MondegarAI
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Q3 2024 · 13F-HR

GRAHAM CAPITAL WEALTH MANAGEMENT, LLCholdings as filed

Filed 2024-10-24 · accession 0001951757-24-001124

$97.7M
Reported value
59
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$15.5M15.8%311,104CommonSOLE
46429B697USMVISHARES TR$5.7M5.86%62,716CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.3M5.42%29,439CommonSOLE
146280508SILASILA REALTY TRUST INC$4.3M4.41%170,190CommonSOLE
294628102HP5AEQUITY COMWLTH$4.2M4.29%210,340CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3.6M3.65%22,428CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$3.4M3.53%214,298CommonSOLE
12520L109CFBKCF BANKSHARES INC$3.2M3.30%148,783CommonSOLE
92936U109WPCWP CAREY INC$3.2M3.25%50,926CommonSOLE
93627C101HCCWARRIOR MET COAL INC$3.0M3.11%47,545CommonSOLE
133131102CPTCAMDEN PPTY TR$2.9M2.95%23,363CommonSOLE
25746U109DDOMINION ENERGY INC$2.8M2.82%47,735CommonSOLE
351858105FNVFRANCO NEV CORP$2.7M2.79%21,955CommonSOLE
20369C106CHCTCOMMUNITY HEALTHCARE TR INC$2.7M2.71%146,016CommonSOLE
294628201EQC 6.5 PERP DEQUITY COMWLTH$2.6M2.65%102,569CommonSOLE
29250N105ENBENBRIDGE INC$2.5M2.58%62,051CommonSOLE
500688106KOSKOSMOS ENERGY LTD$2.4M2.50%606,104CommonSOLE
26875P101EOGEOG RES INC$2.4M2.46%19,550CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$2.2M2.28%49,143CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$2.2M2.27%44,029CommonSOLE
14888L101CLSTCATALYST BANCORP INC$2.1M2.10%179,947CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.0M2.05%83,569CommonSOLE
02079K305GOOGLALPHABET INC$1.8M1.83%10,796CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.5M1.52%17,533CommonSOLE
923725105VETVERMILION ENERGY INC$1.2M1.18%117,886CommonSOLE
594918104MSFTMICROSOFT CORP$736,2430.75%1,711CommonSOLE
037833100AAPLAPPLE INC$733,9500.75%3,150CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$687,6810.70%44,110CommonSOLE
066644105BNIXBANNIX ACQUISITION CORP$652,9020.67%58,873CommonSOLE
G3106N125EQV VENTURES ACQUISITION COR$650,5640.67%65,515CommonSOLE
65339F101NEENEXTERA ENERGY INC$609,5460.62%7,211CommonSOLE
84741T401SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC$595,0320.61%25,054CommonSOLE
07279B104BAFNBAYFIRST FINANCIAL CORP$587,7310.60%44,694CommonSOLE
59318B108CXHMFS INVT GRADE MUN TR$535,5730.55%65,155CommonSOLE
437076102HDHOME DEPOT INC$507,3100.52%1,252CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$463,3330.47%110CommonSOLE
G93A7H120VACHUVOYAGER ACQUISITION CORP$423,2500.43%42,325CommonSOLE
125523100CITHE CIGNA GROUP$410,1850.42%1,184CommonSOLE
464287200IVVISHARES TR$370,3180.38%642CommonSOLE
718172109PMPHILIP MORRIS INTL INC$367,0600.38%3,024CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$352,5580.36%1,672CommonSOLE
084423102WRBBERKLEY W R CORP$322,0560.33%5,677CommonSOLE
713448108PEPPEPSICO INC$311,3620.32%1,831CommonSOLE
59318E102CMUMFS HIGH YIELD MUN TR$298,1570.31%81,353CommonSOLE
83607A100SFBCSOUND FINL BANCORP INC$295,8550.30%5,530CommonSOLE
023135106AMZNAMAZON COM INC$273,0960.28%1,466CommonSOLE
922908363VOOVANGUARD INDEX FDS$256,4480.26%486CommonSOLE
704551100BTUPEABODY ENERGY CORP$252,8670.26%9,528CommonSOLE
742718109PGPROCTER AND GAMBLE CO$239,1890.24%1,381CommonSOLE
67066G104NVDANVIDIA CORPORATION$230,0070.24%1,894CommonSOLE
30303M102METAMETA PLATFORMS INC$227,8310.23%398CommonSOLE
872540109TJXTJX COS INC NEW$211,5720.22%1,800CommonSOLE
G5S86M118LPAAULAUNCH ONE ACQUISITION CORP$180,6800.18%18,068CommonSOLE
74348TAT9PSEC 6.375 03/01/25PROSPECT CAP CORP$171,1030.18%171,000CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$166,3710.17%12,388CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$113,4070.12%119,000CommonSOLE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$94,6150.10%33,791CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$21,1960.02%23,000CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$13,6590.01%14,000CommonSOLE

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.