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Portfolio (Quarterly) Guide ↗

A. D. Beadell Investment Counsel, Inc.

· CIK 0001569102
13F Portfolio $156M AUM 104 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 17 Added 48 Reduced 2 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT Microsoft Corp Technology 5,710.0 $2.1M 1.36% -125.0 -2.1% $372.85 +7.6%
22 Proshares Short S&P 63,625.0 $2.1M 1.34% -4K -6.2% $33.01
23 BDX Becton Dickinson & Co Healthcare 12,111.0 $1.8M 1.17% -650.0 -5.1% $151.27 +5.7%
24 POR Portland General Elec Utilities 32,745.0 $1.7M 1.09% -290.0 -0.9% $51.82 +1.9%
25 NVO Novo-Nordisk A-S Healthcare 33,438.0 $1.6M 1.03% -400.0 -1.2% $47.94 +7.4%
26 JNJ Johnson & Johnson Healthcare 5,680.0 $1.4M 0.92% -125.0 -2.1% $253.87 -1.5%
27 PEP Pepsico Inc Consumer Defensive 10,639.0 $1.4M 0.92% -100.0 -0.9% $135.35 +3.0%
28 RGLD Royal Gold Inc. Basic Materials 7,141.0 $1.4M 0.91% -136.0 -1.9% $199.55 -4.2%
29 Sprott Physical Gold & Silver 29,475.0 $1.2M 0.76% -1K -3.6% $40.20
30 Lab Corp. of America 4,219.0 $1.2M 0.76% -125.0 -2.9% $279.92
31 Emera Inc 21,005.0 $1.1M 0.71% -1K -5.0% $52.99
32 JPM JPMorgan Chase & Co Financial Services 3,122.0 $1.0M 0.65% -100.0 -3.1% $327.03 +4.9%
33 GLD SPDR Gold Shares ETF Financial Services 2,715.0 $1.0M 0.64% -15.0 -0.6% $368.32 -0.9%
34 UNP Union Pacific Corp Industrials 3,328.0 $905K 0.58% -100.0 -2.9% $271.94 +6.0%
35 AEP American Electric Power Utilities 6,485.0 $887K 0.57% -275.0 -4.1% $136.78 -2.7%
36 MDLZ Mondelez International Consumer Defensive 15,106.0 $873K 0.56% -125.0 -0.8% $57.79 +6.3%
37 SYY Sysco Corporation Consumer Defensive 10,347.0 $864K 0.55% -300.0 -2.8% $83.50 -1.5%
38 ORI Old Republic Intl Financial Services 19,145.0 $783K 0.50% -600.0 -3.0% $40.90 +1.4%
39 PFE Pfizer Incorporated Healthcare 30,875.0 $743K 0.48% -19K -38.6% $24.06 +4.5%
40 Entergy Corp. 6,125.0 $703K 0.45% -600.0 -8.9% $114.78
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 15.6%
Industrials 15.2%
Technology 14.2%
Healthcare 13.7%
Financial Services 11.1%
Utilities 9.2%
Basic Materials 9.1%
Communication Services 4.9%
Consumer Defensive 3.4%
Consumer Cyclical 3.0%