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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | American Century Equity Income Fund | -0.3% | - | AOS, BDX, BRK/A, EL, EPD, KVUE, LUV, NEE, UNH | cash flow, defensiveness, dividends, income stability, payout ratios | The letter highlights the role of dividend-paying equities in generating stable income amid macro uncertainty and uneven growth. Management stresses balance sheet strength, sustainable payout ratios, and pricing power to support dividends through cycles. The outlook favors income resilience with moderate capital appreciation. | View | |
| 2025 Q2 | Jul 22, 2025 | Miller Howard Investments Income-Equity Strategies | 3.8% | - | ABLV, C, CAG, CSCO, EMN, EPD, GS, JNJ, JPM, MRK, PAYX, RHI, STT, TRP | cash flow, dividends, income, total returns, volatility | The letter emphasizes equity income as a durable return driver in an environment of elevated uncertainty, market concentration, and volatile macro signals. Management argues that dividends provide a more stable and predictable component of total returns than buybacks, particularly during downturns when capital discipline matters most. The strategy favors companies with resilient cash flows, balance sheet strength, and a demonstrated commitment to growing shareholder payouts over time. | View | |
| 2025 Q1 | Mar 31, 2025 | American Century Equity Income Fund | 4.7% | 4.7% | BRK/A, EPD, JNJ, MDT, PM, TROW | - | View | ||
| 2025 Q4 | Feb 8, 2026 | Fidelity Dividend Growth Fund | 5.1% | 22.5% | 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, large cap, semiconductors, technology | The fund remains optimistic about generative artificial intelligence prospects, believing current breakthroughs in large language models will have massive implications for developed economies. The impact is expected to be at least as significant as the transistor or World Wide Web development. The fund maintains significant exposure to semiconductor companies, particularly Taiwan Semiconductor Manufacturing and memory chip producers like SK Hynix. Strong demand for digital memory solutions has resulted in products being sold out through 2026. Commercial aviation represents a key theme as one of the few end markets not yet recovered to pre-pandemic production levels despite robust air travel recovery. Boeing remains the fund's largest overweight with improving fundamentals and strengthened balance sheet. The fund is positioned in companies benefiting from global electrification and decarbonization trends, including GE Vernova which makes gas turbines for electricity generation. The advent of generative AI is increasing global power needs. The fund's core investment philosophy centers on companies with favorable prospects to sustainably pay and grow dividends over time. Energy sector positioning is supported by corporate policies focused on returning capital through dividends and stock buybacks. | GEV AAPL PAYC 000660 KS GOOGL |
View |
| 2022 Q4 | Dec 1, 2023 | Concentrated Compounding | 0.0% | 0.0% | AMZN, BRK/A, CHTR, CSU CN, EPD, FRC, GOOG, MA, RADI, TDG, V | - | View | ||
| 2025 Q4 | Jan 24, 2026 | Miller Howard Investments MLP Strategy | 1.9% | 6.0% | AM, EPD, ET, GEL, LNG, PAA, SUN, WES, WMB | Data centers, dividends, energy, LNG, Midstream, MLPs, Natural Gas, Pipelines | The midstream energy industry is healthy with declining leverage, stronger balance sheets, and shareholders being rewarded through higher dividends and share buybacks. New tailwinds have developed including natural gas exports, data centers, and electrification trends driving demand growth. Data centers represent a significant tailwind for natural gas demand, with the US expected to see an additional 20-25 Bcf/d of incremental natural gas demand through 2030. However, this tailwind will not fully impact midstream cash flows until 2027. Distribution increases were prominent with 6 of 16 holdings announcing dividend increases this quarter, averaging 7.5% year-over-year growth. Rising dividends are expected as midstream cash flows increase from growing demand. Natural gas exports represent a key growth driver for the midstream sector. However, concerns about LNG supply/demand fundamentals weighed on some stocks, and potential Russian gas returning to Europe could negatively impact US natural gas exports. | View | |
| 2025 Q4 | Jan 23, 2026 | American Century Equity Income Fund | 1.8% | 11.9% | BDX, EPD, GOOGL, JNJ, JPM, MCD, MCHP, MDLZ, MDT, MMC, MU, NSC, PEP, PNC, RHHBY, SYY, TFC, UL | Consumer Staples, dividends, financials, healthcare, Quality, value | The fund continues to focus on higher-quality companies with stable revenues and profits, low indebtedness, resilient cash flows and predictable business models that are less sensitive to economic conditions. This approach is viewed as offering resilience amid continuing inflation and uncertain macroeconomic conditions. Healthcare led all sectors in the fourth quarter after being beaten down for much of the year. The fund remains keen on healthcare stocks, particularly those in the healthcare equipment and supplies industry, because they are attractively valued and demand tends to be less susceptible to changes in the economic environment. The fund's investment objective focuses on current income and long-term capital growth, with a strategy of investing in companies believed to be undervalued. The portfolio positioning emphasizes income generation through dividend-paying stocks and preferred securities. | View | |
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | CAG, EMN, EPD, EXR, KEY, MSM, PSX, RY | - | View | ||
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments MLP Strategy | 0.0% | 0.0% | AM, EPD, SUN | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Legacy Ridge Capital | 0.0% | 19.7% | DCP, EPD, NRG, SMLP, VST | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2025 | Seeking Alpha | Seeking Alpha | Enterprise Products Partners L.P. | Oil & Gas Midstream | Bull | asset expansion, crude oil, distribution coverage, Enterprise Products Partners, Income Investing, investment grade, midstream energy, natural gas, Permian Basin, unit buybacks | View Pitch | ||
| Oct 10, 2025 | Seeking Alpha | Seeking Alpha | Enterprise Products Partners L.P. Common Units | Oil & Gas Midstream | Bull | capital appreciation, crude oil, distribution yield, Enterprise Products Partners, income investors, MLP, natural gas, tax advantages | View Pitch | ||
| Oct 6, 2025 | Value Investors Club | rhubarb | Enterprise Products Partners LP | Energy | Oil & Gas Storage & Transportation | — | NYSE | MLP, midstream, NGLs, pipelines, Mont Belvieu, Houston Ship Channel, Duncan family, distribution growth, yield, Permian Basin | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Roberts Berzins, CFA | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Samuel Smith | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Envision Research | Enterprise Products Partners L.P. | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | The Dividend Collectuh | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Steven Fiorillo | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Roberts Berzins, CFA | Enterprise Products Partners L.P. | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Jonathan Weber | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Power Hedge | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Wade Capital | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Infrastructure Capital Advisors | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | High Yield Investor | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Hawkinvest | Enterprise Products Partners | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||