StockDriftsStockDriftsTop 50 Infrastructure Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 6.22% | 4.16M | $79.6M | -1.88%(-79.83K) | $14.03(+50.06%) | 2026-06-30 | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 5.25% | 995.8K | $67.2M | +2.35%(+22.86K) | $57.05(+32.49%) | 2026-06-30 | |
| PAA | PLAINS ALL AMERN PIPELINE L | 5.21% | 3.00M | $66.7M | -3.06%(-94.58K) | $19.27(+24.01%) | 2026-06-30 | |
| ETPRI | ENERGY TRANSFER L P | 4.7% | 5.25M | $60.2M | +4.79%(+239.81K) | $11.51(-0.01%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.28% | 1.49M | $54.8M | -3.64%(-56.40K) | $30.23(+28.68%) | 2026-06-30 | |
| KKRPRD | KKR & CO INC | 4.23% | 1.36M | $54.2M | +24.70%(+269.27K) | $49.07(-0.55%) | 2026-06-30 | |
| WES | WESTERN MIDSTREAM PARTNERS L | 4.16% | 1.22M | $53.3M | -1.43%(-17.70K) | $27.56(+77.48%) | 2026-06-30 | |
| MPLX | MPLX LP | 4.12% | 936.8K | $52.8M | -12.31%(-131.47K) | $49.47(+20.24%) | 2026-06-30 | |
| BAPRA | BOEING CO | 3.87% | 744.9K | $49.6M | +518.24%(+624.39K) | $64.73(+9.95%) | 2026-06-30 | |
| ORCLPRD | ORACLE CORP | 2.97% | 862.3K | $38.1M | +1211.51%(+796.52K) | $44.47(+6.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.11% | +7.86% | +45.99% |
| Top 20 Holdings Unweighted | +11.87% | +40.00% | +6.91% | +39.68% |
Infrastructure Capital Advisors LLC reports $1.71B in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are ET (6.2%), SUN (5.3%) and PAA (5.2%). The top 20 holdings account for 60.58% of reported assets. Its disclosed equity book has returned +35.11% on a three-year cumulative basis. Figures reflect the Q2 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 Infrastructure Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1621802). View Infrastructure Capital Advisors LLC’s 13F filings on SEC