Fund HoldingsELCO Management Co., LLC

Total Portfolio Value
$185.37M
Total Bought
$12.79M
Total Sold
$10.87M
Net Transaction
+$1.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRSTSUN CAP BANCORP027,115+27,11501,1550.62%+1,155
TARGA RES CORP(TRGP)61,31561,023-2927,8969,0324.87%+1,136
APPLE INC(AAPL)33,33133,104-2277,0207,7134.16%+693
WILLIAMS COS INC(WMB)212,072211,719-3539,0139,6655.21%+652
AMERANT BANCORP INC029,961+29,96106400.35%+640
EQT CORP(EQT)25,50043,073+17,5739431,5780.85%+635
LATHAM GROUP INC(SWIM)0136,193+136,19309260.50%+926
VISTRA CORP04,900+4,90005810.31%+581
HOME DEPOT INC(HD)08,398+8,39803,4031.84%+3,403
PINNACLE FINL PARTNERS INC05,000+5,00004900.26%+490
ABBVIE INC(ABBV)018,056+18,05603,5661.92%+3,566
NEXTERA ENERGY INC28,03128,293+2621,9852,3921.29%+407
SCHWAB STRATEGIC TR19,60024,350+4,7501,2321,6200.87%+388
PRIMIS FINANCIAL CORP076,586+76,58609330.50%+933
HUBBELL INC(HUBB)05,154+5,15402,2081.19%+2,208
CALUMET INC(CLMT)018,000+18,00003210.17%+321
CHENIERE ENERGY INC(LNG)55,87556,081+2069,76910,0865.44%+317
VERSABANK NEW82,94289,420+6,4788921,1870.64%+295
ENLINK MIDSTREAM LLC020,055+20,05502910.16%+291
CIVISTA BANCSHARES INC016,180+16,18002880.16%+288
MIDWESTONE FINL GROUP INC NE09,861+9,86102810.15%+281
ADVANCED DRAIN SYS INC DEL(WMS)01,773+1,77302790.15%+279
ILLUMINA INC(ILMN)011,076+11,07601,4440.78%+1,444
DIMENSIONAL ETF TRUST9,33015,680+6,3503506220.34%+273
RTX CORPORATION(RTX)13,24613,201-451,3301,5990.86%+270
NVIDIA CORPORATION(NVDA)17,25019,735+2,4852,1312,3971.29%+266
SMITH A O CORP(AOS)02,913+2,91302620.14%+262
MPLX LP(MPLX)90,82792,569+1,7423,8684,1162.22%+247
CLEARWAY ENERGY INC07,945+7,94502440.13%+244
CALIFORNIA BANCORP26,74840,795+14,0473606030.33%+243
HARMONY BIOSCIENCES HLDGS IN(HRMY)06,044+6,04402420.13%+242
CARRIER GLOBAL CORPORATION(CARR)14,55114,364-1879181,1560.62%+238
LOCKHEED MARTIN CORP(LMT)0400+40002340.13%+234
SPDR S&P 500 ETF TR7,7897,794+54,2394,4722.41%+233
AMERICAN EXPRESS CO(AXP)0850+85002310.12%+231
ONEOK INC NEW(OKE)023,461+23,46102,1381.15%+2,138
DEERE & CO(DE)0500+50002090.11%+209
PROVIDENT FINL SVCS INC(PFS)57,79755,784-2,0138291,0350.56%+206
FASTENAL CO(FAST)02,815+2,81502010.11%+201
JD.COM INC05,000+5,00002000.11%+200
ABBOTT LABS018,603+18,60302,1211.14%+2,121
ZURN ELKAY WATER SOLNS CORP012,575+12,57504520.24%+452
ALPHATEC HLDGS INC029,867+29,86701660.09%+166
CORE & MAIN INC(CNM)17,35122,818+5,4678491,0130.55%+164
MCDONALDS CORP(MCD)02,965+2,96509030.49%+903
AMERICAN WTR WKS CO INC NEW15,25714,465-7921,9712,1151.14%+145
USCB FINANCIAL HOLDINGS INC58,20958,20907478880.48%+141
ISHARES TR1,7502,400+6502313590.19%+128
CITIGROUP INC(C)3,8405,774+1,9342443610.19%+118
PRIMERICA INC(PRI)04,000+4,00001,0610.57%+1,061
CORNING INC(GLW)16,30116,30106337360.40%+103
KENVUE INC023,930+23,93005540.30%+554
SHORE BANCSHARES INC031,958+31,95804470.24%+447
COLGATE PALMOLIVE CO(CL)13,50013,50001,3101,4010.76%+91
SSGA ACTIVE ETF TR11,20013,200+2,0004685510.30%+83
J P MORGAN EXCHANGE TRADED F029,800+29,80001,7730.96%+1,773
MAINSTREET BANCSHARES INC18,36521,786+3,4213264020.22%+76
HESS MIDSTREAM LP(HESM)18,57921,320+2,7416777520.41%+75
INTERCONTINENTAL EXCHANGE IN9,5458,598-9471,3071,3810.75%+75
CUMMINS INC(CMI)01,570+1,57005080.27%+508
SELECT SECTOR SPDR TR05,280+5,28007150.39%+715
PROCTER AND GAMBLE CO(PG)08,940+8,94001,5480.84%+1,548
SELECT SECTOR SPDR TR017,155+17,15507770.42%+777
INVESCO EXCHANGE TRADED FD T5,6985,682-165856530.35%+68
JPMORGAN CHASE & CO.(JPM)07,881+7,88101,6620.90%+1,662
KINDER MORGAN INC DEL17,74218,842+1,1003534160.22%+64
FIRST WESTN FINL INC11,41412,792+1,3781942560.14%+62
WALMART INC(WMT)4,5674,561-63093680.20%+59
COCA COLA CO(KO)7,1067,10604525110.28%+58
JOHNSON & JOHNSON(JNJ)04,113+4,11306670.36%+667
WELLS FARGO CO NEW(WFC)0288+28803690.20%+369
DOUBLELINE INCOME SOLUTIONS(DSL)10,30014,200+3,9001291840.10%+55
UBER TECHNOLOGIES INC(UBER)6,1606,660+5004485010.27%+53
SEMPRA(SRE)06,742+6,74205640.30%+564
BERKSHIRE HATHAWAY INC DEL0895+89504120.22%+412
ISHARES TR2,5552,55505185640.30%+46
DANAHER CORPORATION(DHR)1,6291,62904074530.24%+46
REAVES UTIL INCOME FD(UTG)7,9007,950+502162610.14%+45
BOOZ ALLEN HAMILTON HLDG COR5,0005,00007708140.44%+44
KRATOS DEFENSE & SEC SOLUTIO13,20013,20002643080.17%+43
CALIFORNIA WTR SVC GROUP(CWT)7,5047,50403644070.22%+43
TETRA TECH INC NEW1,3136,565+5,2522683100.17%+41
MERIDIAN CORPORATION18,58718,58701962350.13%+39
IMAX CORP10,50010,50001762150.12%+39
SOUTHERN FIRST BANCSHARES07,842+7,84202670.14%+267
EATON VANCE SHORT DURATION D42,07543,675+1,6004544880.26%+34
SELECT SECTOR SPDR TR1,8701,87003413750.20%+34
NGL ENERGY PARTNERS LP108,670129,420+20,7505505820.31%+33
ISHARES TR08,036+8,03607890.43%+789
PENTAIR PLC(PNR)4,2203,623-5973243540.19%+31
ESSENTIAL UTILS INC18,35218,502+1506857140.38%+29
INVESCO EXCHANGE TRADED FD T8,8009,050+2504034300.23%+28
MEDTRONIC PLC03,913+3,91303520.19%+352
MASTERCARD INCORPORATED(MA)0495+49502440.13%+244
OTIS WORLDWIDE CORP06,675+6,67506940.37%+694
CSX CORP(CSX)24,71524,685-308278520.46%+26
MARRIOTT INTL INC NEW(MAR)03,945+3,94509810.53%+981
ALLIANCE RESOURCE PARTNERS L29,63029,750+1207257440.40%+19
NEOS ETF TRUST9,4509,575+1254744910.26%+17
GLOBAL X FDS035,000+35,00006310.34%+631
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