StockDriftsStockDriftsTop 32 Sl Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER LP | 15.85% | 473.9K | $9.1M | +11.51%(+48.92K) | $12.61(+63.73%) | 2026-06-30 | |
| NEXT | NEXTDECADE | 10.89% | 825.4K | $6.2M | -16.37%(-161.61K) | $5.54(+21.58%) | 2026-06-30 | |
| WMB | WILLIAMS COMPANIES | 8.35% | 64.2K | $4.8M | -2.33%(-1.53K) | $27.32(+165.07%) | 2026-06-30 | |
| TRGP | TARGA RESOURCES CORP | 8.14% | 17.3K | $4.7M | -0.53%(-92) | $46.06(+480.77%) | 2026-06-30 | |
| USAI | PACER AMERN ENERGY INDEPENDENCE ETF | 7.62% | 95.8K | $4.4M | -0.12%(-113) | $28.98(+60.81%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 7.29% | 17.4K | $4.2M | -0.46%(-81) | $83.29(+221.20%) | 2026-06-30 | |
| OKE | ONEOK INC | 5.8% | 38.1K | $3.3M | -2.26%(-881) | $62.47(+44.43%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PART LP | 4.59% | 71.4K | $2.6M | -0.55%(-394) | $27.52(+38.34%) | 2026-06-30 | |
| KNTK | KINETIK HOLDINGS | 2.96% | 35.0K | $1.7M | -0.64%(-225) | $37.17(+40.86%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 2.89% | 3.3K | $1.7M | -8.08%(-290) | $208.53(+150.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.78% | +51.21% | +13.62% | +89.38% |
| Top 20 Holdings Unweighted | +15.27% | +53.16% | +14.26% | +94.77% |
Sl Advisors LLC reports $57.16M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are ET (15.8%), NEXT (10.9%) and WMB (8.3%). The top 20 holdings account for 93.22% of reported assets. Its disclosed equity book has returned +51.21% 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 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