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ELCO Management Co., LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1690717

$231.9M

disclosed book value

174

positions

5.8%

largest position share

Positions, as of 2026-06-30

top 100 of 174 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1WMBWILLIAMS COS INC181,967$13.5M5.8%
2TRGPTARGA RES CORP46,600$12.5M5.4%
3LNGCHENIERE ENERGY INC47,015$11.2M4.8%
4ETENERGY TRANSFER L P LP503,905$9.6M4.2%
5XLISTATE STREET INDUSTRIAL SELECT49,800$9.2M4%
6AAPLAPPLE INC29,428$8.5M3.7%
7GOOGALPHABET INC CLASS CLASS C24,043$8.5M3.7%
8SCHBSCHWAB STRATEGIC TR254,441$7.4M3.2%
9AMZNAMAZON COM INC30,036$7.2M3.1%
10NVDANVIDIA CORP31,408$6.3M2.7%
11SPYSTATE STREET SPDR S&P 500 ETF7,854$5.9M2.5%
12HXLHEXCEL CORP NEW56,874$5.7M2.5%
13MSFTMICROSOFT CORP15,003$5.6M2.4%
14MPLXMPLX LP LP84,746$4.8M2.1%
15ABBVABBVIE INC16,862$4.2M1.8%
16PAAPLAINS ALL AMERN PIPELINE L174,230$3.9M1.7%
17GLWCORNING INC12,291$3.1M1.4%
18NGLNGL ENERGY PARTNERS L LP190,391$3.0M1.3%
19JPMJPMORGAN CHASE & CO8,856$2.9M1.3%
20HDHOME DEPOT INC7,502$2.6M1.1%
21GELGENESIS ENERGY L P169,202$2.4M1%
22HUBBHUBBELL INC4,398$2.3M1%
23WESWESTERN MIDSTREAM PARTNERS L49,437$2.2M0.9%
24RTXRTX CORP11,152$2.1M0.9%
25NEENEXTERA ENERGY INC22,714$2.0M0.9%
26EPDENTERPRISE PRODS PARTNERS L54,213$2.0M0.9%
27NEXTNEXTDECADE CORP248,312$1.9M0.8%
28SUNSUNOCO LP LP26,587$1.8M0.8%
29HONHONEYWELL INTL INC7,914$1.8M0.8%
30EQTEQT CORP33,276$1.8M0.8%
31XYLDGLOBAL X S&P 500 COVERED CALL41,200$1.7M0.7%
32XLKSTATE STREET TECHNOLOGY SELECT8,481$1.6M0.7%
33ABTABBOTT LABORATORIES17,788$1.6M0.7%
34AWKAMERICAN WTR WKS CO INC NEW10,869$1.4M0.6%
35JNJJOHNSON & JOHNSON5,066$1.3M0.6%
36MARMARRIOTT INTL INC NEW3,381$1.3M0.5%
37AMATAPPLIED MATLS INC1,732$1.3M0.5%
38PGPROCTER & GAMBLE CO8,529$1.3M0.5%
39GOOGLALPHABET INC CLASS A3,489$1.2M0.5%
40CLCOLGATE PALMOLIVE CO13,501$1.2M0.5%
41QQQINEOS NASDAQ-100(R) HIGH INCOME20,800$1.2M0.5%
42VBNKVERSABANK F49,973$1.2M0.5%
43PRIPRIMERICA INC4,000$1.1M0.5%
44ILMNILLUMINA INC6,278$1.1M0.5%
45CLMTCALUMET INC30,427$1.1M0.5%
46UBERUBER TECHNOLOGIES INC14,966$1.1M0.5%
47SPYINEOS S&P 500 HIGH INCOME ETF19,425$1.0M0.4%
48ICEINTERCONTINENTAL EXCHANG8,303$1.0M0.4%
49VSTVISTRA CORP6,431$1.0M0.4%
50CMICUMMINS INC1,426$1.0M0.4%
51CSXCSX CORP20,837$990,3830.4%
52PPAINVESCO AEROSPACE & DEFENSE ET5,599$989,0630.4%
53BABOEING CO4,264$923,0280.4%
54CARRCARRIER GLOBAL CORP12,524$918,6350.4%
55DISDISNEY WALT CO9,401$904,8140.4%
56FRSTPRIMIS FINL CORP54,735$896,0120.4%
57DFAUDIMENSIONAL US CORE EQUITY MAR17,012$879,3500.4%
58XYLXYLEM INC6,886$813,9940.4%
59OKEONEOK INC NEW9,078$789,2410.3%
60BXBLACKSTONE INC6,619$778,8580.3%
61MCDMCDONALDS CORP2,823$763,0850.3%
62PFSPROVIDENT FINL SVCS INC31,527$745,2980.3%
63JEPQJPMORGAN NASDAQ EQUITY PREMIUM11,500$706,7900.3%
64JEPIJPMORGAN EQUITY PREMIUM INCOME12,475$704,5880.3%
65WMSADVANCED DRAINAGE SYSTEMS INC4,306$675,8700.3%
66IXJISHARES TR6,627$651,9640.3%
67NINISOURCE INC13,387$636,5290.3%
68PFEPFIZER INC26,129$629,1870.3%
69CACICACI INTL INC1,340$620,7680.3%
70METAMETA PLATFORMS INC CLASS A1,087$612,0710.3%
71XLGINVESCO S&P 500 TOP 50 ETF9,650$590,8690.3%
72BSXBOSTON SCIENTIFIC CORP13,824$590,0090.3%
73XETYXEV TAX-MANAGED DIV EQUIT39,887$579,9570.3%
74XLVSTATE STREET HEALTH CARE SELEC3,611$572,9210.2%
75PAGPPLAINS GP HLDGS L P CLASS A22,460$545,1040.2%
76KOCOCA COLA CO6,673$542,3150.2%
77CCITIGROUP INC3,874$542,2050.2%
78ISTRINVESTAR HOLDING CORPORATION C17,740$531,4900.2%
79DKLDELEK LOGISTICS PARTN LP10,283$529,9860.2%
80DTMDT MIDSTREAM INC3,550$520,9270.2%
81AWRAMER STATES WTR CO6,201$512,3890.2%
82XIFRXPLR INFRASTRUCTURE L LP43,322$511,6330.2%
83SFSTSOUTHERN FIRST BANCSHARES8,348$510,0630.2%
84VLTOVERALTO CORP5,750$509,9100.2%
85SWIMLATHAM GROUP INC78,343$506,8790.2%
86YORWYORK WTR CO16,422$503,3340.2%
87VOOGVANGUARD ADMIRAL FDS INC6,004$496,0500.2%
88WMTWALMART INC4,333$490,7560.2%
89BCALCALIFORNIA BANCORP COMMON STOC23,140$482,2380.2%
90SRESEMPRA5,168$479,1250.2%
91KVUEKENVUE INC24,913$476,0870.2%
92SUNCSUNOCOCORP LLC7,015$474,7050.2%
93WTTRSELECT WATER SOLUTIONS INC CLA23,748$474,4850.2%
94AXPAMERICAN EXPRESS CO1,400$473,5500.2%
95EQBKEQUITY BANCSHARES INC CLASS A9,569$468,7850.2%
96XLFSTATE STREET FINANCIAL SELECT8,505$455,9530.2%
97IYWISHARES TR1,800$454,0140.2%
98IWMISHARES TR1,500$450,6750.2%
99BRK/BBERKSHIRE HATHAWAY INC DEL895$447,8490.2%
100CBKCOMMERCIAL BANCGROUP INC13,686$441,9210.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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