USCF Advisers LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), USCF Advisers LLC reported 20 stock positions worth $526 thousand. Its top holding was Proshares Ultra Bitcoin ETF (BITU) at 24.8% of the portfolio, followed by MP Materials (MP, 13.4%) and Canadian Solar (CSIQ, 11.3%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 1 and reduced 1. The biggest buy was a new position in Proshares Ultra Bitcoin ETF (BITU) and the biggest sale an exit from Uscf Sust Battery Metal Fund (ZSB).
- Most Recent 13F
- Q2 2026
- Location
- Walnut Creek, CA
- CIK
- 0001633971
- Portfolio Value
- $526K (Q4 2025)
- SEC Filing
- 0002071876-26-000012 ↗ filed Feb 11, 2026
Holdings Value
Holdings 20 stocks · $526K
| BITU Proshares Ultra Bitcoin ETF | 24.76% | 5,900 | $130K | New |
| MP MP Materials Corp. | 13.44% | 1,400 | $71K | Add +75.0% |
| CSIQ Canadian Solar Inc. | 11.29% | 2,500 | $59K | No change |
| FSLR First Solar Inc. | 9.93% | 200 | $52K | No change |
| EAF Graftech International Ltd. | 6.54% | 2,220 | $34K | New |
| ARRY Array Technologies Inc. | 6.13% | 3,500 | $32K | No change |
| ALB Albemarle Corp. | 5.37% | 200 | $28K | No change |
| RUN Sunrun Inc. | 4.54% | 1,300 | $24K | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 3.92% | 300 | $21K | Reduce -25.0% |
| NEE Nextera Energy Inc. | 3.05% | 200 | $16K | No change |
| RNW Renew Energy Global PLC-A | 2.79% | 2,600 | $15K | No change |
| BEPC Brookfield Renewable Corp. | 2.19% | 300 | $12K | No change |
| ORA Ormat Technologies Inc. | 2.10% | 100 | $11K | No change |
| HXL Hexcel Corp. | 1.40% | 100 | $7K | No change |
| MAXNQ Maxeon Solar Technologie | 0.96% | 1,831 | $5K | No change |
| ENPH Enphase Energy Inc. | 0.61% | 100 | $3K | No change |
| AMRC Ameresco Inc. Class A | 0.56% | 100 | $3K | No change |
| VALE Vale SA-SP ADR | 0.25% | 100 | $1K | No change |
| TROX Tronox Holdings PLC | 0.16% | 200 | $834 | No change |
| TPICQ Tpi Composites Inc. | 0.01% | 4,300 | $50 | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |