Fund HoldingsELCO Management Co., LLC

Total Portfolio Value
$138.47M
Total Bought
$10.44M
Total Sold
$11.13M
Net Transaction
-$690.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PIONEER NAT RES CO05,500+5,50001,2630.91%+1,263
ONEOK INC NEW(OKE)13,06526,432+13,3678061,6771.21%+870
ENERGY TRANSFER L P(ET)561,915561,544-3717,1367,8785.69%+742
CHENIERE ENERGY INC(LNG)51,84451,874+307,8998,6096.22%+710
TARGA RES CORP(TRGP)59,73459,673-614,5465,1153.69%+569
ALLIANCE RESOURCE PARTNERS L024,215+24,21505460.39%+546
GENESIS ENERGY L P(GEL)136,040162,603+26,5631,2991,6781.21%+379
KENVUE INC018,113+18,11303640.26%+364
SOUTHWESTERN ENERGY CO61,000112,000+51,0003677220.52%+356
TETRA TECH INC NEW(TTEK)02,089+2,08903180.23%+318
SELECT SECTOR SPDR TR03,000+3,00003040.22%+304
J P MORGAN EXCHANGE TRADED F22,90029,000+6,1001,2671,5531.12%+286
AMER STATES WTR CO03,381+3,38102660.19%+266
ALPHABET INC30,25529,703-5523,6603,9162.83%+256
ABBVIE INC(ABBV)18,12118,056-652,4412,6911.94%+250
NEXTERA ENERGY INC8,82915,723+6,8946559010.65%+246
VALMONT INDS INC(VMI)0958+95802300.17%+230
NEW FORTRESS ENERGY INC07,000+7,00002290.17%+229
HARMONY BIOSCIENCES HLDGS IN(HRMY)06,402+6,40202100.15%+210
SOUTHERN FIRST BANCSHARES07,699+7,69902070.15%+207
FIRST BANCSHARES INC MS07,437+7,43702010.14%+201
PLAINS ALL AMERN PIPELINE L(PAA)157,730157,693-372,2242,4161.74%+192
PRIMIS FINANCIAL CORP055,632+55,63204530.33%+453
MUELLER WTR PRODS INC(MWA)014,433+14,43301830.13%+183
GREAT LAKES DREDGE & DOCK CO019,946+19,94601590.11%+159
SUNOCO LP/SUNOCO FIN CORP(SUN)50,98048,477-2,5032,2212,3731.71%+152
SHORE BANCSHARES INC23,74940,299+16,5502754240.31%+149
BIOCRYST PHARMACEUTICALS INC(BCRX)031,811+31,81102250.16%+225
LATHAM GROUP INC(SWIM)042,296+42,29601180.09%+118
PROVIDENT FINL SVCS INC(PFS)45,79255,814+10,0227488530.62%+105
DANAHER CORPORATION(DHR)1,3171,644+3273164080.29%+92
POOL CORP(POOL)710983+2732663500.25%+84
ENTERPRISE PRODS PARTNERS L(EPD)59,05159,877+8261,5561,6391.18%+83
LINKBANCORP INC
COM
90,72990,72905446210.45%+77
BUSINESS FIRST BANCSHARES IN19,93719,93703003740.27%+74
HERTZ GLOBAL HLDGS INC011,000+11,0000670.05%+67
2SEVENTY BIO INC017,051+17,0510670.05%+67
MPLX LP(MPLX)95,37492,858-2,5163,2373,3032.39%+66
CARRIER GLOBAL CORPORATION(CARR)14,81114,528-2837368020.58%+66
BOEING CO(BA)6,2047,170+9661,3101,3740.99%+64
COHERUS BIOSCIENCES INC015,194+15,1940570.04%+57
GLOBAL X FDS30,20035,100+4,9005365890.43%+53
EQUITRANS MIDSTREAM CORP91,92598,567+6,6428799240.67%+45
MARRIOTT INTL INC NEW(MAR)4,0013,957-447357780.56%+43
WESTERN MIDSTREAM PARTNERS L(WES)80,15379,634-5192,1262,1681.57%+43
CSX CORP(CSX)11,05513,647+2,5923774200.30%+43
WILLIAMS COS INC(WMB)255,074248,266-6,8088,3238,3646.04%+41
PLAINS GP HLDGS L P18,81219,807+9952793190.23%+40
UNIVERSAL DISPLAY CORP3,0003,00004324710.34%+39
CAPSTAR FINL HLDGS INC018,857+18,85702680.19%+268
IMAX CORP010,500+10,50002030.15%+203
EATON VANCE SHORT DURATION D46,00045,675-3254514740.34%+22
NVIDIA CORPORATION(NVDA)1,5351,542+76496710.48%+21
VERSABANK NEW103,354102,379-9757838040.58%+21
CORE & MAIN INC(CNM)15,26317,231+1,9684784970.36%+19
USCB FINANCIAL HOLDINGS INC59,93559,93506116300.45%+19
EQUITY BANCSHARES INC13,40613,40603053230.23%+17
ZURN ELKAY WATER SOLNS CORP09,601+9,60102690.19%+269
UNITED PARCEL SERVICE INC(UPS)01,623+1,62302530.18%+253
KRATOS DEFENSE & SEC SOLUTIO013,500+13,50002030.15%+203
BERKSHIRE HATHAWAY INC DEL89589503053140.23%+8
CONSTELLATION BRANDS INC(STZ)3,4613,422-398528600.62%+8
ARES CAPITAL CORP012,000+12,00002340.17%+234
RIVERVIEW BANCORP INC013,743+13,7430760.06%+76
SOUTHERN CALIF BANCORP21,60221,60202963030.22%+6
KARYOPHARM THERAPEUTICS INC022,561+22,5610300.02%+30
NEW YORK CMNTY BANCORP INC018,091+18,09102050.15%+205
MERIDIAN CORPORATION018,222+18,22201780.13%+178
JPMORGAN CHASE & CO(JPM)8,0328,052+201,1681,1680.84%-0
STARWOOD PPTY TR INC010,300+10,30001990.14%+199
NGL ENERGY PARTNERS LP063,045+63,04502440.18%+244
FRANKLIN LTD DURATION INCOME025,000+25,00001520.11%+152
LINEAGE CELL THERAPEUTICS IN012,000+12,0000140.01%+14
VIRTUS CONVERTIBLE & INCOME013,000+13,0000400.03%+40
ADC THERAPEUTICS SA021,532+21,5320190.01%+19
VISA INC(V)01,022+1,02202350.17%+235
MADISON COVERED CALL & EQUIT023,223+23,22301640.12%+164
CHINA LIBERAL ED HLDGS LTD010,000+10,000030.00%+3
KINDER MORGAN INC DEL16,36616,36602822710.20%-10
BOOZ ALLEN HAMILTON HLDG COR5,0005,00005585460.39%-12
SELECT SECTOR SPDR TR8,5058,255-2502872740.20%-13
WELLS FARGO CO NEW(WFC)35335304073940.28%-13
CVS HEALTH CORP(CVS)8,4088,114-2945815670.41%-15
PRIMERICA INC(PRI)4,0004,00007917760.56%-15
CALAMOS STRATEGIC TOTAL RETU(CSQ)24,30024,30003583420.25%-17
EQT CORP(EQT)31,60031,60001,3001,2820.93%-17
QUALCOMM INC(QCOM)2,4502,45002922720.20%-20
SELECT WATER SOLUTIONS INC(WTTR)132,207132,20701,0711,0510.76%-20
LIBERTY ALL STAR EQUITY FD(USA)030,084+30,08401780.13%+178
ISHARES TR8,2588,25807026810.49%-21
EATON VANCE RISK-MANAGED DIV38,62538,449-1763172950.21%-22
BLACKROCK SCIENCE & TECHNOLO07,400+7,40002320.17%+232
INVESCO EXCHANGE TRADED FD T5,5485,54804694430.32%-26
XYLEM INC(XYL)5,6696,724+1,0556386120.44%-26
MASCO CORP(MAS)7,0187,01804033750.27%-28
INTERCONTINENTAL EXCHANGE IN9,7259,72501,1001,0700.77%-30
ARTESIAN RES CORP5,8765,87602772470.18%-31
SELECT SECTOR SPDR TR3,5433,54306165810.42%-35
GSK PLC(GSK)12,01810,833-1,1854283930.28%-36
COCA COLA CO(KO)7,4677,371-964504130.30%-37
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