Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SL ADVISORS, LLC (CIK 1680365) reported $59.1M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ET ($8.2M, 13.88%), NEXT ($7.6M, 12.80%), LNG ($5.0M, 8.41%), WMB ($4.8M, 8.10%), USAI ($4.5M, 7.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ET | ENERGY TRANSFER LP | $8.2M | 13.88% | 424,978 | Trimmed |
| 2 | NEXT | NEXTDECADE | $7.6M | 12.80% | 986,992 | Added |
| 3 | LNG | CHENIERE ENERGY INC | $5.0M | 8.41% | 17,506 | Trimmed |
| 4 | WMB | WILLIAMS COMPANIES | $4.8M | 8.10% | 65,722 | Trimmed |
| 5 | USAI | PACER AMERN ENERGY INDEPENDENCE ETF | $4.5M | 7.63% | 95,895 | Hold |
| 6 | TRGP | TARGA RESOURCES CORP | $4.4M | 7.40% | 17,438 | Trimmed |
| 7 | OKE | ONEOK INC | $3.5M | 5.97% | 38,995 | Trimmed |
| 8 | EPD | ENTERPRISE PRODS PART LP | $2.7M | 4.60% | 71,745 | Hold |
| 9 | BRK/B | BERKSHIRE HATHAWAY | $1.7M | 2.91% | 3,588 | Added |
| 10 | KNTK | KINETIK HOLDINGS | $1.7M | 2.88% | 35,197 | Trimmed |
| 11 | TRP | TC ENERGY CORP F | $1.5M | 2.62% | 24,735 | Trimmed |
| 12 | ENB | ENBRIDGE INC F | $1.5M | 2.57% | 28,066 | Trimmed |
| 13 | SPY | SPDR S&P 500 ETF | $1.4M | 2.36% | 2,147 | Hold |
| 14 | KMI | KINDER MORGAN INC | $1.2M | 1.98% | 34,854 | Trimmed |
| 15 | MPLX | MPLX, LP | $983,259 | 1.66% | 17,229 | Hold |
| 16 | WES | WESTERN MIDSTREAM PAR LP | $971,694 | 1.64% | 23,602 | Hold |
| 17 | PBA | PEMBINA PIPELINE CO F | $908,359 | 1.54% | 20,294 | Hold |
| 18 | RSG | REPUBLIC SERVICES | $852,426 | 1.44% | 3,892 | Trimmed |
| 19 | RTX | RAYTHEON TECHNOLOGIES CO | $838,536 | 1.42% | 4,347 | Trimmed |
| 20 | SOBO | SOUTH BOW CORP F | $710,315 | 1.20% | 21,318 | Trimmed |
| 21 | WM | WASTE MANAGEMENT INC | $642,723 | 1.09% | 2,797 | Trimmed |
| 22 | LMT | KINETIK HOLDINGS | $437,578 | 0.74% | 724 | Trimmed |
| 23 | MCD | MCDONALDS CORP | $426,715 | 0.72% | 1,373 | Trimmed |
| 24 | XLP | SPDR FUND CONSUMER STAPLES ETF | $398,408 | 0.67% | 4,860 | Added |
| 25 | PAGP | PLAINS GP HLDGS | $377,918 | 0.64% | 15,565 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31