Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
A D BEADELL INVESTMENT COUNSEL INC 01-18-2024 12-31-2023 70 104,936,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Enterprise Prd Prtnrs Lp UT LTD PTNR 1 $4,519,000 171,535 4.31 5.01 -3,700 -2.11 12-31-2023
Taiwan Semiconductor COM 2 $4,243,000 40,802 4.04 3.61 1,030 2.59 12-31-2023
Primoris Services Co COM 3 $4,049,000 121,945 3.86 4.23 -1,825 -1.47 12-31-2023
Merck & Co Inc COM 4 $3,674,000 33,702 3.50 3.65 -238 -0.70 12-31-2023
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