Credit Capital Investments LLC

Registered adviser

CIK

1631208

Location

LIVINGSTON, NJ

Portfolio Value

Small $169,857,513

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,887 / 8,816 ▲ 952 · as of Jun 2026

Top Industry

Semiconductors 54.6%

Period ended 24 days ago

Filed Oct 22, 2026 · 2d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 160537

Roster of Oct 1, 2026

Regulatory AUM

$444,040,406

Main clients

Pooled investment vehicles (59% of AUM)

Private funds

3 funds · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$259,209,938 gross assets

Private funds on Schedule D 7.B.(1)

As filed Mar 28, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$111,880,080 gross assets in 3 funds Hedge funds $111,880,080 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Aug 2026 to Oct 2026	$444,040,406	Pooled investment vehicles (59%)
Apr 2026 to Jul 2026	$351,318,386	Pooled investment vehicles (51%)
Apr 2025 to Mar 2026	$264,563,994	Diversified
Apr 2024 to Mar 2025	$220,004,622	Pooled investment vehicles (51%)
May 2023 to Mar 2024	$206,613,652	Pooled investment vehicles (59%)
Apr 2023	$206,613,652	Pooled investment vehicles (59%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.7% of the book (60%+)

Turnover

Low turnover

22.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.0 quarters (12+), a floor since 5.9% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 80.2%; sector active share 48.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

41 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

36.7%

−2.0 pts

Top 5

72.0%

−1.2 pts

Top 10

86.6%

−0.1 pts

HHI

1,763

Moderately concentrated−131

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	58.6%	$99,471,408	7
Communication Services	24.0%	$40,714,797	7
Industrials	5.4%	$9,229,066	3
Consumer Cyclical	4.1%	$6,974,490	2
Basic Materials	2.7%	$4,607,861	4
Energy	2.3%	$3,929,759	9
Utilities	1.1%	$1,915,700	3
Healthcare	0.9%	$1,471,435	2
Unclassified	0.4%	$619,339	1
Consumer Defensive	0.3%	$490,488	2
Financial Services	0.3%	$433,170	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
CCL	Carnival Corp Ltd.	+28,000	71,000	$1,742,340
LUMN	Lumen Technologies, Inc.	+10,020	285,000	$1,596,000
ALK	Alaska Air Group, Inc.	+5,000	20,000	$774,000
NVDA	Nvidia Corp	+4,400	10,400	$2,375,152
FSLR	First Solar, Inc.	+3,000	28,700	$5,027,092
VZ	Verizon Communications Inc	+2,500	142,500	$6,536,475
META	Meta Platforms, Inc.	+2,000	6,300	$4,568,634
MPC	Marathon Petroleum Corp	+450	1,400	$553,588
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
TROX	Tronox Holdings plc	−211,300	161,000	$635,950
FLNC	Fluence Energy, Inc.	−19,000	30,000	$230,400
AES	Aes Corp	−15,000	85,000	$1,266,500
QCOM	Qualcomm Inc	−1,000	18,500	$3,404,740
BE	Bloom Energy Corp	−700	29,000	$8,032,420
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MRNA	Moderna, Inc.	5,000	$962,850
MP	MP Materials Corp.	11,000	$520,190
PSX	Phillips 66	2,000	$510,620
MRK	Merck & Co., Inc.	3,500	$508,585
OXY	Occidental Petroleum Corp	8,000	$442,560
COP	Conocophillips	3,500	$438,025
CVX	Chevron Corp	2,000	$408,420
USAR	USA Rare Earth, Inc.	23,000	$323,840
APA	APA Corp	5,000	$207,700
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	1,850	$1,181,632
GEV	GE Vernova Inc.	550	$646,173
LITE	Lumentum Holdings Inc.	550	$471,933
CIEN	Ciena Corp	950	$466,032
FIX	Comfort Systems USA Inc	175	$346,841
ALB	Albemarle Corp	2,500	$337,575
DXC	DXC Technology Co	28,000	$247,800
CHTR	Charter Communications, Inc.	1,600	$227,536
CC	Chemours Co	10,000	$205,200
CCJ	Cameco Corp	2,000	$203,720
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $169,857,513 total · filing declares 41 positions · $169,857,515 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Held	58,550	0	$62,362,190	−7.7%	36.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	53,000	0	$24,178,070	−4.5%	14.23%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	504,700	0	$15,620,465	+16.1%	9.20%
GOOGL	Alphabet Inc. Communication Services	Held	29,000	0	$9,978,320	−3.7%	5.87%
BE	Bloom Energy Corp Industrials	Reduced	29,000	-700	$8,032,420	−10.7%	4.73%
VZ	Verizon Communications Inc Communication Services	Added	142,500	+2,500	$6,536,475	+10.3%	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	Held	21,000	0	$5,232,150	+4.5%	3.08%
FSLR	First Solar, Inc. Technology	Added	28,700	+3,000	$5,027,092	−17.1%	2.96%
META	Meta Platforms, Inc. Communication Services	Added	6,300	+2,000	$4,568,634	+88.6%	2.69%
QCOM	Qualcomm Inc Technology	Reduced	18,500	-1,000	$3,404,740	−5.5%	2.00%
NTR	Nutrien Ltd. Basic Materials	Held	44,525	0	$3,127,881	+11.6%	1.84%
NVDA	Nvidia Corp Technology	Added	10,400	+4,400	$2,375,152	+97.8%	1.40%
GOOG	Alphabet Inc. Communication Services	Held	6,250	0	$2,129,625	−3.6%	1.25%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	71,000	+28,000	$1,742,340	+41.8%	1.03%
LUMN	Lumen Technologies, Inc. Communication Services	Added	285,000	+10,020	$1,596,000	−24.4%	0.94%
AES	Aes Corp Utilities	Reduced	85,000	-15,000	$1,266,500	−13.6%	0.75%
STX	Seagate Technology Holdings plc Technology	Held	1,250	0	$1,152,925	−4.4%	0.68%
ZM	Zoom Communications, Inc. Technology	Held	10,700	0	$971,239	+5.2%	0.57%
MRNA	Moderna, Inc. Healthcare	NEW	5,000	NEW	$962,850	NEW	0.57%
VLO	Valero Energy Corp Energy	Held	2,000	0	$775,220	+48.8%	0.46%
ALK	Alaska Air Group, Inc. Industrials	Added	20,000	+5,000	$774,000	−1.1%	0.46%
TROX	Tronox Holdings plc Basic Materials	Reduced	161,000	-211,300	$635,950	−72.9%	0.37%
FLKR	Franklin FTSE South Korea ETF	Held	10,300	0	$619,339	−9.0%	0.36%
MPC	Marathon Petroleum Corp Energy	Added	1,400	+450	$553,588	+127.9%	0.33%
MP	MP Materials Corp. Basic Materials	NEW	11,000	NEW	$520,190	NEW	0.31%
PSX	Phillips 66 Energy	NEW	2,000	NEW	$510,620	NEW	0.30%
MRK	Merck & Co., Inc. Healthcare	NEW	3,500	NEW	$508,585	NEW	0.30%
OXY	Occidental Petroleum Corp Energy	NEW	8,000	NEW	$442,560	NEW	0.26%
COP	Conocophillips Energy	NEW	3,500	NEW	$438,025	NEW	0.26%
UBS	UBS Group AG Financial Services	Held	9,000	0	$433,170	−2.9%	0.26%
LUV	Southwest Airlines Co Industrials	Held	10,150	0	$422,646	−19.0%	0.25%
XIFR	XPLR Infrastructure, LP Utilities	Held	40,000	0	$418,800	−11.3%	0.25%
CVX	Chevron Corp Energy	NEW	2,000	NEW	$408,420	NEW	0.24%
EXE	EXPAND ENERGY Corp Energy	Held	4,520	0	$380,086	−7.8%	0.22%
USAR	USA Rare Earth, Inc. Basic Materials	NEW	23,000	NEW	$323,840	NEW	0.19%
NFLX	Netflix Inc Communication Services	Held	4,100	0	$285,278	−2.5%	0.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,800	0	$261,504	−0.9%	0.15%
FLNC	Fluence Energy, Inc. Utilities	Reduced	30,000	-19,000	$230,400	−76.3%	0.14%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,200	0	$228,984	+5.5%	0.13%
SEI	Solaris Energy Infrastructure, Inc. Energy	Held	3,000	0	$213,540	−11.5%	0.13%
APA	APA Corp Energy	NEW	5,000	NEW	$207,700	NEW	0.12%

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.