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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 30, 2025 | Crossroads Capital | 36.9% | - | ASTS, ET, FTAI, GOOGL, META, MGNI, MRO, NBIS, NTDOY | Concentration, gaming, Satellite, small caps, technology, Trade Policy, value | Nintendo delivered a blockbuster quarter with the Switch 2's record-breaking launch, selling 5.82 million units in 25 days and becoming the fastest-selling console in industry history. The company is transforming from cyclical earnings to secular growth with its Apple-like iterative hardware model and expanding digital entertainment ecosystem. | ASTS NTDOY |
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| 2024 Q3 | Sep 30, 2024 | Bramshill Income Performance Fund | - | - | C, D, ET, JPM, WFC | Banking, credit spreads, fixed income, interest rates, Preferred Securities | The firm discusses how varying rate regimes from 2020-2024 have created different security features within preferred structures. Low rates in 2020-2021 led to low coupon issuance with wide spreads, while today's high rate environment influences issuers toward fixed-to-reset structures over fixed-for-life issuance. | View | |
| 2025 Q2 | Sep 2, 2025 | Silver Beech Capital | 3.7% | 6.6% | CTRI, DNTL.TO, ET, FFH.TO, FR, GFR.TO, GSY.TO, MHC, PRKS, RTO, SWX, WSC | insurance, Regulated, small caps, undervalued, Utilities, value | Southwest Gas Holdings represents a pure-play regulated utility opportunity with multiple catalysts including deconsolidation from Centuri, deleveraging, understated rate base growth of 8-12% CAGR, and improving regulatory frameworks in Arizona and Nevada that will address regulatory lag. | FFH.TO SWX FFH CN SWX |
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| 2025 Q2 | Aug 4, 2025 | Alpha Wealth Funds – The Insiders Fund | - | 5.5% | AMAT, AMD, AMZN, APPF, BRKR, ET, GOOG, GRAL, INBX, LULU, MRVI, ROK, SBGI, ZBRA | AI, Automation, energy, healthcare, insider buying, technology, value | The fund views AI as a transformative force driving investment opportunities, particularly in semiconductors and cloud computing. Google's AI capabilities and AMD's GPU processors are positioned to benefit from the generative AI revolution. The manager sees AI disruption fears around search as overblown, creating value opportunities. | SBGI ZBRA AMD AMZN LULU APPF GRAL ROK ET GOOG |
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| 2025 Q2 | Aug 27, 2025 | Global High Dividend ADR | 8.6% | 17.3% | 2899.HK, 8766.T, AVGO, BA.L, BTI, CVX, DUK, ET, IBE.MC, JCI, JNJ, JPM, MRK, MS, NVS, SGO.PA, SIE.DE, TSCO.L, UCG.MI, ZURN.SW | dividends, Dollar, Europe, financials, international, long-term, Quality, value | Global value has outperformed growth over the last one, three, five and seven years. Value remains more out of favor today over a trailing 10-year basis than during the peak of the Dot-Com Bubble. Key drivers include strong performance of financial companies benefiting from rising interest rates and industrial companies exposed to long-term secular tailwinds. | View | |
| 2025 Q2 | Aug 14, 2025 | Eagle Capital Management | - | - | ASTS, ET, FTAI, GOOGL, META, MGNI, MRO, NBIS, NTDOY | gaming, Satellites, small cap, Space, tariffs, technology, value | Nintendo delivered a blockbuster quarter with the Switch 2's record-breaking launch, selling over 3.5 million consoles in the first four days and 5.82 million units through June. The company is transforming from cyclical earnings to secular growth with its Apple-like iterative hardware model and software ecosystem. | ASTS NTDOY |
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| 2025 Q2 | Aug 11, 2025 | Bramshill Income Performance Fund | - | 5.0% | AGNC, ARCC, ARLP, B, BXSL, CAPL, CQP, DLR, EPD, ET, GLP, HESM, IRM, JFR, NEM, PAXS, TSLX, TXO, VNOM, WMB | BDCs, dividends, energy, income, MLPs, Pass-through, REITs, Yield | Major concentration in domestic energy production including oil and gas producers, with focus on midstream energy infrastructure benefiting from high throughput and profitability due to difficulty in building new transmission facilities. | View | |
| 2025 Q2 | Jul 31, 2025 | Fidelity Dividend Growth Fund | 13.5% | 7.5% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, industrials, large cap, Quality, technology | The fund benefited from AI-driven demand across multiple sectors. Taiwan Semiconductor Manufacturing gained 23% amid strong demand for AI processors as tech firms continued spending on data centers. The utilities sector was boosted by AI-driven demand for electricity to power data centers. The transformative potential of generative artificial intelligence drove outperformance in technology and communication services sectors. | View | |
| 2025 Q2 | Jul 22, 2025 | John Hancock Bond Fund | 1.4% | 4.2% | AVGO, BAC, DELL, ET, F, JPM | Bonds, credit, duration, Fed policy, fixed income, rates, yield curve | The Fed cut interest rates by a quarter point in September, its first reduction since December 2024, driven by softening labor market conditions. Investors are factoring in potential for further Fed easing before year end and additional cuts in 2026, despite inflation remaining above the central bank's long-term target. The fund expects the Fed will continue to take a cautious, data-driven approach. | View | |
| 2025 Q2 | Jul 22, 2025 | Miller Howard Investments MLP Strategy | - | - | AM, ENB, EPD, ET, GEL, HESM, MPLX, PAA, SUN, WES, WMB | Data centers, dividends, energy, infrastructure, Midstream, Natural Gas | Natural gas demand from data centers is driving significant growth opportunities for midstream companies. Hyperscalers continue increasing capex with most projects powered by natural gas, creating over $10B in new midstream projects recently announced. | View | |
| 2025 Q1 | Jun 16, 2025 | Silver Beech Capital | -2.8% | -2.8% | BN, BUR, DNTL.TO, ET, FFH.TO, FR, GFR.TO, GSY.TO, MHC, PRKS, RTO, WSC | Logistics, REITs, small caps, tariffs, value, volatility | The logistics real estate sector has been a top-performing asset class for over a decade, driven by structural shifts including e-commerce growth and U.S. manufacturing reindustrialization. Current supply constraints from high construction costs and elevated interest rates have created a compelling investment opportunity, with new supply projected 60% below peak 2022 deliveries. | FR |
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| 2024 Q1 | May 30, 2024 | Silver Beech Capital | 0.0% | 22.3% | BN, BTI, BUR, C, CROX, DNTL.TO, ET, FFH, FNF, GOOGL, SD, WSC | cash flow, Consolidation, infrastructure, Pricing Power, small cap, undervalued, value | Silver Beech focuses on finding undervalued companies trading below intrinsic value. The portfolio trades at significantly lower valuations than the S&P 500 while maintaining similar growth and operating metrics. The fund seeks to capitalize on market inefficiencies and human nature-driven boom and bust cycles. | DNTL.TO WSC |
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| 2024 Q1 | May 30, 2024 | Bramshill Income Performance Fund | - | - | AEM, ARCC, ARLP, BP, BXSL, C, EIX, ENB, EPD, ET, Gold, KNTK, NEP, OCSL, PAA, SCHW, SD, SRE, TSLX, VNOM | BDC, energy, fixed income, gold, inflation, Preferreds, Stagflation | The firm expects continued above-trend inflation due to fiscal dominance, with federal spending at 6% of GDP overwhelming monetary policy effects. They anticipate commodity inflation driven by geopolitical risks and de-dollarization trends affecting oil pricing. | View | |
| 2024 Q1 | Apr 20, 2024 | Alpha Wealth Funds – The Insiders Fund | 0.0% | 1.2% | AAPL, AMZN, AXON, CRK, DELL, DVN, ET, GOOGL, HR, ILMN, INTC, MSFT, MU, NVDA, ORCL, PEAK, QCOM, RXRX, SEDG, XOM | AI, energy, insider buying, Natural Gas, semiconductors, technology | Manager believes we are at an internet game-changing moment with AI, describing it as profound and transformational. Companies are stampeding to embrace AI or risk being disrupted by chatbots, robots, or machine learning. A massive uptick in capex spending is underway directly attributable to AI adoption. | View | |
| 2025 Q1 | Apr 12, 2025 | Alpha Wealth Funds – The Insiders Fund | - | - | ADBE, APPF, COP, CYH, DVN, ET, GRAL, INBX, LLY, LULU, LUV, MPLX, MSCI, MSFT, ROK, SNBR, ZBRA | Automation, concentrated, energy, healthcare, insider buying, tariffs, technology | The fund is significantly impacted by Trump tariff policies, with the manager reducing exposure to manufacturing or sales in China. The tariff regime is described as expansive with few places to hide, forcing portfolio adjustments across multiple positions. | INBX ROK ZBRA APPF ADBE MSCI ET GRAL |
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| 2026 Q1 | Apr 10, 2026 | Alpha Wealth Funds – The Insiders Fund | -7.1% | -7.1% | ABT, ADPT, AMAT, BA, BSM, CME, DXCM, ET, GOOG, INTC, KKR, LSCC, MSCI, NVDA, PODD, POOL, ROK, TPC, TREX, TTD | AI, Automation, defense, energy, Geopolitical, healthcare, Onshoring, semiconductors | View | ||
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments MLP Strategy | - | - | ENB, ENLC, EPD, ET, GEL, HESM, LNG, MPLX, OKE, PAA, SUN, TRGP, WES | dividends, energy, income, infrastructure, Midstream, MLPs, Natural Gas | Midstream energy had a fine quarter with positive territory performance easily outpacing the overall market. The sector offers attractive valuations trading 2.9 turns lower on EV/EBITDA than in 2015, strong balance sheets with declining debt and lower leverage, and much higher free cash flow yield demonstrating financial stability. | View | |
| 2025 Q1 | Mar 31, 2025 | Global High Dividend ADR | - | - | AIBRF, BAESY, CVX, DNBBY, DUK, ENB, ET, IBE.MC, JNJ, KOF, MO, MURGF, NSRGY, NVS, SIE.DE, SVNLY, UNCRY, VICI, VOLVY, ZURVY | dividends, energy, Europe, financials, international, Utilities, value | Following four consecutive years of strong dividend growth, 82% of portfolio companies that declared dividends increased payments by an average of 9.7% year-over-year. Across the entire portfolio, dividend income grew 5.8% year-over-year. The strategy focuses on companies with balance sheet strength and operational resilience to deliver progressive dividend growth over the long term. | 2899.HK DTE.DE AIBG.L UCG.MI ENB.TO |
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| 2025 Q1 | Mar 31, 2025 | Fidelity Dividend Growth Fund | -5.3% | -5.3% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BN, BRK.B, EME, EPD, ET, GEV, GOOGL, META, MRVL, MSFT, NVDA, TSLA, V, WFC | aerospace, AI, dividends, energy, industrials, large cap, value | Manager views generative AI as a transformative long-term trend but has tempered enthusiasm for the AI space in the short term due to cyclical weakness. The fund reduced semiconductor exposure after DeepSeek's release raised questions about AI infrastructure spending and valuations of chipmakers. | View | |
| 2025 Q1 | Mar 31, 2025 | John Hancock Bond Fund | 2.7% | 2.7% | BAC, ET, F, JPM, NRG, WFC | Bonds, credit, duration, Fed policy, fixed income, MBS, rates | The Trump administration's tariff approach led to concerns about economic growth slowdown, reviving expectations for Fed rate cuts in 2025. More rate-sensitive assets like longer-dated Treasuries registered the largest gains in this environment. | View | |
| 2025 Q3 | Dec 4, 2025 | Silver Beech Capital | - | 3.5% | DNTL.TO, ET, FFH, FR, GFR.TO, GSY.TO, MHC, PLYM, PRKS, RTO, SWX, WSC | Canada, Consolidation, Cyclical, Industrial, small caps, value | Silver Beech's portfolio trades at over a 50% discount to the S&P 500's price-earnings ratio while possessing similar projected earnings-per-share growth and returns-on-capital. The fund focuses on finding disconnects between price and value, as demonstrated with WillScot trading at a 13% free cash flow yield despite being a dominant industrial services franchise. | View | |
| 2025 Q3 | Dec 4, 2025 | Global High Dividend ADR | 5.0% | 23.1% | BTI, C, DG.PA, ET, IBE.MC, JCI, JNJ, JPM, MO, MS, NVS, RIO, SIE.DE, UCG.MI | AI, dividends, Europe, financials, growth, international, technology, value | The strategy focuses on high-quality dividend-paying companies with strong balance sheets. 91% of portfolio companies increased dividends by an average of 10.9% year over year, with portfolio dividend income growing 9.2%. The managers remain committed to investing in companies with operational resilience to deliver progressive dividend growth over the long term. | DG FP |
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| 2024 Q4 | Dec 31, 2024 | Miller Howard Investments MLP Strategy | - | - | AM, ENLC, EPD, ET, LNG, MPLX, PAA, PAGP, SUN, TRGP | Data centers, dividends, energy, growth, infrastructure, LNG, Midstream, Natural Gas | Data centers are driving significant natural gas demand growth, with midstream companies announcing almost $6 billion in projects to provide natural gas to power data centers in 2024. Another $5 billion in projects are under consideration, representing a major growth driver for the sector. | View | |
| 2023 Q4 | Dec 2, 2024 | Silver Beech Capital | 0.0% | 22.3% | BN, ET | - | View | ||
| 2025 Q3 | Nov 5, 2025 | Fidelity Dividend Growth Fund | 8.4% | 16.6% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC | dividends, energy, industrials, large cap, Quality, technology, value | AI-driven demand for electricity to power data centers boosted utilities sector performance. Strong demand for AI processors supported Taiwan Semiconductor Manufacturing's 23% quarterly gain. Tech firms continued spending on building data centers amid AI-related growth. | View | |
| 2024 Q3 | Nov 27, 2024 | Silver Beech Capital | 0.0% | 22.3% | BN, BUR, DNTL.TO, ET, FFH, FNF, MHC, RTO, SNX, WSC | Asset Management, Concentration, Construction, private markets, small cap, Specialty Rental, value | Silver Beech focuses on constructing a portfolio of misunderstood companies at attractive prices. The fund's portfolio trades at significantly lower valuations than broader indices with a 2.1x price-to-book ratio versus 5.1x for the S&P 500. The strategy emphasizes downside-oriented investing in companies that can win in extreme market conditions. | WSC BN |
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| 2023 Q3 | Nov 10, 2023 | Patient Capital Management | 5.6% | 15.8% | AMZN, ANGI, C, ET, EXPE, GOOGL, IAC, META, MGM, OMF, UBS | banks, dividends, Expectations, Opportunities, Patience, value | Manager sees extreme valuation dispersion with lowest valued stocks trading below 10x earnings. Value Index P/Es are below long-term averages while Growth Index P/Es are above, creating opportunities in mature, low multiple companies with basement level expectations. | ^GSPC |
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| 2022 Q4 | Nov 1, 2023 | Alpha Wealth Funds – The Insiders Fund | 0.0% | 1.2% | ALB, CF, CME, CRK, ET, MOS, NSA, RKT, SD, UAL, UPLD | - | View | ||
| 2023 Q3 | Oct 23, 2023 | Marram Investment Management | 8.1% | 14.3% | ET | Energy Infrastructure, MLPs, Patient Capital, Regional Banks, Rising Rates, value | Following the March 2023 banking crisis, the manager significantly increased exposure to large regional banks at fire-sale prices. They view AFS unrealized losses as a source of future upside as losses reverse with time, estimating 2.0X to 3.5X+ returns over 5 years from AFS reversals, earnings yields, and multiple expansion. | View | |
| 2025 Q3 | Oct 20, 2025 | Alpha Wealth Funds – The Insiders Fund | - | 14.8% | AMAT, AMD, APPF, AXON, ET, GOOG, INTC, LLY, LRCX, MRVL, ROK | AI, energy, growth, healthcare, insider buying, semiconductors, technology, value | The fund attributes its biggest gains to heavy concentration in the AI technology investment boom. Several key positions were supported by insider buying in semiconductor companies like AMD, Applied Materials, and Marvell Technologies. The manager views AI as driving secular demand for chips, advanced packaging, and memory capex globally. | MRVL AMD INTC AMAT LLY APPF ROK AXON ET GOOG MRVL AMD INTC AMAT LLY APPF ROK AXON ET GOOG |
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| 2025 Q3 | Oct 19, 2025 | Miller Howard Investments MLP Strategy | - | - | AM, ENB, EPD, ET, GEL, HESM, MPLX, PAA, SUN, WES, WMB | Data centers, dividends, energy, infrastructure, Midstream, Natural Gas | Natural gas demand from data centers is driving significant growth, with hyperscalers increasing capex and the majority of projects powered by natural gas. The midstream industry is responding with over $10B of new projects announced recently. | View | |
| 2025 Q3 | Oct 19, 2025 | John Hancock Bond Fund | 2.3% | 6.6% | AVGO, BAC, DELL, ET, F, JPM | Bonds, credit, duration, Fed policy, fixed income, rates, yield curve | The Fed cut interest rates by a quarter point in September, its first reduction since December 2024, driven by softening labor market conditions. Investors are factoring in potential for further Fed easing before year end and additional cuts in 2026, despite inflation remaining above the central bank's long-term target. The fund expects the Fed will continue to take a cautious, data-driven approach. | View | |
| 2025 Q4 | Jan 30, 2026 | Alpha Wealth Funds – The Insiders Fund | -0.4% | 30.8% | AMAT, AMD, APPF, AXON, ET, GOOGL, INTC, LLY, LRCX, MRVL, NKE, NSC, NUE, ROK | AI, Automation, Industrial, Manufacturing, Onshoring, semiconductors, technology | Geopolitical events and government incentives like the U.S. CHIPS Act are driving monumental investment to localize advanced semiconductor manufacturing in the U.S. and allied nations. This builds resilience and meets future demand from AI, 5G/6G, and advanced auto. The fund seeks direct beneficiaries of this capital expenditure cycle. Focus expands beyond Generative AI and LLMs to Physical AI—the integration of AI/ML into autonomous physical systems and advanced robotics. The next wave of productivity will come from intelligent machines executing complex real-world tasks. This includes foundational AI infrastructure, Edge AI hardware, and advanced Industrial/Service Robotics. The fund is positioned around the thesis that the U.S. Government will spend whatever amount necessary to assist the government-private industry partnership to reshore the semiconductor industry. Companies like Applied Materials dominate wafer fabrication equipment as AI, advanced packaging, and memory capex ramp globally. Broader echo of the semiconductor trend covering other critical industries like rare earth metals, batteries, and pharmaceuticals where focus is shifting from lowest-cost sourcing to supply chain resilience. The fund targets companies establishing highly automated, next-generation domestic production capabilities. | NSC INTC MRVL NUE ROK AMAT APPF ET GOOG |
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| 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 | |
| 2024 Q3 | Sep 30, 2024 | Fidelity Dividend Growth Fund | 4.4% | 25.2% | AAPL, ABBV, ALSN, AMZN, APO, AVGO, BA, BN, BRK-A, CMCSA, CVX, EPD, ET, EXC, GEV, GOOGL, HD, JNJ, JPM, META, MRVL, MSFT, MU, NVDA, QCOM, TSLA, VST, XOM | aerospace, AI, dividends, energy, large cap, technology, Utilities, value | The fund sees explosive growth of AI as a key advantage in semiconductors and semiconductor equipment. AI's influence was reflected in the roughly 19% advance for the utilities sector, which benefited from its key role in providing electricity needed to power massive data centers used for AI. The fund maintains notable overweights in AI-related semiconductor names like Qualcomm, Marvell Technology and Micron Technology. | View | |
| 2024 Q3 | Sep 30, 2024 | Miller Howard Investments MLP Strategy | 0.0% | 0.0% | AM, ENLC, EPD, ET, HESM, LNG, MPLX, OKE, OXY, PAA, PAGP, SUN, TRGP, WES | Data centers, dividends, energy, infrastructure, LNG, Midstream, Natural Gas | Natural gas demand growth is driven by multiple tailwinds including data centers requiring 6-10 Bcf/d, new LNG terminals adding 12 Bcf/d, and Permian production becoming gassier. Total incremental demand could exceed 20 Bcf/d by decade end from LNG, re-shoring, EVs, electrification, and data centers. | View | |
| 2024 Q2 | Aug 13, 2024 | Silver Beech Capital | 0.0% | 22.3% | BN, BTI, BUR, DNTL.TO, ET, FFH.TO, FNF, RCM, WSC | Concentration, Legal Finance, multiples, Outperformance, technology, value | Silver Beech focuses on companies trading at low multiples of normalized earnings power and below intrinsic value. The portfolio trades at 14.7x forward P/E versus 22.7x for the S&P 500, while maintaining similar growth and operating metrics. The fund seeks companies with strong competitive advantages that are misunderstood by the market. | BUR |
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| 2024 Q4 | Mar 26, 2025 | Silver Beech Capital | - | 23.9% | BN, BUR.L, DNTL.TO, ET, FFH.TO, GFR.TO, MHC, PRKS, RTO, WSC | Consolidation, energy, financials, real estate, Turnarounds, value | Silver Beech focuses on durable companies priced at attractive multiples of free cash flow, contrasting with the S&P 500's near-record multiples. The fund targets out-of-favor areas including real estate, finance companies, banks, insurers, and companies with misunderstood asset-rich balance sheets that feature attractive valuations conducive to strong forward returns. | RTO |
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| 2023 Q4 | Jan 31, 2024 | Legacy Ridge Capital | 0.0% | 19.7% | CEG, CEQP, ENGH, ET, ETRN, SO, VST | Concentration, energy, nuclear, Power Generation, Utilities, value | Nuclear power is experiencing a revival in the US with federal support through production tax credits. The fund views nuclear assets as significantly undervalued compared to replacement costs, citing Vogtle's $34 billion construction cost versus VST's acquisition of Energy Harbor at a 93% discount. Nuclear generation provides reliable baseload power that becomes increasingly valuable as grid stability challenges grow. | BOAVSTB BZ |
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| 2024 Q4 | Jan 20, 2025 | Alpha Wealth Funds – The Insiders Fund | - | 7.6% | BIOHAVEN, CARR, COP, CRK, DVN, EQT, ET, GRAL, INBX, LBRT, LLY, LULU, LUV, MSFT, RXST, SEDG, SMCI, SNBR, TMCI | AI, Biotechnology, Concentration, energy, Insider Trading, Long/Short, value | Energy Transfer is positioned as a prime beneficiary of Trump administration's LNG export growth plans. Devon Energy holds substantial natural gas reserves that appear undervalued despite recent sector price increases. ConocoPhillips offers diversified energy exposure with strong shareholder returns. | View | |
| 2023 Q1 | Jan 4, 2023 | Militia Capital | 11.4% | 11.4% | ET, IMKTA, SYF | Banking, credit, financials, Long/Short, retail, value | Manager shorted all 4 failed banks (SI, SIVB, SBNY, CS) and caught drops in FRC and PACW. Believes bank runs were rational as depositors left banks with real problems. Fed emergency program allows banks to borrow against held-to-maturity assets. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Energy | Midstream Oil & Gas | Bull | New York Stock Exchange | capital expenditure, distribution yield, Energy Transfer LP, Growth Projects, Investment grade credit, midstream energy, natural gas, pipeline operations, Self-Funding Model, Undervalued Stock | View Pitch |
| Apr 17, 2026 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | New York Stock Exchange | Dividend Growth, Energy Transfer LP, Fee-based Model, geopolitical tensions, infrastructure expansion, Iran Conflict, midstream energy, natural gas, NGL exports, valuation risks | View Pitch |
| Apr 13, 2026 | Fund Letters | Alpha Wealth Funds - The Insiders Fund | Energy Transfer | Energy | Oil, Gas & Consumable Fuels | Bull | NYSE | dividend yield, energy infrastructure, LNG Exports, midstream energy, natural gas, Oil & Gas, Pipelines, Toll Road Model | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | Energy Transfer LP | Energy | Oil & Gas Storage & Transportation | Bull | New York Stock Exchange | dividends, energy, midstream, Permian, Pipelines | View Pitch |
| Feb 4, 2026 | Fund Letters | Harvey Warren Sax | Energy Transfer L.P. | Energy | Oil & Gas Storage & Transportation | Bull | New York Stock Exchange | data centers, dividends, midstream, Pipelines, Power-Demand | View Pitch |
| Feb 2, 2026 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Energy | Midstream | Bull | New York Stock Exchange | bond issuance, CapEx projects, Digital Economy, distributable cash flow, energy infrastructure, fee-based revenue, investment-grade balance sheet, midstream energy, natural gas supply, take-or-pay contracts | View Pitch |
| Jan 28, 2026 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | New York Stock Exchange | dividend yield, Energy Transfer LP, EPS growth, expansion projects, growth capex, insider purchases, Lake Charles project, natural gas, PEGY ratio, valuation ratios | View Pitch |
| Jan 11, 2026 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Energy | Midstream Oil & Gas | Bull | New York Stock Exchange | AI revolution, data centers, distribution yield, EBITDA growth, Energy Transfer, infrastructure network, midstream, natural gas, risk-adjusted returns, valuation gap | View Pitch |
| Dec 3, 2025 | Fund Letters | Harvey Warren Sax | Energy Transfer L.P. | Energy | Oil & Gas Storage & Transportation | Bull | NYSE | Contracts, dividends, LNG, midstream, tariffs | View Pitch |
| Nov 29, 2025 | Fund Letters | Harvey Warren Sax | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | NYSE | cash flow, energy infrastructure, inflation hedge, Pipelines, stability, yield | View Pitch |
| Nov 28, 2025 | Fund Letters | Harvey Warren Sax | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | NYSE | cash flow, energy infrastructure, inflation hedge, Pipelines, stability, yield | View Pitch |
| Nov 2, 2025 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Oil & Gas Midstream | Bull | AI boom, cash flows, data centers, Distribution growth, Energy commodities, Fee-based revenues, leverage, Midstream sector, Pipeline infrastructure, yield | View Pitch | ||
| Sep 17, 2025 | Seeking Alpha | Seeking Alpha | Energy Transfer LP | Oil & Gas Midstream | Bull | capital appreciation, distribution yield, earnings growth, energy infrastructure, hydrocarbon streams, integrated asset base, midstream value chain, profitability, strong buy, valuation | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Power Hedge | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Leo Nelissen | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Fredrik Arnold | Energy Transfer | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | KM Capital | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Wade Capital | Energy Transfer LP | Energy | Oil & Gas Midstream | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Hunting Alpha | Energy Transfer LP | Energy | Oil & Gas Midstream | Bear | 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. | ||||||||