Enclave Advisors LLC
Top Portfolio Positions
67 positions ·
$192,969,055 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
147,796 | $18,368,086 | 9.52% |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
82,800 | $16,806,744 | 8.71% |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
148,977 | $16,126,760 | 8.36% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,663 | $15,966,603 | 8.27% |
| XOM |
Exxon Mobil Corp
Energy
|
72,593 | $12,316,128 | 6.38% |
| KO |
Coca Cola Co
Consumer Defensive
|
130,435 | $9,919,581 | 5.14% |
| NVDA |
Nvidia Corp
Technology
|
55,820 | $9,735,008 | 5.04% |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
66,000 | $8,646,660 | 4.48% |
| AAPL |
Apple Inc.
Technology
|
31,523 | $8,000,222 | 4.15% |
| MSFT |
Microsoft Corp
Technology
|
19,917 | $7,372,675 | 3.82% |
Portfolio Trend
Holdings in ET
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,502,757 | 181,490 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,042,701 | 184,518 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,456,555 | 201,431 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,700,528 | 259,268 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,362,731 | 288,474 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,746,217 | 293,324 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,629,157 | 288,421 | Shares | Sole | 2024-11-12 | |
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