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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 2,362.0 $437K 0.19% NEW $184.81 -8.7%
102 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 21,123.0 $434K 0.19% NEW $20.56 +2.6%
103 USCB FINL HLDGS INC CLASS A 21,050.0 $431K 0.19% NEW $20.46
104 KINDER MORGAN INC DEL 13,342.0 $427K 0.18% NEW $31.97
105 OTIS WORLDWIDE CORP 5,862.0 $420K 0.18% NEW $71.60
106 IMAX CORP F 10,500.0 $419K 0.18% NEW $39.86
107 INVESCO KBW BANK ETF 4,500.0 $418K 0.18% NEW $92.98
108 ISHARES 0-3 MONTH TREASURY BON 4,050.0 $408K 0.18% NEW $100.67
109 MERCK & CO. INC. 3,122.0 $401K 0.17% NEW $128.50
110 GLOBAL X NASDAQ 100 COVERED CA 21,000.0 $387K 0.17% NEW $18.43
111 CNM CORE & MAIN INC Industrials 7,827.0 $378K 0.16% NEW $48.25 -8.1%
112 LLY ELI LILLY & CO Healthcare 315.0 $378K 0.16% NEW $1198.63 -4.2%
113 DEFIANCE QUANTUM ETF 2,255.0 $373K 0.16% NEW $165.38
114 MYFW FIRST WESTN FINL INC Financial Services 11,388.0 $366K 0.16% NEW $32.11 -2.3%
115 TETRA TECH INC NEW 12,141.0 $351K 0.15% NEW $28.89
116 VMI VALMONT INDS INC Industrials 595.0 $344K 0.15% NEW $577.60 -16.6%
117 PENTAIR PLC SHS 4,441.0 $340K 0.15% NEW $76.66
118 FIRST CAROLINA FINANCIAL SERVI 25,130.0 $333K 0.14% NEW $13.24
119 CAPITAL ONE FINL CORP 1,657.0 $332K 0.14% NEW $200.62
120 COMPANHIA DE SANEAMENTO BAS 55,708.0 $322K 0.14% NEW $5.78
Page 6 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%