Q4 2024 Holdings
Filed 2025-05-15 | 23 holdings | $14.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COM | 184496107 | $1.1M | 4,800 | 7.5% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.0M | 14,000 | 6.8% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $995.6K | 3,000 | 6.7% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $921.0K | 2,800 | 6.2% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $908.1K | 4,500 | 6.1% |
| Hubbell Inc(HUBB) | COM | 443510607 | $837.8K | 2,000 | 5.7% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $790.1K | 2,500 | 5.3% |
| Primoris Svcs Corp(PRIM) | COM | 74164F103 | $764.0K | 10,000 | 5.2% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $763.2K | 1,200 | 5.2% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $752.0K | 3,500 | 5.1% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $700.3K | 6,500 | 4.7% |
| Dycom Inds Inc(DY) | COM | 267475101 | $696.2K | 4,000 | 4.7% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $567.4K | 1,250 | 3.8% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $559.3K | 2,500 | 3.8% |
| Powell Inds Inc(POWL) | COM | 739128106 | $498.7K | 2,250 | 3.4% |
| Emerson Elec Co(EMR) | COM | 291011104 | $433.8K | 3,500 | 2.9% |
| Nextracker Inc(NXT) | CLASS A COM | 65290E101 | $420.1K | 11,500 | 2.8% |
| First Solar Inc(FSLR) | COM | 336433107 | $405.4K | 2,300 | 2.7% |
| Fluence Energy Inc(FLNC) | COM CL A | 34379V103 | $397.0K | 25,000 | 2.7% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $343.2K | 2,000 | 2.3% |
| Aecom(ACM) | COM | 00766T100 | $320.5K | 3,000 | 2.2% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $301.8K | 1,500 | 2.0% |
| Southern Co(SO) | COM | 842587107 | $288.1K | 3,500 | 2.0% |