Position in SWX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$224,449
+$5,635 QoQ
Shares Held
2,531
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 409 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Belpointe Asset Management LLC holds $1,535,355 across 6 Utilities - Regulated Gas names. SWX ranks #5 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGCO |
Rgc Resources Inc
|
15,030 | $359,217 | |
| 2 | UGI |
Ugi Corp /Pa/
|
7,494 | $258,842 | |
| 3 | ATO |
Atmos Energy Corp
|
1,444 | $248,757 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,113 | $230,492 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
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|
2,531 | $224,449 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
5,548 | $213,598 |
All Filings in SWX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,449 | 2,531 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $218,814 | 2,518 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $254,623 | 3,182 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $248,337 | 3,170 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $234,923 | 3,158 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $225,811 | 3,145 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $218,564 | 3,091 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $229,541 | 3,112 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $217,544 | 3,091 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $233,871 | 3,072 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $150,317 | 2,407 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $147,460 | 2,383 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $152,822 | 2,191 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $186,177 | 2,138 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $245,125 | 3,131 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $148,225 | 2,116 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $140,448 | 2,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $138,006 | 2,085 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||