Ackerman Capital Advisors, LLC
Top Portfolio Positions
60 positions ·
$48,425,616 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
105,299 | $9,283,159 | 19.17% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,352 | $3,283,260 | 6.78% | |
| ET |
Energy Transfer LP
Energy
|
169,498 | $3,271,311 | 6.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,914 | $2,563,309 | 5.29% | |
| CVX |
Chevron Corp
Energy
|
7,807 | $1,615,268 | 3.34% | |
| AAPL |
Apple Inc.
Technology
|
5,262 | $1,335,442 | 2.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,618 | $1,254,545 | 2.59% | |
| MSFT |
Microsoft Corp
Technology
|
3,198 | $1,183,803 | 2.44% | |
| V |
Visa Inc.
Financial Services
|
3,525 | $1,065,396 | 2.20% | |
| DMB |
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Financial Services
|
94,165 | $992,499 | 2.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MHD
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $824,635 | 73,106 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $713,803 | 60,801 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $821,007 | 69,873 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $847,526 | 75,672 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $915,673 | 77,996 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $756,601 | 64,833 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $893,596 | 70,640 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $600,933 | 49,705 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $124,750 | 10,327 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $133,658 | 12,964 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $363,670 | 31,270 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $224,471 | 19,953 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $889,944 | 62,540 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $839,508 | 50,090 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,093,952 | 127,914 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,751,613 | 104,387 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,591,360 | 99,460 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,070,463 | 66,078 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $801,719 | 52,710 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $685,723 | 45,960 | Shares | Sole | 2020-08-20 | |
| No 13F history on record for this holder in this stock. | ||||||