StockDriftsStockDriftsTop 50 Elco Management CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 5.83% | 182.4K | $12.4M | +0.26%(+481) | $38.42(+83.19%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.56% | 29.1K | $9.7M | -0.94%(-278) | $47.40(+623.45%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.68% | 15.3K | $7.8M | +1.81%(+271) | $191.76(+178.23%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.44% | 29.4K | $7.3M | -2.22%(-667) | $83.29(+215.11%) | 2026-09-30 | |
| HXL | HEXCEL CORP NEW | 2.21% | 56.1K | $4.7M | -1.31%(-743) | $58.57(+56.41%) | 2026-09-30 | |
| PAA | PLAINS ALL AMERN PIPELINE L | 1.87% | 167.4K | $4.0M | -3.91%(-6.81K) | $21.50(+17.45%) | 2026-09-30 | |
| GEL | GENESIS ENERGY L P | 1.08% | 166.3K | $2.3M | -1.73%(-2.92K) | $15.85(-11.87%) | 2026-09-30 | |
| HD | HOME DEPOT INC | 1.03% | 7.7K | $2.2M | +2.68%(+201) | $170.95(+81.27%) | 2026-09-30 | |
| WES | WESTERN MIDSTREAM PARTNERS L | 1.01% | 48.5K | $2.2M | -1.85%(-915) | $21.80(+103.45%) | 2026-09-30 | |
| HUBB | HUBBELL INC | 0.98% | 4.6K | $2.1M | +4.37%(+192) | $144.20(+222.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.65% | +62.85% | +12.44% | +79.75% |
| Top 20 Holdings Unweighted | +16.74% | +59.08% | +11.47% | +72.11% |
Elco Management CO LLC reports $212.73M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are WMB (5.8%), AAPL (4.6%) and MSFT (3.7%). The top 20 holdings account for 32.86% of reported assets. Its disclosed equity book has returned +62.85% on a three-year cumulative basis. Figures reflect the Q3 2026 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 Elco Management CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1690717). View Elco Management CO LLC’s 13F filings on SEC