HBK Sorce Advisory LLC reports 10.34% increase in ownership of FCX / Freeport-McMoRan Inc.

Freeport-McMoRan Inc.

MX ˙ BMV ˙ US35671D8570

Security	MX:FCX / Freeport-McMoRan Inc.
Institution	HBK Sorce Advisory LLC
Latest Disclosed Ownership	11,736 shares
Latest Disclosed Value	$ 723,508

On May 11, 2026 - HBK Sorce Advisory LLC filed a 13F-HR form disclosing ownership of 11,736 shares of Freeport-McMoRan Inc. (MX:FCX) valued at $723,508 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 10,636 shares of Freeport-McMoRan Inc.. This represents a change in shares of 10.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-11	2026-03-31	13F	FREEPORT MCMORAN	CL B	35671D857	11,736	1,100	10.34	724	12.09	0.0133
2026-02-09	2025-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	10,636	9	0.08	645	45.60	0.0148
2025-10-16	2025-09-30	13F/A-1	FREEPORT-MCMORAN	CL B	35671D857	10,627	-1,274	-10.70	443	-13.98	0.0111
2025-10-14	2025-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,891	-1,010		467		0.0101
2025-08-04	2025-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	11,901	2,083	21.22	516	38.81	0.0140
2025-04-23	2025-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	9,818	-1,084	-9.94	372	-10.60	0.0109
2025-02-10	2024-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	10,902	784	7.75	415	-17.82	0.0125
2024-11-12	2024-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,118	156	1.57	505	4.34	0.0154
2024-08-08	2024-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	9,962	214	2.20	484	5.68	0.0169
2024-05-09	2024-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	9,748	1,228	14.41	458	26.52	0.0162
2024-01-25	2023-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	8,520	-761	-8.20	363	4.62	0.0140
2023-11-06	2023-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	9,281	632	7.31	346	0.29	0.0152
2023-08-04	2023-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	8,649	-1,774	-17.02	346	-19.01	0.0146
2023-08-15	2023-03-31	13F/A-1	FREEPORT-MCMORAN	CL B	35671D857	10,423	-10,401	-49.95	426		0.0193
2023-05-15	2023-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	19,782	-1,042		1		0.0185
2023-02-09	2022-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	20,824	10,329	98.42	1	-100.00	0.0213
2022-11-14	2022-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,495	1,573	17.63	287	9.96	0.0192
2022-08-15	2022-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	8,922	-3,181	-26.28	261	-56.64	0.0192
2022-05-13	2022-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	12,103	-6,642	-35.43	602	-23.12	0.0329
2022-02-15	2021-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	18,745	-25	-0.13	783	28.15	0.0396
2021-11-15	2021-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	18,770	140	0.75	611	-11.71	0.0337
2021-08-12	2021-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	18,630	4,070	27.95	692	44.47	0.0382
2021-05-14	2021-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	14,560	-1,218	-7.72	479	16.55	0.0286
2021-02-12	2020-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	15,778	15,778		411		0.0254
2020-11-13	2020-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	0	-10,480	-100.00	0	-100.00
2020-08-14	2020-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,480	10,480		121		0.0090
2020-02-13	2019-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	0	-12,816	-100.00	0	-100.00
2019-11-14	2019-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	12,816	-186	-1.43	123	-18.54	0.0118
2019-08-15	2019-06-30	13F/A-1	FREEPORT-MCMORAN	CL B	35671D857	13,002	204	1.59	151	-8.48	0.0146
2019-08-14	2019-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,342	-2,456		115		0.0246
2019-05-13	2019-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	12,798	-991	-7.19	165	16.20	0.0165
2019-02-14	2018-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	13,789	-624	-4.33	142	-29.35	0.0162
2018-11-15	2018-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	14,413	-2,408	-14.32	201	-30.69	0.0227
2018-08-10	2018-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	16,821	671	4.15	290	2.11	0.0334
2018-05-15	2018-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	16,150	437	2.78	284	-4.70	0.0356
2018-02-15	2017-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	15,713	15,713		298		0.0352
2017-11-14	2017-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	0	-11,897	-100.00	0	-100.00
2017-08-14	2017-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	11,897	11,897		143		0.0229
2016-11-15	2016-09-30	13F/A-1	FREEPORT-MCMORAN	CL B	35671D857	0	-10,342	-100.00	0	-100.00
2016-08-12	2016-06-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,342	-24,198	-70.06	115	-67.79	0.0246
2016-05-16	2016-03-31	13F	FREEPORT-MCMORAN	CL B	35671D857	34,540	34,540	0.00	357		0.0841
2016-02-12	2015-12-31	13F	FREEPORT-MCMORAN	CL B	35671D857	0	-10,963	-100.00	0	-100.00
2015-11-12	2015-09-30	13F	FREEPORT-MCMORAN	CL B	35671D857	10,963	10,963		106		0.0344

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.