at 11.1% of the portfolio, followed by Coterra Energy (CTRA, 10.4% ) and Eqt (EQT, 10.2% ). Compared with Q3 2025, it opened 19 new positions, sold out of 21, added to 11 and reduced 11. The biggest buy was a new position in Suncor Energy (SU) and the biggest sale an exit from Imperial Oil (IMO).
Location RALEIGH, NC
CIK 0002031771
Portfolio Value $281.5M (Q4 2025) Holdings 41 stocks · $281.5M Holdings quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2025 AR Antero Resources Corp. 907,500 $31.3M Add +9.0% CTRA Coterra Energy Inc. 1,112,800 $29.3M Add +16.0% EQT Eqt Corp. 536,000 $28.7M Add +13.7% SU Suncor Energy Inc. 388,000 $17.2M New LNG Cheniere Energy Inc. 77,800 $15.1M New MGY Magnolia Oil & Gas Corp. Class A 617,000 $13.5M Add +38.6% MPC Marathon Petroleum Corp. 76,200 $12.4M New WMB Williams Cos Inc. 201,300 $12.1M Add +143.1% MTDR Matador Resources Co. 252,400 $10.7M Reduce -6.8% CVE Cenovus Energy Inc. 545,000 $9.2M Reduce -48.6% VLO Valero Energy Corp. 56,574 $9.2M Reduce -22.2% SM SM Energy Co. 462,800 $8.7M New HP Helmerich & Payne 298,905 $8.6M New HAL Halliburton Co. 225,000 $6.4M New FRO Frontline PLC 290,501 $6.3M Reduce -49.0% TS Tenaris SA-ADR 157,700 $6.1M New BKV BKV Corporation 217,683 $5.9M Reduce -18.4% SEI Solaris Energy Infrastructur 120,400 $5.5M New AM Antero Midstream Corp. 282,000 $5.0M New NOV Nov Inc. 265,000 $4.1M New SDRL Seadrill Limited 115,835 $4.0M Add +45.5% LBRT Liberty Energy Inc. 207,600 $3.8M New HAFN Hafnia Ltd. 663,093 $3.5M Add +98.5% STNG Scorpio Tankers Inc. 66,400 $3.4M Reduce -66.1% VAL Valaris Ltd. 63,125 $3.2M New CHRD Chord Energy Corp. 32,000 $3.0M New CRGY Crescent Energy Inc. Class A 311,500 $2.6M New FANG Diamondback Energy Inc. 16,900 $2.5M Reduce -72.5% TRMD Torm PLC-A 76,700 $1.5M Reduce -38.8% NOG Northern Oil and Gas Inc. 66,100 $1.4M Add +24.7% CRK Comstock Resources Inc. 46,400 $1.1M Reduce -83.2% PROSHARES ULTRA BLOOMBERG NA 41,600 $953K Add +43.5% PROSHARES ULTRASHORT BLOOMBE 48,000 $941K New EXE Expand Energy Corp. 7,700 $850K New DNOW Dnow Inc. 52,500 $696K Add +11.0% GPOR Gulfport Energy Corp. 3,300 $686K Reduce -94.3% FTI Technipfmc PLC 14,500 $646K Add +15.3% WULF Terawulf Inc. 47,000 $540K Reduce -6.0% IPX Iperionx Ltd. - ADR 10,010 $362K New MP MP Materials Corp. 5,000 $253K New RIOT Riot Platforms Inc. 13,000 $165K New
Portfolio Sells Q3 2025 → Q4 2025 Portfolio Sells quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▲ IMO Imperial Oil Ltd. Sold out 0.00% −4.11 DINO HF Sinclair Corp. Sold out 0.00% −3.99 TDW Tidewater Inc. Sold out 0.00% −3.31 UNG US Natural Gas Fund LP Sold out 0.00% −3.28 GPOR Gulfport Energy Corp. Reduce -94.3% 0.24% −3.14 RIG Transocean Ltd. Sold out 0.00% −2.66 CIVI Civitas Resources Inc. Sold out 0.00% −2.60 CVE Cenovus Energy Inc. Reduce -48.6% 3.28% −2.56 PBF PBF Energy Inc. Class A Sold out 0.00% −2.39 STNG Scorpio Tankers Inc. Reduce -66.1% 1.20% −2.36 KMI Kinder Morgan Inc. Sold out 0.00% −1.99 FRO Frontline PLC Reduce -49.0% 2.25% −1.95 FANG Diamondback Energy Inc. Reduce -72.5% 0.90% −1.95 SLB SLB Ltd. Sold out 0.00% −1.84 DK Delek US Holdings Inc. Sold out 0.00% −1.62 PR Permian Resources Corp. Class A Sold out 0.00% −1.54 EOG EOG Resources Inc. Sold out 0.00% −1.45 CRK Comstock Resources Inc. Reduce -83.2% 0.38% −1.40 HESM Hess Midstream LP Class A Sold out 0.00% −1.11 OKE Oneok Inc. Sold out 0.00% −0.97 VLO Valero Energy Corp. Reduce -22.2% 3.27% −0.74 TRP TC Energy Corp. Sold out 0.00% −0.67 MNR Mach Natural Resources LP Sold out 0.00% −0.63 TRMD Torm PLC-A Reduce -38.8% 0.53% −0.30 CNX CNX Resources Corp. Sold out 0.00% −0.24 WHD Cactus Inc. Class A Sold out 0.00% −0.19 WTTR Select Water Solutions Inc. Sold out 0.00% −0.19 NESR National Energy Services Reu Sold out 0.00% −0.14 MTDR Matador Resources Co. Reduce -6.8% 3.81% −0.14 ECO Okeanis Eco Tankers Corp. Sold out 0.00% −0.10 WULF Terawulf Inc. Reduce -6.0% 0.19% +0.01 BKV BKV Corporation Reduce -18.4% 2.10% +0.10
Portfolio Buys Q3 2025 → Q4 2025 Portfolio Buys quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q3 2025 % Of Portfolio Change To Portfolio ▼ SU Suncor Energy Inc. New 6.11% +6.11 LNG Cheniere Energy Inc. New 5.37% +5.37 MPC Marathon Petroleum Corp. New 4.40% +4.40 SM SM Energy Co. New 3.07% +3.07 CTRA Coterra Energy Inc. Add +16.0% 10.40% +3.05 HP Helmerich & Payne New 3.05% +3.05 WMB Williams Cos Inc. Add +143.1% 4.30% +2.60 HAL Halliburton Co. New 2.26% +2.26 TS Tenaris SA-ADR New 2.15% +2.15 AR Antero Resources Corp. Add +9.0% 11.11% +2.05 SEI Solaris Energy Infrastructur New 1.97% +1.97 EQT Eqt Corp. Add +13.7% 10.21% +1.89 AM Antero Midstream Corp. New 1.78% +1.78 NOV Nov Inc. New 1.47% +1.47 LBRT Liberty Energy Inc. New 1.36% +1.36 MGY Magnolia Oil & Gas Corp. Class A Add +38.6% 4.80% +1.35 VAL Valaris Ltd. New 1.13% +1.13 CHRD Chord Energy Corp. New 1.05% +1.05 CRGY Crescent Energy Inc. Class A New 0.93% +0.93 SDRL Seadrill Limited Add +45.5% 1.42% +0.64 HAFN Hafnia Ltd. Add +98.5% 1.26% +0.61 PROSHARES ULTRASHORT BLOOMBE New 0.33% +0.33 EXE Expand Energy Corp. New 0.30% +0.30 IPX Iperionx Ltd. - ADR New 0.13% +0.13 MP MP Materials Corp. New 0.09% +0.09 NOG Northern Oil and Gas Inc. Add +24.7% 0.50% +0.08 FTI Technipfmc PLC Add +15.3% 0.23% +0.07 RIOT Riot Platforms Inc. New 0.06% +0.06 PROSHARES ULTRA BLOOMBERG NA Add +43.5% 0.34% +0.06 DNOW Dnow Inc. Add +11.0% 0.25% +0.01
Options Activity Q3 2025 → Q4 2025 Security Type Change vs Q3 2025 Underlying Shares Value ▼ GPOR Gulfport Energy Corp. call Sold out 9,000 $1.6Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q1 2026 37 $255.9M AR, FANG, SM, GPOR, SU Q4 2025 41 $281.5M AR, CTRA, EQT, SU, LNG Q3 2025 43 $308.5M AR, EQT, CTRA, CVE, FRO Q2 2025 43 $317.5M CTRA, GPOR, AR, IMO, MUR Q1 2025 36 $224.3M CRC, FANG, CNX, MUR, EOG Q4 2024 33 $208.8M CTRA, COP, SLB, FTI, CRK