ELCO Management Co., LLC
Annual return '25
+28.5%
SPY '25
+17.7%
Alpha
+10.8ptsvs SPY
Invested
$208.4M
Holdings
169
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMB
WILLIAMS COS INC
Q1 2026: Sold 89.5% (131.1k → 13.8k shares)
6.4%
02
$LNG
CHENIERE ENERGY INC
Q1 2026: Sold 94.3% (31.1k → 1.8k shares)
6.3%
03
$TRGP
TARGA RES CORP
Q1 2026: Sold 89.7% (25.1k → 2.6k shares)
5.9%
04
$ET
ENERGY TRANSFER L P LP
Q1 2026: Sold 99.7% (274.1k → 708 shares)
4.6%
05
$AAPL
APPLE INC
Q1 2026: Increased +904.5% (29.8k → 298.9k shares)
3.6%
06
$GOOG
ALPHABET INC CLASS CLASS C
Q1 2026: Increased +55.9% (26.2k → 40.8k shares)
3.5%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +431.7% (29.9k → 158.9k shares)
2.9%
08
$NVDA
NVIDIA CORP
Q1 2026: Increased +10825.1% (20.7k → 2.26M shares)
2.6%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +738.5% (13.2k → 110.3k shares)
2.6%
10
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Sold 37.1% (198.9k → 125.0k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.