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 NIM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,964 | 24,229 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $227,173 | 24,401 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $190,200 | 20,540 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $101,091 | 10,917 | Shares | Sole | 2024-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||