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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CLEARWAY ENERGY INC CLASS C 9,375.0 $320K 0.14% NEW $34.18
122 BMI BADGER METER INC Technology 2,119.0 $314K 0.14% NEW $148.38 -10.7%
123 BEACON FINANCIAL CORP. 10,272.0 $313K 0.14% NEW $30.45
124 AMTB AMERANT BANCORP INC Financial Services 11,891.0 $303K 0.13% NEW $25.52 +16.3%
125 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,000.0 $303K 0.13% NEW $60.67 +20.0%
126 ITA ISHARES TR 1,250.0 $303K 0.13% NEW $242.42 -6.9%
127 INVESCO QQQ TR 406.0 $299K 0.13% NEW $736.49
128 CWT CALIFORNIA WTR SVC GROUP Utilities 6,093.0 $296K 0.13% NEW $48.65 +2.8%
129 DE DEERE & CO Industrials 460.0 $292K 0.13% NEW $634.33 +9.3%
130 POOL CORPORATION 1,337.0 $287K 0.12% NEW $214.90
131 BROADCOM INC 751.0 $284K 0.12% NEW $377.82
132 ESSENTIAL UTILS INC 7,371.0 $282K 0.12% NEW $38.31
133 SPDR Blackstone Senior Loan ET 7,000.0 $282K 0.12% NEW $40.29
134 VISA INC CLASS A 818.0 $281K 0.12% NEW $343.09
135 LOW LOWES COS INC Consumer Cyclical 1,260.0 $278K 0.12% NEW $220.49 -7.3%
136 FIRSTSUN CAPITAL BANCORP COMMO 7,123.0 $276K 0.12% NEW $38.78
137 COLONY BANKCORP INC COMMON STO 13,551.0 $272K 0.12% NEW $20.09
138 HACK AMPLIFY ETF TR 2,540.0 $267K 0.12% NEW $104.93 +5.5%
139 UNIVERSAL DISPLAY CORP 3,000.0 $260K 0.11% NEW $86.59
140 MASTERCARD INC CLASS CLASS A 495.0 $254K 0.11% NEW $513.60
Page 7 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%