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Portfolio (Quarterly) Guide ↗

ELCO Management Co., LLC

· CIK 0001690717
13F Portfolio $232M AUM 190 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 174 New
Page 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEOS NASDAQ-100(R) HIGH INCOME 20,800.0 $1.2M 0.51% NEW $56.79
42 VERSABANK F 49,973.0 $1.2M 0.50% NEW $23.21
43 PRIMERICA INC 4,000.0 $1.1M 0.49% NEW $284.20
44 ILMN ILLUMINA INC Healthcare 6,278.0 $1.1M 0.48% NEW $175.83 +24.1%
45 CALUMET INC 30,427.0 $1.1M 0.47% NEW $36.02
46 UBER TECHNOLOGIES INC 14,966.0 $1.1M 0.47% NEW $72.16
47 NEOS S&P 500 HIGH INCOME ETF 19,425.0 $1.0M 0.45% NEW $53.09
48 INTERCONTINENTAL EXCHANG 8,303.0 $1.0M 0.44% NEW $123.11
49 VISTRA CORP 6,431.0 $1.0M 0.44% NEW $158.64
50 CMI CUMMINS INC Industrials 1,426.0 $1.0M 0.44% NEW $713.21 -21.4%
51 CSX CSX CORP Industrials 20,837.0 $990K 0.43% NEW $47.53 +4.0%
52 INVESCO AEROSPACE & DEFENSE ET 5,599.0 $989K 0.43% NEW $176.65
53 BA BOEING CO Industrials 4,264.0 $923K 0.40% NEW $216.47 -1.9%
54 CARRIER GLOBAL CORP 12,524.0 $919K 0.40% NEW $73.35
55 DIS DISNEY WALT CO Communication Services 9,401.0 $905K 0.39% NEW $96.25 +9.4%
56 PRIMIS FINL CORP 54,735.0 $896K 0.39% NEW $16.37
57 DIMENSIONAL US CORE EQUITY MAR 17,012.0 $879K 0.38% NEW $51.69
58 XYLEM INC 6,886.0 $814K 0.35% NEW $118.21
59 OKE ONEOK INC NEW Energy 9,078.0 $789K 0.34% NEW $86.94 +9.8%
60 BLACKSTONE INC 6,619.0 $779K 0.34% NEW $117.67
Page 3 of 9  ·  174 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 26.3%
Technology 23.5%
Industrials 15.5%
Consumer Cyclical 14.0%
Healthcare 6.7%
Utilities 4.4%
Financial Services 4.1%
Consumer Defensive 4.1%
Communication Services 1.0%
Basic Materials 0.3%