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 NUV
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,740 | 55,811 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $177,585 | 19,601 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $144,048 | 16,041 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $131,392 | 14,982 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $407,784 | 47,472 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $787,166 | 87,269 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $489,571 | 56,729 | Shares | Sole | 2024-07-25 | |
| 2021-12-31 | $1,182,240 | 113,896 | Shares | Sole | 2022-02-16 | |
| 2020-03-31 | $333,889 | 34,210 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||