Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | 8 | Q3 2023 | 25.6% |
DATA KNIGHTS ACQUISITION CORP CLASS A COM | 8 | Q3 2023 | 4.6% |
FLEETCOR TECHNOLOGIES INC COM USD0.001 | 8 | Q3 2023 | 2.8% |
APPLE INC | 8 | Q3 2023 | 3.0% |
DOMINION ENERGY INC COM | 8 | Q3 2023 | 2.0% |
MICROSOFT CORP | 8 | Q3 2023 | 2.0% |
NEXTERA ENERGY INC COM USD0.01 | 8 | Q3 2023 | 1.2% |
HOME DEPOT INC | 8 | Q3 2023 | 1.0% |
PEPSICO INC | 8 | Q3 2023 | 0.8% |
GABELLI EQUITY TRUST INC | 8 | Q3 2023 | 0.2% |
View GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-04-23 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-25 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-16 |
View GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.