BEACH INVESTMENT COUNSEL INC/PA

CIK 0001058800 • 1 13F filing • Apr 14, 2025 – Apr 14, 2025

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Filer information

Filed by: BEACH INVESTMENT COUNSEL INC/PA, OPerations
Address: FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE SUITE 220, WEST CONSHOHOCKEN, PA, 19428
Phone: 610-940-1111
AUM: $679K

AUM over time

$679K

Sector allocation over time

Past 1 quarter

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $679K118 positionsView on SEC.gov

			% of Portfolio
3M Company	COM	$252	0.0%	1,713 SH
Abbott Laboratories	COM	$507	0.1%	3,820 SH
Air Products	COM	$295	0.0%	1,000 SH
AllianceBernstein Holdings, LP	COM	$465	0.1%	12,125 SH
Alphabet, Inc. Cl A	COM	$24K	3.5%	153,784 SH
Alphabet, Inc. Cl C	COM	$3K	0.4%	18,280 SH
Amazon.com Inc.	COM	$30K	4.5%	159,054 SH
American Express	COM	$519	0.1%	1,930 SH
American Intl. Group	COM	$621	0.1%	7,142 SH
Anheuser-Busch Inbev ADR	COM	$206	0.0%	3,350 SH
Anheuser-Busch InBev SA/NV	COM	$1K	0.2%	25,290 SH
Apollo Global Mgmt.	COM	$12K	1.8%	88,017 SH
Apple Computer	COM	$11K	1.7%	51,495 SH
Automatic Data Processing	COM	$1K	0.2%	4,420 SH
BAE Systems PLC Sponsored ADR	COM	$8K	1.2%	98,678 SH
Bank of America	COM	$16K	2.3%	371,688 SH
Berkshire Hathaway A	COM	$798	0.1%	1 SH
Berkshire Hathaway B	COM	$2K	0.3%	3,552 SH
Blackstone Inc.	COM	$4K	0.6%	28,236 SH
BNP Paribas ADR	COM	$357	0.1%	8,550 SH
Boeing Company	COM	$268	0.0%	1,574 SH
Brandywine Realty	COM	$2K	0.2%	370,263 SH
Brookfield Infrastructure Part	COM	$2K	0.4%	82,623 SH
Caterpillar	COM	$486	0.1%	1,473 SH
CenterPoint Energy, Inc.	COM	$8K	1.1%	215,466 SH
Charles Schwab	COM	$208	0.0%	2,656 SH
Cheniere Energy Inc	COM	$27K	3.9%	115,895 SH
Chevron	COM	$617	0.1%	3,687 SH
Chubb Ltd.	COM	$636	0.1%	2,105 SH
Cisco Systems	COM	$2K	0.3%	34,918 SH
Citigroup	COM	$14K	2.1%	198,261 SH
Clearway Energy, Inc.	COM	$12K	1.8%	404,328 SH
Coca Cola Co.	COM	$18K	2.6%	245,049 SH
Corning	COM	$270	0.0%	5,900 SH
Costco Wholesale	COM	$986	0.1%	1,042 SH
CRH plc ADR	COM	$10K	1.5%	116,802 SH
Crown Holdings Inc .	COM	$312	0.0%	3,495 SH
CVS Health Corp	COM	$335	0.0%	4,950 SH
Deere & Co.	COM	$803	0.1%	1,710 SH
Deutsche Telekom AG ADR	COM	$2K	0.3%	58,150 SH
DTE Energy	COM	$8K	1.2%	59,650 SH
Eli Lilly	COM	$2K	0.3%	2,610 SH
Emerson Electric Co.	COM	$565	0.1%	5,150 SH
Energy Transfer LP	COM	$50K	7.3%	2,666,295 SH
Engie SA ADR	COM	$2K	0.4%	127,950 SH
Enterprise Prod Partners	COM	$69K	10.2%	2,021,932 SH
Exxon Mobil	COM	$1K	0.2%	8,846 SH
Fedex	COM	$1K	0.2%	5,748 SH
Fomento Economico Mexicano SA	COM	$503	0.1%	5,150 SH
GE Aerospace	COM	$314	0.0%	1,571 SH
Genuine Parts	COM	$331	0.0%	2,780 SH
Healthcare Realty	COM	$19K	2.8%	1,109,343 SH
Howard Hughes Holdings	COM	$8K	1.2%	112,698 SH
Iberdrola SA ADR	COM	$884	0.1%	13,700 SH
IBM	COM	$782	0.1%	3,144 SH
Illinois Tool Works	COM	$277	0.0%	1,115 SH
iShares US Technology	COM	$1K	0.2%	9,800 SH
J.P. Morgan Chase	COM	$18K	2.6%	72,055 SH
Johnson & Johnson	COM	$5K	0.8%	30,794 SH
Kennedy-Wilson Holdings Inc.	COM	$2K	0.3%	241,282 SH
Kimberly Clark	COM	$538	0.1%	3,784 SH
Kinder Morgan Inc.	COM	$715	0.1%	25,066 SH
KKR & Co. Inc.	COM	$5K	0.8%	45,600 SH
Leidos Holdings Inc.	COM	$313	0.0%	2,320 SH
Linde PLC	COM	$582	0.1%	1,250 SH
MasterCard Inc.	COM	$16K	2.3%	28,905 SH
McKesson	COM	$269	0.0%	400 SH
Medtronic	COM	$2K	0.3%	21,232 SH
Merck	COM	$3K	0.5%	34,433 SH
Meta Platforms, Inc.	COM	$17K	2.5%	29,072 SH
MetLife	COM	$393	0.1%	4,900 SH
Microsoft	COM	$16K	2.4%	43,398 SH
Mondelez Internat Inc.	COM	$8K	1.1%	114,140 SH
MPLX LP	COM	$45K	6.7%	848,333 SH
National Grid	COM	$2K	0.3%	31,808 SH
Nestle Spons ADR	COM	$3K	0.5%	32,790 SH
Newmont Corporation	COM	$2K	0.2%	34,535 SH
NextEra Energy, Inc.	COM	$25K	3.6%	349,117 SH
Novartis	COM	$3K	0.4%	26,347 SH
NRG Energy	COM	$229	0.0%	2,400 SH
Nvidia Corporation	COM	$1K	0.2%	13,272 SH
Oneok Inc.	COM	$593	0.1%	5,977 SH
Oracle	COM	$839	0.1%	6,000 SH
Pepsico	COM	$2K	0.3%	14,025 SH
Perrigo Co. PLC	COM	$2K	0.2%	54,428 SH
Pfizer	COM	$420	0.1%	16,557 SH
PG&E Corp.	COM	$10K	1.5%	575,052 SH
Plains GP Holdings LP	COM	$2K	0.3%	101,142 SH
PNC Bank Corp.	COM	$6K	0.9%	34,126 SH
PPL Corporation	COM	$7K	1.1%	206,976 SH
Procter & Gamble	COM	$3K	0.4%	17,873 SH
ProLogis Tr SBI	COM	$1K	0.1%	8,996 SH
Prudential Financial Inc	COM	$212	0.0%	1,900 SH
Raytheon Technologies	COM	$1K	0.2%	7,962 SH
Roche Holding AG	COM	$2K	0.3%	53,910 SH
S&P Global Inc.	COM	$813	0.1%	1,600 SH
Siemens AG ADR	COM	$2K	0.3%	19,121 SH
Societe Generale Sponsored ADR	COM	$172	0.0%	19,000 SH
SPDR S&P 500 ETF	COM	$8K	1.1%	13,410 SH
Spotify Technology	COM	$370	0.1%	673 SH
State Street Corp	COM	$472	0.1%	5,268 SH
Stryker Corp	COM	$335	0.0%	900 SH
Sysco	COM	$1K	0.2%	13,920 SH
Thermo Fisher Scientific	COM	$3K	0.4%	5,350 SH
Uber Technologies, Inc.	COM	$401	0.1%	5,500 SH
UBS Group AG	COM	$2K	0.3%	71,775 SH
Unilever PLC	COM	$2K	0.3%	31,752 SH
Union Pacific	COM	$2K	0.3%	7,821 SH
United Overseas Bank Limited A	COM	$963	0.1%	17,105 SH
Veolia Environnement ADR	COM	$822	0.1%	47,700 SH
Visa	COM	$14K	2.0%	39,587 SH
Vistra Energy Corp	COM	$33K	4.9%	284,086 SH
W. W. Grainger	COM	$783	0.1%	793 SH
Walt Disney	COM	$416	0.1%	4,210 SH
Wells Fargo	COM	$370	0.1%	5,158 SH
Weyerhaeuser	COM	$4K	0.5%	119,550 SH
Williams Companies Inc	COM	$3K	0.5%	56,781 SH
XPLR Infrastructure, LP	COM	$242	0.0%	25,470 SH

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Apr 14, 2025	Q1 2025	13F-HR	0001058800-25-000002	$679K	View