Position in SCCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,591,531
+$1,278,326 QoQ
Shares Held
113,776
+4.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 857 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCCO Over Time
Shares Held
Position Value (USD)
Derivatives in SCCO
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$375
PutShares
1,092
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Copper
Basic Materials · as of Jun 30, 2026Creative Planning holds $67,329,174 across 6 Copper names. SCCO ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCX |
Freeport-Mcmoran Inc
|
600,009 | $37,734,565 | |
| 2 | SCCO |
Southern Copper Corp/
This page
|
113,776 | $19,591,531 | |
| 3 | TECK |
Teck Resources Ltd
|
129,578 | $7,704,707 | |
| 4 | HBM |
Hudbay Minerals Inc.
|
37,489 | $885,114 | |
| 5 | TGB |
Trekor Metals Ltd
|
112,077 | $771,089 | |
| 6 | IE |
Ivanhoe Electric Inc.
|
66,823 | $642,168 |
All Filings in SCCO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,591,531 | 112,427 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,313,205 | 106,435 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,305,553 | 92,741 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,925,306 | 81,784 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,095,658 | 70,136 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,240,206 | 56,069 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,786,055 | 52,519 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,705,771 | 49,328 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,089,202 | 47,236 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,790,203 | 44,970 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,685,171 | 42,816 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,065,053 | 40,710 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,181,167 | 44,343 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,895,899 | 37,979 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,546,706 | 58,730 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $375 | 1,000 | Put | Sole | 2023-02-10 | |
| 2022-09-30 | $1,494,023 | 33,319 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,392,024 | 48,023 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,211,422 | 29,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,883,822 | 30,527 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,386,101 | 78,128 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,854,732 | 28,836 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,020,896 | 29,776 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,714,934 | 26,335 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,202,146 | 26,555 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,076,612 | 27,071 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,028,401 | 36,520 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||