Fund HoldingsELCO Management Co., LLC

Total Portfolio Value
$171.83M
Total Bought
$14.25M
Total Sold
$9.66M
Net Transaction
+$4.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)033,331+33,33107,0204.09%+7,020
CHENIERE ENERGY INC(LNG)055,875+55,87509,7695.68%+9,769
TARGA RES CORP(TRGP)61,74761,315-4326,9157,8964.60%+981
ALPHABET INC29,62629,411-2154,5115,3953.14%+884
GENESIS ENERGY L P(GEL)0188,304+188,30402,6951.57%+2,695
HESS MIDSTREAM LP(HESM)018,579+18,57906770.39%+677
NVIDIA CORPORATION(NVDA)1,69017,250+15,5601,5272,1311.24%+604
NEXTERA ENERGY INC22,99728,031+5,0341,4701,9851.16%+515
AMAZON COM INC(AMZN)31,09431,595+5015,6096,1063.55%+497
NEXTDECADE CORP(NEXT)119,967137,257+17,2906811,0900.63%+408
INVESCO EXCHANGE TRADED FD T08,800+8,80004030.23%+403
MICROSOFT CORP(MSFT)13,14413,192+485,5305,8963.43%+366
CALIFORNIA WTR SVC GROUP(CWT)07,504+7,50403640.21%+364
SCHWAB STRATEGIC TR14,70019,600+4,9008971,2320.72%+335
SELECT SECTOR SPDR TR04,750+4,75003240.19%+324
PENTAIR PLC(PNR)04,220+4,22003240.19%+324
CSX CORP(CSX)13,68524,715+11,0305078270.48%+319
FIRST FNDTN INC048,344+48,34403170.18%+317
ENERGY TRANSFER L P(ET)552,593553,523+9308,6928,9785.22%+286
CORE & MAIN INC(CNM)017,351+17,35108490.49%+849
ALPHABET INC01,455+1,45502650.15%+265
AMER STATES WTR CO3,7497,318+3,5692715310.31%+260
CITIGROUP INC(C)03,840+3,84002440.14%+244
CHART INDS INC2,6004,625+2,0254286680.39%+239
NGL ENERGY PARTNERS LP0108,670+108,67005500.32%+550
CONSOLIDATED WATER CO INC08,527+8,52702260.13%+226
PROVIDENT FINL SVCS INC(PFS)057,797+57,79708290.48%+829
CHESAPEAKE ENERGY CORP(EXE)02,500+2,50002050.12%+205
FIRST WESTN FINL INC011,414+11,41401940.11%+194
ARTESIAN RES CORP011,072+11,07203890.23%+389
SPDR S&P 500 ETF TR7,7727,789+174,0654,2392.47%+173
AES CORP10,00020,000+10,0001793510.20%+172
GREAT LAKES DREDGE & DOCK CO030,336+30,33602660.16%+266
WESTERN MIDSTREAM PARTNERS L(WES)58,93556,421-2,5142,0952,2421.30%+146
SELECT SECTOR SPDR TR3,7434,043+3007809150.53%+135
ALLIANCE RESOURCE PARTNERS L29,43029,630+2005907250.42%+135
DOUBLELINE INCOME SOLUTIONS(DSL)010,300+10,30001290.08%+129
UNIVERSAL DISPLAY CORP03,000+3,00006310.37%+631
ISHARES TR1,9052,555+6504015180.30%+118
POOL CORP(POOL)9331,591+6583764890.28%+112
MPLX LP(MPLX)90,58890,827+2393,7653,8682.25%+103
COLGATE PALMOLIVE CO(CL)13,50013,50001,2161,3100.76%+94
EQT CORP(EQT)025,500+25,50009430.55%+943
VALMONT INDS INC(VMI)01,501+1,50104120.24%+412
HONEYWELL INTL INC(HON)09,152+9,15201,9541.14%+1,954
CARRIER GLOBAL CORPORATION(CARR)14,55114,55108469180.53%+72
USCB FINANCIAL HOLDINGS INC058,209+58,20907470.43%+747
QUALCOMM INC(QCOM)2,3502,35003984680.27%+70
WILLIAMS COS INC(WMB)229,796212,072-17,7248,9559,0135.25%+58
PLAINS ALL AMERN PIPELINE L(PAA)162,857163,332+4752,8602,9171.70%+57
VERSABANK NEW082,942+82,94208920.52%+892
DIMENSIONAL ETF TRUST8,4309,330+9003083500.20%+42
SOUTHERN CALIF BANCORP026,748+26,74803600.21%+360
AMERICAN WTR WKS CO INC NEW015,257+15,25701,9711.15%+1,971
TETRA TECH INC NEW01,313+1,31302680.16%+268
WALMART INC(WMT)4,5424,567+252733090.18%+36
RTX CORPORATION(RTX)13,29613,246-501,2971,3300.77%+33
BOOZ ALLEN HAMILTON HLDG COR5,0005,00007427700.45%+27
KINDER MORGAN INC DEL017,742+17,74203530.21%+353
EQUITY BANCSHARES INC013,673+13,67304810.28%+481
UNITED THERAPEUTICS CORP DEL(UTHR)911730-1812092330.14%+23
EATON VANCE TAX-MANAGED DIVE52,00050,800-1,2006957140.42%+19
MERIDIAN CORPORATION018,587+18,58701960.11%+196
KRATOS DEFENSE & SEC SOLUTIO013,200+13,20002640.15%+264
SELECT SECTOR SPDR TR1,7701,870+1003253410.20%+16
CORNING INC(GLW)016,301+16,30106330.37%+633
CADIZ INC41,91643,844+1,9281221350.08%+14
PLAINS GP HLDGS L P33,02732,765-2626036170.36%+14
REAVES UTIL INCOME FD(UTG)07,900+7,90002160.13%+216
CALIFORNIA BANCORP INC010,363+10,36302230.13%+223
UBER TECHNOLOGIES INC(UBER)5,6606,160+5004364480.26%+12
YORK WTR CO012,691+12,69104710.27%+471
ISHARES TR39939902102180.13%+9
BIOCRYST PHARMACEUTICALS INC(BCRX)030,792+30,79201900.11%+190
MADISON COVERED CALL & EQUIT023,223+23,22301760.10%+176
IMAX CORP10,50010,50001701760.10%+6
SELECT WATER SOLUTIONS INC(WTTR)081,972+81,97208770.51%+877
NEOS ETF TRUST9,3009,450+1504684740.28%+6
VERALTO CORP(VLTO)5,3595,033-3264754810.28%+5
EATON VANCE RISK-MANAGED DIV38,09936,827-1,2723183230.19%+5
ESSENTIAL UTILS INC18,35218,35206806850.40%+5
COCA COLA CO(KO)7,3417,106-2354494520.26%+3
MAINSTREET BANCSHARES INC018,365+18,36503260.19%+326
BUSINESS FIRST BANCSHARES IN020,307+20,30704420.26%+442
AMPLIFY ETF TR3,6003,60002312330.14%+2
BLACKSTONE SECD LENDING FD(BXSL)10,00010,200+2003123120.18%+1
ISHARES TR01,750+1,75002310.13%+231
EATON VANCE SHORT DURATION D042,075+42,07504540.26%+454
CALAMOS STRATEGIC TOTAL RETU(CSQ)23,62322,923-7003873860.22%-1
DANAHER CORPORATION(DHR)1,6341,629-54084070.24%-1
SSGA ACTIVE ETF TR11,20011,20004724680.27%-3
SELECT SECTOR SPDR TR01,815+1,81502650.15%+265
INVESCO EXCHANGE TRADED FD T5,7985,698-1005895850.34%-4
ENTERPRISE PRODS PARTNERS L(EPD)57,90658,163+2571,6901,6860.98%-4
NET POWER INC18,45020,924+2,4742102060.12%-4
J P MORGAN EXCHANGE TRADED F5,0004,800-2002712660.16%-5
INTERCONTINENTAL EXCHANGE IN9,5459,54501,3121,3070.76%-5
LINEAGE CELL THERAPEUTICS IN12,00012,000018120.01%-6
RIVERVIEW BANCORP INC014,061+14,0610560.03%+56
VIRTUS CONVERTIBLE & INCOME010,500+10,5000340.02%+34
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