Beach Investment Counsel Inc/pa 13F annual report
Beach Investment Counsel Inc/pa is an investment fund managing more than $812 million ran by Tania Zaplaski. There are currently 232 companies in Mrs. Zaplaski’s portfolio. The largest investments include Enterprise Prod Partners and Energy Transfer Lp, together worth $111 million.
$812 million Assets Under Management (AUM)
As of 1st July 2024, Beach Investment Counsel Inc/pa’s top holding is 2,181,196 shares of Enterprise Prod Partners currently worth over $63.2 million and making up 7.8% of the portfolio value.
In addition, the fund holds 2,950,069 shares of Energy Transfer Lp worth $47.9 million.
The third-largest holding is Amazon.com worth $38.4 million and the next is MPLX LP worth $38.3 million, with 899,089 shares owned.
Currently, Beach Investment Counsel Inc/pa's portfolio is worth at least $812 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Beach Investment Counsel Inc/pa
The Beach Investment Counsel Inc/pa office and employees reside in West Conshohocken, Pennsylvania. According to the last 13-F report filed with the SEC, Tania Zaplaski serves as the Operations at Beach Investment Counsel Inc/pa.
Recent trades
In the most recent 13F filing, Beach Investment Counsel Inc/pa revealed that it had opened a new position in
Cheniere and bought 41,253 shares worth $7.21 million.
This means they effectively own approximately 0.1% of the company.
Cheniere makes up
13.9%
of the fund's Energy sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Alphabet Inc by buying
32,320 additional shares.
This makes their stake in Alphabet Inc total 197,910 shares worth $36 million.
Alphabet Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that Beach Investment Counsel Inc/pa is getting rid of from its portfolio.
Beach Investment Counsel Inc/pa closed its position in Idacorp on 8th July 2024.
It sold the previously owned 69,314 shares for $6.82 million.
Tania Zaplaski also disclosed a decreased stake in Enterprise Prod Partners by approximately 0.1%.
This leaves the value of the investment at $63.2 million and 2,181,196 shares.
One of the smallest hedge funds
The two most similar investment funds to Beach Investment Counsel Inc/pa are Northcape Capital PTY Ltd and Brr Opco. They manage $813 million and $813 million respectively.
Tania Zaplaski investment strategy
Beach Investment Counsel Inc/pa’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 11.1% of
the total portfolio value.
The fund focuses on investments in the United States as
50.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
45% of the total holdings value.
On the other hand, small-cap stocks make up only 2.2% of the portfolio.
The average market cap of the portfolio companies is close to $126 billion.
The complete list of Beach Investment Counsel Inc/pa trades based on 13F SEC filings
These positions were updated on July 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Enterprise Prod Partners |
5.49%
2,181,196
|
$63,211,000 | 7.78% |
| Energy Transfer Lp |
No change
2,950,069
|
$47,850,000 | 5.89% |
| Amazon.com Inc. |
0.12%
198,691
|
$38,397,000 | 4.73% |
| MPLX LP |
No change
899,089
|
$38,292,000 | 4.72% |
| NextEra Energy Inc |
0.96%
513,845
|
$36,385,000 | 4.48% |
| Alphabet Inc |
19.52%
197,910
|
$36,049,000 | 4.44% |
| Nextera Energy Partners |
4.16%
1,210,619
|
$33,462,000 | 4.12% |
| Vistra Energy Corp |
11.88%
362,502
|
$31,168,000 | 3.84% |
| Healthcare Realty |
2.74%
1,645,186
|
$27,113,000 | 3.34% |
| Microsoft Corporation |
21.11%
54,473
|
$24,347,000 | 3.00% |
| Coca-Cola Co |
7.09%
308,315
|
$19,624,000 | 2.42% |
| J.p. Morgan Chase |
14.62%
93,802
|
$18,972,000 | 2.34% |
| Apollo Global Management Inc |
22.70%
159,548
|
$18,838,000 | 2.32% |
| Meta Platforms Inc |
49.55%
33,085
|
$16,682,000 | 2.05% |
| Apple Computer |
24.66%
76,930
|
$16,203,000 | 2.00% |
| Citigroup Inc |
590.76%
249,288
|
$15,820,000 | 1.95% |
| Crh Plc Adr |
0.35%
180,246
|
$13,515,000 | 1.66% |
| Mastercard Incorporated |
2.05%
30,593
|
$13,496,000 | 1.66% |
| Boston Scientific Corp. |
1.04%
168,517
|
$12,977,000 | 1.60% |
| Nestle Spons Adr |
38.44%
117,649
|
$12,053,000 | 1.48% |
| Clearway Energy, Inc. |
116.07%
479,055
|
$11,828,000 | 1.46% |
| Visa Inc |
0.72%
43,050
|
$11,299,000 | 1.39% |
| Centerpoint Energy Inc. |
17.36%
344,587
|
$10,675,000 | 1.31% |
| Mondelez International Inc. |
52.70%
149,513
|
$9,784,000 | 1.20% |
| Shell Plc Adr |
34.40%
124,257
|
$8,969,000 | 1.10% |
| Bank of America Corporation |
90.32%
217,285
|
$8,641,000 | 1.06% |
| DTE Energy Co. |
17.47%
69,414
|
$7,706,000 | 0.95% |
| Howard Hughes Holdings |
22.82%
118,459
|
$7,679,000 | 0.95% |
| Bae Systems Plc Sponsored Adr |
12.51%
109,287
|
$7,306,000 | 0.90% |
| Spdr S&p 500 Etf |
No change
13,410
|
$7,298,000 | 0.90% |
| Cheniere Energy Inc. |
Opened
41,253
|
$7,212,000 | 0.89% |
| Idacorp, Inc. |
Closed
69,314
|
$6,815,000 | |
| PG&E Corp. |
26.66%
385,459
|
$6,730,000 | 0.83% |
| KKR & Co. Inc |
0.78%
63,400
|
$6,672,000 | 0.82% |
| Johnson & Johnson |
21.69%
40,868
|
$5,973,000 | 0.74% |
| Emerson Electric Co. |
21.89%
52,965
|
$5,835,000 | 0.72% |
| Pnc Bank Corp. |
78.95%
36,517
|
$5,678,000 | 0.70% |
| Caterpillar Inc. |
18.46%
16,748
|
$5,579,000 | 0.69% |
| Kennedy-Wilson Holdings Inc |
37.84%
560,758
|
$5,451,000 | 0.67% |
| Ameren Corp. |
Closed
73,637
|
$5,327,000 | |
| Merck |
24.38%
42,073
|
$5,209,000 | 0.64% |
| Blackstone Inc |
13.15%
38,706
|
$4,792,000 | 0.59% |
| Alphabet Inc |
No change
24,895
|
$4,566,000 | 0.56% |
| Weyerhaeuser Co. |
29.60%
154,725
|
$4,393,000 | 0.54% |
| Fedex Corp |
21.63%
14,308
|
$4,290,000 | 0.53% |
| Procter & Gamble Co. |
35.25%
25,093
|
$4,138,000 | 0.51% |
| Thermo Fisher Scientific Inc. |
18.87%
7,245
|
$4,006,000 | 0.49% |
| NVIDIA Corp |
900.00%
32,400
|
$4,003,000 | 0.49% |
| PPL Corp |
Opened
144,422
|
$3,993,000 | 0.49% |
| Novartis |
10.04%
34,172
|
$3,638,000 | 0.45% |
| Eli Lilly |
3.53%
3,830
|
$3,468,000 | 0.43% |
| Berkshire Hathaway B |
44.47%
8,217
|
$3,343,000 | 0.41% |
| Brookfield Infrastructure Part |
27.52%
105,823
|
$2,904,000 | 0.36% |
| Freeport-McMoRan Inc |
12.16%
58,230
|
$2,830,000 | 0.35% |
| Costco Wholesale Corp |
39.60%
3,310
|
$2,813,000 | 0.35% |
| Pepsico |
16.02%
17,045
|
$2,811,000 | 0.35% |
| Williams Companies Inc |
0.96%
62,228
|
$2,645,000 | 0.33% |
| Unilever plc |
24.84%
46,141
|
$2,537,000 | 0.31% |
| Roche Holding Ag |
20.04%
70,240
|
$2,435,000 | 0.30% |
| UBS Group AG |
3.88%
80,756
|
$2,386,000 | 0.29% |
| Siemens Ag Adr |
14.30%
24,871
|
$2,319,000 | 0.29% |
| National Grid |
23.89%
40,448
|
$2,297,000 | 0.28% |
| Plains GP Holdings LP |
0.77%
121,128
|
$2,280,000 | 0.28% |
| Anheuser-Busch InBev SA/NV |
38.25%
37,960
|
$2,202,000 | 0.27% |
| Cadence Design |
Closed
7,924
|
$2,158,000 | |
| Engie Sa Adr |
2.47%
144,650
|
$2,061,000 | 0.25% |
| Medtronic |
24.51%
26,060
|
$2,051,000 | 0.25% |
| Cisco Systems, Inc. |
0.59%
42,418
|
$2,015,000 | 0.25% |
| Walt Disney |
17.09%
19,223
|
$1,909,000 | 0.24% |
| Deutsche Telekom Ag Adr |
14.47%
73,914
|
$1,862,000 | 0.23% |
| Union Pacific Corp. |
38.78%
8,021
|
$1,815,000 | 0.22% |
| American Express Co. |
2.62%
7,433
|
$1,721,000 | 0.21% |
| Century Communities Inc |
41.97%
18,296
|
$1,494,000 | 0.18% |
| Ishares Us Technology |
No change
9,800
|
$1,475,000 | 0.18% |
| Automatic Data Processing Inc. |
42.07%
6,059
|
$1,446,000 | 0.18% |
| Exxon Mobil Corp. |
No change
11,755
|
$1,353,000 | 0.17% |
| Sysco Corp. |
46.64%
18,320
|
$1,308,000 | 0.16% |
| Prologis Tr Sbi |
1.17%
11,357
|
$1,276,000 | 0.16% |
| Pfizer Inc. |
58.23%
44,473
|
$1,244,000 | 0.15% |
| Deutsche Post Dhl Group Adr |
2.28%
30,023
|
$1,220,000 | 0.15% |
| Chevron Corp. |
38.56%
7,649
|
$1,196,000 | 0.15% |
| Veolia Environnement Adr |
31.46%
71,850
|
$1,076,000 | 0.13% |
| Healthpeak Properties Inc. |
15.24%
49,445
|
$969,000 | 0.12% |
| Oracle Corp. |
No change
6,700
|
$946,000 | 0.12% |
| Raytheon Technologies |
13.55%
8,935
|
$897,000 | 0.11% |
| Chubb Ltd. |
16.09%
3,422
|
$873,000 | 0.11% |
| Iberdrola Sa Adr |
37.14%
15,625
|
$817,000 | 0.10% |
| Swiss Re Adr |
Closed
27,671
|
$779,000 | |
| W. W. Grainger |
No change
848
|
$765,000 | 0.09% |
| Deere & Co. |
No change
2,041
|
$763,000 | 0.09% |
| S&P Global Inc |
No change
1,600
|
$714,000 | 0.09% |
| Fomento Economico Mexicano Sa |
46.12%
6,550
|
$705,000 | 0.09% |
| Leidos Holdings Inc |
16.61%
4,520
|
$659,000 | 0.08% |
| Kimberly-Clark Corp. |
3.14%
4,634
|
$640,000 | 0.08% |
| Ibm |
22.22%
3,696
|
$639,000 | 0.08% |
| Kinder Morgan Inc |
37.29%
31,505
|
$626,000 | 0.08% |
| Berkshire Hathaway A |
66.67%
1
|
$612,000 | 0.08% |
| Oneok Inc. |
56.69%
7,495
|
$611,000 | 0.08% |
| Bnp Paribas Adr |
1.56%
18,900
|
$607,000 | 0.07% |
| CVS Health Corp |
66.75%
9,862
|
$582,000 | 0.07% |
| Charles Schwab Corp. |
No change
7,478
|
$551,000 | 0.07% |
| Linde Plc. |
No change
1,250
|
$549,000 | 0.07% |
| American Intl. Group |
No change
7,142
|
$530,000 | 0.07% |
| E.on Se Adr |
20.69%
39,100
|
$515,000 | 0.06% |
| Ishares Russell 1000 Growth Et |
No change
1,350
|
$492,000 | 0.06% |
| Thomason Reuters |
Closed
3,231
|
$472,000 | |
| Northrup Grumman |
Closed
1,000
|
$468,000 | |
| Stryker Corp. |
86.83%
1,350
|
$459,000 | 0.06% |
| Alliancebernstein Holdings, Lp |
No change
13,325
|
$450,000 | 0.06% |
| Abbott Laboratories |
No change
4,268
|
$443,000 | 0.05% |
| MetLife, Inc. |
3.08%
6,300
|
$442,000 | 0.05% |
| Genuine Parts Co. |
6.01%
3,130
|
$433,000 | 0.05% |
| Mcdonald's Corp. |
No change
1,635
|
$417,000 | 0.05% |
| Spdr S&p Midcap 400 Eft |
No change
770
|
$412,000 | 0.05% |
| State Street Corp. |
No change
5,418
|
$401,000 | 0.05% |
| Uber Technologies Inc |
No change
5,500
|
$400,000 | 0.05% |
| Brookfield Infrastructure Clas |
37.67%
11,758
|
$396,000 | 0.05% |
| DENTSPLY Sirona Inc |
28.36%
15,850
|
$395,000 | 0.05% |
| GE Aerospace |
24.55%
2,194
|
$349,000 | 0.04% |
| Intel Corp. |
No change
11,004
|
$341,000 | 0.04% |
| Crown Holdings, Inc. |
49.69%
4,275
|
$318,000 | 0.04% |
| Ishares Russell 2000 Value Etf |
No change
2,080
|
$317,000 | 0.04% |
| Boeing Co. |
3.63%
1,724
|
$314,000 | 0.04% |
| Wells Fargo |
No change
5,233
|
$311,000 | 0.04% |
| Cummins Inc. |
No change
1,026
|
$284,000 | 0.03% |
| Air Products |
No change
1,050
|
$271,000 | 0.03% |
| Enel S.p.a. Adr |
Closed
36,190
|
$268,000 | |
| Illinois Tool Works, Inc. |
52.33%
1,115
|
$264,000 | 0.03% |
| Prudential Financial Inc. |
No change
2,200
|
$258,000 | 0.03% |
| Phillips 66 |
No change
1,660
|
$234,000 | 0.03% |
| Mckesson Corporation |
Opened
400
|
$234,000 | 0.03% |
| Corning, Inc. |
Opened
5,900
|
$229,000 | 0.03% |
| Goldman Sachs Just |
17.65%
2,800
|
$219,000 | 0.03% |
| Sandoz Adr |
20.23%
6,046
|
$219,000 | 0.03% |
| Spotify Technology |
Opened
673
|
$211,000 | 0.03% |
| Sony Corporation. |
Closed
2,225
|
$211,000 | |
| 3M Co. |
49.68%
2,046
|
$209,000 | 0.03% |
| STAG Industrial Inc |
No change
5,400
|
$195,000 | 0.02% |
| NRG Energy Inc. |
Opened
2,400
|
$187,000 | 0.02% |
| Markel Corp. |
Opened
114
|
$180,000 | 0.02% |
| Ishares Russell 1000 Value Etf |
Opened
1,000
|
$174,000 | 0.02% |
| Wal-mart Stores |
Opened
2,499
|
$169,000 | 0.02% |
| Boswell J G Co. |
Opened
300
|
$169,000 | 0.02% |
| Carrier Global Corporation |
Opened
2,478
|
$156,000 | 0.02% |
| Constellation Brands, Inc. |
Opened
600
|
$154,000 | 0.02% |
| Unitedhealth Group Inc |
98.43%
300
|
$153,000 | 0.02% |
| Conocophillips |
Opened
1,304
|
$149,000 | 0.02% |
| Brookfield Corp. |
61.96%
3,500
|
$145,000 | 0.02% |
| Southwest Airlines Co |
Opened
4,904
|
$140,000 | 0.02% |
| Newmont Corp |
Opened
3,293
|
$138,000 | 0.02% |
| Comcast Cl A |
73.06%
3,512
|
$138,000 | 0.02% |
| Centene Corp. |
Opened
2,024
|
$134,000 | 0.02% |
| Colgate-Palmolive Co. |
Opened
1,300
|
$126,000 | 0.02% |
| Clearway Energy, Inc. |
Opened
5,480
|
$124,000 | 0.02% |
| Dover Corp. |
Opened
675
|
$122,000 | 0.02% |
| Target Corp |
Opened
807
|
$119,000 | 0.01% |
| Morningstar Inc |
Opened
400
|
$118,000 | 0.01% |
| Philip Morris International Inc |
Opened
1,000
|
$101,000 | 0.01% |
| Diageo Plc Spon Adr |
Opened
783
|
$99,000 | 0.01% |
| Capital One Financial Corporation |
Opened
700
|
$97,000 | 0.01% |
| Ishares Core S&p 500 |
Opened
175
|
$96,000 | 0.01% |
| Home Depot, Inc. |
Opened
275
|
$95,000 | 0.01% |
| Aflac Incorporated |
Opened
1,050
|
$94,000 | 0.01% |
| Ge Vernova Inc |
Opened
544
|
$93,000 | 0.01% |
| Accenture plc |
Opened
300
|
$91,000 | 0.01% |
| Sse Plc Adr |
Opened
3,700
|
$85,000 | 0.01% |
| Becton Dickinson |
76.97%
350
|
$82,000 | 0.01% |
| Allstate Crop. |
Opened
500
|
$80,000 | 0.01% |
| Texas Instruments Inc. |
Opened
400
|
$78,000 | 0.01% |
| Marsh & Mclennan |
Opened
350
|
$74,000 | 0.01% |
| Perrigo Co. Plc |
Opened
2,793
|
$72,000 | 0.01% |
| Ishares Russell 2000 Etf |
Opened
350
|
$71,000 | 0.01% |
| General Mills, Inc. |
Opened
1,100
|
$70,000 | 0.01% |
| Cognizant Technology Solutions Corp. |
Opened
1,000
|
$68,000 | 0.01% |
| Liberty Siriusxm Series C |
59.78%
3,009
|
$67,000 | 0.01% |
| Otis Worldwide Corporation |
Opened
691
|
$67,000 | 0.01% |
| Us Bancorp |
Opened
1,700
|
$67,000 | 0.01% |
| Enbridge Inc |
Opened
1,781
|
$63,000 | 0.01% |
| Toyota Motor Corporation |
Opened
300
|
$61,000 | 0.01% |
| PotlatchDeltic Corp |
Opened
1,495
|
$59,000 | 0.01% |
| Ge Healthcare Llc |
Opened
726
|
$57,000 | 0.01% |
| Barrick Gold Corp. |
Opened
3,301
|
$55,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
Opened
493
|
$54,000 | 0.01% |
| Charter Communications Inc. |
Opened
167
|
$50,000 | 0.01% |
| Duke Energy Corp. |
Opened
500
|
$50,000 | 0.01% |
| Totalenergies Se Sponsored Adr |
Opened
749
|
$50,000 | 0.01% |
| Teva Pharmaceutical |
Opened
2,936
|
$48,000 | 0.01% |
| Liberty Formula One Series C |
Opened
663
|
$48,000 | 0.01% |
| Brookfield Renewable Corporation |
Opened
1,612
|
$46,000 | 0.01% |
| T. Rowe Price Group |
Opened
400
|
$46,000 | 0.01% |
| Evergy Inc |
Opened
873
|
$46,000 | 0.01% |
| Estee Lauder |
88.62%
400
|
$43,000 | 0.01% |
| Bristol-Myers Squibb Co. |
Opened
1,020
|
$42,000 | 0.01% |
| Schlumberger Ltd. |
97.84%
892
|
$42,000 | 0.01% |
| Goodyear Tire & Rubber Co. |
Opened
3,553
|
$40,000 | 0.00% |
| B2gold Corp |
Closed
12,256
|
$39,000 | |
| Henry Schein Inc. |
Opened
580
|
$37,000 | 0.00% |
| Liberty Broadband C |
Opened
663
|
$36,000 | 0.00% |
| Mfc Ishares Tr Msci Eafe Index |
Opened
441
|
$35,000 | 0.00% |
| Viatris Inc. |
73.49%
3,200
|
$34,000 | 0.00% |
| Liberty Siriusxm Series A |
Opened
1,334
|
$30,000 | 0.00% |
| Liberty Live Series C |
Opened
772
|
$30,000 | 0.00% |
| Solventum |
Opened
510
|
$27,000 | 0.00% |
| Kinetik Holdings Inc |
Opened
641
|
$27,000 | 0.00% |
| Constellation Energy |
Opened
125
|
$25,000 | 0.00% |
| Bel Fuse Inc. |
Opened
378
|
$25,000 | 0.00% |
| Exelon Corp. |
Opened
695
|
$24,000 | 0.00% |
| United Parcel Service, Inc. |
Opened
174
|
$24,000 | 0.00% |
| Technology Select Sector Spdr |
Opened
100
|
$23,000 | 0.00% |
| Rayonier Inc. |
Opened
800
|
$23,000 | 0.00% |
| M&t Bank Corp |
Opened
152
|
$23,000 | 0.00% |
| Liberty Formula One Series A |
Opened
329
|
$21,000 | 0.00% |
| PayPal Holdings Inc |
Opened
350
|
$20,000 | 0.00% |
| E-bay |
Opened
350
|
$19,000 | 0.00% |
| Liberty Broadband A |
Opened
329
|
$18,000 | 0.00% |
| Warner Bros. Discovery A |
96.01%
2,408
|
$18,000 | 0.00% |
| Brown-Forman Corporation |
Opened
400
|
$17,000 | 0.00% |
| Brookfield Asset Management Ltd |
Opened
400
|
$15,000 | 0.00% |
| Western Un Co. |
Opened
1,200
|
$15,000 | 0.00% |
| Kraft Heinz Co |
Opened
433
|
$14,000 | 0.00% |
| Liberty Live Series A |
Opened
340
|
$13,000 | 0.00% |
| Dupont |
Opened
133
|
$11,000 | 0.00% |
| Atlanta Braves Holdings-c |
Opened
285
|
$11,000 | 0.00% |
| Tesla Inc |
Opened
45
|
$9,000 | 0.00% |
| Plains All American Pipeline L |
Opened
500
|
$9,000 | 0.00% |
| Kyndryl Holdings |
Opened
358
|
$9,000 | 0.00% |
| Dow Inc |
Opened
133
|
$7,000 | 0.00% |
| Corteva Inc |
Opened
133
|
$7,000 | 0.00% |
| Hain Celestial Group Inc |
Opened
1,000
|
$7,000 | 0.00% |
| CSX Corp. |
Opened
210
|
$7,000 | 0.00% |
| SEI Investments Co. |
Opened
70
|
$5,000 | 0.00% |
| Atlanta Braves Holdings-a |
Opened
130
|
$5,000 | 0.00% |
| Mfc Ishares Tr Msci Emerging M |
Opened
120
|
$5,000 | 0.00% |
| Oklahoma Gas & Electric |
Opened
82
|
$3,000 | 0.00% |
| Knowles Corp |
Opened
87
|
$2,000 | 0.00% |
| Avanos Medical Inc |
Opened
43
|
$1,000 | 0.00% |
| Embecta Corp. |
Opened
70
|
$1,000 | 0.00% |
| Altria Group Inc. |
Opened
10
|
$0 | 0.00% |
| Vodafone Group plc |
Opened
1
|
$0 | 0.00% |
| Vicor Corp. |
Opened
5
|
$0 | 0.00% |
| Pioche-ely Valley Mines |
Opened
1,437
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 241 holdings | |||
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