| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHI | Exit | D. R. Horton | $0 | – | -5,940 | -100.0% | -0.70% | – |
| C | Exit | Citigroup | $0 | – | -4,808 | -100.0% | -0.70% | – |
| MET | Exit | MetLife | $0 | – | -7,961 | -100.0% | -0.84% | – |
| UBER | Exit | Uber Technologies, Inc. | $0 | – | -12,440 | -100.0% | -1.21% | – |
| BAC | Exit | Bank of America | $0 | – | -18,572 | -100.0% | -1.37% | – |
| SYK | Exit | Stryker Corp | $0 | – | -2,519 | -100.0% | -1.46% | – |
| TMUS | Exit | T-Mobile US, Inc. | $0 | – | -5,190 | -100.0% | -1.51% | – |
| CHTR | Exit | Charter Communications, Inc. | $0 | – | -1,039 | -100.0% | -1.57% | – |
| BRKB | Exit | Berkshire Hathaway B | $0 | – | -2,493 | -100.0% | -1.58% | – |
| BDX | Exit | Becton Dickinson | $0 | – | -2,175 | -100.0% | -1.74% | – |
| KO | Exit | Coca Cola Co. | $0 | – | -12,535 | -100.0% | -1.93% | – |
| JPM | Exit | J.P. Morgan Chase | $0 | – | -6,603 | -100.0% | -2.06% | – |
| NRG | Exit | NRG Energy | $0 | – | -22,171 | -100.0% | -2.10% | – |
| UNH | Exit | UnitedHealth Group | $0 | – | -2,437 | -100.0% | -2.11% | – |
| XEL | Exit | XCEL Energy Inc. | $0 | – | -10,348 | -100.0% | -2.17% | – |
| MDT | Exit | Medtronic | $0 | – | -7,192 | -100.0% | -2.26% | – |
| VST | Exit | Vistra Energy Corp | $0 | – | -42,380 | -100.0% | -2.35% | – |
| GOOGL | Exit | Alphabet, Inc. Cl A | $0 | – | -745 | -100.0% | -3.01% | – |
| FB | Exit | $0 | – | -5,319 | -100.0% | -3.08% | – | |
| NSRGY | Exit | Nestle Spons ADR | $0 | – | -8,650 | -100.0% | -3.10% | – |
| TGP | Exit | Teekay LNG Partners | $0 | – | -93,450 | -100.0% | -3.18% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -13,831 | -100.0% | -3.79% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -8,539 | -100.0% | -3.89% | – |
| AMZN | Exit | Amazon.com Inc. | $0 | – | -679 | -100.0% | -4.60% | – |
| ET | Exit | Energy Transfer LP | $0 | – | -291,690 | -100.0% | -4.66% | – |
| MSFT | Exit | Microsoft | $0 | – | -9,022 | -100.0% | -4.94% | – |
| MMP | Exit | Magellan Midstream Partners, L | $0 | – | -48,272 | -100.0% | -6.12% | – |
| EPD | Exit | Enterprise Prod Partners | $0 | – | -158,640 | -100.0% | -7.88% | – |
| V | Exit | Visa | $0 | – | -14,506 | -100.0% | -8.12% | – |
| NEP | Exit | NextEra Energy Partners | $0 | – | -106,879 | -100.0% | -15.97% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Magellan Midstream Partners, L | 28 | Q1 2020 | 7.4% |
| Enterprise Prod Partners | 28 | Q1 2020 | 10.2% |
| J.P. Morgan Chase | 27 | Q1 2020 | 6.8% |
| Energy Transfer LP | 27 | Q1 2020 | 7.3% |
| Johnson & Johnson | 26 | Q1 2020 | 6.4% |
| Citigroup | 26 | Q1 2020 | 6.2% |
| Delta Airlines | 25 | Q4 2019 | 5.4% |
| Nestle Spons ADR | 23 | Q1 2020 | 5.8% |
| Visa | 21 | Q1 2020 | 8.1% |
| NextEra Energy Partners | 20 | Q1 2020 | 16.0% |
View Beach Investment Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-07-17 |
| 13F-HR | 2019-04-29 |
| 13F-HR | 2019-02-01 |
| 13F-HR | 2018-11-02 |
| 13F-HR | 2018-07-30 |
| 13F-HR | 2018-05-10 |
| 13F-HR/A | 2018-01-29 |
View Beach Investment Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.