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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE Nextera Energy Inc Utilities 3,890.0 $341K 0.22% $87.66 +1.9%
82 WMT Wal-Mart Stores Inc Consumer Defensive 3,000.0 $339K 0.22% $113.00 -0.4%
83 Arista Networks Inc 1,901.0 $322K 0.21% $169.38
84 WAT Waters Corp Healthcare 797.0 $298K 0.19% $373.90 +0.3%
85 TC Energy Corp 4,510.0 $298K 0.19% $66.08
86 JBS NV 23,900.0 $283K 0.18% NEW $11.84
87 NOW ServiceNow Technology 2,818.0 $279K 0.18% +80.0 +2.9% $99.01 +5.1%
88 XOM Exxon Mobil Corp Energy 2,000.0 $273K 0.17% $136.50 +5.9%
89 AES AES Corp Utilities 18,600.0 $272K 0.17% -52K -73.8% $14.62 +1.2%
90 iShares Gold Trust 3,600.0 $271K 0.17% $75.28
91 C Citigroup Corp Financial Services 1,865.0 $261K 0.17% -75.0 -3.9% $139.95 -5.9%
92 META Meta Platforms Communication Services 455.0 $256K 0.16% NEW $562.64 +18.1%
93 MLPX Global X MLP & Energy 3,467.0 $255K 0.16% $73.55 +3.8%
94 WM Waste Management Inc Industrials 1,125.0 $250K 0.16% $222.22 +4.8%
95 NTRS Northern Trust Corp Financial Services 1,400.0 $243K 0.16% NEW $173.57 +8.6%
96 PLD Prologis Inc. Real Estate 1,751.0 $237K 0.15% $135.35 +10.9%
97 BEP Brookfield Renewable Energy LP Utilities 6,788.0 $235K 0.15% $34.62 -8.1%
98 BAC Bank of America Corp Financial Services 4,000.0 $227K 0.14% NEW $56.75 +8.4%
99 VHT Vanguard Health Care ETF 760.0 $227K 0.14% $298.68 +1.8%
100 DUK Duke Energy Corp Utilities 1,599.0 $202K 0.13% +9.0 +0.6% $126.33 -0.2%
Page 5 of 6  ·  104 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%