Fund Universe

A. D. Beadell Investment Counsel, Inc.

CIK 0001569102 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.199
AUM ($M)
156
Positions
104
Turnover
0.08
Top-10 wt
32%
Herfindahl
0.020
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 106 positions · portfolio value $156M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
TSM funds › Taiwan Semiconductor TRIM 6.4% +1.6% 10.0 20,868 -1,185 5
CUSIP:570604100 funds › VanEck Gold Miners ETF TRIM 3.8% -0.9% 5.9 77,842 -1,360 5
EPD funds › Enterprise Prd Prtnrs Lp TRIM 3.6% -0.1% 5.6 153,310 -1,600 5
PRIM funds › Primoris Services Co TRIM 3.2% -1.5% 5.1 51,000 -1,325 5
GOOGL funds › Alphabet Inc Cl A TRIM 2.8% +0.5% 4.4 12,355 -470 5
KMI funds › Kinder Morgan Inc TRIM 2.8% -0.3% 4.3 135,420 -9,820 5
PBA funds › Pembina Pipeline Corp TRIM 2.6% +0.1% 4.0 86,205 -50 5
CUSIP:72651A108 funds › Plains Group Hldgs LP TRIM 2.5% -0.0% 3.9 160,675 -1,400 5
MRK funds › Merck & Co Inc TRIM 2.4% +0.1% 3.8 29,714 -299 5
RTX funds › Raytheon Technologies Co TRIM 2.4% -0.1% 3.8 19,970 -425 5
APD funds › Air Products and Chemicals TRIM 2.2% +0.0% 3.5 11,847 -100 5
AMZN funds › Amazon.com Inc TRIM 2.2% +0.3% 3.5 14,550 -150 5
CUSIP:11284V105 funds › Brookfield Renewable Corp TRIM 2.1% -0.2% 3.4 90,260 -900 5
ABT funds › Abbott Laboratories ADD 2.0% +0.2% 3.2 34,819 +7,722 5
WTRG funds › Essential Utilities ADD 2.0% -0.0% 3.1 80,220 +3,430 3
B funds › Barrick Mining Corp TRIM 2.0% -0.2% 3.1 83,180 -250 5
PWR funds › Quanta Services Inc TRIM 1.9% +0.2% 2.9 4,058 -753 5
AAPL funds › Apple Inc TRIM 1.8% +0.2% 2.8 9,817 -245 5
SRE funds › Sempra Energy TRIM 1.7% -0.1% 2.7 28,695 -475 5
MDT funds › Medtronic Inc ADD 1.7% +0.0% 2.6 33,630 +3,895 5
PHYS funds › Sprott Physical Gold ETV TRIM 1.7% -0.3% 2.6 85,583 -1,700 5
SGOL funds › Aberdeen Phys Swiss Gold TRIM 1.6% -0.3% 2.6 66,975 -300 5
J funds › Jacobs Solutions Inc ADD 1.6% +0.4% 2.6 20,290 +4,500 5
CB funds › Chubb Ltd TRIM 1.6% +0.1% 2.5 7,320 -100 5
MS funds › Morgan Stanley TRIM 1.6% +0.0% 2.4 11,655 -2,976 5
ENB funds › Enbridge Inc TRIM 1.5% -0.0% 2.3 42,224 -477 5
LMT funds › Lockheed Martin Corp TRIM 1.5% -0.3% 2.3 4,470 -70 5
MSFT funds › Microsoft Corp TRIM 1.4% -0.0% 2.1 5,710 -125 5
CUSIP:74347B425 funds › Proshares Short S&P TRIM 1.3% -0.3% 2.1 63,625 -4,200 3
VCSH funds › Vanguard Short-Term Corp ADD 1.2% +0.1% 1.9 24,358 +1,357 5
BDX funds › Becton Dickinson & Co TRIM 1.2% -0.1% 1.8 12,111 -650 5
POR funds › Portland General Elec TRIM 1.1% -0.0% 1.7 32,745 -290 5
IGSB funds › iShares 1-5 Yr Invst Grd Bond ADD 1.0% +0.0% 1.6 30,975 +875 5
NVO funds › Novo-Nordisk A-S TRIM 1.0% +0.2% 1.6 33,438 -400 5
VTEI funds › Vanguard Intrmd-Term Tax-Exempt Bond ADD 0.9% +0.1% 1.5 14,475 +650 4
JNJ funds › Johnson & Johnson TRIM 0.9% +0.0% 1.4 5,680 -125 5
PEP funds › Pepsico Inc TRIM 0.9% -0.1% 1.4 10,639 -100 5
RGLD funds › Royal Gold Inc. TRIM 0.9% -0.3% 1.4 7,141 -136 5
NFG funds › National Fuel Gas Co ADD 0.9% +0.6% 1.4 17,890 +13,655 3
VST funds › Vistra Corp NEW 0.9% +0.9% 1.3 8,400 +8,400 1
CUSIP:046353108 funds › Astrazeneca PLC HOLD 0.8% -0.0% 1.3 6,975 +0 5
XLC funds › Communications Services ETF HOLD 0.8% -0.0% 1.3 11,780 +0 5
IFF funds › Int'l Flavors & Fragrances ADD 0.8% +0.1% 1.2 15,245 +325 2
SYK funds › Stryker Corp HOLD 0.8% -0.0% 1.2 3,820 +0 5
CUSIP:153501101 funds › Sprott Physical Gold & Silver TRIM 0.8% -0.2% 1.2 29,475 -1,100 5
CUSIP:50540R409 funds › Lab Corp. of America TRIM 0.8% +0.0% 1.2 4,219 -125 5
CVX funds › Chevron Corp HOLD 0.7% -0.2% 1.1 6,919 +0 5
EMA funds › Emera Inc TRIM 0.7% -0.0% 1.1 21,005 -1,100 5
JPM funds › JPMorgan Chase & Co TRIM 0.7% +0.0% 1.0 3,122 -100 5
GLD funds › SPDR Gold Shares ETF TRIM 0.6% -0.1% 1.0 2,715 -15 5
AVGO funds › Broadcom Inc HOLD 0.6% +0.1% 0.9 2,474 +0 5
UNP funds › Union Pacific Corp TRIM 0.6% +0.0% 0.9 3,328 -100 5
NOC funds › Northrop Grumman Co TRIM 0.6% -0.2% 0.9 1,742 -5 5
AEP funds › American Electric Power TRIM 0.6% +0.0% 0.9 6,485 -275 5
MDLZ funds › Mondelez International TRIM 0.6% -0.0% 0.9 15,106 -125 5
SYY funds › Sysco Corporation TRIM 0.6% +0.1% 0.9 10,347 -300 5
CUSIP:00162Q866 funds › ALPS Alerian MLP ETF ADD 0.5% +0.1% 0.9 16,530 +3,930 5
FCX funds › Freeport Mcmoran Inc HOLD 0.5% +0.0% 0.8 13,485 +0 4
ORI funds › Old Republic Intl TRIM 0.5% -0.0% 0.8 19,145 -600 4
PFE funds › Pfizer Incorporated TRIM 0.5% -0.4% 0.7 30,875 -19,421 5
ETR funds › Entergy Corp. TRIM 0.4% -0.0% 0.7 6,125 -600 5
NVDA funds › Nvidia Corp ADD 0.4% +0.1% 0.7 3,485 +80 5
XIFR funds › XPLR Infrastructure LP TRIM 0.4% +0.0% 0.7 58,085 -1,400 5
ECL funds › Ecolab Inc. HOLD 0.4% +0.0% 0.7 2,375 +0 5
KO funds › Coca Cola Company TRIM 0.4% +0.0% 0.7 8,045 -325 5
SHY funds › iShares 1-3 Year Treasury ADD 0.4% +0.0% 0.6 7,462 +371 5
DELL funds › Dell Computer Corp TRIM 0.4% +0.0% 0.5 1,270 -1,880 3
GOOG funds › Alphabet Inc Cl C TRIM 0.3% +0.1% 0.5 1,545 -25 5
D funds › Dominion Resources HOLD 0.3% +0.0% 0.5 7,365 +0 5
SKM funds › SK Telecom Co Ltd HOLD 0.3% +0.0% 0.5 14,502 +0 2
VG funds › Venture Global Inc NEW 0.3% +0.3% 0.5 41,300 +41,300 1
JAAA funds › Janus Henderson AAA CLO TRIM 0.3% +0.0% 0.4 8,890 -10 5
BSV funds › Vanguard Short Term Bond ETF TRIM 0.3% -0.0% 0.4 5,614 -447 5
COLD funds › Americold Realty TRIM 0.3% +0.1% 0.4 27,250 -75 5
RLJPRA funds › RLJ Lodging 7.8 pfd ADD 0.3% +0.1% 0.4 17,325 +4,725 5
MSOS funds › Advsrshrs Pure US Cannabis HOLD 0.3% +0.1% 0.4 82,400 +0 5
AEM funds › Agnico Eagle Mines TRIM 0.3% -0.3% 0.4 2,700 -1,570 5
HACK funds › Amplify Cybersecurity ETF ADD 0.3% +0.1% 0.4 3,935 +45 2
XLK funds › SPDR Technology ETF HOLD 0.2% +0.1% 0.4 1,900 +0 5
NFLX funds › Netflix Inc HOLD 0.2% -0.1% 0.3 4,902 +0 2
NEE funds › Nextera Energy Inc HOLD 0.2% -0.0% 0.3 3,890 +0 5
WMT funds › Wal-Mart Stores Inc HOLD 0.2% -0.0% 0.3 3,000 +0 5
CUSIP:040413106 funds › Arista Networks Inc HOLD 0.2% +0.1% 0.3 1,901 +0 5
CUSIP:89353D107 funds › TC Energy Corp HOLD 0.2% +0.0% 0.3 4,510 +0 3
WAT funds › Waters Corp HOLD 0.2% +0.0% 0.3 797 +0 2
JBS funds › JBS NV NEW 0.2% +0.2% 0.3 23,900 +23,900 1
NOW funds › ServiceNow ADD 0.2% -0.0% 0.3 2,818 +80 2
CUSIP:30231G102 funds › Exxon Mobil Corp HOLD 0.2% -0.0% 0.3 2,000 +0 5
AES funds › AES Corp TRIM Common Stock 0.2% -0.5% 0.3 18,600 -52,250 5
CUSIP:464285105 funds › iShares Gold Trust HOLD 0.2% -0.0% 0.3 3,600 +0 5
C funds › Citigroup Corp TRIM 0.2% +0.0% 0.3 1,865 -75 4
META funds › Meta Platforms NEW 0.2% +0.2% 0.3 455 +455 1
MLPX funds › Global X MLP & Energy HOLD 0.2% -0.0% 0.3 3,467 +0 5
WM funds › Waste Management Inc HOLD 0.2% -0.0% 0.2 1,125 +0 5
NTRS funds › Northern Trust Corp NEW 0.2% +0.2% 0.2 1,400 +1,400 1
PLD funds › Prologis Inc. HOLD 0.2% +0.0% 0.2 1,751 +0 4
BEP funds › Brookfield Renewable Energy LP HOLD 0.2% +0.0% 0.2 6,788 +0 2
BAC funds › Bank of America Corp NEW 0.1% +0.1% 0.2 4,000 +4,000 1
VHT funds › Vanguard Health Care ETF HOLD 0.1% +0.0% 0.2 760 +0 3
DUK funds › Duke Energy Corp ADD 0.1% -0.0% 0.2 1,599 +9 2
AMBP funds › Ardagh Metal Packaging HOLD 0.1% +0.0% 0.2 37,800 +0 5
SPDN funds › Drxn Daily S&P500 Inverse ETF HOLD 0.1% -0.0% 0.2 20,000 +0 3
AQN funds › Algonquin Pwr & Utilities HOLD 0.0% -0.0% 0.1 12,500 +0 5
ORBS funds › Eightco Hldgs Inc ADD 0.0% +0.0% 0.0 45,200 +32,700 2
BTI funds › British American Tobacco EXIT 0.0% -0.3% 0.0 0 -7,675 0
COR funds › Cencora EXIT 0.0% -0.1% 0.0 0 -637 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 156 104 0.08 32% 0.020 0.199 in
2026Q1 157 100 0.10 33% 0.020 0.189 in
2025Q4 154 99 0.06 33% 0.021 0.205 in
2025Q3 147 91 0.08 34% 0.022 0.182 in
2025Q2 131 89 0.10 34% 0.021 0.169 entered
2025Q1 120 85 0.00 34% 0.021 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status