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Portfolio (Quarterly) Guide ↗

Narwhal Capital Management

· CIK 0001461287
13F Portfolio $1.4B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 163 New
Page 9 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NOV NOV INC Energy 10,217.0 $160K 0.01% NEW $15.63 +35.2%
162 NVDA PUT NVIDIA CORPORATION Technology 1,000.0 $14K 0.00% NEW $14.12 +1465.1%
163 FATE FATE THERAPEUTICS INC Healthcare 12,700.0 $12K 0.00% NEW $0.98 +66.4%
Page 9 of 9  ·  163 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 28.9%
Financial Services 21.2%
Communication Services 11.7%
Industrials 9.0%
Consumer Cyclical 8.0%
Healthcare 7.3%
Consumer Defensive 3.7%
Basic Materials 3.7%
Energy 3.4%
Utilities 1.9%