StockDriftsStockDriftsTop 31 Sl Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER LP | 17.32% | 448.9K | $8.9M | -5.28%(-25.00K) | $12.61(+59.48%) | 2026-09-30 | |
| LNG | CHENIERE ENERGY INC | 9.04% | 17.2K | $4.6M | -1.15%(-200) | $83.29(+244.09%) | 2026-09-30 | |
| TRGP | TARGA RESOURCES CORP | 9.01% | 17.1K | $4.6M | -1.56%(-270) | $46.06(+535.75%) | 2026-09-30 | |
| NEXT | NEXTDECADE | 8.87% | 715.9K | $4.5M | -13.27%(-109.52K) | $5.54(+12.82%) | 2026-09-30 | |
| WMB | WILLIAMS COMPANIES | 8.46% | 63.8K | $4.3M | -0.62%(-398) | $27.32(+157.64%) | 2026-09-30 | |
| USAI | PACER AMERN ENERGY INDEPENDENCE ETF | 8.09% | 95.6K | $4.1M | -0.23%(-222) | $28.98(+56.70%) | 2026-09-30 | |
| EPD | ENTERPRISE PRODS PART LP | 4.98% | 71.4K | $2.5M | +0.00%(+0) | $27.52(+33.71%) | 2026-09-30 | |
| KNTK | KINETIK HOLDINGS | 3.33% | 34.0K | $1.7M | -2.86%(-1.00K) | $37.17(+47.05%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 3.13% | 3.2K | $1.6M | -2.30%(-76) | $208.53(+155.23%) | 2026-09-30 | |
| SPY | SPDR S&P 500 ETF | 2.9% | 1.9K | $1.5M | +0.00%(+0) | $394.82(+94.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.84% | +13.27% | +86.42% |
| Top 20 Holdings Unweighted | +15.05% | +52.30% | +13.73% | +90.27% |
Sl Advisors LLC reports $51.24M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are ET (17.3%), LNG (9.0%) and TRGP (9.0%). The top 20 holdings account for 93.21% of reported assets. Its disclosed equity book has returned +50.84% 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 Sl Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1680365). View Sl Advisors LLC’s 13F filings on SEC