Fielder Capital Group LLC — 13F Holdings & Portfolio

CIK 2010765 · latest 13F-HR filed 2026-05-12

Fielder Capital Group LLC manages $459.1M in 13F-reported U.S. long-equity assets across 290 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are COPX (4.77%), GDX (4.42%), IAU (4.25%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 37 new positions, exited 24, added to 104, and trimmed 97.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$459.1M

Long-equity book

Holdings

290

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+37 / −24 / ↑104 / ↓97

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TEXAS PACIFIC LAND CORPORATI$5.5M +50.7%
  • SELECT SECTOR SPDR TR$4.2M +36.7%
  • SIMPLIFY EXCHANGE TRADED FUN$2.8M +24.2%
  • ISHARES GOLD TR$1.9M +11.4%
  • SPROTT FDS TR$1.6M +20.3%
Show all 104

Top Trims

  • APPLE INC-$11.6M -70.7%
  • ISHARES INC-$9.1M -43.2%
  • SPROTT ASSET MANAGEMENT LP-$4.9M -46.9%
  • ISHARES SILVER TR-$3.1M -53.1%
  • ABRDN SILVER ETF TRUST-$2.8M -50.4%
Show all 97

New Positions

  • GRAYSCALE SOLANA STAKING ETF$975.4K
  • ETF SER SOLUTIONS$858.4K
  • ISHARES INC$607.5K
  • ISHARES TR$392.1K
  • FIFTH THIRD BANCORP$385.3K
Show all 37

Exited Positions

  • SELECT SECTOR SPDR TR$326.5K
  • FIRST SOLAR INC$312.3K
  • ISHARES TR$298.9K
  • INVESCO EXCHANGE TRADED FD T$288.5K
  • ACCENTURE PLC IRELAND$280.1K
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GLOBAL X FDS COPX 37954Y830 $21.9M 4.77% 286,898 SH
2 VANECK ETF TRUST GDX 92189F106 $20.3M 4.42% 220,903 SH
3 ISHARES GOLD TR IAU 464285204 $19.5M 4.25% 221,080 SH
4 ISHARES GOLD TR IAUM 46436F103 $18.4M 4.01% 393,890 SH
5 VANECK ETF TRUST GDXJ 92189F791 $17.4M 3.79% 144,938 SH
6 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $16.4M 3.58% 34,604 SH
7 SELECT SECTOR SPDR TR XLE 81369Y506 $15.5M 3.39% 253,690 SH
8 SIMPLIFY EXCHANGE TRADED FUN CTA 82889N699 $14.1M 3.08% 468,124 SH
9 SPROTT ASSET MANAGEMENT LP SPPP 85207Q104 $13.6M 2.95% 872,799 SH
10 ISHARES INC SLVP 464286327 $11.9M 2.60% 336,649 SH
11 CHICAGO ATLANTIC REAL ESTATE REFI 167239102 $10.9M 2.37% 959,800 SH
12 SPROTT FDS TR URNM 85208P303 $9.6M 2.10% 152,591 SH
13 KRANESHARES TRUST KCCA 500767553 $9.5M 2.07% 641,055 SH
14 NVIDIA CORPORATION NVDA 67066G104 $8.2M 1.80% 47,267 SH
15 BITWISE BITCOIN ETF TR BITB 09174C104 $7.5M 1.64% 204,794 SH
16 CAMDEN PPTY TR CPT 133131102 $7.0M 1.53% 71,697 SH
17 MID-AMER APT CMNTYS INC MAA 59522J103 $6.8M 1.48% 55,574 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.0M 1.31% 12,544 SH
19 DIGITAL RLTY TR INC DLR 253868103 $5.9M 1.28% 32,621 SH
20 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $5.9M 1.28% 111,292 SH
21 PROSHARES TR BITO 74347G440 $5.8M 1.27% 624,613 SH
22 EQT CORP EQT 26884L109 $5.8M 1.26% 90,959 SH
23 RANGE RES CORP RRC 75281A109 $5.7M 1.24% 125,612 SH
24 SPROTT ASSET MANAGEMENT LP PSLV 85207K107 $5.5M 1.20% 226,262 SH
25 ANTERO RESOURCES CORP AR 03674X106 $5.5M 1.20% 129,798 SH
26 AMERICAN CENTY ETF TR AVUS 025072885 $5.4M 1.17% 48,389 SH
27 EXXON MOBIL CORP XOM 30231G102 $5.3M 1.14% 30,954 SH
28 APPLE INC AAPL 037833100 $4.8M 1.05% 18,980 SH
29 MUELLER INDS INC MLI 624756102 $4.8M 1.04% 43,220 SH
30 CHEVRON CORPORATION CVX 166764100 $3.6M 0.78% 17,281 SH
31 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.4M 0.74% 5,194 SH
32 GRAYSCALE ETHEREUM STAKING ETH 38964R203 $3.4M 0.73% 169,863 SH
33 DENISON MINES CORP DNN 248356107 $3.2M 0.70% 909,191 SH
34 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $3.1M 0.68% 103,657 SH
35 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.1M 0.68% 21,196 SH
36 NEXGEN ENERGY LTD NXE 65340P106 $3.0M 0.66% 260,726 SH
37 MICROSOFT CORP MSFT 594918104 $3.0M 0.66% 8,164 SH
38 WHEATON PRECIOUS METALS CORP WPM 962879102 $2.8M 0.61% 21,488 SH
39 ISHARES SILVER TR SLV 46428Q109 $2.7M 0.60% 40,106 SH
40 ABRDN SILVER ETF TRUST SIVR 003264108 $2.7M 0.59% 37,851 SH
41 ALPHABET INC GOOGL 02079K305 $2.3M 0.50% 7,955 SH
42 ENERGY FUELS INC UUUU 292671708 $2.1M 0.46% 114,656 SH
43 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.1M 0.45% 2,086 SH
44 COINBASE GLOBAL INC COIN 19260Q107 $2.0M 0.43% 11,237 SH
45 ALPHABET INC GOOG 02079K107 $2.0M 0.43% 6,814 SH
46 GRAYSCALE ETHEREUM STAKING E ETHE 389638107 $1.9M 0.41% 110,246 SH
47 AMERICAN EXPRESS CO AXP 025816109 $1.9M 0.40% 6,121 SH
48 JPMORGAN CHASE & CO JPM 46625H100 $1.8M 0.40% 6,220 SH
49 DIAMONDBACK ENERGY INC FANG 25278X109 $1.7M 0.38% 8,798 SH
50 PROCTER & GAMBLE CO PG 742718109 $1.6M 0.35% 11,089 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $459.1M 290 0002010765-26-000003
2025-12-31 2026-02-10 $469.8M 277 0002010765-26-000001
2025-09-30 2025-11-06 $439.1M 268 0002010765-25-000008