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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

· CIK 0001907528
13F Portfolio $109M AUM 63 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
63 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 RSPT INVESCO EXCHANGE TRADED FD T 180,329 $8.2M 7.54% NEW
2 RSP INVESCO EXCHANGE TRADED FD T 33,991 $6.5M 5.98% NEW
3 EFSI EAGLE FINL SVCS INC Financial Services 128,280 $5.1M 4.69% NEW
4 LNG CHENIERE ENERGY INC Energy 24,853 $4.8M 4.44% NEW
5 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 998,937 $4.3M 3.92% NEW
6 CMBT CMB.TECH NV Industrials 437,222 $4.2M 3.88% NEW
7 SFBC SOUND FINL BANCORP INC Financial Services 90,346 $3.9M 3.62% NEW
8 HCC WARRIOR MET COAL INC Energy 43,456 $3.8M 3.52% NEW
9 CFBK CF BANKSHARES INC Financial Services 152,885 $3.8M 3.50% NEW
10 RSPC INVESCO EXCHANGE TRADED FD T 90,378 $3.6M 3.31% NEW
11 VTOL BRISTOW GROUP INC Energy 98,137 $3.6M 3.30% NEW
12 RSPN INVESCO EXCHANGE TRADED FD T 61,727 $3.5M 3.21% NEW
13 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 42,587 $3.4M 3.14% NEW
14 CLST CATALYST BANCORP INC Financial Services 195,126 $3.1M 2.82% NEW
15 CPBI CENTRAL PLAINS BANCSHARES IN Financial Services 179,945 $3.0M 2.80% NEW
16 D DOMINION ENERGY INC Utilities 49,800 $2.9M 2.68% NEW
17 ENB ENBRIDGE INC Energy 57,238 $2.7M 2.52% NEW
18 EOG EOG RES INC Energy 25,075 $2.6M 2.42% NEW
19 CTRA COTERRA ENERGY INC Energy 92,446 $2.4M 2.24% NEW
20 CPT CAMDEN PPTY TR Real Estate 21,900 $2.4M 2.21% NEW
21 UDR UDR INC Real Estate 62,609 $2.3M 2.11% NEW
22 NLOP NET LEASE OFFICE PROPERTIES Real Estate 84,801 $2.2M 2.01% NEW
23 CANTOR EQUITY PARTNERS IV IN 200,985 $2.1M 1.90% NEW
24 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 109,471 $1.8M 1.65% NEW
25 GENCO SHIPPING & TRADING LTD 94,519 $1.7M 1.60% NEW
26 CI THE CIGNA GROUP Healthcare 6,085 $1.7M 1.54% NEW
27 MAA MID-AMER APT CMNTYS INC Real Estate 10,627 $1.5M 1.36% NEW
28 GOOGL ALPHABET INC Communication Services 4,185 $1.3M 1.20% NEW
29 LSBK LAKE SHORE BANCORP INC Financial Services 77,407 $1.1M 1.04% NEW
30 FISV FISERV INC Technology 16,807 $1.1M 1.04% NEW
31 AAPL APPLE INC Technology 3,710 $1.0M 0.93% NEW
32 IAU* ISHARES GOLD TR 12,032 $977K 0.90% NEW
33 NSTS NSTS BANCORP INC Financial Services 69,535 $900K 0.83% NEW
34 KNTK KINETIK HOLDINGS INC Energy 22,057 $795K 0.73% NEW
35 MSFT MICROSOFT CORP Technology 1,480 $716K 0.66% NEW
36 JPM JPMORGAN CHASE & CO. Financial Services 2,059 $663K 0.61% NEW
37 JAAA JANUS DETROIT STR TR 12,230 $619K 0.57% NEW
38 NEE NEXTERA ENERGY INC Utilities 7,095 $570K 0.52% NEW
39 SPE 2.75 01/27/27 C SPECIAL OPPORTUNITIES FD INC 21,113 $522K 0.48% NEW
40 NVDA NVIDIA CORPORATION Technology 2,792 $521K 0.48% NEW
41 CLOA BLACKROCK ETF TRUST II 9,700 $502K 0.46% NEW
42 META META PLATFORMS INC Communication Services 759 $501K 0.46% NEW
43 AMERICAN EXCEPTIONALISM ACQU 41,800 $476K 0.44% NEW
44 LRGF SPDR S&P 500 ETF TR 638 $435K 0.40% NEW
45 VOO VANGUARD INDEX FDS 680 $426K 0.39% NEW
46 CANTOR EQUITY PARTNERS V INC 38,800 $398K 0.36% NEW
47 AMZN AMAZON COM INC Consumer Cyclical 1,717 $396K 0.36% NEW
48 PM PHILIP MORRIS INTL INC Consumer Defensive 2,340 $375K 0.34% NEW
49 SLV ISHARES SILVER TR Financial Services 4,979 $321K 0.29% NEW
50 KTF DWS MUN INCOME TR NEW Financial Services 35,254 $320K 0.29% NEW
51 WMT WALMART INC Consumer Defensive 2,761 $308K 0.28% NEW
52 HD HOME DEPOT INC Consumer Cyclical 862 $297K 0.27% NEW
53 IVV ISHARES TR 428 $293K 0.27% NEW
54 PEP PEPSICO INC Consumer Defensive 1,730 $248K 0.23% NEW
55 RTX RTX CORPORATION Industrials 1,353 $248K 0.23% NEW
56 TJX TJX COS INC NEW Consumer Cyclical 1,438 $221K 0.20% NEW
57 TSLA TESLA INC Consumer Cyclical 470 $211K 0.19% NEW
58 IUSG ISHARES TR 1,251 $210K 0.19% NEW
59 WRB BERKLEY W R CORP Financial Services 2,877 $202K 0.18% NEW
60 PDBC INVESCO ACTVELY MNGD ETC FD 13,270 $176K 0.16% NEW
61 ENPH ENPHASE ENERGY INC Energy 44,000 $43K 0.04% NEW
62 ETSY ETSY INC Consumer Cyclical 25,000 $23K 0.02% NEW
63 OKTA OKTA INC Technology 18,000 $18K 0.02% NEW
Sector Allocation
Financial Services 34.3%
Energy 26.7%
Real Estate 13.0%
Utilities 8.8%
Industrials 5.7%
Technology 4.3%
Communication Services 2.3%
Healthcare 2.1%
Consumer Cyclical 1.5%
Consumer Defensive 1.2%