Beach Investment Counsel Inc/Pa Top Holdings and 13F Report (2025) About Beach Investment Counsel Inc/PaInvestment ActivityBeach Investment Counsel Inc/Pa has $679.44 thousand in total holdings as of March 31, 2025.Beach Investment Counsel Inc/Pa owns shares of 118 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 10.39% of the portfolio was sold this quarter.This quarter, Beach Investment Counsel Inc/Pa has purchased 120 new stocks and bought additional shares in 5 stocks.Beach Investment Counsel Inc/Pa sold shares of 69 stocks and completely divested from 10 stocks this quarter.Largest Holdings Enterprise Products Partners $69,029Energy Transfer $49,566Mplx $45,403Vistra $33,363Amazon.com $30,262 Largest New Holdings this Quarter 651639106 - Newmont $1,667 Holding105368203 - Brandywine Realty Trust $1,651 Holdingg97822103 - Perrigo $1,526 Holding911271302 - United Overseas Bank $963 Holding05565A202 - BNP Paribas $357 Holding Largest Purchases this Quarter Bank of America 173,935 shares (about $7.26K)Mondelez International 47,723 shares (about $3.24K)PG&E 130,285 shares (about $2.24K)Newmont 34,535 shares (about $1.67K)Brandywine Realty Trust 370,263 shares (about $1.65K) Largest Sales this Quarter Apollo Global Management 51,381 shares (about $7.04K)CRH plc ADR 52,522 shares (about $4.62K)Vistra 34,912 shares (about $4.10K)Amazon.com 17,624 shares (about $3.35K)NextEra Energy 41,471 shares (about $2.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeach Investment Counsel Inc/Pa Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEPDEnterprise Products Partners$69,029$1,850 ▼-2.6%2,021,93210.2%EnergyETEnergy Transfer$49,566$1,574 ▼-3.1%2,666,2957.3%EnergyMPLXMplx$45,403$1,094 ▼-2.4%848,3336.7%EnergyVSTVistra$33,363$4,100 ▼-10.9%284,0864.9%UtilitiesAMZNAmazon.com$30,262$3,353 ▼-10.0%159,0544.5%Retail/WholesaleCheniere Energy Inc$26,818$716 ▼-2.6%115,8953.9%COMNEENextEra Energy$24,749$2,940 ▼-10.6%349,1173.6%UtilitiesGOOGLAlphabet$23,781$2,126 ▼-8.2%153,7843.5%Computer and TechnologyHRHealthcare Realty Trust$18,748$2,374 ▼-11.2%1,109,3432.8%FinanceJPMJPMorgan Chase & Co.$17,675$2,535 ▼-12.5%72,0552.6%FinanceKOCoca-Cola$17,550$2,357 ▼-11.8%245,0492.6%Consumer StaplesMETAMeta Platforms$16,756$196 ▼-1.2%29,0722.5%Computer and TechnologyMSFTMicrosoft$16,291$1,240 ▼-7.1%43,3982.4%Computer and TechnologyMAMastercard$15,843$394 ▼-2.4%28,9052.3%Business ServicesBACBank of America$15,511$7,259 ▲88.0%371,6882.3%FinanceCCitigroup$14,075$2,737 ▼-16.3%198,2612.1%FinanceVVisa$13,874$342 ▼-2.4%39,5872.0%Business ServicesCWENClearway Energy$12,239$361 ▼-2.9%404,3281.8%EnergyAPOApollo Global Management$12,053$7,036 ▼-36.9%88,0171.8%FinanceAAPLApple$11,439$432 ▼-3.6%51,4951.7%Computer and TechnologyCRH plc ADR$10,275$4,620 ▼-31.0%116,8021.5%COMPCGPG&E$9,879$2,238 ▲29.3%575,0521.5%UtilitiesHoward Hughes Holdings$8,349$469 ▲5.9%112,6981.2%COMDTEDTE Energy$8,248$265 ▼-3.1%59,6501.2%UtilitiesBAESYBAE Systems$8,114$303 ▼-3.6%98,6781.2%AerospaceCNPCenterPoint Energy$7,806$1,382 ▼-15.0%215,4661.1%UtilitiesMDLZMondelez International$7,744$3,238 ▲71.9%114,1401.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$7,5010.0%13,4101.1%FinancePPLPPL$7,474$836 ▲12.6%206,9761.1%UtilitiesPNCThe PNC Financial Services Group$5,998$195 ▼-3.1%34,1260.9%FinanceKKRKKR & Co. Inc.$5,272$173 ▼-3.2%45,6000.8%FinanceJNJJohnson & Johnson$5,107$273 ▼-5.1%30,7940.8%MedicalBXBlackstone$3,947$102 ▼-2.5%28,2360.6%FinanceWYWeyerhaeuser$3,500$202 ▼-5.5%119,5500.5%ConstructionWMBWilliams Companies$3,3930.0%56,7810.5%EnergyNSRGYNestlé$3,317$232 ▼-6.5%32,7900.5%Consumer StaplesMRKMerck & Co., Inc.$3,091$94 ▼-2.9%34,4330.5%MedicalPGProcter & Gamble$3,046$188 ▼-5.8%17,8730.4%Consumer StaplesNVSNovartis$2,937$136 ▼-4.4%26,3470.4%MedicalGOOGAlphabet$2,856$47 ▼-1.6%18,2800.4%Computer and TechnologyTMOThermo Fisher Scientific$2,6620.0%5,3500.4%MedicalENGIYEngie$2,495$31 ▼-1.2%127,9500.4%UtilitiesBIPBrookfield Infrastructure Partners$2,461$118 ▼-4.6%82,6230.4%FinanceRHHBYRoche$2,218$150 ▼-6.3%53,9100.3%MedicalSIEGYSiemens Aktiengesellschaft$2,206$110 ▼-4.7%19,1210.3%IndustrialsUBSUBS Group$2,1980.0%71,7750.3%FinancePAGPPlains GP$2,160$18 ▼-0.8%101,1420.3%EnergyLLYEli Lilly and Company$2,1560.0%2,6100.3%MedicalDTEGYDeutsche Telekom$2,156$43 ▼-1.9%58,1500.3%UtilitiesCSCOCisco Systems$2,1550.0%34,9180.3%Computer and TechnologyPEPPepsiCo$2,103$37 ▼-1.8%14,0250.3%Consumer StaplesKWKennedy-Wilson$2,094$1,473 ▼-41.3%241,2820.3%FinanceNGGNational Grid$2,087$197 ▼-8.6%31,8080.3%UtilitiesMDTMedtronic$1,908$139 ▼-6.8%21,2320.3%MedicalBRK.BBerkshire Hathaway$1,892$199 ▼-9.5%3,5520.3%FinanceULUnilever$1,891$167 ▼-8.1%31,7520.3%Consumer StaplesUNPUnion Pacific$1,848$245 ▼-11.7%7,8210.3%TransportationNEMNewmont$1,667$1,667 ▲New Holding34,5350.2%Basic MaterialsBDNBrandywine Realty Trust$1,651$1,651 ▲New Holding370,2630.2%FinancePRGOPerrigo$1,526$1,526 ▲New Holding54,4280.2%MedicalBUDAnheuser-Busch InBev SA/NV$1,440$128 ▼-8.2%25,2900.2%Consumer StaplesNVDANVIDIA$1,438$1,793 ▼-55.5%13,2720.2%Computer and TechnologyFDXFedEx$1,401$39 ▼-2.7%5,7480.2%TransportationIYWiShares U.S. Technology ETF$1,3760.0%9,8000.2%ManufacturingADPAutomatic Data Processing$1,350$165 ▼-10.9%4,4200.2%Business ServicesRTXRTX$1,0550.0%7,9620.2%AerospaceXOMExxon Mobil$1,0520.0%8,8460.2%EnergySYYSysco$1,0450.0%13,9200.2%Consumer StaplesPLDPrologis$1,0060.0%8,9960.1%FinanceCOSTCostco Wholesale$986$118 ▼-10.7%1,0420.1%Retail/WholesaleUOVEYUnited Overseas Bank$963$963 ▲New Holding17,1050.1%FinanceIBDRYIberdrola$884$81 ▼-8.4%13,7000.1%UtilitiesORCLOracle$8390.0%6,0000.1%Computer and TechnologyVEOEYVeolia Environnement$822$142 ▼-14.7%47,7000.1%UtilitiesSPGIS&P Global$8130.0%1,6000.1%Business ServicesDEDeere & Company$803$31 ▼-3.7%1,7100.1%IndustrialsBRK.ABerkshire Hathaway$7980.0%10.1%FinanceGWWW.W. Grainger$783$5 ▼-0.6%7930.1%IndustrialsIBMInternational Business Machines$7820.0%3,1440.1%Computer and TechnologyKMIKinder Morgan$715$76 ▼-9.6%25,0660.1%EnergyCBChubb$6360.0%2,1050.1%FinanceAIGAmerican International Group$6210.0%7,1420.1%FinanceCVXChevron$6170.0%3,6870.1%EnergyOKEONEOK$593$114 ▼-16.2%5,9770.1%EnergyLinde PLC$5820.0%1,2500.1%COMEMREmerson Electric$5650.0%5,1500.1%IndustrialsKMBKimberly-Clark$538$7 ▼-1.3%3,7840.1%Consumer StaplesAXPAmerican Express$519$227 ▼-30.5%1,9300.1%FinanceABTAbbott Laboratories$5070.0%3,8200.1%MedicalFMXFomento Económico Mexicano$503$24 ▼-4.6%5,1500.1%Consumer StaplesCATCaterpillar$486$20 ▼-3.9%1,4730.1%IndustrialsSTTState Street$472$4 ▼-0.9%5,2680.1%FinanceABAllianceBernstein$4650.0%12,1250.1%FinancePFEPfizer$420$36 ▼-7.8%16,5570.1%MedicalDISWalt Disney$416$919 ▼-68.8%4,2100.1%Consumer DiscretionaryUBERUber Technologies$4010.0%5,5000.1%Computer and TechnologyMETMetLife$393$16 ▼-3.9%4,9000.1%FinanceSPOTSpotify Technology$3700.0%6730.1%Business ServicesWFCWells Fargo & Company$370$5 ▼-1.4%5,1580.1%FinanceBNPQYBNP Paribas$357$357 ▲New Holding8,5500.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
