Beach Investment Counsel Inc/Pa Portfolio Holdings

Beach Investment Counsel Inc/Pa

  • $679 Million
  • Q1 2025

Beach Investment Counsel Inc/Pa has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $679 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Products Partners L.P. with a value of $69M, Energy Transfer LP with a value of $49.6M, Mplx LP with a value of $45.4M, Vistra Corp. with a value of $33.4M, and Amazon Com Inc with a value of $30.3M.

Examining the 13F form we can see an decrease of $60.5M in the current position value, from $740M to 679M.

Beach Investment Counsel Inc/Pa is based out at West Conshohocken, PA

Below you can find more details about Beach Investment Counsel Inc/Pa portfolio as well as his latest detailed transactions.

Portfolio value $679 Million
Energy: $199 Million
Financial Services: $115 Million
Utilities: $112 Million
Communication Services: $46.3 Million
Consumer Defensive: $40.4 Million
Technology: $33.9 Million
Consumer Cyclical: $30.9 Million
Healthcare: $23.5 Million
Other: $41.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.5 Million 1.1% of portfolio
13,410
Q4 2023 Reduced 3.94%
$0
$1.38 Million 0.2% of portfolio
9,800
Q4 2020 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $679 Million
  • Prior Value $740 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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