Latest Credit Capital Investments LLC Stock Portfolio

Credit Capital Investments LLC Performance:

2025 Q1: -4.66%YTD: -4.66%2024: 41.44%

Performance for 2025 Q1 is -4.66%, and YTD is -4.66%, and 2024 is 41.44%.

About Credit Capital Investments LLC and 13F Hedge Fund Stock Holdings

Credit Capital Investments LLC is a hedge fund based in LIVINGSTON, NJ. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $206.6 Millions. In it's latest 13F Holdings report, Credit Capital Investments LLC reported an equity portfolio of $58.3 Millions as of 31 Mar, 2025.

The top stock holdings of Credit Capital Investments LLC are TSM, VZ, WBD. The fund has invested 15.5% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 10.7% of portfolio in VERIZON COMMUNICATIONS INC.

The fund managers got completely rid off AT&T INC (T), SHELL PLC and ALASKA AIR GROUP INC (ALK) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), META PLATFORMS INC (META) and VERIZON COMMUNICATIONS INC (VZ). Credit Capital Investments LLC opened new stock positions in ORACLE CORP (ORCL), XPLR INFRASTRUCTURE LP (NEP) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to FLUENCE ENERGY INC (FLNC), NVIDIA CORPORATION (NVDA) and FIRST SOLAR INC (FSLR).

Credit Capital Investments LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Credit Capital Investments LLC made a return of -4.66% in the last quarter. In trailing 12 months, it's portfolio return was -0.58%.

New Buys

Ticker	$ Bought
oracle corp	293,601
xplr infrastructure lp	285,000
broadcom inc	284,631
blackrock inc	283,944
chipotle mexican grill inc	281,176
synopsys inc	278,753
norwegian cruise line hldg l	265,440
lumen technologies inc	235,200

New stocks bought by Credit Capital Investments LLC

Additions

Ticker	% Inc.
fluence energy inc	42.86
nvidia corporation	33.33
first solar inc	4.88
micron technology inc	3.62

Additions to existing portfolio by Credit Capital Investments LLC

Reductions

Ticker	% Reduced
alphabet inc	-37.14
meta platforms inc	-25.39
verizon communications inc	-19.68
qualcomm inc	-13.82
nutrien ltd	-13.59
taiwan semiconductor mfg ltd	-12.21
warner bros discovery inc	-10.72
cf inds hldgs inc	-3.21

Credit Capital Investments LLC reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-8,017,320
shell plc	-877,100
bloom energy corp	-299,835
alaska air group inc	-647,500
pfizer inc	-259,994
the campbells company	-330,852
realty income corp	-331,142
arch cap group ltd	-332,460

Credit Capital Investments LLC got rid off the above stocks

Sector Distribution

Credit Capital Investments LLC has about 34.8% of it's holdings in Communication Services sector.

Sector	%
Communication Services	34.8
Others	23.8
Technology	20.7
Basic Materials	8.4
Consumer Cyclical	8.1
Utilities	1.6
Financial Services	1.4

Market Cap. Distribution

Credit Capital Investments LLC has about 73.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	49.4
MEGA-CAP	24.4
UNALLOCATED	23.8
MID-CAP	1.7

Stocks belong to which Index?

About 75% of the stocks held by Credit Capital Investments LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	73.5
Others	25.1
RUSSELL 2000	1.5

Top 5 Winners (%)		%
AMGN	amgen inc	19.5 %
VZ	verizon communications inc	12.2 %
EQT	eqt corp	4.5 %
ATO	atmos energy corp	4.0 %
MU	micron technology inc	2.8 %

Top 5 Winners ($)		$
VZ	verizon communications inc	0.8 M
MU	micron technology inc	0.1 M
WBD	warner bros discovery inc	0.1 M
AMGN	amgen inc	0.0 M
META	meta platforms inc	0.0 M

Top 5 Losers (%)		%
FLNC	fluence energy inc	-62.8 %
FSLR	first solar inc	-27.9 %
JBLU	jetblue awys corp	-26.8 %
AVGO	broadcom inc	-23.4 %
VST	vistra corp	-22.0 %

Top 5 Losers ($)		$
FSLR	first solar inc	-1.1 M
GOOG	alphabet inc	-0.9 M
AMZN	amazon com inc	-0.6 M
CF	cf inds hldgs inc	-0.4 M
FLNC	fluence energy inc	-0.4 M

Credit Capital Investments LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Credit Capital Investments LLC

Credit Capital Investments LLC has 32 stocks in it's portfolio. About 81.9% of the portfolio is in top 10 stocks. FSLR proved to be the most loss making stock for the portfolio. VZ was the most profitable stock for Credit Capital Investments LLC last quarter.

Last Reported on: 09 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	TSM	taiwan semiconductor mfg ltd	15.46	54,300	9,013,800	reduced	-12.21
Historical Trend of TAIWAN SEMICONDUCTOR MFG LTD Position Held By Credit Capital Investments LLC What % of Portfolio is TSM?: Number of TSM shares held: Change in No. of Shares Held:
	VZ	verizon communications inc	10.68	137,300	6,227,930	reduced	-19.68

	WBD	warner bros discovery inc	9.19	499,713	5,361,920	reduced	-10.72

	MU	micron technology inc	8.54	57,301	4,978,880	added	3.62

	CF	cf inds hldgs inc	8.08	60,300	4,712,440	reduced	-3.21

	GOOG	alphabet inc	7.16	27,000	4,175,280	unchanged	0.00

	AMZN	amazon com inc	6.69	20,500	3,900,330	unchanged	0.00

		nutrien ltd	5.63	66,100	3,283,190	reduced	-13.59

	META	meta platforms inc	5.60	5,670	3,267,960	reduced	-25.39

	QCOM	qualcomm inc	4.92	18,700	2,872,510	reduced	-13.82

	FSLR	first solar inc	4.66	21,500	2,718,240	added	4.88

		ubs group ag	2.26	43,000	1,317,090	unchanged	0.00

	GOOG	alphabet inc	1.77	6,600	1,031,120	reduced	-37.14

	BAC	bank america corp	1.43	20,000	834,600	unchanged	0.00

	NVDA	nvidia corporation	0.74	4,000	433,520	added	33.33

	ORCL	oracle corp	0.50	2,100	293,601	new

	NEP	xplr infrastructure lp	0.49	30,000	285,000	new

	AVGO	broadcom inc	0.49	1,700	284,631	new

		blackrock inc	0.49	300	283,944	new

	CMG	chipotle mexican grill inc	0.48	5,600	281,176	new