13FBOX
Beach Investment Management, LLC. · 13F Holdings
Options Calculator Rankings

Beach Investment Management, LLC.

No.10684 Data as of 2020Q2
Latest AUM (Q2 2020)
$28.8M
QoQ Change Q1 2020
+$10.3M+56.0%
Holdings
30
New Buys
7
Adds
0
Reduces
0
Exits
0
Unchanged
23
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2020 ValueQ2 2020 SharesPrev Q ValuePrev Q SharesShares ChangeAction
XXPLR INFRASTRUCTURE L LPXIFR
15.97%$4.6M106,879$00+106,879New Buy
VISA INCV
8.12%$2.3M14,506$00+14,506New Buy
ENTERPRISE PRODS PARTNERS LEPD
7.88%12.3%$2.3M158,640$2.3M158,64000.00%Unchanged
MMAGELLAN MIDSTREAM PRTNRS LPWEP
6.12%9.54%$1.8M48,272$1.8M48,27200.00%Unchanged
MICROSOFT CORPMSFT
4.94%7.71%$1.4M9,022$1.4M9,02200.00%Unchanged
EENERGY TRANSFER L PET
4.66%7.27%$1.3M291,690$1.3M291,69000.00%Unchanged
AMAZON COM INCAMZN
4.6%7.17%$1.3M679$1.3M67900.00%Unchanged
JOHNSON & JOHNSONJNJ
3.89%6.07%$1.1M8,539$1.1M8,53900.00%Unchanged
ABBOTT LABORATORIESABT
3.79%5.91%$1.1M13,831$1.1M13,83100.00%Unchanged
TTeekay LNG Partners LP
3.18%$915,00093,450$00+93,450New Buy
NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY
3.1%4.83%$891,0008,650$891,0008,65000.00%Unchanged
META PLATFORMS INCMETA
3.08%4.81%$887,0005,319$887,0005,31900.00%Unchanged
ALPHABET INCGOOGL
3.01%$866,000745$00+745New Buy
VISTRA CORPVST
2.35%$676,00042,380$00+42,380New Buy
MEDTRONIC PLCMDT
2.25%3.52%$649,0007,192$649,0007,19200.00%Unchanged
XCEL ENERGY INC COMXEL
2.17%3.38%$624,00010,348$624,00010,34800.00%Unchanged
UNITEDHEALTH GROUP INCUNH
2.11%3.29%$608,0002,437$608,0002,43700.00%Unchanged
NNRG ENERGY INCNRG
2.1%3.27%$604,00022,171$604,00022,17100.00%Unchanged
JPMORGAN CHASE & COJPM
2.06%$594,0006,603$00+6,603New Buy
COCA COLA COKO
1.93%3.01%$555,00012,535$555,00012,53500.00%Unchanged
BBECTON DICKINSON & CO COMBDX
1.74%2.71%$500,0002,175$500,0002,17500.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.58%2.47%$456,0002,493$456,0002,49300.00%Unchanged
CHARTER COMMUNICATIONSCHTR
1.57%2.45%$453,0001,039$453,0001,03900.00%Unchanged
T-MOBILE US INC COMTMUS
1.51%2.36%$435,0005,190$435,0005,19000.00%Unchanged
STRYKER CORPORATIONSYK
1.46%2.27%$419,0002,519$419,0002,51900.00%Unchanged
BBANK OF AMER CORPBAC
1.37%2.14%$394,00018,572$394,00018,57200.00%Unchanged
UBER TECHNOLOGIES INCUBER
1.21%$347,00012,440$00+12,440New Buy
METLIFE INC COMMET
0.84%1.32%$243,0007,961$243,0007,96100.00%Unchanged
CCITIGROUP INCC
0.71%1.1%$203,0004,808$203,0004,80800.00%Unchanged
D R HORTON INCDHI
0.7%1.09%$202,0005,940$202,0005,94000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow