ELCO Management Co., LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1690717
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$231.9M
Holdings
174
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ELCO Management Co., LLC disclosed 174 positions worth $231.9M in its Form 13F-HR for Q2 2026, led by $WMB (WILLIAMS COMPANIES, INC.) at 5.8% of the equity portfolio, followed by $TRGP and $LNG. During the quarter the fund opened 18 new positions and exited 14 — including a new stake in $AMAT. The portfolio is most concentrated in Energy (32.4% of disclosed assets). All figures are sourced directly from ELCO Management Co., LLC’s Form 13F-HR filing with the SEC under CIK 1690717.
AI Fund Analysis
Stable
$WMB5.8% weight
Held 10 quarters
$TRGP5.4% weight
Held 10 quarters
$LNG4.8% weight
Held 10 quarters
$ET4.2% weight
Held 10 quarters
STATE STREET INDUSTRIAL SE
4.0% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US B
9 quarters accumulating
STATE STREET TECHNOLOGY SE
4 quarters accumulating
$MSFT3 quarters accumulating
$JPM3 quarters accumulating
$PG3 quarters accumulating
Sector Allocation
EnergyOtherTechnologyFinancialsConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 64.3#554
Quality
$13.5M181,967 sh - 63.3#638
Quality
$12.5M46,600 sh - 66.5#410
Quality
$11.2M47,015 sh - 64.4
Quality
$9.6M503,905 sh STATE STREET INDUSTRIAL SELECT - ST STR INDL ETF
—Quality
$9.2M49,800 sh- 76.4
Quality
$8.5M29,428 sh - 78.2
Quality
$8.5M24,043 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$7.4M254,441 sh- 68.7
Quality
$7.2M30,036 sh - 85.9
Quality
$6.3M31,408 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| WILLIAMS COMPANIES, INC.$WMB | 64.3#554 | $13.5M | 181,967 |
| Targa Resources Corp.$TRGP | 63.3#638 | $12.5M | 46,600 |
| Cheniere Energy, Inc.$LNG | 66.5#410 | $11.2M | 47,015 |
| Energy Transfer LP$ET | 64.4 | $9.6M | 503,905 |
| STATE STREET INDUSTRIAL SELECT - ST STR INDL ETF | — | $9.2M | 49,800 |
 Apple Inc.$AAPL | 76.4 | $8.5M | 29,428 |
 Alphabet Inc.$GOOGL | 78.2 | $8.5M | 24,043 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $7.4M | 254,441 |
 AMAZON COM INC$AMZN | 68.7 | $7.2M | 30,036 |
 NVIDIA CORP$NVDA | 85.9 | $6.3M | 31,408 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ELCO Management Co., LLC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Energy
$75.2M
Other
$43.1M
Technology
$41.7M
Financials
$15.2M
Consumer Discretionary
$13.5M
Materials
$10.3M
Healthcare
$10.0M
Industrials
$9.9M
Top Holdings — ELCO Management Co., LLC (Q2 2026)
Top 150 of 174 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WMB | WILLIAMS COMPANIES, INC. | $13.5M | 5.8% | +0% | 64.3 |
| 2 | $TRGP | Targa Resources Corp. | $12.5M | 5.4% | -6% | 63.3 |
| 3 | $LNG | Cheniere Energy, Inc. | $11.2M | 4.8% | +2% | 66.5 |
| 4 | $ET | Energy Transfer LP | $9.6M | 4.2% | +1% | 64.4 |
| 5 | — | STATE STREET INDUSTRIAL SELECT - ST STR INDL ETF | $9.2M | 4.0% | +900% | — |
| 6 | $AAPL | Apple Inc. | $8.5M | 3.7% | -0% | 76.4 |
| 7 | $GOOGL | Alphabet Inc. | $8.5M | 3.7% | -5% | 78.2 |
| 8 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $7.4M | 3.2% | +19% | — |
| 9 | $AMZN | AMAZON COM INC | $7.2M | 3.1% | +3% | 68.7 |
| 10 | $NVDA | NVIDIA CORP | $6.3M | 2.7% | +1% | 85.9 |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $5.9M | 2.5% | +1% | — |
| 12 |  $HXL | HEXCEL CORP /DE/ | $5.7M | 2.5% | +0% | 58.1 |
| 13 | $MSFT | MICROSOFT CORP | $5.6M | 2.4% | +4% | 79.8 |
| 14 |  $MPLX | MPLX LP | $4.8M | 2.1% | +3% | 70 |
| 15 |  $ABBV | AbbVie Inc. | $4.2M | 1.8% | -2% | 72.6 |
| 16 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $3.9M | 1.7% | +9% | 59.1 |
| 17 |  $GLW | CORNING INC /NY | $3.1M | 1.4% | -7% | 73.7 |
| 18 |  $NGL | NGL Energy Partners LP | $3.0M | 1.3% | -1% | 42.2 |
| 19 | $JPM | JPMORGAN CHASE & CO | $2.9M | 1.3% | +1% | 70.7 |
| 20 |  $HD | HOME DEPOT, INC. | $2.6M | 1.1% | +1% | 60.3 |
| 21 |  $GEL | GENESIS ENERGY LP | $2.4M | 1.0% | -0% | 53.6 |
| 22 |  $HUBB | HUBBELL INC | $2.3M | 1.0% | +0% | 64.1 |
| 23 |  $WES | Western Midstream Partners, LP | $2.2M | 0.9% | -1% | 71 |
| 24 |  $RTX | RTX Corp | $2.1M | 0.9% | +1% | 73.2 |
| 25 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.9% | -1% | 64.6 |
| 26 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.0M | 0.9% | +6% | 61.4 |
| 27 |  $NEXT | NextDecade Corp | $1.9M | 0.8% | +9% | — |
| 28 |  $SUN | Sunoco LP | $1.8M | 0.8% | -2% | 63.6 |
| 29 |  $HON | HONEYWELL INTERNATIONAL INC | $1.8M | 0.8% | +3% | 65 |
| 30 |  $EQT | EQT Corp | $1.8M | 0.8% | +6% | 83.7 |
| 31 | — | GLOBAL X S&P 500 COVERED CALL - S&P 500 COVERED | $1.7M | 0.7% | -13% | — |
| 32 | — | STATE STREET TECHNOLOGY SELECT - ST STR TECHN ETF | $1.6M | 0.7% | +1% | — |
| 33 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.7% | +3% | 65.5 |
| 34 |  $AWK | American Water Works Company, Inc. | $1.4M | 0.6% | -18% | 58.1 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.6% | +3% | 69 |
| 36 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.3M | 0.5% | +0% | 61.7 |
| 37 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.5% | NEW | 72.3 |
| 38 | $PG | PROCTER & GAMBLE Co | $1.3M | 0.5% | +0% | 64.6 |
| 39 |  $GOOG | Alphabet Inc. | $1.2M | 0.5% | +11% | 78.2 |
| 40 |  $CL | COLGATE PALMOLIVE CO | $1.2M | 0.5% | +0% | 61.3 |
| 41 | — | NEOS NASDAQ-100(R) HIGH INCOME - NASDAQ 100 HIGH | $1.2M | 0.5% | +104% | — |
| 42 |  $VBNK | VersaBank | $1.2M | 0.5% | -26% | 49.7 |
| 43 |  $PRI | Primerica, Inc. | $1.1M | 0.5% | +0% | 67 |
| 44 |  $ILMN | ILLUMINA, INC. | $1.1M | 0.5% | +0% | 60.4 |
| 45 |  $CLMT | Calumet, Inc. /DE | $1.1M | 0.5% | -22% | 40.2 |
| 46 |  $UBER | Uber Technologies, Inc | $1.1M | 0.5% | +9% | 73.5 |
| 47 | — | NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI | $1.0M | 0.4% | +2% | — |
| 48 |  $ICE | Intercontinental Exchange, Inc. | $1.0M | 0.4% | -6% | 73.7 |
| 49 |  $VST | Vistra Corp. | $1.0M | 0.4% | +46% | 71.9 |
| 50 |  $CMI | CUMMINS INC | $1.0M | 0.4% | +0% | 58.1 |
| 51 |  $CSX | CSX CORP | $990,383 | 0.4% | +1% | 65.2 |
| 52 | — | INVESCO AEROSPACE & DEFENSE ET - AEROSPACE DEFN | $989,063 | 0.4% | +0% | — |
| 53 |  $BA | BOEING CO | $923,028 | 0.4% | +6% | 61.6 |
| 54 |  $CARR | CARRIER GLOBAL Corp | $918,635 | 0.4% | +0% | 56.6 |
| 55 |  $DIS | Walt Disney Co | $904,814 | 0.4% | -3% | 60.1 |
| 56 |  $FRST | Primis Financial Corp. | $896,012 | 0.4% | -24% | 65.8 |
| 57 | — | DIMENSIONAL US CORE EQUITY MAR - US CORE EQT MKT | $879,350 | 0.4% | +0% | — |
| 58 |  $XYL | Xylem Inc. | $813,994 | 0.3% | -9% | 65.8 |
| 59 |  $OKE | ONEOK INC /NEW/ | $789,241 | 0.3% | -4% | 71.7 |
| 60 |  $BX | Blackstone Inc. | $778,858 | 0.3% | -14% | 74.4 |
| 61 |  $MCD | MCDONALDS CORP | $763,085 | 0.3% | -1% | 69 |
| 62 | — | PROVIDENT FINL SVCS INC - COM | $745,298 | 0.3% | -1% | — |
| 63 | — | JPMORGAN NASDAQ EQUITY PREMIUM - NASDAQ EQT PREM | $706,790 | 0.3% | +1% | — |
| 64 | — | JPMORGAN EQUITY PREMIUM INCOME - EQUITY PREMIUM | $704,588 | 0.3% | -57% | — |
| 65 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $675,870 | 0.3% | +65% | 63.1 |
| 66 | — | ISHARES TR - GLOB HLTHCRE ETF | $651,964 | 0.3% | +0% | — |
| 67 |  $NI | NISOURCE INC. | $636,529 | 0.3% | +1% | 62.6 |
| 68 |  $PFE | PFIZER INC | $629,187 | 0.3% | -3% | 62 |
| 69 |  $CACI | CACI INTERNATIONAL INC /DE/ | $620,768 | 0.3% | +0% | 65 |
| 70 |  $META | Meta Platforms, Inc. | $612,071 | 0.3% | +96% | 79.6 |
| 71 | — | INVESCO S&P 500 TOP 50 ETF - S&P 500 TOP 50 | $590,869 | 0.3% | +0% | — |
| 72 |  $BSX | BOSTON SCIENTIFIC CORP | $590,009 | 0.3% | NEW | 77.5 |
| 73 | — | EV TAX-MANAGED DIV EQUIT - COM | $579,957 | 0.3% | -10% | — |
| 74 | — | STATE STREET HEALTH CARE SELEC - ST STR CARE ETF | $572,921 | 0.3% | +50% | — |
| 75 |  $PAGP | PLAINS GP HOLDINGS LP | $545,104 | 0.2% | +5% | 55.1 |
| 76 |  $KO | COCA COLA CO | $542,315 | 0.2% | +0% | 69.5 |
| 77 |  $C | CITIGROUP INC | $542,205 | 0.2% | +5% | 65 |
| 78 |  $ISTR | Investar Holding Corp | $531,490 | 0.2% | +121% | 60.3 |
| 79 |  $DKL | Delek Logistics Partners, LP | $529,986 | 0.2% | +1% | 54.7 |
| 80 |  $DTM | DT Midstream, Inc. | $520,927 | 0.2% | +13% | 68.6 |
| 81 |  $AWR | AMERICAN STATES WATER CO | $512,389 | 0.2% | -2% | 52.4 |
| 82 |  $XIFR | XPLR Infrastructure, LP | $511,633 | 0.2% | -10% | 48.5 |
| 83 |  $SFST | SOUTHERN FIRST BANCSHARES INC | $510,063 | 0.2% | +50% | 62.7 |
| 84 |  $VLTO | Veralto Corp | $509,910 | 0.2% | -13% | 65.5 |
| 85 |  $SWIM | Latham Group, Inc. | $506,879 | 0.2% | +35% | 46 |
| 86 |  $YORW | YORK WATER CO | $503,334 | 0.2% | +25% | 56.5 |
| 87 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $496,050 | 0.2% | NEW | — |
| 88 |  $WMT | Walmart Inc. | $490,756 | 0.2% | +2% | 60.2 |
| 89 | — | CALIFORNIA BANCORP COMMON STOC - COM | $482,238 | 0.2% | -11% | — |
| 90 |  $SRE | SEMPRA | $479,125 | 0.2% | +0% | 41.9 |
| 91 |  $KVUE | Kenvue Inc. | $476,087 | 0.2% | +1% | 60.3 |
| 92 | — | SUNOCOCORP LLC - COM SHS LLC | $474,705 | 0.2% | +26% | — |
| 93 |  $WTTR | Select Water Solutions, Inc. | $474,485 | 0.2% | -17% | 42.9 |
| 94 |  $AXP | AMERICAN EXPRESS CO | $473,550 | 0.2% | +0% | 69.4 |
| 95 |  $EQBK | EQUITY BANCSHARES INC | $468,785 | 0.2% | -42% | 46.4 |
| 96 | — | STATE STREET FINANCIAL SELECT - ST STR FINL ETF | $455,953 | 0.2% | +0% | — |
| 97 | — | ISHARES TR - U.S. TECH ETF | $454,014 | 0.2% | +0% | — |
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | $450,675 | 0.2% | NEW | — |
| 99 |  $BRK.B | BERKSHIRE HATHAWAY INC | $447,849 | 0.2% | +0% | 73.8 |
| 100 |  $CBK | Commercial Bancgroup, Inc. | $441,921 | 0.2% | -20% | 54 |
| 101 |  $QCOM | QUALCOMM INC/DE | $436,511 | 0.2% | +0% | 70.5 |
| 102 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $434,289 | 0.2% | -1% | — |
| 103 |  $USCB | USCB FINANCIAL HOLDINGS, INC. | $430,683 | 0.2% | -2% | 57.8 |
| 104 |  $KMI | KINDER MORGAN, INC. | $426,544 | 0.2% | +6% | 71.3 |
| 105 |  $OTIS | Otis Worldwide Corp | $419,719 | 0.2% | +8% | 61.3 |
| 106 |  $IMAX | IMAX CORP | $418,530 | 0.2% | +0% | 59.6 |
| 107 | — | INVESCO KBW BANK ETF - KBW BK ETF | $418,410 | 0.2% | +0% | — |
| 108 | — | ISHARES 0-3 MONTH TREASURY BON - 0-3 MTH TREASURY | $407,713 | 0.2% | +0% | — |
| 109 |  $MRK | Merck & Co., Inc. | $401,177 | 0.2% | +0% | 59.9 |
| 110 | — | GLOBAL X NASDAQ 100 COVERED CA - NASDAQ 100 COVER | $387,030 | 0.2% | -6% | — |
| 111 |  $CNM | Core & Main, Inc. | $377,653 | 0.2% | -15% | 59.9 |
| 112 |  $LLY | ELI LILLY & Co | $377,569 | 0.2% | -1% | 87.5 |
| 113 | — | DEFIANCE QUANTUM ETF - DEFIA QUANT ETF | $372,932 | 0.2% | +0% | — |
| 114 |  $MYFW | First Western Financial Inc | $365,669 | 0.2% | -23% | 52 |
| 115 |  $TTEK | TETRA TECH INC | $350,753 | 0.1% | +15% | 60.2 |
| 116 |  $VMI | VALMONT INDUSTRIES INC | $343,672 | 0.1% | +9% | 60.7 |
| 117 |  $PNR | PENTAIR plc | $340,447 | 0.1% | -3% | — |
| 118 | — | FIRST CAROLINA FINANCIAL SERVI - COMMON STOCK | $332,721 | 0.1% | NEW | — |
| 119 |  $COF | CAPITAL ONE FINANCIAL CORP | $332,427 | 0.1% | +18% | 62.4 |
| 120 | — | COMPANHIA DE SANEAMENTO BAS - SPONSORED ADR | $321,992 | 0.1% | +525% | — |
| 121 |  $CWEN | Clearway Energy, Inc. | $320,437 | 0.1% | +9% | 62.7 |
| 122 |  $BMI | BADGER METER INC | $314,417 | 0.1% | NEW | 61 |
| 123 |  $BBT | Beacon Financial Corp | $312,782 | 0.1% | +25% | 66.7 |
| 124 |  $AMTB | Amerant Bancorp Inc. | $303,458 | 0.1% | +13% | 48.7 |
| 125 |  $BAH | Booz Allen Hamilton Holding Corp | $303,350 | 0.1% | -23% | 58 |
| 126 | — | ISHARES TR - US AER DEF ETF | $303,025 | 0.1% | -29% | — |
| 127 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $299,015 | 0.1% | +0% | — |
| 128 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $296,424 | 0.1% | -6% | 63.4 |
| 129 |  $DE | DEERE & CO | $291,792 | 0.1% | +0% | 55.4 |
| 130 |  $POOL | POOL CORP | $287,321 | 0.1% | -15% | 51.8 |
| 131 |  $AVGO | Broadcom Inc. | $283,743 | 0.1% | NEW | 84.5 |
| 132 |  $WTRG | Essential Utilities, Inc. | $282,383 | 0.1% | -37% | 68.1 |
| 133 | — | SPDR Blackstone Senior Loan ET - ST STR BL LN ETF | $282,030 | 0.1% | -17% | — |
| 134 |  $V | VISA INC. | $280,648 | 0.1% | +0% | 82.9 |
| 135 |  $LOW | LOWES COMPANIES INC | $277,817 | 0.1% | +0% | 60.8 |
| 136 | — | FIRSTSUN CAPITAL BANCORP COMMO - COM | $276,230 | 0.1% | NEW | — |
| 137 | — | COLONY BANKCORP INC COMMON STO - COM | $272,240 | 0.1% | NEW | — |
| 138 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $266,522 | 0.1% | NEW | — |
| 139 | — | UNIVERSAL DISPLAY CORP - COM | $259,770 | 0.1% | +0% | — |
| 140 |  $MA | Mastercard Inc | $254,232 | 0.1% | +0% | 85.1 |
| 141 |  $MNSB | MainStreet Bancshares, Inc. | $252,356 | 0.1% | -54% | 36.3 |
| 142 | — | STATE STREET CONSUMER DISCRETI - ST STR DISCR ETF | $252,152 | 0.1% | +0% | — |
| 143 |  $AMD | ADVANCED MICRO DEVICES INC | $250,953 | 0.1% | NEW | 79.8 |
| 144 |  $BAC | BANK OF AMERICA CORP /DE/ | $249,974 | 0.1% | -32% | 67.6 |
| 145 |  $ARTNA | ARTESIAN RESOURCES CORP | $248,705 | 0.1% | -6% | 41.9 |
| 146 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $246,085 | 0.1% | +0% | — |
| 147 |  $ECL | ECOLAB INC. | $242,112 | 0.1% | -2% | 63.3 |
| 148 |  $CWBC | Community West Bancshares | $236,261 | 0.1% | -10% | 62.3 |
| 149 |  $CIVB | CIVISTA BANCSHARES, INC. | $233,633 | 0.1% | -17% | 54.3 |
| 150 | — | BLACKROCK ENHANCED EQUIT - COM | $232,197 | 0.1% | -2% | — |
New Positions (18)
$AMAT APPLIED MATERIALS INC /DE$1.3M$BSX BOSTON SCIENTIFIC CORP$590,009 VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$496,050
ISHARES TR - RUSSELL 2000 ETF$450,675
FIRST CAROLINA FINANCIAL SERVI - COMMON STOCK$332,721
$BMI BADGER METER INC$314,417$AVGO Broadcom Inc.$283,743 FIRSTSUN CAPITAL BANCORP COMMO - COM$276,230
COLONY BANKCORP INC COMMON STO - COM$272,240
AMPLIFY ETF TR - AMPLIFY CYBERSEC$266,522
$AMD ADVANCED MICRO DEVICES INC$250,953
$GE GENERAL ELECTRIC CO$226,114
$MU MICRON TECHNOLOGY INC$225,087
$CVS CVS HEALTH Corp$222,314 ISHARES TR - US HOME CONS ETF$219,408
Exited Positions (14)
NORTHPOINTE BANCSHARES INC COM
$HESM Hess Midstream LP EV RISK-MGD DIVERS EQUIT
$XOM.R34088 EXXON MOBIL CORP
$UTG REAVES UTILITY INCOME FUND
$FAST FASTENAL CO AVIDBANK HOLDINGS INC COMMON S
$COP CONOCOPHILLIPS STATE STREET ENERGY SELECT SEC
$CEG Constellation Energy Corp
$MCHB Mechanics Bancorp
$ARCC ARES CAPITAL CORP
$FFWM First Foundation Inc. BLACKROCK INCOME TR
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