§ 13F · FUND PROFILE
BEACH INVESTMENT COUNSEL INC/PA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 118Turnover · — · Q1Filed · Apr 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Prod Partners | 2.02M | $69.0B | 10.2% | — |
| 2 | ET | Energy Transfer LP | 2.67M | $49.6B | 7.3% | — |
| 3 | MPLX | MPLX LP | 848K | $45.4B | 6.7% | — |
| 4 | VST | Vistra Energy Corp | 284K | $33.4B | 4.9% | — |
| 5 | AMZN | Amazon.com Inc. | 159K | $30.3B | 4.5% | — |
| 6 | LNG | Cheniere Energy Inc | 116K | $26.8B | 3.9% | — |
| 7 | NEE | NextEra Energy, Inc. | 349K | $24.7B | 3.6% | — |
| 8 | GOOGL | Alphabet, Inc. Cl A | 154K | $23.8B | 3.5% | — |
| 9 | HR | Healthcare Realty | 1.11M | $18.7B | 2.8% | — |
| 10 | JPM | J.P. Morgan Chase | 72K | $17.7B | 2.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACH SIGNAL
AC read
BEACH INVESTMENT COUNSEL INC/PA is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed