Current Holdings 20 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| EIX | Edison International | Utilities | 4.3% | 59 | $71.90 | $71.90 | +0.0% |
| EMA | Emera Inc | Utilities | 4.3% | 82 | $51.67 | $51.67 | +0.0% |
| FTS | Fortis Inc | Utilities | 4.3% | 75 | $56.16 | $56.16 | +0.0% |
| KEN | Kenon Holdings Ltd | Utilities | 4.3% | 52 | $80.65 | $80.65 | +0.0% |
| NJR | New Jersey Resources Corp | Utilities | 4.3% | 77 | $54.93 | $54.93 | +0.0% |
| OGE | OGE Energy Corp | Utilities | 4.3% | 88 | $48.04 | $48.04 | +0.0% |
| OGS | ONE Gas Inc | Utilities | 4.3% | 49 | $85.38 | $85.38 | +0.0% |
| OTTR | Otter Tail Corp | Utilities | 4.3% | 49 | $85.85 | $85.85 | +0.0% |
| RGCO | RGC Resources Inc | Utilities | 4.3% | 198 | $21.37 | $21.37 | +0.0% |
| WEC | WEC Energy Group Inc | Utilities | 4.3% | 36 | $115.82 | $115.82 | +0.0% |
| ENLT | Enlight Renewable Energy Ltd | Utilities | 4.3% | 65 | $65.21 | $65.21 | +0.0% |
| IDA | Idacorp Inc | Utilities | 4.3% | 30 | $140.45 | $140.45 | +0.0% |
| MSEX | Middlesex Water Co | Utilities | 4.3% | 81 | $52.01 | $52.01 | +0.0% |
| PCG | PG&E Corp | Utilities | 4.3% | 243 | $17.48 | $17.48 | +0.0% |
| PNW | Pinnacle West Capital Corp | Utilities | 4.3% | 42 | $99.69 | $99.69 | +0.0% |
| SWX | Southwest Gas Holdings Inc | Utilities | 4.3% | 48 | $87.34 | $87.34 | +0.0% |
| HNRG | Hallador Energy Co | Utilities | 4.3% | 248 | $17.10 | $17.10 | +0.0% |
| PCYO | Pure Cycle Corp | Utilities | 4.3% | 428 | $9.91 | $9.91 | +0.0% |
| GWRS | Global Water Resources Inc | Utilities | 4.3% | 576 | $7.37 | $7.37 | +0.0% |
| TAC | TransAlta Corp | Utilities | 4.3% | 334 | $12.69 | $12.69 | +0.0% |
About This Portfolio
Investment Thesis
Utility Anchor focuses on Electric, gas, water, and renewable utilities for stable income.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 20 holdings that best align with the conservative income mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Utilities theme.
Position sizing reflects an equal-weight approach with a 15% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Conservative Income
Inception Date
2026-03-30
AI Engine
Utility Anchor Bot
Followers
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