Freeport-McMoRan Inc.
MX ˙ BMV ˙ US35671D8570
SecurityMX:FCX / Freeport-McMoRan Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership31,705 shares
Latest Disclosed Value $ 1,863,621
Independent Advisor Alliance reports 39.85% increase in ownership of FCX / Freeport-McMoRan Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 31,705 shares of Freeport-McMoRan Inc. (MX:FCX) valued at $1,863,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 22,671 shares of Freeport-McMoRan Inc.. This represents a change in shares of 39.85% 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.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F FREEPORT MCMORAN CL B 35671D857 31,705 9,034 39.85 1,864 61.86 0.0113
2026-02-04 2025-12-31 13F FREEPORT-MCMORAN CL B 35671D857 22,671 1,238 5.78 1,151 37.02 0.0280
2025-11-04 2025-09-30 13F FREEPORT-MCMORAN CL B 35671D857 21,433 3,471 19.32 841 7.97 0.0218
2025-08-11 2025-06-30 13F FREEPORT-MCMORAN CL B 35671D857 17,962 -1,714 -8.71 779 4.57 0.0225
2025-05-12 2025-03-31 13F FREEPORT-MCMORAN CL B 35671D857 19,676 252 1.30 745 0.68 0.0246
2025-02-07 2024-12-31 13F FREEPORT-MCMORAN CL B 35671D857 19,424 5,006 34.72 740 2.78 0.0098
2024-11-13 2024-09-30 13F FREEPORT-MCMORAN CL B 35671D857 14,418 746 5.46 720 8.28 0.0262
2024-08-12 2024-06-30 13F FREEPORT-MCMORAN CL B 35671D857 13,672 3,642 36.31 664 40.98 0.0228
2024-05-08 2024-03-31 13F FREEPORT-MCMORAN CL B 35671D857 10,030 -26,944 -72.87 472 -70.06 0.0170
2024-02-08 2023-12-31 13F FREEPORT-MCMORAN CL B 35671D857 36,974 -42,005 -53.19 1,574 -46.59 0.0567
2023-10-24 2023-09-30 13F FREEPORT-MCMORAN CL B 35671D857 78,979 35,330 80.94 2,945 68.77 0.1332
2023-07-28 2023-06-30 13F FREEPORT-MCMORAN CL B 35671D857 43,649 -4,457 -9.26 1,746 -11.33 0.0769
2023-05-12 2023-03-31 13F FREEPORT-MCMORAN CL B 35671D857 48,106 -28,166 -36.93 1,968 6,928.57 0.0949
2023-02-13 2022-12-31 13F FREEPORT-MCMORAN CL B 35671D857 76,272 -2,540 -3.22 29 -98.70 0.0010
2022-11-04 2022-09-30 13F FREEPORT-MCMORAN CL B 35671D857 78,812 7,579 10.64 2,154 3.36 0.1256
2022-08-04 2022-06-30 13F FREEPORT-MCMORAN CL B 35671D857 71,233 -2,467 -3.35 2,084 -43.15 0.1164
2022-05-06 2022-03-31 13F FREEPORT-MCMORAN CL B 35671D857 73,700 5,818 8.57 3,666 29.40 0.1765
2022-02-11 2021-12-31 13F FREEPORT-MCMORAN CL B 35671D857 67,882 -14,130 -17.23 2,833 6.18 0.1397
2021-11-01 2021-09-30 13F FREEPORT-MCMORAN CL B 35671D857 82,012 -237,445 -74.33 2,668 -77.49 0.1483
2021-08-12 2021-06-30 13F FREEPORT-MCMORAN CL B 35671D857 319,457 8,763 2.82 11,855 15.87 0.6496
2021-05-14 2021-03-31 13F FREEPORT-MCMORAN CL B 35671D857 310,694 22,193 7.69 10,231 36.29 0.6068
2021-02-11 2020-12-31 13F FREEPORT-MCMORAN CL B 35671D857 288,501 187,894 186.76 7,507 377.24 0.5094
2020-11-04 2020-09-30 13F FREEPORT-MCMORAN CL B 35671D857 100,607 -24,596 -19.64 1,573 8.56 0.1194
2020-08-06 2020-06-30 13F FREEPORT-MCMORAN CL B 35671D857 125,203 8,816 7.57 1,449 84.35 0.1550
2020-05-14 2020-03-31 13F FREEPORT-MCMORAN CL B 35671D857 116,387 66,420 132.93 786 19.82 0.1144
2020-02-07 2019-12-31 13F FREEPORT-MCMORAN CL B 35671D857 49,967 -3,269 -6.14 656 28.88 0.0286
2019-11-12 2019-09-30 13F FREEPORT-MCMORAN CL B 35671D857 53,236 -41,674 -43.91 509 -46.87 0.0622
2019-08-12 2019-06-30 13F FREEPORT-MCMORAN CL B 35671D857 94,910 3,176 3.46 958 -19.02 0.1386
2019-05-07 2019-03-31 13F FREEPORT-MCMORAN CL B 35671D857 91,734 41,482 82.55 1,183 128.38 0.1664
2019-02-12 2018-12-31 13F FREEPORT-MCMORAN CL B 35671D857 50,252 9,907 24.56 518 7.25 0.0917
2018-11-13 2018-09-30 13F FREEPORT-MCMORAN CL B 35671D857 40,345 2,686 7.13 483 -17.15 0.0870
2018-08-08 2018-06-30 13F FREEPORT-MCMORAN CL B 35671D857 37,659 3,311 9.64 583 -0.85 0.1213
2018-05-15 2018-03-31 13F FREEPORT-MCMORAN CL B 35671D857 34,348 12,579 57.78 588 36.43 0.1311
2018-02-14 2017-12-31 13F FREEPORT-MCMORAN CL B 35671D857 21,769 2,949 15.67 431 59.63 0.0963
2017-11-15 2017-09-30 13F FREEPORT-MCMORAN CL B 35671D857 18,820 -6,206 -24.80 270 20.54 0.0742
2017-08-14 2017-06-30 13F FREEPORT-MCMORAN CL B 35671D857 25,026 1,119 4.68 224 -30.22 0.0713
2017-05-09 2017-03-31 13F FREEPORT-MCMORAN CL B 35671D857 23,907 20,957 710.41 321 613.33 0.0509
2017-02-15 2016-12-31 13F FREEPORT MCMORAN Common Stock 35671D857 2,950 2,950 46 0.0178
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.