SL ADVISORS, LLC Long-Term Concentrated

CIK: 0001680365 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 31, 2017

Total Value ($000): $149,122 (100.0% shares, 0.0% debt)

Holdings (54)

WMB WILLIAMS COS INC DEL 9.4%
Value ($000) $14,061 Shares 451,523 Est. Cost $14.30 Unrealized +29.7%
ENLINK MIDSTREAM LLC 8.3%
Value ($000) $12,317 Shares 646,599 Est. Cost $16.83 Unrealized
TRGP TARGA RES CORP 7.0%
Value ($000) $10,506 Shares 187,375 Est. Cost $27.84 Unrealized +23.3%
NUSTAR GP HOLDINGS LLC 7.0%
Value ($000) $10,368 Shares 358,742 Est. Cost $26.48 Unrealized
OKE ONEOK INC NEW 5.1%
Value ($000) $7,601 Shares 132,394 Est. Cost $24.29 Unrealized +23.7%
KMI KINDER MORGAN INC DEL 4.9%
Value ($000) $7,314 Shares 353,149 Est. Cost $11.71 Unrealized +11.9%
ET ENERGY TRANSFER EQUITY L P 4.7%
Value ($000) $6,986 Shares 361,783 Est. Cost $15.46 Unrealized
SPECTRA ENERGY CORP 4.6%
Value ($000) $6,880 Shares 167,437 Est. Cost $37.48 Unrealized
TRANSCANADA CORP 4.0%
Value ($000) $5,990 Shares 132,662 Est. Cost $45.37 Unrealized
SYSCO CORP 3.9%
Value ($000) $5,849 Shares 218,261 Est. Cost $24.06 Unrealized
ENB ENBRIDGE INC 3.7%
Value ($000) $5,580 Shares 132,475 Est. Cost $23.80 Unrealized +3.9%
WESTERN GAS EQUITY PARTNERS 3.5%
Value ($000) $5,261 Shares 124,237 Est. Cost $40.16 Unrealized
SEMGROUP CORP 3.5%
Value ($000) $5,148 Shares 123,319 Est. Cost $35.08 Unrealized
AROC ARCHROCK INC 3.0%
Value ($000) $4,521 Shares 342,496 Est. Cost $7.57 Unrealized +3.1%
U S SILICA HLDGS INC 2.5%
Value ($000) $3,688 Shares 65,062 Est. Cost $56.68 Unrealized
PBA PEMBINA PIPELINE CORP 2.2%
Value ($000) $3,319 Shares 105,961 Est. Cost $18.47 Unrealized +1.0%
EPD ENTERPRISE PRODS PARTNERS L 1.8%
Value ($000) $2,730 Shares 100,972 Est. Cost $29.13 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 1.5%
Value ($000) $2,254 Shares 29,803 Est. Cost $75.88 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $1,961 Shares 8,774 Est. Cost $209.48 Unrealized
IWV ISHARES TR 1.2%
Value ($000) $1,845 Shares 13,878 Est. Cost $124.01 Unrealized
BUCKEYE PARTNERS L P 1.2%
Value ($000) $1,810 Shares 27,362 Est. Cost $70.32 Unrealized
KHC KRAFT HEINZ CO 0.8%
Value ($000) $1,188 Shares 13,601 Est. Cost $53.65 Unrealized +5.3%
IGSB ISHARES TR 0.7%
Value ($000) $998 Shares 9,509 Est. Cost $104.95 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $983 Shares 3,932 Est. Cost $182.33 Unrealized +7.5%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $980 Shares 13,813 Est. Cost $50.66 Unrealized +12.1%
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $959 Shares 18,541 Est. Cost $55.14 Unrealized
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $913 Shares 15,999 Est. Cost $40.82 Unrealized +13.1%
EQT GP HLDGS LP 0.6%
Value ($000) $874 Shares 34,672 Est. Cost $25.45 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $846 Shares 8,229 Est. Cost $71.77 Unrealized +6.9%
DR PEPPER SNAPPLE GROUP INC 0.6%
Value ($000) $831 Shares 9,168 Est. Cost $96.66 Unrealized
HSY HERSHEY CO 0.5%
Value ($000) $808 Shares 7,808 Est. Cost $74.40 Unrealized +6.8%
GIS GENERAL MLS INC 0.5%
Value ($000) $806 Shares 13,048 Est. Cost $45.45 Unrealized -1.3%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $797 Shares 6,507 Est. Cost $91.51 Unrealized +2.1%
CLX CLOROX CO DEL 0.5%
Value ($000) $766 Shares 6,382 Est. Cost $98.68 Unrealized -7.9%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $752 Shares 8,946 Est. Cost $63.33 Unrealized +5.4%
SJM SMUCKER J M CO 0.5%
Value ($000) $736 Shares 5,745 Est. Cost $99.14 Unrealized -1.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $736 Shares 6,389 Est. Cost $87.05 Unrealized +3.1%
PEP PEPSICO INC 0.5%
Value ($000) $724 Shares 6,918 Est. Cost $77.08 Unrealized +3.0%
MKC MCCORMICK & CO INC 0.5%
Value ($000) $723 Shares 7,747 Est. Cost $40.65 Unrealized -3.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $717 Shares 4,397 Est. Cost $142.96 Unrealized +7.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $684 Shares 5,622 Est. Cost $99.15 Unrealized -4.9%
CAG CONAGRA FOODS INC 0.5%
Value ($000) $673 Shares 17,018 Est. Cost $25.34 Unrealized +6.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $659 Shares 3,970 Est. Cost $95.13 Unrealized +8.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $642 Shares 9,808 Est. Cost $56.89 Unrealized -2.7%
KELLOGG CO 0.4%
Value ($000) $640 Shares 8,680 Est. Cost $50.93 Unrealized -1.7%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $629 Shares 5,513 Est. Cost $93.94 Unrealized -10.0%
KO COCA COLA CO 0.4%
Value ($000) $553 Shares 13,348 Est. Cost $33.31 Unrealized -6.3%
MPC MARATHON PETE CORP 0.4%
Value ($000) $549 Shares 10,894 Est. Cost $30.33 Unrealized +12.9%
UNILEVER PLC 0.3%
Value ($000) $502 Shares 12,342 Est. Cost $47.89 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $475 Shares 4,392 Est. Cost $112.48 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $291 Shares 6,102 Est. Cost $42.19 Unrealized +9.3%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $248 Shares 5,107 Est. Cost $52.50 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $237 Shares 5,343 Est. Cost $34.83 Unrealized -0.3%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $214 Shares 5,643 Est. Cost $29.75 Unrealized 0.0%