SL ADVISORS, LLC
•CIK: 1680365•Filing: Q4 2025
**SL ADVISORS, LLC** manages a $49M portfolio with a concentrated approach across 32 distinct positions. The fund exhibits notable allocations, with its top holdings including ET at $7.3M and NEXT at $4.9M. Further significant exposure is maintained in WMB ($4.0M), USAI ($3.7M), and LNG ($3.5M). This positioning suggests a tactical focus across diverse sectors within its current mandate.
Total AUM
$48.8M
QoQ Performance
-3.9%
Positions
31
Top 10 Concentration
71.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ET
NEXT
WMB
USAI
LNG
TRGP
OKE
ET15.0%
NEXT10.0%
WMB8.2%
USAI7.5%
LNG7.1%
TRGP6.8%
OKE6.0%
EPD4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.4%
ETF3.0%
Industrial2.6%
Healthcare0.9%
Consumer0.9%
Materials0.7%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑12 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022