CFC Planning Co LLC SCCO — SOUTHERN COPPER CORP

Ownership history in CFC Planning Co LLC  ·  6 quarters on record

AI Ownership Summary

CFC Planning Co LLC reported SOUTHERN COPPER CORP (SCCO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.45% in 2026 Q1. The latest visible filing shows SCCO at 4.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFC Planning Co LLC's position in SOUTHERN COPPER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCCO was reported at 4.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCCO stock page CFC Planning Co LLC fund profile CFC Planning Co LLC full holdings
How CFC Planning Co LLC held SCCO — position size vs. price
% of Fund (quarterly)    SCCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,220 +2,917 +8.8% 4.45% $6.2M 2026-04-24 $180.43
2025 Q4 ADDED — — — 33,303 +716 +2.2% 3.63% $4.8M 2026-01-30 $187.90
2025 Q3 ADDED — — — 32,587 +1,728 +5.6% 3.25% $4.0M 2025-10-29 $137.87
2025 Q2 ADDED — — — 30,859 +1,430 +4.9% 2.95% $3.1M 2025-08-12 $93.89
2025 Q1 ADDED — — — 29,429 +3,460 +13.3% 3.01% $2.8M 2025-04-30 $84.12
2024 Q4 INITIATED — — — 25,969 — — 2.53% $2.4M 2025-01-30 $86.44

🏢 Other funds also holding SCCO

As of 2026 Q1 — sorted by position size

Randolph Co Inc 3Y 7Y 3.54% Marathon Asset Management Ltd 3Y 3.29% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.69% Retireful, LLC 3Y 2.1% AGP FRANKLIN, LLC 2.06% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 2.01% Carolina Wealth Advisors, LLC 3Y 1.95% Ashoka WhiteOak Capital Pte Ltd 1.87% McAlvany Wealth Management LLC 1.45% Security National Bank 3Y 7Y 1.36%

FAQ About CFC Planning Co LLC and SCCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CFC Planning Co LLC reported owning SCCO?

CFC Planning Co LLC reported SCCO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCCO position in CFC Planning Co LLC's portfolio?

The largest reported portfolio weight for SCCO was 4.45% in 2026 Q1.

What is the latest reported SCCO position on this page?

The most recent filing on this page is 2026 Q1, when CFC Planning Co LLC reported 36,220 shares, equal to 4.45% of portfolio, with an estimated market value of $6.2M.

What does the chart on this SCCO ownership page compare?

The chart compares CFC Planning Co LLC's quarterly SCCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CFC Planning Co LLC time their SCCO position?

Based on 13F filing dates vs. subsequent SCCO price moves, CFC Planning Co LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SCCO relative to SPY over the holding period was +54.9%.

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