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LOCORR INVESTMENT TRUST

CIK: 0001506768 Equity
Report date: 2026-02-24
AUM $66M
Expense Ratio
Category Equity
State OH
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

190 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.27%
$0.17 766
2 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.03%
$0.02 60
3 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.21%
$0.14 640
4 A Agilent Technologies Inc Since 2026-05-10 00846U101 Equity (Common)
0.03%
$0.02 134
5 ALGN Align Technology Inc Since 2026-05-10 016255101 Equity (Common)
0.03%
$0.02 114
6 CBOE Cboe Global Markets Inc Since 2026-05-10 12503M108 Equity (Common)
0.02%
$0.01 40
7 CBRE CBRE Group Inc Since 2026-05-10 12504L109 Equity (Common)
0.06%
$0.04 248
8 CF CF Industries Holdings Inc Since 2026-05-10 125269100 Equity (Common)
0.03%
$0.02 272
9 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
0.13%
$0.08 302
10 CAH Cardinal Health Inc Since 2026-05-10 14149Y108 Equity (Common)
0.03%
$0.02 96
11 CVNA Carvana Co Since 2026-05-10 146869102 Equity (Common)
0.03%
$0.02 46
12 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.22%
$0.14 252
13 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.14%
$0.09 790
14 COIN Coinbase Global Inc Since 2026-05-10 19260Q107 Equity (Common)
0.03%
$0.02 82
15 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.04%
$0.03 293
16 ED Consolidated Edison Inc Since 2026-05-10 209115104 Equity (Common)
0.03%
$0.02 217
17 ACN Accenture PLC Since 2026-05-10 N/A Equity (Common)
0.14%
$0.09 335
18 MSCI MSCI Inc Since 2026-05-10 55354G100 Equity (Common)
0.04%
$0.03 44
19 MPWR Monolithic Power Systems Inc Since 2026-05-10 609839105 Equity (Common)
0.05%
$0.03 38
20 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.18%
$0.12 935
21 COR Cencora Inc Since 2026-05-10 03073E105 Equity (Common)
0.05%
$0.03 98
22 BLDR Builders FirstSource Inc Since 2026-05-10 12008R107 Equity (Common)
0.02%
$0.02 154
23 CDNS Cadence Design Systems Inc Since 2026-05-10 127387108 Equity (Common)
0.08%
$0.05 166
24 CNP CenterPoint Energy Inc Since 2026-05-10 15189T107 Equity (Common)
0.01%
$0.01 209
25 CMI Cummins Inc Since 2026-05-10 231021106 Equity (Common)
0.05%
$0.04 70
26 KKR KKR & Co Inc Since 2026-05-10 48251W104 Equity (Common)
0.07%
$0.05 380
27 LHX L3Harris Technologies Inc Since 2026-05-10 502431109 Equity (Common)
0.03%
$0.02 65
28 LH Labcorp Holdings Inc Since 2026-05-10 504922105 Equity (Common)
0.01%
$0.01 39
29 LVS Las Vegas Sands Corp Since 2026-05-10 517834107 Equity (Common)
0.02%
$0.01 217
30 LYV Live Nation Entertainment Inc Since 2026-05-10 538034109 Equity (Common)
0.06%
$0.04 289
31 TYL Tyler Technologies Inc Since 2026-05-10 902252105 Equity (Common)
0.02%
$0.02 35
32 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.11%
$0.07 910
33 ULTA Ulta Beauty Inc Since 2026-05-10 90384S303 Equity (Common)
0.03%
$0.02 33
34 LIN Linde PLC Since 2026-05-10 N/A Equity (Common)
0.10%
$0.06 150
35 CMG Chipotle Mexican Grill Inc Since 2026-05-10 169656105 Equity (Common)
0.02%
$0.01 394
36 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
0.28%
$0.18 2,372
37 EXR Extra Space Storage Inc Since 2026-05-10 30225T102 Equity (Common)
0.02%
$0.01 114
38 ADSK Autodesk Inc Since 2026-05-10 052769106 Equity (Common)
0.11%
$0.07 246
39 ADP Automatic Data Processing Inc Since 2026-05-10 053015103 Equity (Common)
0.05%
$0.03 123
40 AZO AutoZone Inc Since 2026-05-10 053332102 Equity (Common)
0.02%
$0.01 4
41 AXON Axon Enterprise Inc Since 2026-05-10 05464C101 Equity (Common)
0.02%
$0.01 25
42 BBY Best Buy Co Inc Since 2026-05-10 086516101 Equity (Common)
0.04%
$0.03 384
43 BX Blackstone Inc Since 2026-05-10 09260D107 Equity (Common)
0.11%
$0.07 451
44 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.06%
$0.04 37
45 STZ Constellation Brands Inc Since 2026-05-10 21036P108 Equity (Common)
0.03%
$0.02 160
46 DD DuPont de Nemours Inc Since 2026-05-10 26614N102 Equity (Common)
0.01%
$0.01 149
47 MET MetLife Inc Since 2026-05-10 59156R108 Equity (Common)
0.03%
$0.02 221
48 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.26%
$0.17 592
49 CTVA Corteva Inc Since 2026-05-10 22052L104 Equity (Common)
0.06%
$0.04 551
50 CSGP CoStar Group Inc Since 2026-05-10 22160N109 Equity (Common)
0.03%
$0.02 270
51 CRWD Crowdstrike Holdings Inc Since 2026-05-10 22788C105 Equity (Common)
0.07%
$0.04 97
52 DDOG Datadog Inc Since 2026-05-10 23804L103 Equity (Common)
0.04%
$0.03 183
53 CRH CRH PLC Since 2026-05-10 N/A Equity (Common)
0.04%
$0.03 228
54 ANET Arista Networks Inc Since 2026-05-10 040413205 Equity (Common)
0.15%
$0.10 771
55 ACGL Arch Capital Group Ltd Since 2026-05-10 N/A Equity (Common)
0.04%
$0.03 259
56 DAL Delta Air Lines Inc Since 2026-05-10 247361702 Equity (Common)
0.03%
$0.02 305
57 FANG Diamondback Energy Inc Since 2026-05-10 25278X109 Equity (Common)
0.03%
$0.02 135
58 DLTR Dollar Tree Inc Since 2026-05-10 256746108 Equity (Common)
0.02%
$0.01 122
59 HPQ HP Inc Since 2026-05-10 40434L105 Equity (Common)
0.02%
$0.01 638
60 HLT Hilton Worldwide Holdings Inc Since 2026-05-10 43300A203 Equity (Common)
0.08%
$0.05 183
61 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.12%
$0.08 412
62 HST Host Hotels & Resorts Inc Since 2026-05-10 44107P104 Equity (Common)
0.01%
$0.01 527
63 HWM Howmet Aerospace Inc Since 2026-05-10 443201108 Equity (Common)
0.04%
$0.03 140
64 HUM Humana Inc Since 2026-05-10 444859102 Equity (Common)
0.02%
$0.01 58
65 NTAP NetApp Inc Since 2026-05-10 64110D104 Equity (Common)
0.03%
$0.02 168
66 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.25%
$0.17 1,758
67 IDXX IDEXX Laboratories Inc Since 2026-05-10 45168D104 Equity (Common)
0.03%
$0.02 30
68 ITW Illinois Tool Works Inc Since 2026-05-10 452308109 Equity (Common)
0.03%
$0.02 73
69 ORLY O'Reilly Automotive Inc Since 2026-05-10 67103H107 Equity (Common)
0.03%
$0.02 185
70 IR Ingersoll Rand Inc Since 2026-05-10 45687V106 Equity (Common)
0.04%
$0.02 290
71 OMC Omnicom Group Inc Since 2026-05-10 681919106 Equity (Common)
0.05%
$0.03 406
72 PCAR PACCAR Inc Since 2026-05-10 693718108 Equity (Common)
0.03%
$0.02 155
73 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
0.32%
$0.21 1,192
74 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
0.05%
$0.04 192
75 D Dominion Energy Inc Since 2026-05-10 25746U109 Equity (Common)
0.03%
$0.02 345
76 DPZ Domino's Pizza Inc Since 2026-05-10 25754A201 Equity (Common)
0.03%
$0.02 44
77 IBKR Interactive Brokers Group Inc Since 2026-05-10 45841N107 Equity (Common)
0.02%
$0.01 223
78 PHM PulteGroup Inc Since 2026-05-10 745867101 Equity (Common)
0.04%
$0.03 247
79 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.21%
$0.13 203
80 PWR Quanta Services Inc Since 2026-05-10 74762E102 Equity (Common)
0.08%
$0.05 124
81 ROL Rollins Inc Since 2026-05-10 775711104 Equity (Common)
0.04%
$0.03 461
82 ROP Roper Technologies Inc Since 2026-05-10 776696106 Equity (Common)
0.10%
$0.07 147
83 DASH DoorDash Inc Since 2026-05-10 25809K105 Equity (Common)
0.04%
$0.03 119
84 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.16%
$0.10 198
85 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.13%
$0.09 333
86 SRE Sempra Since 2026-05-10 816851109 Equity (Common)
0.07%
$0.04 506
87 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.19%
$0.13 831
88 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.12%
$0.08 136
89 J Jacobs Solutions Inc Since 2026-05-10 46982L108 Equity (Common)
0.01%
$0.01 69
90 EBAY eBay Inc Since 2026-05-10 278642103 Equity (Common)
0.05%
$0.03 372
91 SPG Simon Property Group Inc Since 2026-05-10 828806109 Equity (Common)
0.05%
$0.03 167
92 ECL Ecolab Inc Since 2026-05-10 278865100 Equity (Common)
0.10%
$0.06 241
93 EIX Edison International Since 2026-05-10 281020107 Equity (Common)
0.03%
$0.02 277
94 SMCI Super Micro Computer Inc Since 2026-05-10 86800U302 Equity (Common)
0.02%
$0.01 477
95 EA Electronic Arts Inc Since 2026-05-10 285512109 Equity (Common)
0.05%
$0.03 159
96 VST Vistra Corp Since 2026-05-10 92840M102 Equity (Common)
0.02%
$0.01 91
97 WEC WEC Energy Group Inc Since 2026-05-10 92939U106 Equity (Common)
0.02%
$0.01 103
98 WBD Warner Bros Discovery Inc Since 2026-05-10 934423104 Equity (Common)
0.06%
$0.04 1,339
99 PAYX Paychex Inc Since 2026-05-10 704326107 Equity (Common)
0.14%
$0.09 791
100 PAYC Paycom Software Inc Since 2026-05-10 70432V102 Equity (Common)
0.04%
$0.03 176
101 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.03%
$0.02 291
102 WELL Welltower Inc Since 2026-05-10 95040Q104 Equity (Common)
0.20%
$0.13 711
103 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.15%
$0.10 675
104 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.05%
$0.03 1,195
105 WSM Williams-Sonoma Inc Since 2026-05-10 969904101 Equity (Common)
0.03%
$0.02 118
106 WDAY Workday Inc Since 2026-05-10 98138H101 Equity (Common)
0.03%
$0.02 94
107 EME EMCOR Group Inc Since 2026-05-10 29084Q100 Equity (Common)
0.02%
$0.01 24
108 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.04%
$0.03 204
109 XEL Xcel Energy Inc Since 2026-05-10 98389B100 Equity (Common)
0.02%
$0.01 204
110 STE STERIS PLC Since 2026-05-10 N/A Equity (Common)
0.02%
$0.01 42
111 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
0.06%
$0.04 50
112 ESS Essex Property Trust Inc Since 2026-05-10 297178105 Equity (Common)
0.03%
$0.02 68
113 ES Eversource Energy Since 2026-05-10 30040W108 Equity (Common)
0.03%
$0.02 335
114 PFG Principal Financial Group Inc Since 2026-05-10 74251V102 Equity (Common)
0.02%
$0.01 160
115 EXPE Expedia Group Inc Since 2026-05-10 30212P303 Equity (Common)
0.02%
$0.02 56
116 JCI Johnson Controls International Since 2026-05-10 N/A Equity (Common)
0.05%
$0.03 286
117 FITB Fifth Third Bancorp Since 2026-05-10 316773100 Equity (Common)
0.05%
$0.03 649
118 FSLR First Solar Inc Since 2026-05-10 336433107 Equity (Common)
0.02%
$0.01 52
119 FE FirstEnergy Corp Since 2026-05-10 337932107 Equity (Common)
0.01%
$0.01 214
120 PNR Pentair PLC Since 2026-05-10 N/A Equity (Common)
0.02%
$0.01 140
121 FTNT Fortinet Inc Since 2026-05-10 34959E109 Equity (Common)
0.04%
$0.03 371
122 IT Gartner Inc Since 2026-05-10 366651107 Equity (Common)
0.05%
$0.03 120
123 GRMN Garmin Ltd Since 2026-05-10 N/A Equity (Common)
0.02%
$0.01 74
124 RCL Royal Caribbean Cruises Ltd Since 2026-05-10 N/A Equity (Common)
0.05%
$0.03 108
125 HAS Hasbro Inc Since 2026-05-10 418056107 Equity (Common)
0.07%
$0.04 552
126 IQV IQVIA Holdings Inc Since 2026-05-10 46266C105 Equity (Common)
0.03%
$0.02 78
127 HSIC Henry Schein Inc Since 2026-05-10 806407102 Equity (Common)
0.02%
$0.01 155
128 IVZ Invesco Ltd Since 2026-05-10 N/A Equity (Common)
0.04%
$0.03 1,099
129 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.10%
$0.07 2,650
130 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
1.17%
$0.77 2,448
131 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
1.45%
$0.95 3,033
132 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.05%
$0.03 562
133 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
1.63%
$1.07 4,620
134 AME AMETEK Inc Since 2026-05-10 031100100 Equity (Common)
0.03%
$0.02 90
135 REGN Regeneron Pharmaceuticals Inc Since 2026-05-10 75886F107 Equity (Common)
0.06%
$0.04 49
136 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.12%
$0.08 246
137 DLR Digital Realty Trust Inc Since 2026-05-10 253868103 Equity (Common)
0.02%
$0.01 99
138 GEHC GE HealthCare Technologies Inc Since 2026-05-10 36266G107 Equity (Common)
0.02%
$0.02 199
139 GNRC Generac Holdings Inc Since 2026-05-10 368736104 Equity (Common)
0.04%
$0.02 172
140 ADI Analog Devices Inc Since 2026-05-10 032654105 Equity (Common)
0.22%
$0.15 543
141 RMD ResMed Inc Since 2026-05-10 761152107 Equity (Common)
0.02%
$0.01 57
142 HOOD Robinhood Markets Inc Since 2026-05-10 770700102 Equity (Common)
0.05%
$0.04 317
143 ROK Rockwell Automation Inc Since 2026-05-10 773903109 Equity (Common)
0.03%
$0.02 45
144 SNPS Synopsys Inc Since 2026-05-10 871607107 Equity (Common)
0.02%
$0.01 32
145 APO Apollo Global Management Inc Since 2026-05-10 03769M106 Equity (Common)
0.04%
$0.02 160
146 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
3.12%
$2.05 7,528
147 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.14%
$0.09 366
148 AIZ Assurant Inc Since 2026-05-10 04621X108 Equity (Common)
0.02%
$0.01 51
149 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.01%
$0.67 1,007
150 MLM Martin Marietta Materials Inc Since 2026-05-10 573284106 Equity (Common)
0.03%
$0.02 34
151 MTCH Match Group Inc Since 2026-05-10 57667L107 Equity (Common)
0.01%
$0.01 267
152 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.23%
$0.15 1,446
153 AMCR Amcor PLC Since 2026-05-10 N/A Equity (Common)
0.04%
$0.03 2,977
154 MDT Medtronic PLC Since 2026-05-10 N/A Equity (Common)
0.11%
$0.07 784
155 SYF Synchrony Financial Since 2026-05-10 87165B103 Equity (Common)
0.02%
$0.01 143
156 TMUS T-Mobile US Inc Since 2026-05-10 872590104 Equity (Common)
0.04%
$0.02 114
157 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.13%
$0.08 685
158 TTWO Take-Two Interactive Software Since 2026-05-10 874054109 Equity (Common)
0.07%
$0.05 181
159 GEN Gen Digital Inc Since 2026-05-10 668771108 Equity (Common)
0.03%
$0.02 706
160 PTC PTC Inc Since 2026-05-10 69370C100 Equity (Common)
0.03%
$0.02 120
161 PRU Prudential Financial Inc Since 2026-05-10 744320102 Equity (Common)
0.02%
$0.01 117
162 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
0.69%
$0.45 1,397
163 KVUE Kenvue Inc Since 2026-05-10 49177J102 Equity (Common)
0.07%
$0.04 2,531
164 KDP Keurig Dr Pepper Inc Since 2026-05-10 49271V100 Equity (Common)
0.03%
$0.02 738
165 KEYS Keysight Technologies Inc Since 2026-05-10 49338L103 Equity (Common)
0.02%
$0.02 78
166 KMI Kinder Morgan Inc Since 2026-05-10 49456B101 Equity (Common)
0.04%
$0.02 882
167 TER Teradyne Inc Since 2026-05-10 880770102 Equity (Common)
0.03%
$0.02 86
168 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
1.03%
$0.67 1,499
169 TXT Textron Inc Since 2026-05-10 883203101 Equity (Common)
0.02%
$0.01 140
170 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.19%
$0.12 216
171 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
0.42%
$0.28 2,488
172 YUM Yum! Brands Inc Since 2026-05-10 988498101 Equity (Common)
0.02%
$0.02 107
173 ZBH Zimmer Biomet Holdings Inc Since 2026-05-10 98956P102 Equity (Common)
0.03%
$0.02 226
174 TEL TE Connectivity PLC Since 2026-05-10 N/A Equity (Common)
0.03%
$0.02 74
175 TT Trane Technologies PLC Since 2026-05-10 N/A Equity (Common)
0.04%
$0.02 62
176 VTRS Viatris Inc Since 2026-05-10 92556V106 Equity (Common)
0.02%
$0.01 1,162
177 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
0.57%
$0.37 1,066
178 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
0.13%
$0.09 1,063
179 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.02%
$0.02 244
180 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.10%
$0.06 12
181 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
1.25%
$0.82 2,370
182 TRMB Trimble Inc Since 2026-05-10 896239100 Equity (Common)
0.04%
$0.02 312
183 UAL United Airlines Holdings Inc Since 2026-05-10 910047109 Equity (Common)
0.03%
$0.02 158
184 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.03%
$0.02 185
185 URI United Rentals Inc Since 2026-05-10 911363109 Equity (Common)
0.07%
$0.05 57
186 UHS Universal Health Services Inc Since 2026-05-10 913903100 Equity (Common)
0.02%
$0.01 60
187 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.22%
$0.14 3,534
188 VRSK Verisk Analytics Inc Since 2026-05-10 92345Y106 Equity (Common)
0.09%
$0.06 249
189 NRG NRG Energy Inc Since 2026-05-10 629377508 Equity (Common)
0.07%
$0.04 285
190 NCLH Norwegian Cruise Line Holdings Since 2026-05-10 N/A Equity (Common)
0.03%
$0.02 762