Fund HoldingsELCO Management Co., LLC

Total Portfolio Value
$151.78M
Total Bought
$13.62M
Total Sold
$8.81M
Net Transaction
+$4.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PFIZER INC(PFE)039,486+39,48601,1370.75%+1,137
HEXCEL CORP NEW(HXL)078,625+78,62505,7993.82%+5,799
AMAZON COM INC(AMZN)030,380+30,38004,6163.04%+4,616
AMERICAN WTR WKS CO INC NEW019,194+19,19402,5331.67%+2,533
MICROSOFT CORP(MSFT)011,959+11,95904,4972.96%+4,497
APPLE INC(AAPL)032,281+32,28106,2154.09%+6,215
BOEING CO(BA)7,1707,149-211,3741,8631.23%+489
SCHWAB STRATEGIC TR08,600+8,60004790.32%+479
NEXTERA ENERGY INC15,72322,168+6,4459011,3460.89%+446
ISHARES TR03,500+3,50004300.28%+430
NEXTDECADE CORP(NEXT)089,880+89,88004290.28%+429
LAKELAND BANCORP INC028,755+28,75504250.28%+425
ISHARES TR03,200+3,20004050.27%+405
VALMONT INDS INC(VMI)9582,674+1,7162306240.41%+394
HOME DEPOT INC(HD)08,380+8,38002,9041.91%+2,904
SPDR S&P 500 ETF TR07,700+7,70003,6602.41%+3,660
TETRA TECH INC NEW01,951+1,95103260.21%+326
UBER TECHNOLOGIES INC(UBER)05,200+5,20003200.21%+320
MCDONALDS CORP(MCD)03,907+3,90701,1580.76%+1,158
VERSABANK NEW102,379101,182-1,1978041,1080.73%+304
ALPHABET INC29,70329,750+473,9164,1932.76%+276
TARGA RES CORP(TRGP)59,67361,988+2,3155,1155,3853.55%+270
ISHARES TR01,305+1,30502620.17%+262
SELECT SECTOR SPDR TR8,25514,205+5,9502745340.35%+260
PRIMIS FINANCIAL CORP55,63255,832+2004537070.47%+253
CHENIERE ENERGY INC(LNG)51,87451,912+388,6098,8625.84%+253
CORE & MAIN INC(CNM)17,23118,419+1,1884977440.49%+247
ABBOTT LABS018,655+18,65502,0531.35%+2,053
GENESIS ENERGY L P(GEL)162,603166,042+3,4391,6781,9231.27%+245
CLEARWAY ENERGY INC08,731+8,73102390.16%+239
SELECT SECTOR SPDR TR02,850+2,85002390.16%+239
HONEYWELL INTL INC(HON)09,066+9,06601,9011.25%+1,901
ONEOK INC NEW(OKE)26,43227,088+6561,6771,9021.25%+226
MASTERCARD INCORPORATED(MA)0495+49502110.14%+211
CONSOLIDATED WATER CO INC05,879+5,87902090.14%+209
CALIFORNIA BANCORP INC08,438+8,43802090.14%+209
JPMORGAN CHASE & CO(JPM)8,0528,071+191,1681,3730.90%+205
PLAINS GP HLDGS L P19,80732,689+12,8823195210.34%+202
REAVES UTIL INCOME FD(UTG)07,500+7,50002010.13%+201
NEW FORTRESS ENERGY INC7,00011,225+4,2252294240.28%+194
MPLX LP(MPLX)92,85895,186+2,3283,3033,4952.30%+192
NET POWER INC018,350+18,35001850.12%+185
SEMPRA(SRE)015,859+15,85901,1850.78%+1,185
RTX CORPORATION(RTX)012,824+12,82401,0790.71%+1,079
INTERCONTINENTAL EXCHANGE IN9,7259,545-1801,0701,2260.81%+156
EQUITY BANCSHARES INC13,40613,40603234540.30%+132
BUSINESS FIRST BANCSHARES IN19,93719,93703744910.32%+117
MARRIOTT INTL INC NEW(MAR)3,9573,966+97788940.59%+117
COLGATE PALMOLIVE CO(CL)013,500+13,50001,0760.71%+1,076
SHORE BANCSHARES INC40,29937,353-2,9464245320.35%+108
ABBVIE INC(ABBV)18,05618,05602,6912,7981.84%+107
USCB FINANCIAL HOLDINGS INC59,93559,93506307340.48%+104
UNIVERSAL DISPLAY CORP3,0003,00004715740.38%+103
LINKBANCORP INC
COM
90,72990,72906217230.48%+102
SELECT SECTOR SPDR TR3,5433,54305816820.45%+101
BOOZ ALLEN HAMILTON HLDG COR5,0005,00005466400.42%+93
NVIDIA CORPORATION(NVDA)1,5421,54206717640.50%+93
GLOBAL WTR RES INC031,349+31,34904100.27%+410
QUALCOMM INC(QCOM)2,4502,45002723540.23%+82
SOUTHERN FIRST BANCSHARES7,6997,69902072860.19%+78
NGL ENERGY PARTNERS LP63,04557,795-5,2502443220.21%+78
HUBBELL INC(HUBB)05,195+5,19501,7091.13%+1,709
MAINSTREET BANCSHARES INC017,977+17,97704460.29%+446
MERIDIAN CORPORATION18,22218,22201782530.17%+75
SOUTHERN CALIF BANCORP21,60221,60203033750.25%+72
KRATOS DEFENSE & SEC SOLUTIO13,50013,50002032740.18%+71
INVESCO EXCHANGE TRADED FD T5,5485,54804435110.34%+69
OTIS WORLDWIDE CORP06,937+6,93706210.41%+621
MASCO CORP(MAS)7,0186,554-4643754390.29%+64
PLAINS ALL AMERN PIPELINE L(PAA)157,693163,284+5,5912,4162,4741.63%+58
CSX CORP(CSX)13,64713,685+384204740.31%+55
KINDER MORGAN INC DEL16,36618,466+2,1002713260.21%+54
JOHNSON & JOHNSON(JNJ)04,380+4,38006870.45%+687
PRIMERICA INC(PRI)4,0004,00007768230.54%+47
J P MORGAN EXCHANGE TRADED F29,00029,00001,5531,5941.05%+41
SELECT SECTOR SPDR TR3,0003,00003043420.23%+38
XYLEM INC(XYL)6,7245,683-1,0416126500.43%+38
DISNEY WALT CO(DIS)010,706+10,70609670.64%+967
ECOLAB INC(ECL)02,122+2,12204210.28%+421
ISHARES TR8,2588,25806817160.47%+36
CARRIER GLOBAL CORPORATION(CARR)14,52814,551+238028360.55%+34
VISA INC(V)1,0221,02202352660.18%+31
EATON VANCE TAX-MANAGED DIVE056,400+56,40006880.45%+688
ALLIANCE RESOURCE PARTNERS L24,21527,128+2,9135465750.38%+29
WELLS FARGO CO NEW(WFC)35335303944220.28%+28
KENVUE INC18,11318,165+523643910.26%+27
COCA COLA CO(KO)7,3717,370-14134340.29%+22
GLOBAL X FDS35,10035,10005896090.40%+20
GLOBAL X FDS064,200+64,20002,5321.67%+2,532
CALAMOS STRATEGIC TOTAL RETU(CSQ)24,30024,200-1003423600.24%+18
FIRST BANCSHARES INC MS7,4377,43702012180.14%+18
STARWOOD PPTY TR INC10,30010,30001992170.14%+17
POOL CORP(POOL)983918-653503660.24%+16
LIBERTY ALL STAR EQUITY FD(USA)30,08430,08401781920.13%+14
RIVERVIEW BANCORP INC13,74313,743076880.06%+12
MADISON COVERED CALL & EQUIT23,22323,22301641750.12%+11
BLACKROCK SCIENCE & TECHNOLO7,4007,200-2002322420.16%+10
GSK PLC(GSK)10,83310,83303934010.26%+9
ESSENTIAL UTILS INC012,594+12,59404700.31%+470
ARES CAPITAL CORP12,00012,00002342400.16%+7
Page 1 of 1