Ackerman Capital Advisors, LLC
Top Portfolio Positions
59 positions ·
$47,171,071 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
105,299 | $9,283,159 | 19.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,352 | $3,283,260 | 6.96% | |
| ET |
Energy Transfer LP
Energy
|
169,498 | $3,271,311 | 6.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,914 | $2,563,309 | 5.43% | |
| CVX |
Chevron Corp
Energy
|
7,807 | $1,615,268 | 3.42% | |
| AAPL |
Apple Inc.
Technology
|
5,262 | $1,335,442 | 2.83% | |
| MSFT |
Microsoft Corp
Technology
|
3,198 | $1,183,803 | 2.51% | |
| V |
Visa Inc.
Financial Services
|
3,525 | $1,065,396 | 2.26% | |
| DMB |
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Financial Services
|
94,165 | $992,499 | 2.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,336 | $981,317 | 2.08% |
Portfolio Trend
Holdings in MFM
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,390 | 45,156 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $190,011 | 34,993 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $127,424 | 23,641 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $107,759 | 20,332 | Shares | Sole | 2025-05-09 | |
| 2022-06-30 | $107,249 | 19,715 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $124,131 | 17,733 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $531,694 | 76,065 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $832,752 | 116,632 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $936,222 | 137,276 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $831,539 | 124,482 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $202,120 | 31,434 | Shares | Sole | 2020-11-02 | |
| No 13F history on record for this holder in this stock. | ||||||