| As of Date | 03/12/2026 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 01/19/2021 |
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker55336V100 | Stock NameMPLX LP | $ Position$109,477,934 | % Position15.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker29273V100 | Stock NameENERGY TRANSFER L P | $ Position$79,114,320 | % Position11.00% | $ Change-4.00% | # Change0.00% |
| Stck Ticker726503105 | Stock NamePLAINS ALL AMERN PIPELINE L | $ Position$65,119,081 | % Position9.00% | $ Change0.00% | # Change-5.00% |
| Stck Ticker958669103 | Stock NameWESTERN MIDSTREAM PARTNERS L | $ Position$62,323,337 | % Position9.00% | $ Change8.00% | # Change8.00% |
| Stck Ticker293792107 | Stock NameENTERPRISE PRODS PARTNERS L | $ Position$58,895,631 | % Position8.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker969457100 | Stock NameWILLIAMS COS INC | $ Position$48,929,540 | % Position7.00% | $ Change31.00% | # Change38.00% |
| Stck Ticker428103105 | Stock NameHESS MIDSTREAM LP | $ Position$40,890,090 | % Position6.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker86765K109 | Stock NameSUNOCO LP/SUNOCO FIN CORP | $ Position$32,312,966 | % Position5.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker87807B107 | Stock NameTC ENERGY CORP | $ Position$35,701,490 | % Position5.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker23345M107 | Stock NameDT MIDSTREAM INC | $ Position$27,645,960 | % Position4.00% | $ Change6.00% | # Change0.00% |