GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Top Portfolio Positions
43 positions ·
$85,402,121 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AEXA |
American Exceptionalism Acquisition Corp. A
Financial Services
|
821,904 | $8,901,220 | 10.42% | |
| CMBT |
Cmb.Tech NV
Energy
|
388,678 | $4,916,776 | 5.76% | |
| EFSI |
Eagle Financial Services Inc
Financial Services
|
137,035 | $4,793,484 | 5.61% | |
| SFBC |
Sound Financial Bancorp, Inc.
Financial Services
|
108,616 | $4,747,605 | 5.56% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
15,588 | $4,423,250 | 5.18% | |
| BRBS |
Blue Ridge Bankshares, Inc.
Financial Services
|
1,016,932 | $4,271,114 | 5.00% | |
| TRU |
TransUnion
Financial Services
|
58,166 | $4,024,505 | 4.71% | |
| CCB |
Coastal Financial Corp
Financial Services
|
49,879 | $3,795,791 | 4.44% | |
| EOG |
Eog Resources Inc
Energy
|
24,684 | $3,568,565 | 4.18% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
42,060 | $3,404,757 | 3.99% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EFSI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,793,484 | 137,035 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,105,544 | 128,280 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,914,797 | 129,918 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,776,609 | 123,338 | Shares | Sole | 2025-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||