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INFRASTRUCTURE CAPITAL ADVISORS, LLC

Q2 2026 13F filing

Updated 28 days ago

201 disclosed positions worth $1.7B

Portfolio value
$1.7B
Total holdings
201
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$403.3M
Shares
540.0K
% Port
23.59%
E

ENERGY TRANSFER L P

Value
$76.4M
Shares
3.99M
% Port
4.47%
S
3.SUN

SUNOCO LP/SUNOCO FIN CORP

Value
$67.2M
Shares
995.8K
% Port
3.93%
P

PLAINS ALL AMERN PIPELINE L

Value
$66.7M
Shares
3.00M
% Port
3.90%
E

ENERGY TRANSFER L P

Value
$59.5M
Shares
5.19M
% Port
3.48%
E

ENTERPRISE PRODS PARTNERS L

Value
$54.8M
Shares
1.49M
% Port
3.21%
W
7.WES

WESTERN MIDSTREAM PARTNERS L

Value
$53.3M
Shares
1.22M
% Port
3.12%
M

MPLX LP

Value
$52.8M
Shares
936.8K
% Port
3.09%
?
9.N/A

KKR & CO INC

Value
$51.7M
Shares
1.30M
% Port
3.03%
B

BOEING CO

Value
$49.6M
Shares
744.9K
% Port
2.90%
R

RLJ LODGING TR

Value
$48.7M
Shares
1.99M
% Port
2.85%
G

ALPHABET INC

Value
$48.4M
Shares
950.1K
% Port
2.83%
O

ORACLE CORP

Value
$35.7M
Shares
809.6K
% Port
2.09%
H

HEWLETT PACKARD ENTERPRISE C

Value
$33.9M
Shares
293.5K
% Port
1.99%
A

ALBEMARLE CORP

Value
$28.5M
Shares
514.3K
% Port
1.67%
B

BRIGHTSPRING HEALTH SVCS INC

Value
$24.7M
Shares
107.7K
% Port
1.44%
H
17.HESM

HESS MIDSTREAM LP

Value
$22.7M
Shares
604.6K
% Port
1.33%
A

ARES MANAGEMENT CORPORATION

Value
$22.2M
Shares
604.8K
% Port
1.30%
?
19.N/A

APOLLO GLOBAL MGMT INC

Value
$21.8M
Shares
358.3K
% Port
1.28%
M

MICROCHIP TECHNOLOGY INC.

Value
$20.5M
Shares
267.5K
% Port
1.20%
E
21.ETHA

ISHARES TR

Value
$19.5M
Shares
65.0K
% Port
1.14%
P

PEBBLEBROOK HOTEL TR

Value
$18.6M
Shares
959.2K
% Port
1.09%
C
23.CQP

CHENIERE ENERGY INC

Value
$18M
Shares
75.4K
% Port
1.05%
G
24.GTLS

CHART INDS INC

Value
$17M
Shares
81.4K
% Port
0.99%
F
25.FBTC

WILLIAMS COS INC

Value
$15.3M
Shares
205.5K
% Port
0.89%
C
26.CQP

CHENIERE ENERGY PARTNERS L P

Value
$14.1M
Shares
230.8K
% Port
0.82%
E

KINDER MORGAN INC DEL

Value
$13.7M
Shares
428.4K
% Port
0.80%
G

ALPHABET INC

Value
$11.3M
Shares
225.0K
% Port
0.66%
S
29.STRD

STRATEGY INC

Value
$11.2M
Shares
190.9K
% Port
0.66%
?
30.N/A

FLAGSTAR BANK NATIONAL ASSOC

Value
$11M
Shares
267.9K
% Port
0.64%
T
31.TRGP

TARGA RES CORP

Value
$10.1M
Shares
37.7K
% Port
0.59%
A
32.AMZN

AMAZON COM INC

Value
$9.7M
Shares
40.7K
% Port
0.57%
B

BRAEMAR HOTELS & RESORTS INC

Value
$9.3M
Shares
674.4K
% Port
0.54%
G
34.GEL

GENESIS ENERGY L P

Value
$9.1M
Shares
643.4K
% Port
0.53%
U
35.USAC

USA COMPRESSION PARTNERS LP

Value
$9.1M
Shares
345.4K
% Port
0.53%
A
36.AVGO

BROADCOM INC

Value
$8.5M
Shares
22.6K
% Port
0.50%
T
37.TOL

TOLL BROTHERS INC

Value
$8.3M
Shares
50.7K
% Port
0.49%
B
38.BLW

DELEK LOGISTICS PARTNERS LP

Value
$7.2M
Shares
139.8K
% Port
0.42%
?
39.N/A

RITHM PPTY TR INC

Value
$6.8M
Shares
272.5K
% Port
0.40%
L
40.LMT

LOCKHEED MARTIN CORP

Value
$6.4M
Shares
12.6K
% Port
0.37%
O
41.OKE

ONEOK INC NEW

Value
$6.3M
Shares
72.6K
% Port
0.37%
B

BANK OF AMER CORP

Value
$6.2M
Shares
108.5K
% Port
0.36%
D

ETFIS SER TR I

Value
$6M
Shares
283.9K
% Port
0.35%
C

CITIZENS FINL GROUP INC

Value
$5.9M
Shares
84.1K
% Port
0.34%
M
45.MSFT

MICROSOFT CORP

Value
$5.9M
Shares
15.8K
% Port
0.34%
D
46.DNP

D R HORTON INC

Value
$5.5M
Shares
34.0K
% Port
0.32%
C
47.CELH

CELSIUS HLDGS INC

Value
$5.5M
Shares
187.7K
% Port
0.32%
V

VSE CORP

Value
$5.4M
Shares
94.2K
% Port
0.32%
G

GLOBAL PARTNERS LP

Value
$5.2M
Shares
112.2K
% Port
0.31%
N

NEXTERA ENERGY INC

Value
$4.9M
Shares
103.0K
% Port
0.29%