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Simon Lack

Sl Advisors, Llc

Assets Managed
$57.161M
Holdings
32
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
-3.23%(2Q avg: 8.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sl Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 32 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 57.161M in assets, with a quarterly growth rate of -3.23% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Simon Lack, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ET
Energy Transfer Lp
Recent Activity
Increased 11.52%
15.86%
$9.061M
473,898 shares@ $19.13 avg price
NEXT
Nextdecade Corp
Recent Activity
Decreased -16.37%
10.89%
$6.223M
825,378 shares@ $7.54 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -2.33%
8.35%
$4.772M
64,189 shares@ $74.34 avg price
TRGP
Targa Resources Corp
Recent Activity
Decreased -0.52%
8.14%
$4.651M
17,346 shares@ $268.14 avg price
USAI
Pacer American Energy Indepe
Recent Activity
Decreased -0.11%
7.63%
$4.358M
95,782 shares@ $45.5 avg price
LNG
Cheniere Energy Inc
Recent Activity
Decreased -0.46%
7.29%
$4.165M
17,425 shares@ $239.01 avg price
OKE
Oneok Inc
Recent Activity
Decreased -2.25%
5.8%
$3.314M
38,114 shares@ $86.94 avg price
EPD
Enterprise Products Partners
Recent Activity
Decreased -0.54%
4.59%
$2.623M
71,351 shares@ $36.77 avg price
KNTK
Kinetik Holdings Inc
Recent Activity
Decreased -0.63%
2.96%
$1.691M
34,972 shares@ $48.34 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -8.08%
2.89%
$1.65M
3,298 shares@ $500.39 avg price

1-10 of 32