StockScan > Holders > Beach Investment Management

Beach Investment Management's Portfolio and 13F Filing

Value: $28.15M
CIK: 0001390965
Phone: 610-940-1111
Address: 300 Barr Harbor Drive, West Conshohocken, PA (19428)
Latest 13F Filing: 2020-10-01
Beach Investment Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 Energy Transfer LP Common Units ET $15.93 N/A 291,690 $4,646,622 16.51%
2 Enterprise Products Partners L. EPD $28.68 N/A 158,640 $4,549,795 16.16%
3 Microsoft Corporation MSFT $429.04 N/A 9,022 $3,870,799 13.75%
4 NRG Energy, Inc. NRG $83.03 N/A 22,171 $1,840,858 6.54%
5 Abbott Laboratories ABT $102.96 N/A 13,831 $1,424,040 5.06%
6 Johnson & Johnson JNJ $151.24 N/A 8,539 $1,291,438 4.59%
7 UnitedHealth Group Incorporated UNH $523.55 N/A 2,437 $1,275,891 4.53%
8 Facebook, Inc. FB $208.28 N/A 5,319 $1,107,841 3.94%
9 Berkshire Hathaway Inc BRK.B $414.37 N/A 2,493 $1,033,024 3.67%
10 D.R. Horton, Inc. DHI $149.38 N/A 5,940 $887,317 3.15%
11 T-Mobile US, Inc. TMUS $164.36 N/A 5,190 $853,028 3.03%
12 Stryker Corporation SYK $330.51 N/A 2,519 $832,555 2.96%
13 Coca-Cola Company (The) KO $62.91 N/A 12,535 $788,577 2.80%
14 Bank of America Corporation BAC $39.65 N/A 18,572 $736,380 2.62%
15 Medtronic plc. Ordinary Shares MDT $85.17 N/A 7,192 $612,543 2.18%
16 Xcel Energy Inc. XEL $56.74 N/A 10,348 $587,146 2.09%
17 MetLife, Inc. MET $72.59 N/A 7,961 $577,889 2.05%
18 Becton Dickinson And Company BDX $234.86 N/A 2,175 $510,821 1.81%
19 Citigroup, Inc. C $64.74 N/A 4,808 $311,270 1.11%
20 Charter Communications, Inc. CHTR $275.11 N/A 1,039 $285,839 1.02%