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Simon Lack

@Sl Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$60.472MTotal holdings35
Assets growth rate8.86%Assets growth rate (2-Q avg)9.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sl Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Sl Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 60.472M in assets, with a quarterly growth rate of 8.86% and a 2-quarter average growth rate of 9.33%. The portfolio is managed by Simon Lack, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETEnergy Transfer Lp
Recent Activity
Decreased -0.12%
12.28%
$7.422M
378,868 shares@ $19.59 avg price
TRGPTarga Resources Corp
Recent Activity
Decreased -0.42%
7%
$4.228M
23,686 shares@ $178.5 avg price
OKEOneok Inc
Recent Activity
Decreased -1.01%
6.22%
$3.755M
37,405 shares@ $100.4 avg price
WMBWilliams Companies
Recent Activity
Decreased -1.09%
6.2%
$3.746M
69,209 shares@ $54.12 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Decreased -0.65%
3.67%
$2.214M
4,884 shares@ $453.29 avg price
ENBEnbridge Inc F
Recent Activity
Decreased -3.81%
2.63%
$1.586M
37,368 shares@ $42.43 avg price
TRPTc Energy Corp F
Recent Activity
Decreased -0.54%
2.31%
$1.396M
30,011 shares@ $46.54 avg price
KMIKinder Morgan Inc
Recent Activity
Decreased -0.86%
2.17%
$1.312M
47,881 shares@ $27.4 avg price
RSGRepublic Services
Recent Activity
Decreased -3.26%
1.44%
$869,098
4,320 shares@ $201.19 avg price
ADPAuto Data Processing
Recent Activity
Decreased -2.72%
1.09%
$657,472
2,246 shares@ $292.74 avg price