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Portfolio (Quarterly) Guide ↗

A. D. Beadell Investment Counsel, Inc.

· CIK 0001569102
13F Portfolio $154M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MS Morgan Stanley Financial Services 15,396.0 $2.7M 1.77% NEW $177.51 +13.0%
22 SRE Sempra Energy Utilities 29,175.0 $2.6M 1.67% NEW $88.26 +3.6%
23 BDX Becton Dickinson & Co Healthcare 12,210.0 $2.4M 1.54% NEW $194.02 -24.6%
24 CB Chubb Ltd Financial Services 7,445.0 $2.3M 1.51% NEW $312.02 +5.8%
25 LMT Lockheed Martin Corp Industrials 4,540.0 $2.2M 1.43% NEW $483.48 +8.1%
26 J Jacobs Solutions Inc Industrials 15,835.0 $2.1M 1.36% NEW $132.43 -13.9%
27 ENB Enbridge Inc Energy 43,542.0 $2.1M 1.35% NEW $47.82 +20.9%
28 PWR Quanta Services Inc Industrials 4,911.0 $2.1M 1.35% NEW $421.91 +68.3%
29 Sprott Physical Gold & Silver 40,770.0 $1.9M 1.21% NEW $45.79
30 VCSH Vanguard Short-Term Corp 23,026.0 $1.8M 1.19% NEW $79.69 -1.0%
31 NVO Novo-Nordisk A-S Healthcare 35,833.0 $1.8M 1.18% NEW $50.87 -12.7%
32 AVA Avista Corp Utilities 44,390.0 $1.7M 1.11% NEW $38.52 +6.2%
33 RGLD Royal Gold Inc. Basic Materials 7,279.0 $1.6M 1.05% NEW $222.28 +0.4%
34 IGSB iShares 1-5 Yr Invst Grd Bond 30,100.0 $1.6M 1.03% NEW $52.86 -1.0%
35 PEP Pepsico Inc Consumer Defensive 11,026.0 $1.6M 1.03% NEW $143.48 +3.7%
36 Entergy Corp. 16,515.0 $1.5M 0.99% NEW $92.40
37 WTRG Essential Utilities Utilities 37,345.0 $1.4M 0.93% NEW $38.35 -4.7%
38 XLC Communications Services ETF 12,025.0 $1.4M 0.92% NEW $117.67 -1.3%
39 Vanguard Intrmd-Term Tax-Exempt Bond 13,475.0 $1.4M 0.88% NEW $100.78
40 SYK Stryker Corp Healthcare 3,820.0 $1.3M 0.87% NEW $351.31 -8.5%
Page 2 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 17.3%
Energy 14.3%
Healthcare 14.0%
Technology 13.1%
Financial Services 12.2%
Basic Materials 8.8%
Utilities 8.2%
Consumer Defensive 4.1%
Communication Services 3.7%
Consumer Cyclical 3.5%