Fund HoldingsMcGowan Group Asset Management, Inc.

Total Portfolio Value
$806.04M
Total Bought
$74.96M
Total Sold
$67.33M
Net Transaction
+$7.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FLOWSERVE CORP(FLS)0365,386+365,386025,3513.15%+25,351
EQT CORP(EQT)0210,348+210,348011,2751.40%+11,275
ELI LILLY & CO COM(LLY)021,458+21,458023,0612.86%+23,061
VICTORY PORTFOLIOS II VICTORYSHARES FREE C
SHS FR CA FL ETF
0109,140+109,14004,2980.53%+4,298
ALPHABET INC CAP STK CL A(GOOG)31,25932,288+1,0297,59910,1061.25%+2,507
UNITED STATES ANTIMONY CORP COM0441,435+441,43502,2160.27%+2,216
EXXON MOBIL CORP COM248,966251,373+2,40728,07130,2503.75%+2,179
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)556,867559,252+2,38529,55831,6653.93%+2,106
GOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT335,916368,597+32,68117,03118,6032.31%+1,572
PLAINS GP HLDGS L P LTD PARTNER INT CL A(PAGP)01,340,808+1,340,808025,6633.18%+25,663
EATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI(ETG)623,986623,768-21813,18514,4091.79%+1,224
NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND(NAD)1,303,3401,362,021+58,68115,23616,3712.03%+1,135
NUVEEN INSURED TAX FREE ADVANTAGE1,349,2641,410,373+61,10915,36816,4032.03%+1,035
SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL
ST STR BLO 1 ETF
011,247+11,24701,0280.13%+1,028
NUVEEN MUNICIPAL CREDIT INCOME FUND(NVG)444,999478,625+33,6265,4696,0590.75%+590
3M CO COM(MMM)128,532128,108-42419,94620,5102.54%+564
EATON VANCE TAX ADVANTAGED DIVID INCOME FU
COM
0783,596+783,596019,7312.45%+19,731
NUVEEN DIVIDEND MUNICIPAL FUND(NZF)416,381452,589+36,2085,2305,6940.71%+464
LYONDELLBASELL INDUSTRIES NV ORD CL A
SHS - A -
09,139+9,13903960.05%+396
CELANESE CORP DEL COM SER A(CE)09,330+9,33003940.05%+394
APPLE INC COM(AAPL)19,02119,257+2364,8435,2350.65%+392
ENTERPRISE PRODS PARTNERS L P COM UNIT(EPD)369,242371,150+1,90811,54611,8991.48%+353
VISA INC COM CL A(V)025,286+25,28608,8681.10%+8,868
AMAZON COM INC(AMZN)20,77521,002+2274,5624,8480.60%+286
COPA HOLDING S A CL A COM(CPA)18,14020,209+2,0692,1552,4370.30%+282
GOODYEAR TIRE & RUBBER CO COM(GT)026,060+26,06002280.03%+228
INTEL CORP COM(INTC)05,998+5,99802210.03%+221
CUMMINS INC(CMI)0431+43102200.03%+220
NUVEEN CALIF QUALITY MUN INCOME FD(NAC)017,851+17,85102110.03%+211
SPDR GOLD TR GOLD SHS(GLD)0529+52902100.03%+210
CHUBB LTD COM
COM
0670+67002090.03%+209
RADIANT LOGISTICS INC118,831141,631+22,8007018970.11%+195
CATERPILLAR INC(CAT)1,5921,593+17609130.11%+153
APPLIED MATERIALS INC2,8712,87105887380.09%+150
KLA CORP(KLAC)94094001,0141,1420.14%+128
FREEPORT-MCMORAN INC CL B(FCX)10,00210,020+183925090.06%+117
EXPAND ENERGY CORPORATION(EXE)024,073+24,07302,6570.33%+2,657
AMPHENOL CORP NEW CL A9,6639,665+21,1961,3060.16%+110
WALMART INC(WMT)08,070+8,07008990.11%+899
RAYTHEON TECHNOLOGIES CORP(RTX)2,9763,178+2024985830.07%+85
GLOBAL X FDS MLP ETF
GLBL X MLP ETF
4,9966,431+1,4352423110.04%+69
BROADCOM INC COM(AVGO)697837+1402302900.04%+60
JOHNSON & JOHNSON COM(JNJ)4,6714,450-2218669210.11%+55
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)2,6602,693+337507980.10%+47
TJX COS INC NEW(TJX)1,5931,805+2122302770.03%+47
COMSTOCK RES INC COM(CRK)13,84513,84502753210.04%+46
VANGUARD WORLD FDS INFORMATION TECH ETF
INF TECH ETF
280332+522092500.03%+41
PRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT0003,3533,3930.42%+41
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4
SHS CLASS A
01,815+1,81504870.06%+487
CISCO SYSTEMS INC(CSCO)3,9514,006+552703090.04%+38
CALAMOS STRATEGIC TOTAL RETURN FD COM SH B(CSQ)792,485797,580+5,09515,28715,3141.90%+26
MASTERCARD INC CL A(MA)2,5382,561+231,4441,4620.18%+18
DEERE & CO(DE)2,0122,005-79209340.12%+14
ISHARES TR CORE S&P U S VALUE ETF3,8723,893+213873990.05%+12
FORD MOTOR CO DEL COM PAR(F)65,00460,162-4,8427777890.10%+12
FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 20140001,4871,4990.19%+12
QUALCOMM INC(QCOM)2,4232,424+14034150.05%+12
CURTISS WRIGHT CORP(CW)1,2751,27506927030.09%+11
PEPSICO INC COM(PEP)1,9882,002+142792870.04%+8
SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO0003083170.04%+8
KAYNE ANDERSON MLP INVESTMENT COMPANY(KYN)306,956307,232+2763,7973,8040.47%+6
VANGUARD TOTAL STOCK MARKET ETF86586502842900.04%+6
QUANTA SVCS INC COM70170102902960.04%+5
ISHARES TR S&P 500 INDEX32932902202250.03%+5
FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 20140004254290.05%+3
TOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C0002072100.03%+3
JP MORGAN CHASE & CO COM(JPM)1,0551,042-133333360.04%+3
NVIDIA CORP COM(NVDA)5,9145,929+151,1031,1060.14%+2
ALPS ETF TR ALERIAN MLP ETF
ALERIAN MLP
16,05516,060+57537550.09%+2
TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB0006146160.08%+2
BERKSHIRE HATHAWAY INC DEL CL B NEW3,2073,210+31,6121,6140.20%+1
PORT SEATTLE WASH REV INTER LIEN BDS 2019 5.000 04/01/44 B/E DTD 08/07/0002022030.03%+1
TAIWAN SEMICONDUCTOR MFG CO LTD ADR(TSM)995917-782782790.03%+1
NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL0005545550.07%+1
PERMIANVILLE RTY TR TR UNIT129,686129,68602352330.03%-1
TORTOISE CAP SER TR POWER & ENERGY INFRAST12,06612,107+412542470.03%-7
CONOCOPHILLIPS COM(COP)7,5957,59507187110.09%-7
GENERAL DYNAMICS CORP COM(GD)627606-212142040.03%-10
L3HARRIS TECHNOLOGIES INC COM(LHX)854855+12612510.03%-10
PHILLIPS 66(PSX)1,8931,911+182582470.03%-11
HONDA MTR LTD ADR(HMC)10,28910,350+613173050.04%-12
COSTCO WHOLESALE CORP NEW COM(COST)236237+12192040.03%-15
CHENIERE ENERGY PARTNERS L P COM UNIT REPT(CQP)0240,859+240,859012,8811.60%+12,881
VOC ENERGY TR TR UNIT(VOC)108,031111,280+3,2493173000.04%-16
CIGNA CORP(CI)1,4621,463+14214030.05%-19
DUKE ENERGY CORP NEW COM(DUK)3,1643,166+23923710.05%-20
WILLIAMS COS INC COM(WMB)7,9808,034+545064830.06%-23
O REILLY AUTOMOTIVE INC NEW COM(ORLY)2,8203,060+2403042790.03%-25
GENERAL ELECTRIC CO(GE)867761-1062612350.03%-26
NORTHROP GRUMMAN CORP NEW(NOC)72572504424130.05%-28
META PLATFORMS INC(META)1,0371,109+727627320.09%-30
MERCADOLIBRE INC(MELI)150158+83513180.04%-32
SOUTHERN CO COM(SO)4,8434,872+294594250.05%-34
PHILIP MORRIS INTL INC COM(PM)05,660+5,66009080.11%+908
DIGITAL RLTY TR INC COM(DLR)2,2302,23003863450.04%-41
VANECK VECTORS ETF TR GOLD MINERS ETF
GOLD MINERS ETF
5,1334,049-1,0843923470.04%-45
PALANTIR TECHNOLOGIES INC CL A(PLTR)04,711+4,71108370.10%+837
CARLYLE GROUP INC COM(CG)11,46911,321-1487196690.08%-50
AUTOZONE INC(AZO)707003002370.03%-63
VERIZON COMMUNICATIONS COM(VZ)12,95912,380-5795705040.06%-65
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