MondegarAI
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Q1 2025 · 13F-HR

GRAHAM CAPITAL WEALTH MANAGEMENT, LLCholdings as filed

Filed 2025-05-07 · accession 0001951757-25-000524

$93.5M
Reported value
69
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
16411R208LNGCHENIERE ENERGY INC$5.7M6.13%24,774CommonSOLE
G01558116ALDFUALDEL FINL II INC$4.6M4.89%446,402CommonSOLE
125523100CITHE CIGNA GROUP$3.2M3.46%9,844CommonSOLE
12520L109CFBKCF BANKSHARES INC$3.2M3.41%144,817CommonSOLE
26875P101EOGEOG RES INC$3.2M3.40%24,803CommonSOLE
11040G103VTOLBRISTOW GROUP INC$3.1M3.34%98,979CommonSOLE
G4627B129HSPTUHORIZON SPACE ACQUISITION II$2.9M3.12%286,689CommonSOLE
902653104UDRUDR INC$2.9M3.08%63,707CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$2.9M3.05%214,393CommonSOLE
464285204IAUISHARES GOLD TR$2.8M3.04%48,224CommonSOLE
20369C106CHCTCOMMUNITY HEALTHCARE TR INC$2.8M2.98%153,260CommonSOLE
133131102CPTCAMDEN PPTY TR$2.8M2.95%22,565CommonSOLE
29250N105ENBENBRIDGE INC$2.7M2.86%60,323CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.6M2.83%91,431CommonSOLE
25746U109DDOMINION ENERGY INC$2.6M2.82%47,053CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.5M2.71%11,622CommonSOLE
146280508SILASILA REALTY TRUST INC$2.5M2.69%94,132CommonSOLE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$2.5M2.67%766,322CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$2.4M2.59%73,065CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.4M2.54%63,448CommonSOLE
92936U109WPCWP CAREY INC$2.3M2.50%37,004CommonSOLE
G0544A137ASPCUA SPAC III ACQUISITION CORP$2.3M2.42%221,936CommonSOLE
93627C101HCCWARRIOR MET COAL INC$2.2M2.38%46,683CommonSOLE
14888L101CLSTCATALYST BANCORP INC$2.1M2.28%182,616CommonSOLE
86614G101SMCSUMMIT MIDSTREAM CORPORATION$1.9M2.07%57,150CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.9M1.99%11,082CommonSOLE
500688106KOSKOSMOS ENERGY LTD$1.7M1.78%728,530CommonSOLE
02079K305GOOGLALPHABET INC$1.6M1.75%10,587CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$1.6M1.71%168,279CommonSOLE
G32901111FACTUFACT II ACQUISITION CORP$1.4M1.52%141,222CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$1.2M1.29%23,228CommonSOLE
037833100AAPLAPPLE INC$735,4720.79%3,311CommonSOLE
G9675P128WLACUWILLOW LANE ACQUISITION CORP$666,1240.71%65,757CommonSOLE
G3106N125EQV VENTURES ACQUISITION COR$641,3840.69%62,574CommonSOLE
84741T401SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC$598,7570.64%24,783CommonSOLE
G6439S125NTWOUNEWBURY STR II ACQUISITION C$526,7080.56%52,201CommonSOLE
65339F101NEENEXTERA ENERGY INC$518,4890.55%7,314CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$514,1990.55%10,140CommonSOLE
594918104MSFTMICROSOFT CORP$494,0130.53%1,316CommonSOLE
G2949D120DYNCUDYNAMIX CORP$482,8800.52%48,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$441,2370.47%2,780CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$426,1010.46%762CommonSOLE
G93A7H120VACHUVOYAGER ACQUISITION CORP$426,0410.46%41,565CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$420,1990.45%1,713CommonSOLE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$417,8630.45%40,787CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$409,8740.44%43,697CommonSOLE
084423102WRBBERKLEY W R CORP$403,9750.43%5,677CommonSOLE
922908363VOOVANGUARD INDEX FDS$392,6270.42%764CommonSOLE
464287200IVVISHARES TR$370,8540.40%660CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$365,0490.39%7,050CommonSOLE
437076102HDHOME DEPOT INC$352,5630.38%962CommonSOLE
67066G104NVDANVIDIA CORPORATION$275,0680.29%2,538CommonSOLE
713448108PEPPEPSICO INC$274,8400.29%1,833CommonSOLE
023135106AMZNAMAZON COM INC$269,1520.29%1,415CommonSOLE
83607A100SFBCSOUND FINL BANCORP INC$268,3530.29%5,351CommonSOLE
464287176TIPISHARES TR$256,8180.27%2,312CommonSOLE
872540109TJXTJX COS INC NEW$247,8630.27%2,035CommonSOLE
931142103WMTWALMART INC$243,3540.26%2,772CommonSOLE
742718109PGPROCTER AND GAMBLE CO$235,8610.25%1,384CommonSOLE
30303M102METAMETA PLATFORMS INC$228,2390.24%396CommonSOLE
64110L106NFLXNETFLIX INC$209,8190.22%225CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$202,1600.22%14,832CommonSOLE
G5S86M118LPAAULAUNCH ONE ACQUISITION CORP$182,7820.20%17,815CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$134,0540.14%137,000CommonSOLE
G86880138TAVIUTAVIA ACQUISITION CORP$101,6000.11%10,000CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$41,6900.04%44,000CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$21,9420.02%23,000CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$21,9380.02%25,000CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT INC$11,9420.01%12,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.