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CIK 0001680365 • 19 13F filings • Apr 29, 2025 – Jul 10, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AUTO DATA PROCESSING | COM | $638K | 1.3%Prev: 1.2% | 2,173 SH | Decreased-136 SH |
| BERKSHIRE HATHAWAY CLASS B | CL B NEW | $1.6M | 3.1% | 3,129 SH | New |
| CHENIERE ENERGY INC | COM NEW | $4.3M | 8.5% | 18,435 SH | New |
| ECOLAB INC | COM | $351K | 0.7%Prev: 0.6% | 1,280 SH | Decreased-120 SH |
| ENBRIDGE INC F | COM | $1.5M | 2.9% | 29,341 SH | New |
| ENERGY TRANSFER LP | COM | $7.4M | 14.6%Prev: 11.0% | 431,577 SH | Increased+52,253 SH |
| ENTERPRISE PRODS PART LP | COM | $2.3M | 4.6%Prev: 3.8% | 73,971 SH | Increased+907 SH |
| HERSHEY CO | COM | $229K | 0.5%Prev: 0.6% | 1,223 SH | Decreased-523 SH |
| JOHNSON & JOHNSON | COM | $203K | 0.4%Prev: 0.6% | 1,093 SH | Decreased-923 SH |
| KINDER MORGAN INC | COM | $1.0M | 2.0%Prev: 1.9% | 36,648 SH | Decreased-11,649 SH |
| KINETIK HOLDINGS | COM | $487K | 1.0%Prev: 3.2% | 976 SH | Decreased-22,307 SH |
| KINETIK HOLDINGS | COM NEW CL A | $953K | 1.9% | 22,306 SH | New |
| MC CORMICK & CO INC | COM NON VTG | $222K | 0.4% | 3,323 SH | New |
| MCDONALDS CORP | COM | $479K | 0.9%Prev: 0.9% | 1,576 SH | Decreased-109 SH |
| MPLX LP | COM UNIT REP LTD | $883K | 1.7% | 17,680 SH | New |
| NEXTDECADE | COM | $6.3M | 12.4%Prev: 7.0% | 927,384 SH | Increased+103,855 SH |
| ONEOK INC | COM | $3.0M | 6.0%Prev: 6.2% | 41,462 SH | Decreased+3,672 SH |
| PACER AMERN ENERGY INDEPENDENCE ETF | COM | $3.3M | 6.5%Prev: 6.0% | 83,465 SH | Decreased-12,300 SH |
| PEMBINA PIPELINE CO F | COM | $849K | 1.7%Prev: 2.0% | 20,987 SH | Decreased-5,590 SH |
| PLAINS GP HLDGS | LTD PARTNR INT A | $297K | 0.6% | 16,291 SH | New |
| PROCTER & GAMBLE | COM | $235K | 0.5%Prev: 0.7% | 1,530 SH | Decreased-790 SH |
| RAYTHEON TECHNOLOGIES CO | COM | $782K | 1.5%Prev: 1.1% | 4,676 SH | Increased-245 SH |
| REPUBLIC SERVICES | COM | $903K | 1.8%Prev: 1.6% | 3,935 SH | Increased-531 SH |
| SPDR FUND CONSUMER STAPLES ETF | SBI CONS STPLS | $381K | 0.7% | 4,855 SH | New |
| SPDR S&P 500 ETF | TR UNIT | $1.4M | 2.8% | 2,147 SH | New |
| TARGA RESOURCES CORP | COM | $3.1M | 6.1%Prev: 6.3% | 18,452 SH | Decreased-5,334 SH |
| TC ENERGY CORP F | COM | $1.4M | 2.7%Prev: 2.6% | 25,651 SH | Decreased-4,524 SH |
| THE COCA-COLA CO | COM | $217K | 0.4%Prev: 0.5% | 3,277 SH | Decreased-934 SH |
| WASTE MANAGEMENT INC | COM | $624K | 1.2%Prev: 1.2% | 2,825 SH | Decreased-410 SH |
| WESTERN MIDSTREAM PAR LP | COM UNIT LP INT | $965K | 1.9% | 24,554 SH | New |
| WILLIAMS COMPANIES | COM | $4.4M | 8.7%Prev: 5.7% | 69,634 SH | Increased-340 SH |
| 13F-HR/A |
| 0001680365-26-000013 |
| $60.5M |
| View |
| Apr 15, 2026 | Q4 2023 | 13F-HR/A | 0001680365-26-000009 | $46.5M | View |
| Apr 15, 2026 | Q4 2022 | 13F-HR/A | 0001680365-26-000005 | $45.2M | View |
| Oct 20, 2025 | Q3 2025 | 13F-HR | 0001680365-25-000013 | $50.8M | View |
| Apr 15, 2026 | Q3 2024 | 13F-HR/A | 0001680365-26-000012 | $55.6M | View |
| Apr 15, 2026 | Q3 2023 | 13F-HR/A | 0001680365-26-000008 | $74.3M | View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001680365-26-000020 | $57.2M | View |
| Apr 15, 2026 | Q2 2025 | 13F-HR/A | 0001680365-26-000015 | $55.5M | View |
| Apr 15, 2026 | Q2 2024 | 13F-HR/A | 0001680365-26-000011 | $50.6M | View |
| Apr 15, 2026 | Q2 2023 | 13F-HR/A | 0001680365-26-000007 | $44.5M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001680365-26-000018 | $59.1M | View |
| Apr 15, 2026 | Q1 2025 | 13F-HR/A | 0001680365-26-000014 | $57.2M | View |
| Apr 15, 2026 | Q1 2024 | 13F-HR/A | 0001680365-26-000010 | $50.8M | View |
| Apr 15, 2026 | Q1 2023 | 13F-HR/A | 0001680365-26-000006 | $46.6M | View |