SL ADVISORS, LLC Long-Term Concentrated

CIK: 0001680365 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 27, 2016

Total Value ($000): $124,434 (100.0% shares, 0.0% debt)

Holdings (60)

PLAINS GP HLDGS L P 7.4%
Value ($000) $9,185 Shares 709,851 Est. Cost $10.49 Unrealized
WMB WILLIAMS COS INC DEL 7.2%
Value ($000) $8,930 Shares 290,622 Est. Cost $11.96 Unrealized +35.7%
ENLINK MIDSTREAM LLC 6.5%
Value ($000) $8,054 Shares 480,873 Est. Cost $16.07 Unrealized
TRGP TARGA RES CORP 5.7%
Value ($000) $7,037 Shares 143,302 Est. Cost $25.84 Unrealized +11.8%
NUSTAR GP HOLDINGS LLC 5.5%
Value ($000) $6,795 Shares 265,638 Est. Cost $25.63 Unrealized
SPECTRA ENERGY CORP 4.8%
Value ($000) $5,986 Shares 140,029 Est. Cost $36.77 Unrealized
KMI KINDER MORGAN INC DEL 4.4%
Value ($000) $5,468 Shares 236,653 Est. Cost $11.02 Unrealized +18.5%
OKE ONEOK INC NEW 4.2%
Value ($000) $5,199 Shares 101,204 Est. Cost $22.51 Unrealized +18.7%
ET ENERGY TRANSFER EQUITY L P 4.1%
Value ($000) $5,044 Shares 300,463 Est. Cost $14.67 Unrealized
TRANSCANADA CORP 3.2%
Value ($000) $4,006 Shares 84,249 Est. Cost $45.50 Unrealized
ENB ENBRIDGE INC 3.0%
Value ($000) $3,794 Shares 85,776 Est. Cost $23.29 Unrealized +3.4%
WESTERN GAS EQUITY PARTNERS 2.9%
Value ($000) $3,656 Shares 86,066 Est. Cost $39.18 Unrealized
CRESTWOOD EQUITY PARTNERS LP 2.9%
Value ($000) $3,636 Shares 171,086 Est. Cost $21.25 Unrealized
TALLGRASS ENERGY GP LP 2.9%
Value ($000) $3,600 Shares 149,724 Est. Cost $22.81 Unrealized
SEMGROUP CORP 2.7%
Value ($000) $3,385 Shares 95,739 Est. Cost $33.16 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.1%
Value ($000) $2,630 Shares 95,209 Est. Cost $29.26 Unrealized
BUCKEYE PARTNERS L P 2.0%
Value ($000) $2,443 Shares 34,124 Est. Cost $70.32 Unrealized
PBA PEMBINA PIPELINE CORP 1.7%
Value ($000) $2,094 Shares 68,760 Est. Cost $18.37 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 1.5%
Value ($000) $1,925 Shares 27,219 Est. Cost $75.90 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $1,897 Shares 8,774 Est. Cost $209.48 Unrealized
PSX PHILLIPS 66 1.5%
Value ($000) $1,889 Shares 23,453 Est. Cost $56.56 Unrealized -3.8%
IWV ISHARES TR 1.4%
Value ($000) $1,779 Shares 13,878 Est. Cost $124.01 Unrealized
KHC KRAFT HEINZ CO 1.0%
Value ($000) $1,191 Shares 13,323 Est. Cost $53.59 Unrealized +8.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,008 Shares 6,978 Est. Cost $142.96 Unrealized +2.3%
XLP SELECT SECTOR SPDR TR 0.8%
Value ($000) $986 Shares 18,541 Est. Cost $55.14 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $945 Shares 3,956 Est. Cost $182.33 Unrealized +6.9%
SYY SYSCO CORP 0.7%
Value ($000) $920 Shares 18,817 Est. Cost $37.68 Unrealized +6.8%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $872 Shares 13,713 Est. Cost $50.66 Unrealized +8.9%
DR PEPPER SNAPPLE GROUP INC 0.7%
Value ($000) $826 Shares 9,100 Est. Cost $96.66 Unrealized
GIS GENERAL MLS INC 0.7%
Value ($000) $824 Shares 12,962 Est. Cost $45.45 Unrealized +10.0%
CAG CONAGRA FOODS INC 0.7%
Value ($000) $814 Shares 17,247 Est. Cost $25.34 Unrealized +1.2%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $801 Shares 15,895 Est. Cost $40.82 Unrealized +7.4%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $798 Shares 8,929 Est. Cost $63.33 Unrealized +6.6%
CLX CLOROX CO DEL 0.6%
Value ($000) $798 Shares 6,401 Est. Cost $98.68 Unrealized +1.6%
SJM SMUCKER J M CO 0.6%
Value ($000) $770 Shares 5,705 Est. Cost $99.14 Unrealized +10.9%
AROC ARCHROCK INC 0.6%
Value ($000) $769 Shares 58,838 Est. Cost $6.44 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.6%
Value ($000) $763 Shares 7,691 Est. Cost $40.65 Unrealized +4.3%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $754 Shares 10,217 Est. Cost $56.89 Unrealized +4.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $747 Shares 6,345 Est. Cost $87.05 Unrealized +7.5%
PEP PEPSICO INC 0.6%
Value ($000) $745 Shares 6,867 Est. Cost $77.08 Unrealized +5.2%
HSY HERSHEY CO 0.6%
Value ($000) $742 Shares 7,763 Est. Cost $74.40 Unrealized +13.7%
TRV TRAVELERS COMPANIES INC 0.6%
Value ($000) $739 Shares 6,459 Est. Cost $91.51 Unrealized +4.1%
EQT GP HLDGS LP 0.6%
Value ($000) $736 Shares 29,363 Est. Cost $25.49 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $719 Shares 8,172 Est. Cost $71.77 Unrealized +3.2%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $686 Shares 5,473 Est. Cost $93.94 Unrealized -0.5%
KELLOGG CO 0.5%
Value ($000) $665 Shares 8,615 Est. Cost $50.93 Unrealized +7.4%
MPC MARATHON PETE CORP 0.5%
Value ($000) $654 Shares 16,115 Est. Cost $30.33 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $651 Shares 4,117 Est. Cost $95.13 Unrealized +7.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $641 Shares 5,582 Est. Cost $99.15 Unrealized -4.6%
TTI TETRA TECHNOLOGIES INC DEL 0.5%
Value ($000) $620 Shares 101,513 Est. Cost $6.08 Unrealized 0.0%
UNILEVER PLC 0.5%
Value ($000) $573 Shares 12,248 Est. Cost $47.89 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $560 Shares 13,251 Est. Cost $33.31 Unrealized -2.3%
AGG ISHARES TR 0.4%
Value ($000) $493 Shares 4,392 Est. Cost $112.48 Unrealized
POWERSHARES ETF TR II 0.4%
Value ($000) $459 Shares 11,063 Est. Cost $42.38 Unrealized
TESORO CORP 0.3%
Value ($000) $417 Shares 5,244 Est. Cost $79.52 Unrealized
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $325 Shares 6,135 Est. Cost $36.73 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $291 Shares 6,649 Est. Cost $34.83 Unrealized +1.1%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $250 Shares 5,107 Est. Cost $52.50 Unrealized
CORRECTIONS CORP AMER NEW 0.2%
Value ($000) $226 Shares 16,253 Est. Cost $35.01 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $224 Shares 5,027 Est. Cost $41.34 Unrealized +9.7%