Fund HoldingsGRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$112.62M
Total Bought
$32.53M
Total Sold
$33.61M
Net Transaction
-$1.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
41,800821,904+780,1044768,9017.90%+8,425
TRANSUNION(TRU)058,166+58,16604,0253.57%+4,025
COASTAL FINL CORP WA(CCB)049,879+49,87903,7963.37%+3,796
CANTOR EQUITY PARTNERS IV IN
SHS CL A
200,985465,302+264,3172,0664,7414.21%+2,675
OKEANIS ECO TANKERS COR
SHS
052,595+52,59502,6612.36%+2,661
PUBLIC POL HLDG CO INC0188,638+188,63802,4672.19%+2,467
APOLLO GLOBAL MGMT INC(APO)019,611+19,61102,1851.94%+2,185
STAR BULK CARRIERS CORP.(SBLK)074,551+74,55101,7121.52%+1,712
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
90,378141,604+51,2263,6005,2964.70%+1,696
EOG RES INC(EOG)25,07524,684-3912,6333,5693.17%+935
SOUND FINL BANCORP INC90,346108,616+18,2703,9424,7484.22%+806
COTERRA ENERGY INC92,44690,990-1,4562,4333,1972.84%+764
CMB.TECH NV(CMBT)437,222388,678-48,5444,2194,9174.37%+698
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
61,72772,031+10,3043,4964,1483.68%+652
ENBRIDGE INC(ENB)57,23856,631-6072,7383,0662.72%+328
NSTS BANCORP INC69,535100,842+31,3079001,1761.04%+275
FIDELITY COVINGTON TRUST04,056+4,05602400.21%+240
NETFLIX INC.(NFLX)02,140+2,14002060.18%+206
CATALYST BANCORP INC195,126197,285+2,1593,0733,2672.90%+194
DOMINION ENERGY INC(D)49,80048,963-8372,9183,0272.69%+109
NEXTERA ENERGY INC(NEE)7,0957,09505706590.59%+89
BLACKROCK ETF TRUST II9,70011,024+1,3245025710.51%+70
ISHARES GOLD TR(IAU)12,03211,758-2749771,0370.92%+60
VANGUARD INDEX FDS680787+1074264700.42%+44
WALMART INC(WMT)2,7612,821+603083510.31%+43
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
13,27011,931-1,3391762070.18%+31
RTX CORPORATION(RTX)1,3531,328-252482560.23%+8
LAKE SHORE BANCORP INC77,40775,190-2,2171,1351,1411.01%+7
ISHARES SILVER TR(SLV)4,9794,804-1753213270.29%+7
BLUE RIDGE BANKSHARES INC VA998,9371,016,932+17,9954,2654,2713.79%+6
OKTA INC(OKTA)00018180.02%0
CENTRAL PLAINS BANCSHARES IN179,945177,652-2,2933,0453,0402.70%-5
ETSY INC(ETSY)0002390.01%-14
PUBLIC SVC ENTERPRISE GROUP(PEG)42,58742,060-5273,4203,4053.02%-15
HOME DEPOT INC(HD)862842-202972770.25%-20
STATE STR SPDR S&P 500 ETF T(SPY)638636-24354130.37%-21
PHILIP MORRIS INTL INC(PM)2,3402,140-2003753540.31%-21
PEPSICO INC(PEP)1,7301,405-3252482180.19%-30
ISHARES TR428402-262932630.23%-31
NVIDIA CORPORATION(NVDA)2,7922,79205214870.43%-34
AMAZON COM INC(AMZN)1,7171,71703963580.32%-39
APPLE INC(AAPL)3,7103,811+1011,0099670.86%-41
ENPHASE ENERGY INC(ENPH)000430-43
JPMORGAN CHASE & CO(JPM)2,0592,05906636060.54%-58
META PLATFORMS INC(META)75975905014340.39%-67
DWS MUN INCOME TR35,25423,657-11,5973202150.19%-105
ALPHABET INC(GOOG)4,1854,075-1101,3101,1721.04%-138
MICROSOFT CORP(MSFT)1,4801,48007165480.49%-168
BERKLEY W R CORP2,8770-2,8772020-202
ISHARES TR1,2510-1,2512100-210
TESLA INC(TSLA)4700-4702110-211
TJX COS INC NEW(TJX)1,4380-1,4382210-221
EAGLE FINL SVCS INC128,280137,035+8,7555,1054,7934.26%-311
CANTOR EQUITY PARTNERS V INC38,8000-38,8003980-398
CHENIERE ENERGY INC(LNG)24,85315,588-9,2654,8314,4233.93%-408
SPECIAL OPPORTUNITIES FD INC21,1130-21,1135220-522
JANUS DETROIT STR TR
HENDRSON AAA CL
12,2300-12,2306190-619
KINETIK HOLDINGS INC(KNTK)22,0570-22,0577950-795
MID-AMER APT CMNTYS INC(MAA)10,6275,399-5,2281,4766590.59%-817
FISERV INC(FISV)16,8070-16,8071,1290-1,129
CAMDEN PPTY TR(CPT)21,90012,584-9,3162,4111,2291.09%-1,182
UDR INC(UDR)62,60932,584-30,0252,2961,1010.98%-1,196
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
180,329150,424-29,9058,2076,8086.05%-1,399
THE CIGNA GROUP(CI)6,085837-5,2481,6752230.20%-1,451
CF BANKSHARES INC152,88580,899-71,9863,8142,2582.00%-1,557
GENCO SHIPPING & TRADING LTD(GNK)94,5190-94,5191,7420-1,742
COMMUNITY HEALTHCARE TR INC109,4710-109,4711,7980-1,798
BRISTOW GROUP INC(VTOL)98,13736,328-61,8093,5941,7031.51%-1,890
NET LEASE OFFICE PROPERTIES84,8010-84,8012,1870-2,187
WARRIOR MET COAL INC(HCC)43,4560-43,4563,8320-3,832
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
33,9910-33,9916,5110-6,511
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