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Portfolio (Quarterly) Guide ↗

Narwhal Capital Management

· CIK 0001461287
13F Portfolio $1.4B AUM 169 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 46 Added 54 Reduced 4 Exited
Page 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITA ISHARES TR 2,260.0 $494K 0.04% $218.75 +0.7%
122 NXPI NXP SEMICONDUCTORS N V Technology 2,510.0 $494K 0.04% $196.86 +48.1%
123 VRT VERTIV HOLDINGS CO Industrials 1,955.0 $490K 0.04% -740.0 -27.5% $250.58 +48.0%
124 INTC INTEL CORP Technology 10,795.0 $476K 0.04% -8K -41.2% $44.13 +146.5%
125 MMIN NEW YORK LIFE INVTS ACTIVE E 19,660.0 $466K 0.03% -4K -17.8% $23.71 +0.5%
126 VONE VANGUARD SCOTTSDALE FDS 1,568.0 $463K 0.03% $295.12 +12.8%
127 VGLT VANGUARD SCOTTSDALE FDS 8,235.0 $456K 0.03% NEW $55.35 -3.3%
128 IWM ISHARES TR 1,833.0 $455K 0.03% -1K -37.4% $248.00 +11.3%
129 CPRT COPART INC Industrials 13,221.0 $439K 0.03% +3K +34.8% $33.20 -2.7%
130 LMBS FIRST TR EXCHANGE-TRADED FD 8,753.0 $436K 0.03% -2K -17.9% $49.81 -0.2%
131 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,478.0 $433K 0.03% $292.75 +34.1%
132 LNG CHENIERE ENERGY INC Energy 1,518.0 $431K 0.03% +131.0 +9.4% $283.76 -14.8%
133 VNQ VANGUARD INDEX FDS 4,781.0 $424K 0.03% +841.0 +21.4% $88.70 +7.1%
134 VBK VANGUARD INDEX FDS 1,350.0 $408K 0.03% $302.25 +10.7%
135 FDX FEDEX CORP Industrials 1,120.0 $399K 0.03% $356.18 +5.5%
136 BMN BLACKROCK 2037 MUNICIPAL TAR Financial Services 15,265.0 $396K 0.03% -4K -21.3% $25.94 -1.6%
137 TMUS T-MOBILE US INC Communication Services 1,794.0 $377K 0.03% -7K -79.5% $210.03 -11.8%
138 SO SOUTHERN CO Utilities 3,859.0 $372K 0.03% $96.52 -4.1%
139 RF REGIONS FINANCIAL CORP NEW Financial Services 14,171.0 $370K 0.03% NEW $26.12 +2.1%
140 AMGN AMGEN INC Healthcare 1,017.0 $358K 0.03% -97.0 -8.7% $351.85 -7.8%
Page 7 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.8%
Financial Services 21.1%
Communication Services 11.1%
Industrials 10.4%
Consumer Cyclical 7.7%
Healthcare 7.3%
Energy 4.7%
Consumer Defensive 4.3%
Basic Materials 3.7%
Utilities 2.0%