Fund HoldingsELCO Management Co., LLC

Total Portfolio Value
$158.62M
Total Bought
$13.02M
Total Sold
$50.07M
Net Transaction
-$37.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC CLASS CLASS C27,07726,200-8776,5958,2225.18%+1,627
STATE STRET TEC SELECT SEC SPD08,406+8,40601,2100.76%+1,210
SCHWAB STRATEGIC TR168,506198,875+30,3694,3325,2163.29%+884
STATE STRT INDSTL SLCT SCTR SP04,980+4,98007720.49%+772
APPLE INC(AAPL)28,86929,759+8907,3518,0905.10%+739
POOL CORPORATION(POOL)02,766+2,76606330.40%+633
JPMORGAN CHASE & CO(JPM)6,9588,697+1,7392,1952,8021.77%+608
NISOURCE INC(NI)013,216+13,21605520.35%+552
COMMERCIAL BANCGROUP INC019,863+19,86304880.31%+488
STE STRT FINCL SLCT SECTOR SPD08,505+8,50504660.29%+466
SPDR Blackstone Senior Loan ET010,600+10,60004370.28%+437
STATE STRT CONS DSRY SLT SE SP03,150+3,15003760.24%+376
STATE STRT HLTH CRE SLT SEC SP02,411+2,41103730.24%+373
VERALTO CORP(VLTO)08,789+8,78908770.55%+877
JOHNSON & JOHNSON(JNJ)3,8295,006+1,1777101,0360.65%+326
BOEING CO(BA)05,603+5,60301,2170.77%+1,217
AMAZON COM INC(AMZN)029,886+29,88606,8984.35%+6,898
LOWES COS INC(LOW)01,260+1,26003040.19%+304
NEOS NASDAQ 100 HIGH INCOME ET5,30010,200+4,9002875490.35%+262
INVSC KBW BANK ETF03,000+3,00002530.16%+253
AMERICAN EXPRESS CO(AXP)8001,400+6002665180.33%+252
AMERANT BANCORP INC011,897+11,89702320.15%+232
DIME CMNTY BANCSHARES IN07,655+7,65502300.15%+230
VANGUARD SPECIALIZED FUNDS01,040+1,04002290.14%+229
PRIMIS FINL CORP065,115+65,11509060.57%+906
MAINSTREET BANCSHARES INC COMM022,312+22,31204540.29%+454
INVESTAR HOLDING CORPORATION C08,037+8,03702150.14%+215
ILLUMINA INC(ILMN)07,176+7,17609410.59%+941
EXXON MOBIL CORP01,710+1,71002060.13%+206
CVS HEALTH CORP(CVS)02,521+2,52102000.13%+200
ISHARES 0-3 MONTH TREASURY BON3,2005,200+2,0003225220.33%+200
KENVUE INC025,670+25,67004430.28%+443
MARRIOTT INTL INC NEW(MAR)03,471+3,47101,0770.68%+1,077
RTX CORP(RTX)11,60911,359-2501,9432,0831.31%+141
CUMMINS INC(CMI)1,5251,484-416447580.48%+113
SELECT WATER SOLUTIONS INC CLA(WTTR)22,64732,211+9,5642423390.21%+97
YORK WTR CO011,401+11,40103630.23%+363
MERCK & CO. INC.(MRK)2,8373,140+3032383310.21%+92
MCDONALDS CORP(MCD)2,6722,929+2578128950.56%+83
SUNOCO LP LP(SUN)27,83027,780-501,3921,4560.92%+64
DYNAVAX TECHNOLOGIES CORP012,016+12,01601850.12%+185
FIRST WESTN FINL INC014,746+14,74603950.25%+395
ISHARES TR6,8096,709-1006036530.41%+50
PRAIRIE OPER CO13,05541,570+28,51526700.04%+44
IMAX CORP F10,50010,50003443880.24%+44
MECHANICS BANCORP COMMON STOCK(MCHB)32,82532,82504374800.30%+43
SOUTHERN FIRST BANCSHARES5,5825,58202462880.18%+41
EQUITY BANCSHARES INC CLASS A016,475+16,47507360.46%+736
WALMART INC(WMT)4,2684,26804404750.30%+36
SELLAS LIFE SCIENCES GRO14,00914,609+60023550.03%+33
DT MIDSTREAM INC(DTM)3,0503,150+1003453770.24%+32
CORNING INC(GLW)14,92614,309-6171,2241,2530.79%+29
PALANTIR TECHNOLOGIES IN CLASS(PLTR)1,9752,175+2003603870.24%+26
HUBBELL INC(HUBB)4,6204,527-931,9882,0101.27%+22
BLACKBOXSTOCKS INC10,00010,000059810.05%+22
BLACKROCK ENHANCED EQUIT024,963+24,96302370.15%+237
MERIDIAN CORPORATION COMMON ST11,72211,72201852060.13%+21
INVSC S P 500 TOP 50 ETF9,7509,75005615780.36%+17
USCB FINL HLDGS INC CLASS A017,240+17,24003180.20%+318
DIMENSIONAL US CORE EQUITY MAR17,09517,045-507827980.50%+15
COCA COLA CO(KO)06,864+6,86404800.30%+480
SHORE BANCSHARES INC010,151+10,15101790.11%+179
ISHARES TR1,7301,750+204194310.27%+12
QUALCOMM INC(QCOM)2,3502,35003914020.25%+11
DEFIANCE QUANTUM ETF2,2602,26002372480.16%+11
PROVIDENT FINL SVCS INC(PFS)032,480+32,48006410.40%+641
META PLATFORMS INC CLASS A(META)285330+452092180.14%+9
CSX CORP(CSX)21,47521,238-2377637700.49%+7
DISNEY WALT CO(DIS)09,275+9,27501,0550.67%+1,055
DEERE & CO(DE)46046002102140.14%+4
INVESCO QQQ-R ETF390386-42342370.15%+3
TETRA TECH INC NEW013,697+13,69704590.29%+459
MEDTRONIC PLC F02,419+2,41902320.15%+232
H2O AMERICA(HTO)5,5935,59302722740.17%+2
J P MORGAN NASDAQ EQT PRM INC11,47511,375-1006606610.42%+1
MASTERCARD INC CLASS CLASS A(MA)49549502822830.18%+1
LINEAGE CELL THERAPEUTIC20,00020,500+50034340.02%0
CONSOLIDATED WATER CO LTD9,4989,49803353350.21%0
BERKSHIRE HATHAWAY INC DEL89589504504500.28%-0
INVESCO AEROSPACE & DEFENSE ET5,6495,599-508788770.55%-1
NEOS S&P 500 HIGH INCOME ETF11,02510,925-1005775740.36%-3
ARES CAP CORP EQUITY CLASS EQU010,013+10,01302030.13%+203
CLEARWAY ENERGY INC CLASS CLAS10,4958,795-1,7002962930.18%-4
ARTESIAN RES CORP07,025+7,02502220.14%+222
CALAMOS STRATEGIC TOTAL RETU(CSQ)22,02321,623-4004254150.26%-10
ECOLAB INC(ECL)0891+89102340.15%+234
COLGATE PALMOLIVE CO(CL)013,501+13,50101,0670.67%+1,067
COMPANHIA DE SANEAMENTO BAS13,31713,31703313180.20%-14
COASTALSOUTH BANCSHARES INC CO11,1159,766-1,3492422270.14%-15
EATON VANCE RISK MAN DIV42,81841,693-1,1253853680.23%-17
VISA INC CLASS CLASS A(V)864788-762952760.17%-19
JPMORGAN EQUITY PREMIUM INCOME29,40029,000-4001,6791,6601.05%-19
PENTAIR PLC SHS(PNR)03,067+3,06703190.20%+319
QXO INC(QXO)15,07513,825-1,2502872670.17%-21
AMER STATES WTR CO04,330+4,33003140.20%+314
BANK AMERICA CORP7,7276,727-1,0003993700.23%-29
REAVES UTIL INCOME FD(UTG)7,4507,250-2002952650.17%-30
EATON VANCE TAX MGD DVF45,68745,387-3007266960.44%-30
CALIFORNIA BANCORP COMMON STOC010,000+10,00001870.12%+187
GLOBAL X FUND GLB X NSDQ 100 C023,400+23,40004130.26%+413
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