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Portfolio (Quarterly) Guide ↗

SL ADVISORS, LLC

· CIK 0001680365
13F Portfolio $57M AUM 32 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 Added 27 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ET ENERGY TRANSFER LP Energy 473,898.0 $9.1M 15.85% +31K +7.0% $19.12 +10.8%
2 BERKSHIRE HATHAWAY CLASS B 3,298.0 $1.7M 2.89% +174.0 +5.6% $500.39

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
Energy 87.4%
Industrials 5.5%
Financial Services 3.1%
Consumer Defensive 1.5%
Healthcare 1.1%
Basic Materials 0.7%
Consumer Cyclical 0.7%