Narwhal Capital Management
Top Portfolio Positions
120 positions ·
$1,051,892,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
499,481 | $87,109,486 | 8.28% | |
| AAPL |
Apple Inc.
Technology
|
279,552 | $70,947,502 | 6.74% | |
| MSFT |
Microsoft Corp
Technology
|
164,135 | $60,757,852 | 5.78% | |
| IAU |
Ishares Gold Trust
|
671,733 | $59,219,981 | 5.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
220,747 | $45,974,977 | 4.37% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
129,809 | $38,184,615 | 3.63% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
134,579 | $36,645,861 | 3.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
49,136 | $28,112,179 | 2.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
94,611 | $23,126,712 | 2.20% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
67,655 | $22,251,052 | 2.12% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,053,125 | 113,248 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,766,348 | 116,026 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,269,996 | 116,001 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,720,963 | 117,976 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,583,767 | 120,180 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,189,867 | 127,340 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,204,326 | 127,510 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,974,569 | 133,869 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,059,898 | 144,063 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,689,594 | 136,251 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,507,575 | 141,751 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,603,047 | 141,701 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,674,841 | 141,751 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,432,645 | 139,247 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,219,837 | 139,437 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,406,131 | 138,842 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,579,684 | 138,842 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $2,294,093 | 136,148 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,462,581 | 144,943 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,396,663 | 146,138 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,540,079 | 138,954 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,771,087 | 152,677 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,632,943 | 153,614 | Shares | Sole | 2020-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||