Fund Holdings

CHICKASAW CAPITAL MANAGEMENT LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Kodiak Gas Services Inc0243,000+243,000018,2570.66%+18,257
Western Midstream Partners LP(WES)5,577,0255,507,654-69,371229,606241,0158.67%+11,409
Williams Cos Inc(WMB)3,005,5883,028,738+23,150218,747225,1568.10%+6,409
Apple Inc(AAPL)126,751127,261+51032,16836,8241.32%+4,656
Dt Midstream Inc Common Stock(DTM)391,282378,792-12,49052,69455,5842.00%+2,890
Intel Corp(INTC)28,20528,20501,2453,9380.14%+2,693
Alphabet Inc Cap Stock Cl A26,28426,389+1057,5589,4310.34%+1,873
NVIDIA Corp(NVDA)63,87864,168+29011,14012,8390.46%+1,699
UnitedHealth Group Inc(UNH)9,88410,059+1752,6754,1810.15%+1,506
Alphabet Inc Cap Stock Cl C16,78417,659+8754,8156,2390.22%+1,424
Visa Inc Cl A(V)28,49628,731+2358,6139,8570.35%+1,244
Oakworth Cap Inc197,699222,699+25,0007,3158,5520.31%+1,237
Amazon.com Inc(AMZN)32,67132,751+806,8047,8060.28%+1,002
GE AEROSPACE COM NEW(GE)8,0857,968-1172,2942,9780.11%+684
Atlanta Braves Hldgs Inc Com S62,70962,864+1552,9573,5400.13%+583
GE Vernova Inc(GEV)2,2602,152-1081,9732,5280.09%+555
Caterpillar Inc(CAT)1,5001,50001,0631,5970.06%+534
USA Compression Partners LP(USAC)139,000162,000+23,0003,7704,2750.15%+505
Phillips 66(PSX)270,230294,013+23,78349,23149,7031.79%+472
Samsung Electronic KRW15,00015,00001,6372,1000.08%+463
Hancock Whitney Corporation(HWC)33,02033,02002,1002,4670.09%+367
SPDR S&P 500 ETF TR3,5063,530+242,2802,6360.09%+356
Targa Resources Corp(TRGP)1,764,7581,651,449-113,309442,478442,82015.93%+342
Philip Morris Intl Inc(PM)14,17514,575+4002,3442,6370.09%+293
MasterCard Inc Cl A(MA)12,11312,343+2306,0526,3390.23%+287
Starbucks Corp(SBUX)18,13718,697+5601,6251,9110.07%+286
Humana Inc(HUM)0666+66602650.01%+265
Coca-Cola Co(KO)40,39241,002+6103,0723,3320.12%+260
Royal Bank of Canada Montreal(RY)01,100+1,10002280.01%+228
Washington Mutual Invs Fund In03,239+3,23902170.01%+217
Abbvie Inc(ABBV)0800+80002010.01%+201
Origin Bancorp Inc(OBK)20,05620,05608321,0260.04%+194
Banco Bilbao Vizcaya Argentari45,53646,714+1,1789861,1710.04%+185
JPMorgan Chase & Co(JPM)1,5661,891+3254616190.02%+158
Microsoft Corp(MSFT)28,19028,390+20010,43510,5900.38%+155
Maingate MLP Fund Class I1,237,4131,256,740+19,32714,58914,7160.53%+127
Home Depot Inc(HD)1,0711,321+2503524660.02%+114
Target Corp(TGT)5,6005,950+3506797770.03%+98
American Express Co(AXP)705905+2002133060.01%+93
Sherwin Williams Co(SHW)3,2623,297+351,0461,1350.04%+89
Colgate Palmolive Co(CL)8,3288,518+1907107810.03%+71
Dominion Energy Inc10,87210,87206727420.03%+70
Blackstone Group Inc Cl A16,75016,930+1801,9261,9920.07%+66
Huntington Bancshares Inc(HBAN)24,03724,03703764260.02%+50
Bank of America Corporation7,5007,270-2303664140.01%+48
Procter & Gamble Co(PG)9,5339,698+1651,3771,4220.05%+45
Boeing Co(BA)2,0522,087+354084520.02%+44
SLM Corp(SLM)9,5009,50002032460.01%+43
Costco Wholesale Corp852952+1008498910.03%+42
MGIC Inv Corp WI(MTG)21,50021,50005646060.02%+42
First Horizon Natl Corp(FHN)12,31912,31902803160.01%+36
On Holding AG Namen AKT A14,12514,555+4304815160.02%+35
Mid-America Apt Communities In2,0002,00002442780.01%+34
International Business Machine(IBM)85085002062390.01%+33
Nestle SA Nom4,2504,25004214420.02%+21
Merck & Co Inc(MRK)2,3632,36302843040.01%+20
Altria Group Inc(MO)3,2003,20002112300.01%+19
Apollo Global Mgmt Inc(APO)2,5432,54302833010.01%+18
Oracle Corp(ORCL)23,39923,609+2103,4423,4600.12%+18
Uber Technologies Inc(UBER)34,84134,891+502,5062,5180.09%+12
Meta Platforms Inc Cl A(META)7,6547,794+1404,3794,3900.16%+11
Corteva Inc(CTVA)2,9322,982+502452530.01%+8
Akamai Technologies Inc(AKAM)2,0002,00002302360.01%+6
Southern Co(SO)2,6002,60002512490.01%-2
Rentokil Initial GBP64,35064,35003963640.01%-32
PepsiCo Inc(PEP)4,6684,968+3007256730.02%-52
Expand Energy Corp(EXE)3,0343,03403332770.01%-56
Antero Resources Corp(AR)9,5009,50004033340.01%-69
EQT Corp(EQT)7,0007,00004453720.01%-73
TC Energy Corp9,4457,804-1,6415915170.02%-74
KKR & Co Inc Cl A100,304100,254-509,2789,2010.33%-77
Enbridge Inc(ENB)176,334174,663-1,6719,5479,4680.34%-79
Cheniere Energy Partners LP(CQP)12,08011,177-9037816810.02%-100
Lululemon Athletica Inc(LULU)3,6373,812+1755574350.02%-122
Comstock Resources Inc(CRK)21,71021,71004583240.01%-134
HF Sinclair Corporation Com(DINO)9,0006,000-3,0005624180.02%-144
Sunoco LP(SUN)203,093192,465-10,62813,19512,9910.47%-204
Marathon Petroleum Corp(MPC)4,0003,000-1,0009777670.03%-210
Vanguard Real Estate ETF2,5000-2,5002220-222
AutoZone Inc(AZO)1,9661,998+326,6416,3850.23%-256
Chevron Corp(CVX)7,4307,170-2601,5371,1880.04%-349
HCA Inc(HCA)4,4364,486+502,0991,7490.06%-350
Hess Midstream LP Cl A(HESM)23,45512,000-11,4559124510.02%-461
Exxon Mobil Corp14,79214,357-4352,5101,9630.07%-547
Johnson & Johnson(JNJ)20,06817,148-2,9204,9054,3550.16%-550
Vanguard Intl Equity Index Fun7,5000-7,5005630-563
Vanguard Index Funds Value ETF3,0000-3,0005890-589
Pembina Pipeline Corp(PBA)22,0008,000-14,0009853700.01%-615
Wal Mart Stores Inc(WMT)90,12091,235+1,11511,20010,3330.37%-867
Plains All American Pipeline L(PAA)2,653,6852,616,369-37,31659,25758,2402.09%-1,017
Antero Midstream Corp(AM)1,347,5811,303,214-44,36730,72529,6481.07%-1,077
Plains GP Holdings8,675,1468,630,172-44,974210,633209,4547.53%-1,179
Kinder Morgan Inc797,163756,153-41,01026,72924,1740.87%-2,555
Cheniere Energy Inc(LNG)730,598856,127+125,529207,314204,6237.36%-2,691
Kinetik Holdings Inc Cl A590,347507,842-82,50528,57924,5490.88%-4,030
MPLX LP(MPLX)5,222,6875,211,734-10,953298,059293,57710.56%-4,482
Energy Transfer LP(ET)15,494,67815,361,046-133,632299,047293,70310.56%-5,344
Enterprise Products Partners L(EPD)4,798,3374,727,610-70,727181,569173,7876.25%-7,782
Genesis Energy LP(GEL)2,670,2721,264,224-1,406,04847,61117,9140.64%-29,697
ONEOK Inc(OKE)2,347,6281,900,118-447,510212,202165,1965.94%-47,006
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