DC Investments Management, LLC
Filing Date
Global Rank
#5,020
/ 8,622
▲ 689
· as of Mar 2026
Top Industry
Oil & Gas E&P
21.3%
3Y Alpha vs SPY
-14.0%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+16.2%
SPY
+67.9%
Annualised alpha
-13.7%
Max drawdown
−20.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
75 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.6%
+5.0 pts
Top 5
31.8%
+2.9 pts
Top 10
45.3%
−4.5 pts
HHI
400
Diversified+46
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Utilities | 21.4% | $29,771,764 |
| Technology | 21.1% | $29,233,897 |
| Energy | 18.4% | $25,552,303 |
| Unclassified | 13.6% | $18,917,879 |
| Financial Services | 7.0% | $9,682,555 |
| Healthcare | 5.9% | $8,238,859 |
| Communication Services | 4.4% | $6,165,168 |
| Consumer Cyclical | 3.7% | $5,167,522 |
| Real Estate | 3.5% | $4,892,376 |
| Industrials | 0.6% | $883,832 |
| Basic Materials | 0.2% | $300,166 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PR | Permian Resources Corp | −79,147 | 106,611 | $2,272,946 | |
| AR | ANTERO RESOURCES Corp | −44,969 | 83,872 | $3,559,527 | |
| EQT | EQT Corp | −41,725 | 56,375 | $3,587,705 | |
| CTRA | Coterra Energy Inc. | −39,790 | 63,092 | $2,217,052 | |
| DVN | Devon Energy Corp/De | −36,509 | 44,128 | $2,220,520 | |
| RRC | Range Resources Corp | −25,981 | 48,383 | $2,185,943 | |
| CNX | CNX Resources Corp | −18,686 | 53,009 | $2,043,496 | |
| EXE | EXPAND ENERGY Corp | −11,776 | 33,887 | $3,720,114 | |
| GPOR | Gulfport Energy Corp | −6,757 | 17,701 | $3,745,000 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDY | Spdr S&P Midcap 400 ETF Trust | 30,673 | $18,917,879 | |
| INTU | Intuit Inc. | 9,803 | $4,238,621 | |
| META | Meta Platforms, Inc. | 5,950 | $3,404,173 | |
| PLMR | Palomar Holdings, Inc. | 11,507 | $1,375,086 | |
| AFG | American Financial Group Inc | 10,721 | $1,369,178 | |
| ORI | Old Republic International Corp | 33,426 | $1,333,697 | |
| WRB | Berkley W R Corp | 19,958 | $1,322,816 | |
| RLI | Rli Corp | 22,978 | $1,310,665 | |
| SKWD | Skyward Specialty Insurance Group, Inc. | 29,987 | $1,309,832 | |
| KNSL | Kinsale Capital Group, Inc. | 3,688 | $1,260,042 | |
| CSCO | Cisco Systems, Inc. | 6,032 | $468,022 | |
| SWKS | Skyworks Solutions, Inc. | 8,163 | $437,128 | |
| TXN | Texas Instruments Inc | 2,234 | $433,708 | |
| OMC | Omnicom Group Inc. | 4,247 | $319,841 | |
| T | At&T Inc. | 10,727 | $310,975 | |
| VZ | Verizon Communications Inc | 6,184 | $310,436 | |
| LYB | LyondellBasell Industries N.V. | 3,726 | $300,166 | |
| BBY | Best Buy Co Inc | 4,619 | $296,539 | |
| DRI | Darden Restaurants Inc | 1,471 | $288,374 | |
| CMCSA | Comcast Corp | 9,456 | $271,481 | |
| HD | Home Depot, Inc. | 819 | $269,360 | |
| F | Ford Motor Co | 22,867 | $263,885 | |
| LMT | Lockheed Martin Corp | 376 | $227,250 | |
| FAST | Fastenal Co | 4,883 | $226,571 | |
| SNA | Snap-on Inc | 616 | $223,743 | |
| No positions match the current search. | ||||
75 tracked positions ·
$138,806,321 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 75 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 30,673 | $18,917,879 | 13.63% | |
| ASML |
Asml Holding NV
Technology
|
Held | 8,788 | $11,607,454 | 8.36% | |
| PDM |
Piedmont Realty Trust, Inc.
Real Estate
|
Held | 744,654 | $4,892,376 | 3.52% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 16,692 | $4,516,688 | 3.25% | |
| INTU |
Intuit Inc.
Technology
|
NEW | 9,803 | $4,238,621 | 3.05% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 2,342 | $4,049,364 | 2.92% | |
| GPOR |
Gulfport Energy Corp
Energy
|
Reduced | 17,701 | $3,745,000 | 2.70% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Reduced | 33,887 | $3,720,114 | 2.68% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 50,817 | $3,655,266 | 2.63% | |
| EQT |
EQT Corp
Energy
|
Reduced | 56,375 | $3,587,705 | 2.58% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
Reduced | 83,872 | $3,559,527 | 2.56% | |
| MRNA |
Moderna, Inc.
Healthcare
|
Held | 68,624 | $3,486,099 | 2.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 5,950 | $3,404,173 | 2.45% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 18,232 | $2,389,850 | 1.72% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 12,438 | $2,297,547 | 1.66% | |
| EVRG |
Evergy, Inc.
Utilities
|
Held | 27,863 | $2,282,536 | 1.64% | |
| PR |
Permian Resources Corp
Energy
|
Reduced | 106,611 | $2,272,946 | 1.64% | |
| DVN |
Devon Energy Corp/De
Energy
|
Reduced | 44,128 | $2,220,520 | 1.60% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Reduced | 63,092 | $2,217,052 | 1.60% | |
| NI |
Nisource Inc.
Utilities
|
Held | 46,961 | $2,191,200 | 1.58% | |
| RRC |
Range Resources Corp
Energy
|
Reduced | 48,383 | $2,185,943 | 1.57% | |
| NWE |
NorthWestern Energy Group, Inc.
Utilities
|
Held | 32,976 | $2,174,437 | 1.57% | |
| EXC |
Exelon Corp
Utilities
|
Held | 44,187 | $2,166,046 | 1.56% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Held | 40,750 | $2,150,377 | 1.55% | |
| ES |
Eversource Energy
Utilities
|
Held | 30,471 | $2,111,030 | 1.52% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 18,543 | $2,098,696 | 1.51% | |
| AEE |
Ameren Corp
Utilities
|
Held | 18,978 | $2,086,061 | 1.50% | |
| BKH |
Black Hills Corp /Sd/
Utilities
|
Held | 29,900 | $2,075,359 | 1.50% | |
| CNX |
CNX Resources Corp
Energy
|
Reduced | 53,009 | $2,043,496 | 1.47% | |
| PPL |
PPL Corp
Utilities
|
Held | 53,464 | $2,042,324 | 1.47% | |
| OGE |
Oge Energy Corp.
Utilities
|
Held | 41,492 | $1,989,956 | 1.43% | |
| UTL |
Unitil Corp
Utilities
|
Held | 32,855 | $1,716,345 | 1.24% | |
| GOGO |
Gogo Inc.
Communication Services
|
Held | 385,140 | $1,548,262 | 1.12% | |
| PLMR |
Palomar Holdings, Inc.
Financial Services
|
NEW | 11,507 | $1,375,086 | 0.99% | |
| AFG |
American Financial Group Inc
Financial Services
|
NEW | 10,721 | $1,369,178 | 0.99% | |
| ORI |
Old Republic International Corp
Financial Services
|
NEW | 33,426 | $1,333,697 | 0.96% | |
| WRB |
Berkley W R Corp
Financial Services
|
NEW | 19,958 | $1,322,816 | 0.95% | |
| RLI |
Rli Corp
Financial Services
|
NEW | 22,978 | $1,310,665 | 0.94% | |
| SKWD |
Skyward Specialty Insurance Group, Inc.
Financial Services
|
NEW | 29,987 | $1,309,832 | 0.94% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
NEW | 3,688 | $1,260,042 | 0.91% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
Held | 13,910 | $1,193,199 | 0.86% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 5,532 | $1,141,472 | 0.82% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 1,721 | $671,895 | 0.48% | |
| OKTA |
Okta, Inc.
Technology
|
Held | 7,396 | $582,139 | 0.42% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 3,513 | $563,204 | 0.41% | |
| TWLO |
Twilio Inc
Technology
|
Held | 4,425 | $556,753 | 0.40% | |
| ZS |
Zscaler, Inc.
Technology
|
Held | 3,338 | $468,288 | 0.34% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 6,032 | $468,022 | 0.34% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Held | 5,653 | $454,444 | 0.33% | |
| RBRK |
Rubrik, Inc.
Technology
|
Held | 9,263 | $453,609 | 0.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.