USCF Advisers LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), USCF Advisers LLC reported 21 stock positions worth $995 thousand. Its top holding was Uscf Sust Battery Metal Fund (ZSB) at 74.5% of the portfolio, followed by First Solar (FSLR, 3.5%) and Canadian Solar (CSIQ, 2.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 4 and reduced 4. The biggest buy was Uscf Sust Battery Metal Fund (ZSB, shares +16%) and the biggest sale Sunrun (RUN, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- Walnut Creek, CA
- CIK
- 0001633971
- Portfolio Value
- $995K (Q4 2024)
- SEC Filing
- 0001171200-25-000005 ↗ filed Jan 14, 2025
Holdings Value
Holdings 21 stocks · $995K
| ZSB Uscf Sust Battery Metal Fund | 74.48% | 57,200 | $741K | Add +15.6% |
| FSLR First Solar Inc. | 3.54% | 200 | $35K | No change |
| CSIQ Canadian Solar Inc. | 2.79% | 2,500 | $28K | Add +66.7% |
| EAF Graftech International Ltd. | 2.19% | 12,600 | $22K | Add +31.3% |
| ARRY Array Technologies Inc. | 2.12% | 3,500 | $21K | Add +169.2% |
| RNW Renew Energy Global PLC-A | 1.78% | 2,600 | $18K | No change |
| ALB Albemarle Corp. | 1.73% | 200 | $17K | No change |
| NEE Nextera Energy Inc. | 1.44% | 200 | $14K | No change |
| MAXNQ Maxeon Solar Technologie | 1.39% | 1,831 | $14K | New |
| RUN Sunrun Inc. | 1.21% | 1,300 | $12K | Reduce -43.5% |
| MP MP Materials Corp. | 1.10% | 700 | $11K | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 1.10% | 300 | $11K | Reduce -25.0% |
| ALTM Arcadium Lithium PLC | 0.94% | 1,827 | $9K | Reduce -41.6% |
| BEPC Brookfield Renewable Corp. | 0.83% | 300 | $8K | Reduce -57.1% |
| TPICQ Tpi Composites Inc. | 0.82% | 4,300 | $8K | New |
| ENPH Enphase Energy Inc. | 0.69% | 100 | $7K | No change |
| ORA Ormat Technologies Inc. | 0.68% | 100 | $7K | No change |
| HXL Hexcel Corp. | 0.63% | 100 | $6K | No change |
| AMRC Ameresco Inc. Class A | 0.24% | 100 | $2K | New |
| TROX Tronox Holdings PLC | 0.20% | 200 | $2K | No change |
| VALE Vale SA-SP ADR | 0.09% | 100 | $887 | No change |
Portfolio Sells Q3 2024 → Q4 2024
| RUN Sunrun Inc. | Reduce -43.5% | 1.21% | −2.88 |
| BEPC Brookfield Renewable Corp. | Reduce -57.1% | 0.83% | −1.41 |
| JKS Jinkosolar Holding Co.-ADR | Sold out | 0.00% | −1.32 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −1.20 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -25.0% | 1.10% | −0.54 |
| FTCI FTC Solar Inc. | Sold out | 0.00% | −0.43 |
| MAXNQ Maxeon Solar Technologie | Sold out | 0.00% | −0.03 |
| ALTM Arcadium Lithium PLC | Reduce -41.6% | 0.94% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| ZSB Uscf Sust Battery Metal Fund | Add +15.6% | 74.48% | +5.01 |
| MAXNQ Maxeon Solar Technologie | New | 1.39% | +1.39 |
| ARRY Array Technologies Inc. | Add +169.2% | 2.12% | +1.28 |
| EAF Graftech International Ltd. | Add +31.3% | 2.19% | +0.94 |
| TPICQ Tpi Composites Inc. | New | 0.82% | +0.82 |
| CSIQ Canadian Solar Inc. | Add +66.7% | 2.79% | +0.32 |
| AMRC Ameresco Inc. Class A | New | 0.24% | +0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $100K | BITU |
| Q1 2026 | 1 | $177K | BITU |
| Q4 2025 | 20 | $526K | BITU, MP, CSIQ, FSLR, EAF |
| Q3 2025 | 20 | $996K | ZSB, MP, FSLR, CSIQ, ARRY |
| Q2 2025 | 20 | $1.0M | ZSB, FSLR, CSIQ, MP, ARRY |
| Q1 2025 | 20 | $1.0M | ZSB, FSLR, CSIQ, MP, ARRY |
| Q4 2024 | 21 | $995K | ZSB, FSLR, CSIQ, EAF, ARRY |
| Q3 2024 | 22 | $1.0M | ZSB, FSLR, RUN, CSIQ, BEPC |
| Q2 2024 | 22 | $997K | ZSB, FSLR, RUN, CSIQ, BEPC |
| Q1 2024 | 22 | $1.1M | ZSB, FSLR, RUN, CSIQ, ALB |