StockDriftsStockDriftsTop 49 Beach Investment Counsel Inc/Pa Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EPD | Enterprise Prod Partners | 10.16% | 2.02M | $69K | -2.61%(-54.18K) | — | 2025-03-31 | |
| ET | Energy Transfer LP | 7.3% | 2.67M | $50K | -3.08%(-84.66K) | — | 2025-03-31 | |
| AMZN | Amazon.com Inc. | 4.45% | 159.1K | $30K | -9.98%(-17.62K) | — | 2025-03-31 | |
| LNG | Cheniere Energy Inc | 3.95% | 115.9K | $27K | -2.60%(-3.10K) | — | 2025-03-31 | |
| NEE | NextEra Energy, Inc. | 3.64% | 349.1K | $25K | -10.62%(-41.47K) | — | 2025-03-31 | |
| HR | Healthcare Realty | 2.76% | 1.11M | $19K | -11.24%(-140.45K) | — | 2025-03-31 | |
| KO | Coca Cola Co. | 2.58% | 245.0K | $18K | -11.84%(-32.92K) | — | 2025-03-31 | |
| META | Meta Platforms, Inc. | 2.47% | 29.1K | $17K | -1.16%(-340) | — | 2025-03-31 | |
| MSFT | Microsoft | 2.4% | 43.4K | $16K | -7.07%(-3.30K) | — | 2025-03-31 | |
| BAC | Bank of America | 2.28% | 371.7K | $16K | +87.96%(+173.94K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Beach Investment Counsel Inc/Pa reports $679.43K in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are EPD (10.2%), ET (7.3%) and AMZN (4.5%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beach Investment Counsel Inc/Pa’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1058800). View Beach Investment Counsel Inc/Pa’s 13F filings on SEC