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Portfolio (Quarterly) Guide ↗

A. D. Beadell Investment Counsel, Inc.

· CIK 0001569102
13F Portfolio $157M AUM 100 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 14 Added 35 Reduced 9 Exited
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PWR Quanta Services Inc Industrials 4,811.0 $2.6M 1.69% -100.0 -2.0% $548.95 +29.3%
22 MDT Medtronic Inc Healthcare 29,735.0 $2.6M 1.65% +700.0 +2.4% $86.63 -9.8%
23 Proshares Short S&P 67,825.0 $2.6M 1.64% +59K +670.7% $37.92
24 AAPL Apple Inc Technology 10,062.0 $2.6M 1.63% -375.0 -3.6% $253.73 +20.2%
25 CB Chubb Ltd Financial Services 7,420.0 $2.4M 1.54% $325.88 +1.3%
26 MS Morgan Stanley Financial Services 14,631.0 $2.4M 1.54% -765.0 -5.0% $164.51 +21.9%
27 ENB Enbridge Inc Energy 42,701.0 $2.3M 1.48% -841.0 -1.9% $54.12 +6.8%
28 MSFT Microsoft Corp Technology 5,835.0 $2.2M 1.38% +87.0 +1.5% $370.01 +13.3%
29 J Jacobs Solutions Inc Industrials 15,790.0 $2.0M 1.28% $127.23 -10.4%
30 BDX Becton Dickinson & Co Healthcare 12,761.0 $2.0M 1.28% +551.0 +4.5% $157.20 -7.0%
31 RGLD Royal Gold Inc. Basic Materials 7,277.0 $1.9M 1.18% $254.36 -12.3%
32 VCSH Vanguard Short-Term Corp 23,001.0 $1.8M 1.16% $79.26 -0.5%
33 POR Portland General Elec Utilities 33,035.0 $1.7M 1.11% +5K +18.2% $52.76 -5.8%
34 PEP Pepsico Inc Consumer Defensive 10,739.0 $1.7M 1.06% -287.0 -2.6% $155.23 -4.1%
35 IGSB iShares 1-5 Yr Invst Grd Bond 30,100.0 $1.6M 1.01% $52.56 -0.5%
36 Sprott Physical Gold & Silver 30,575.0 $1.5M 0.93% -10K -25.0% $47.72
37 CVX Chevron Corp Energy 6,919.0 $1.4M 0.91% $206.82 -7.6%
38 JNJ Johnson & Johnson Healthcare 5,805.0 $1.4M 0.91% $244.27 -5.1%
39 PFE Pfizer Incorporated Healthcare 50,296.0 $1.4M 0.90% -600.0 -1.2% $28.07 -7.6%
40 Vanguard Intrmd-Term Tax-Exempt Bond 13,825.0 $1.4M 0.88% +350.0 +2.6% $99.89
Page 2 of 5  ·  100 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 15.7%
Healthcare 13.6%
Technology 11.8%
Financial Services 11.6%
Basic Materials 9.9%
Utilities 8.9%
Communication Services 4.1%
Consumer Defensive 3.9%
Consumer Cyclical 2.6%