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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECL ECOLAB INC Basic Materials 1,269.0 $354K 0.62% -22.0 -1.7% $278.61 +1.1%
22 MCD MCDONALDS CORP Consumer Cyclical 1,165.0 $315K 0.55% -229.0 -16.4% $270.31 +0.2%
23 JNJ JOHNSON & JOHNSON Healthcare 1,074.0 $273K 0.48% -29.0 -2.6% $253.97 +6.4%
24 ADP AUTO DATA PROCESSING Industrials 1,186.0 $266K 0.47% -824.0 -41.0% $223.95 +25.4%
25 KO THE COCA-COLA CO Consumer Defensive 3,209.0 $261K 0.46% -91.0 -2.8% $81.27 +12.1%
26 PG PROCTER & GAMBLE Consumer Defensive 1,509.0 $221K 0.39% -32.0 -2.1% $146.64 -1.3%
27 HSY HERSHEY CO Consumer Defensive 1,204.0 $211K 0.37% -30.0 -2.4% $175.45 +6.3%
Page 2 of 2  ·  27 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
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%