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 Market Cap. of $200 Billions or more