SL ADVISORS, LLC — 13F Holdings

2026 Q2  ·  32 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, SL ADVISORS, LLC maintained a portfolio of 32 distinct positions. They heavily accumulated shares in ENERGY TRANSFER LP, increasing the position by 11.5%. The fund also reduced its exposure to REPUBLIC SERVICES by 24.9%.
Position History hover any row below to update
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SL ADVISORS, LLC Westfield, NJ Asset Manager / RIA AUM $54M
PCA Score Concentration Risk
Risk ENB
Total Positions
32
Quarter
2026 Q2
Top Holding
ET (15.9%)
Top 10 Concentration
74.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32

SL ADVISORS, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ET
ENERGY TRANSFER...
Energy 15.85% 13.88% #1
Prev: #1
8.0
48,920 11.5%
P
S
473,898 $9,060,930 2016 Q2 13F Filing 2026-06-30 2026-07-10
NEXT
NEXTDECADE
Energy 10.89% 12.80% #2
Prev: #2
6.0
-161,614 -16.4%
P
S
825,378 $6,223,350 2021 Q1 13F Filing 2026-06-30 2026-07-10
WMB
WILLIAMS COMPAN...
Energy 8.35% 8.10% #3 1
Prev: #4
4.8
-1,533 -2.3%
P
S
64,189 $4,771,810 2016 Q2 13F Filing 2026-06-30 2026-07-10
TRGP
TARGA RESOURCES...
Energy 8.14% 7.40% #4 2
Prev: #6
4.3
-92 -0.5%
P
S
17,346 $4,651,156 2016 Q2 13F Filing 2026-06-30 2026-07-10
USAI
PACER AMERN ENE...
ETF 7.62% 7.63% #5
Prev: #5
4.0
-113 -0.1%
P
S
95,782 $4,357,680 2023 Q3 13F Filing 2026-06-30 2026-07-10
LNG
CHENIERE ENERGY...
Energy 7.29% 8.41% #6 3
Prev: #3
3.4
-81 -0.5%
P
S
17,425 $4,164,749 2017 Q1 13F Filing 2026-06-30 2026-07-10
OKE
ONEOK INC
Energy 5.80% 5.97% #7
Prev: #7
2.8
-881 -2.3%
P
S
38,114 $3,313,631 2016 Q2 13F Filing 2026-06-30 2026-07-10
EPD
ENTERPRISE PROD...
Energy 4.59% 4.60% #8
Prev: #8
2.3
-394 -0.5%
P
S
71,351 $2,622,863 2016 Q2 13F Filing 2026-06-30 2026-07-10
KNTK
KINETIK HOLDING...
Energy 2.96% 2.88% #9 1
Prev: #10
1.7
-225 -0.6%
P
S
34,972 $1,690,546 2023 Q4 13F Filing 2026-06-30 2026-07-10
BRK/B
BERKSHIRE HATHA...
Financial Services 2.89% 2.91% #10 1
Prev: #9
1.7
-290 -8.1%
P
S
3,298 $1,650,286 2016 Q3 13F Filing 2026-06-30 2026-07-10
TRP
TC ENERGY CORP ...
Energy 2.85% 2.62% #11
Prev: #11
1.6
-173 -0.7%
P
S
24,562 $1,628,215 2022 Q4 13F Filing 2026-06-30 2026-07-10
ENB
ENBRIDGE INC F
Energy 2.65% 2.57% #12
Prev: #12
1.6
-168 -0.6%
P
S
27,898 $1,512,351 2016 Q2 13F Filing 2026-06-30 2026-07-10
SPY
SPDR S&P 500 ET...
ETF 2.54% 2.36% #13
Prev: #13
1.5
-200 -9.3%
P
S
1,947 $1,453,965 2016 Q2 13F Filing 2026-06-30 2026-07-10
KMI
KINDER MORGAN I...
Energy 1.95% 1.98% #14
Prev: #14
1.3
-49 -0.1%
P
S
34,805 $1,112,716 2016 Q2 13F Filing 2026-06-30 2026-07-10
WES
WESTERN MIDSTRE...
Bond/Debt 1.80% 1.64% #15 1
Prev: #16
1.2
-136 -0.6%
P
S
23,466 $1,026,872 2019 Q1 13F Filing 2026-06-30 2026-07-10
MPLX
MPLX, LP
Energy 1.69% 1.66% #16 1
Prev: #15
1.2
-113 -0.7%
P
S
17,116 $964,144 2018 Q3 13F Filing 2026-06-30 2026-07-10
PBA
PEMBINA PIPELIN...
Energy 1.63% 1.54% #17
Prev: #17
1.2
-133 -0.7%
P
S
20,161 $932,446 2016 Q3 13F Filing 2026-06-30 2026-07-10
RTX
RAYTHEON TECHNO...
Industrials 1.33% 1.42% #18 1
Prev: #19
1.0
-331 -7.6%
P
S
4,016 $761,956 2020 Q4 13F Filing 2026-06-30 2026-07-10
SOBO
SOUTH BOW CORP ...
Energy 1.31% 1.20% #19 1
Prev: #20
1.0
-94 -0.4%
P
S
21,224 $747,934 2025 Q4 13F Filing 2026-06-30 2026-07-10
RSG
REPUBLIC SERVIC...
Industrials 1.09% 1.44% #20 2
Prev: #18
0.4
-970 -24.9%
P
S
2,922 $622,620 2016 Q2 13F Filing 2026-06-30 2026-07-10
WM
WASTE MANAGEMEN...
Industrials 0.95% 1.09% #21
Prev: #21
0.9
-362 -12.9%
P
S
2,435 $542,713 2016 Q2 13F Filing 2026-06-30 2026-07-10
LMT
KINETIK HOLDING...
Industrials 0.72% 0.74% #22
Prev: #22
2.3
87 12.0%
P
S
811 $413,172 2016 Q2 13F Filing 2026-06-30 2026-07-10
XLP
SPDR FUND CONSU...
ETF 0.71% 0.67% #23 1
Prev: #24
0.8
2 0.0%
P
S
4,862 $403,898 2016 Q2 13F Filing 2026-06-30 2026-07-10
PAGP
PLAINS GP HLDGS
Energy 0.66% 0.64% #24 1
Prev: #25
0.8
-115 -0.7%
P
S
15,450 $374,972 2016 Q2 13F Filing 2026-06-30 2026-07-10
ECL
ECOLAB INC
Basic Materials 0.62% 0.57% #25 1
Prev: #26
1.2
no change no change
P
S
1,269 $353,556 2018 Q4 13F Filing 2026-06-30 2026-07-10
MCD
MCDONALDS CORP
Consumer Cyclical 0.55% 0.72% #26 3
Prev: #23
0.7
-208 -15.1%
P
S
1,165 $314,911 2016 Q2 13F Filing 2026-06-30 2026-07-10
JNJ
JOHNSON & JOHNS...
Bond/Debt 0.48% 0.44% #27 1
Prev: #28
1.2
no change no change
P
S
1,074 $272,764 2016 Q2 13F Filing 2026-06-30 2026-07-10
ADP
AUTO DATA PROCE...
Technology 0.46% 0.44% #28 1
Prev: #29
0.7
-96 -7.5%
P
S
1,186 $265,605 2016 Q2 13F Filing 2026-06-30 2026-07-10
KO
THE COCA-COLA C...
Consumer Defensive 0.46% 0.45% #29 2
Prev: #27
0.7
-320 -9.1%
P
S
3,209 $260,795 2016 Q2 13F Filing 2026-06-30 2026-07-10
MRK
MERCK & CO. INC...
Healthcare 0.45% 0.41% #30 1
Prev: #31
1.2
no change no change
P
S
1,992 $255,972 2022 Q4 13F Filing 2026-06-30 2026-07-10
PG
PROCTER & GAMBL...
Consumer Defensive 0.39% 0.37% #31 1
Prev: #32
1.2
no change no change
P
S
1,509 $221,280 2016 Q2 13F Filing 2026-06-30 2026-07-10
HSY
HERSHEY CO
Consumer Defensive 0.37% 0.42% #32 2
Prev: #30
1.1
no change no change
P
S
1,204 $211,242 2016 Q2 13F Filing 2026-06-30 2026-07-10
Showing 1-32 of 32 holdings

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