ELCO MANAGEMENT CO., LLC

PrivateCIK: 1690717
Location

NEW YORK, NY

📋 What this filing means

ELCO MANAGEMENT CO., LLC filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $231.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

174
Positions
$231.88M
Total AUM (reported)
4.21M
Total Shares

Allocation by class

TOTAL AUM$231.88M174 positions
COM$131.62M56.8%
COM NEW$12.65M5.5%
COM UT LTD PTN$9.63M4.2%
ST STR INDL ETF$9.22M4.0%
CAP STK CL C$8.50M3.7%
US BRD MKT ETF$7.37M3.2%
UNIT LTD PARTN$6.28M2.7%

Portfolio Concentration

Top 316.1%4–1024.4%11–2522.7%Rest36.7%TOP 1040.5%0%100%
Top 3$37.26M16.1%
4–10$56.68M24.4%
11–25$52.74M22.7%
Rest$85.20M36.7%

Top 3 weight

16.1%

Top 10 weight

40.5%

Voting Authority Distribution

Total shares with voting rights: 4.21M

Sole

Full voting authority

1.24M

shares

% of voting shares29.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.97M

shares

% of voting shares70.5%

Investment Discretion (by position count)

Sole133
Shared0
Other41
Dominant voting typeNone · 70.5% of voting shares
Institutional Holdings174
Rows:

WILLIAMS COS INC

SOLE
COM
Shares181.97K
TypeSH
Market value$13.53M
5.83%
Sole
49K
Shared
0.00
None
132.97K

TARGA RES CORP

SOLE
COM
Shares46.60K
TypeSH
Market value$12.50M
5.39%
Sole
20.30K
Shared
0.00
None
26.30K

CHENIERE ENERGY INC

SOLE
COM NEW
Shares47.02K
TypeSH
Market value$11.24M
4.85%
Sole
16.22K
Shared
0.00
None
30.80K

ENERGY TRANSFER L P LP

SOLE
COM UT LTD PTN
Shares503.90K
TypeSH
Market value$9.63M
4.16%
Sole
203.10K
Shared
0.00
None
300.81K

STATE STREET INDUSTRIAL SELECT

SOLE
ST STR INDL ETF
Shares49.80K
TypeSH
Market value$9.22M
3.98%
Sole
0.00
Shared
0.00
None
49.80K

APPLE INC

SOLE
COM
Shares29.43K
TypeSH
Market value$8.52M
3.67%
Sole
0.00
Shared
0.00
None
29.43K

ALPHABET INC CLASS CLASS C

SOLE
CAP STK CL C
Shares24.04K
TypeSH
Market value$8.50M
3.66%
Sole
0.00
Shared
0.00
None
24.04K

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares254.44K
TypeSH
Market value$7.37M
3.18%
Sole
0.00
Shared
0.00
None
254.44K

AMAZON COM INC

SOLE
COM
Shares30.04K
TypeSH
Market value$7.16M
3.09%
Sole
0.00
Shared
0.00
None
30.04K

NVIDIA CORP

SOLE
COM
Shares31.41K
TypeSH
Market value$6.28M
2.71%
Sole
0.00
Shared
0.00
None
31.41K

STATE STREET SPDR S&P 500 ETF

SOLE
TR UNIT
Shares7.85K
TypeSH
Market value$5.86M
2.53%
Sole
1.40K
Shared
0.00
None
6.45K

HEXCEL CORP NEW

SOLE
COM
Shares56.87K
TypeSH
Market value$5.69M
2.45%
Sole
13.20K
Shared
0.00
None
43.67K

MICROSOFT CORP

SOLE
COM
Shares15K
TypeSH
Market value$5.60M
2.41%
Sole
0.00
Shared
0.00
None
15K

MPLX LP LP

SOLE
COM UNIT REP LTD
Shares84.75K
TypeSH
Market value$4.77M
2.06%
Sole
51K
Shared
0.00
None
33.75K

ABBVIE INC

SOLE
COM
Shares16.86K
TypeSH
Market value$4.24M
1.83%
Sole
0.00
Shared
0.00
None
16.86K

PLAINS ALL AMERN PIPELINE L

SOLE
UNIT LTD PARTN
Shares174.23K
TypeSH
Market value$3.88M
1.67%
Sole
150.50K
Shared
0.00
None
23.73K

CORNING INC

SOLE
COM
Shares12.29K
TypeSH
Market value$3.14M
1.35%
Sole
0.00
Shared
0.00
None
12.29K

NGL ENERGY PARTNERS L LP

SOLE
COM UNIT REPST
Shares190.39K
TypeSH
Market value$3.03M
1.31%
Sole
143.50K
Shared
0.00
None
46.89K

JPMORGAN CHASE & CO

SOLE
COM
Shares8.86K
TypeSH
Market value$2.90M
1.25%
Sole
0.00
Shared
0.00
None
8.86K

HOME DEPOT INC

SOLE
COM
Shares7.50K
TypeSH
Market value$2.65M
1.14%
Sole
0.00
Shared
0.00
None
7.50K

GENESIS ENERGY L P

SOLE
UNIT LTD PARTN
Shares169.20K
TypeSH
Market value$2.40M
1.03%
Sole
108K
Shared
0.00
None
61.20K

HUBBELL INC

SOLE
COM
Shares4.40K
TypeSH
Market value$2.30M
0.99%
Sole
0.00
Shared
0.00
None
4.40K

WESTERN MIDSTREAM PARTNERS L

SOLE
COM UNIT LP INT
Shares49.44K
TypeSH
Market value$2.16M
0.93%
Sole
39.40K
Shared
0.00
None
10.04K

RTX CORP

SOLE
COM
Shares11.15K
TypeSH
Market value$2.12M
0.91%
Sole
0.00
Shared
0.00
None
11.15K

NEXTERA ENERGY INC

SOLE
COM
Shares22.71K
TypeSH
Market value$1.99M
0.86%
Sole
0.00
Shared
0.00
None
22.71K
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