Beach Investment Management, LLC. 13F Holdings

CIK 0001390965 · WEST CONSHOHOCKEN, PA

As of Mar 31, 2020, Beach Investment Management, LLC. reported 30 positions worth $28.8K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
XPLR InfrastructureXIFR—106,879$4.6K15.97%
VISA INC CLASS AVFinancial Services14,506$2.3K8.12%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy158,640$2.3K7.88%
MAGELLAN MIDSTREAM PARTNERSMMPEnergy48,272 .8K6.12%
MICROSOFT CORPMSFTTechnology9,022 .4K4.94%
ENERGY TRANSFER LPETEnergy291,690 .3K4.66%
AMAZON.COM INCAMZNEquity679 .3K4.60%
JOHNSON & JOHNSONJNJHealthcare8,539 .1K3.89%
ABBOTT LABORATORIESABTHealthcare13,831 .1K3.79%
Teekay LNG PartnersTGPEnergy93,450$915.03.18%
NESTLE S A SPONSORED ADR——8,650$891.03.10%
META PLATFORMS INCMETACommunication Services5,319$887.03.08%
ALPHABET INCGOOGLCommunication Services745$866.03.01%
VISTRA ENERGY CORP COMVSTUtilities42,380$676.02.35%
MEDTRONIC PLCMDTHealthcare7,192$649.02.25%
XCEL ENERGY INCXELUtilities10,348$624.02.17%
UNITEDHEALTH GROUP INCUNHHealthcare2,437$608.02.11%
NRG ENERGY INCNRGUtilities22,171$604.02.10%
J P MORGAN CHASE & COJPMFinancial Services6,603$594.02.06%
COCA COLA COKOConsumer Defensive12,535$555.01.93%
BECTON DICKINSON & COBDXHealthcare2,175$500.01.74%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,493$456.01.58%
CHARTER COMMUNICATIONS INCCHTRCommunication Services1,039$453.01.57%
T-MOBILE US INCTMUSCommunication Services5,190$435.01.51%
STRYKER CORPSYKHealthcare2,519$419.01.46%