Fund HoldingsGRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$58.63M
Total Bought
$20.23M
Total Sold
$3.96M
Net Transaction
+$16.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EQUITY COMWLTH10,137217,499+207,3621954,1067.00%+3,912
ISHARES TR
MSCI USA MIN ETF
037,083+37,08303,1085.30%+3,108
FRANCO NEV CORP(FNV)021,097+21,09702,5174.29%+2,517
COTERRA ENERGY INC077,040+77,04002,1483.66%+2,148
CHENIERE ENERGY INC(LNG)14,22128,010+13,7892,4284,5187.71%+2,091
EQUITY COMWLTH064,118+64,11801,9753.37%+1,975
WARRIOR MET COAL INC(HCC)29,08045,573+16,4931,7732,7664.72%+993
ISHARES GOLD TR(IAU)333,274327,585-5,68912,99113,75923.47%+768
CF BANKSHARES INC00007531.28%+753
CATALYST BANCORP INC060,419+60,41907161.22%+716
BAYFIRST FINANCIAL CORP045,404+45,40405881.00%+588
SPECIAL OPPORTUNITIES FD INC024,568+24,56805580.95%+558
EOG RES INC(EOG)15,65818,566+2,9081,8942,3744.05%+480
DOLLAR GEN CORP NEW(DG)15,92815,891-372,1652,4804.23%+315
KINETIK HOLDINGS INC(KNTK)54,66952,957-1,7121,8262,1093.60%+283
JVSPAC ACQUISITION CORP025,000+25,00002570.44%+257
VANGUARD INDEX FDS0455+45502190.37%+219
PHILIP MORRIS INTL INC(PM)02,361+2,36102160.37%+216
SWEETGREEN INC12,28512,28501393100.53%+171
DOMINION ENERGY INC(D)44,33845,658+1,3202,0842,2463.83%+162
TC BANCSHARES INC011,481+11,48101580.27%+158
ALPHABET INC(GOOG)11,08311,021-621,5481,6632.84%+115
MICROSOFT CORP(MSFT)2,5702,552-189661,0741.83%+107
THE CIGNA GROUP(CI)1,1841,18403554300.73%+75
STRYKER CORPORATION(SYK)930920-102763290.56%+54
JPMORGAN CHASE & CO(JPM)1,6501,65002813300.56%+50
VERMILION ENERGY INC(VET)124,019124,049+301,4961,5432.63%+48
HOME DEPOT INC(HD)1,2721,27204414880.83%+47
AMAZON COM INC(AMZN)1,4511,412-392202550.43%+34
PEPSICO INC(PEP)1,8951,987+923223480.59%+26
PROCTER AND GAMBLE CO(PG)1,3981,39802052270.39%+22
NEXTERA ENERGY INC(NEE)7,2757,195-804424600.78%+18
PROSPECT CAP CORP(PSEC)100,000110,000+10,0001001090.19%+9
BOOKING HOLDINGS INC(BKNG)10810803833920.67%+9
SOUND FINL BANCORP INC6,4026,251-1512502540.43%+5
OKTA INC(OKTA)98,00098,000090940.16%+4
BERKLEY W R CORP4,6853,785-9003313350.57%+3
NUVASIVE INC(GMED)14,00014,000013130.02%0
BANNIX ACQUISITION CORP65,31864,536-7827006991.19%-0
ACHARI VENTURES HLDGS CORP I95,16292,976-2,1861,0361,0251.75%-12
AETHERIUM ACQUISITION CORP18,80017,325-1,4752041910.33%-14
APPLE INC(AAPL)2,8192,853+345434890.83%-54
LIBERTY RES ACQUISITION CORP13,1800-13,1801440-144
ARISZ ACQUISITION CORP17,5460-17,5461910-191
EDOC ACQUISITION CORP24,0850-24,0852780-278
EDIFY ACQUISITION CORP29,1650-29,1653240-324
GLOBAL PARTNER ACQISTN CORP36,0540-36,0543440-344
KERNEL GROUP HOLDINGS INC41,2570-41,2574430-443
INFINT ACQUISITION CORP45,4260-45,4265100-510
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