Narwhal Capital Management Incresed Positions in Q2 2025

Narwhal Capital Management

  • $1.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
21K
+ 12.0%
$498.8 - $620.9 $10.5M - $13.1M
196K $122M
META
Meta Platforms, Inc.

Communication Services
5.14K
+ 11.47%
$484.66 - $738.09 $2.49M - $3.8M
50K $36.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.46K
+ 1.17%
$167.32 - $223.3 $411K - $549K
213K $46.8M
ADI
Analog Devices Inc

Technology
20.9K
+ 48.28%
$164.6 - $238.02 $3.43M - $4.97M
64.1K $15.2M
AXP
American Express CO

Financial Services
8.88K
+ 17.59%
$231.39 - $318.98 $2.05M - $2.83M
59.3K $18.9M
BWXT
Bwx Technologies, Inc.

Industrials
23.9K
+ 126.09%
$89.24 - $144.06 $2.14M - $3.45M
42.9K $6.19M
GRMN
Garmin LTD

Technology
20.8K
+ 196.77%
$173.63 - $218.07 $3.6M - $4.53M
31.3K $6.53M
ORCL
Oracle Corp

Technology
4.97K
+ 22.61%
$122.82 - $218.63 $610K - $1.09M
26.9K $5.89M
HD
Home Depot, Inc.

Consumer Cyclical
7.6K
+ 12.81%
$335.24 - $380.78 $2.55M - $2.9M
67K $24.6M
AVB
Avalonbay Communities Inc

Real Estate
14.4K
+ 36.43%
$187.23 - $215.61 $2.7M - $3.1M
53.9K $11M
CAT
Caterpillar Inc

Industrials
1.6K
+ 6.5%
$273.94 - $388.21 $438K - $621K
26.2K $10.2M
LLY
Eli Lilly & CO

Healthcare
3.85K
+ 17.86%
$713.71 - $898.95 $2.74M - $3.46M
25.4K $19.8M
CEG
Constellation Energy Corp

Utilities
60
+ 0.38%
$170.96 - $322.76 $10.3K - $19.4K
15.7K $5.07M
NEE
Nextera Energy Inc

Utilities
28.1K
+ 18.48%
$64.11 - $75.0 $1.8M - $2.1M
180K $12.5M
MLR
Miller Industries Inc

Consumer Cyclical
32K
+ 26.32%
$38.99 - $47.29 $1.25M - $1.51M
153K $6.82M
SLB
Schlumberger Limited

Energy
60.5K
+ 105.97%
$31.95 - $42.2 $1.93M - $2.55M
118K $3.97M
VLO
Valero Energy Corp

Energy
10.9K
+ 21.45%
$104.69 - $141.77 $1.14M - $1.55M
61.7K $8.3M
BX
Blackstone Inc.

Financial Services
5.37K
+ 8.31%
$120.07 - $151.11 $645K - $811K
70K $10.5M
UFPI
Ufp Industries Inc

Basic Materials
14.9K
+ 37.75%
$94.93 - $109.1 $1.41M - $1.62M
54.3K $5.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
224
+ 1.83%
$416.06 - $551.64 $93.2K - $124K
12.4K $6.87M
TSLA
Tesla, Inc.

Consumer Cyclical
2.65K
+ 58.75%
$221.86 - $362.89 $588K - $962K
7.17K $2.28M
ENTG
Entegris Inc

Technology
15.6K
+ 37.87%
$62.92 - $86.2 $980K - $1.34M
56.7K $4.57M
ABT
Abbott Laboratories

Healthcare
5.51K
+ 9.18%
$123.95 - $138.08 $683K - $761K
65.6K $8.92M
NTRA
Natera, Inc.

Healthcare
3.33K
+ 33.34%
$132.23 - $171.87 $441K - $573K
13.3K $2.25M
SBUX
Starbucks Corp

Consumer Cyclical
9.28K
+ 39.57%
$79.69 - $99.41 $740K - $923K
32.7K $3M
LMT
Lockheed Martin Corp

Industrials
373
+ 1.18%
$430.82 - $486.45 $161K - $181K
31.9K $14.8M
MLI
Mueller Industries Inc

Industrials
4.69K
+ 5.32%
$68.45 - $79.6 $321K - $373K
92.9K $7.38M
WMT
Walmart Inc.

Consumer Defensive
2.09K
+ 6.93%
$81.79 - $99.98 $171K - $209K
32.2K $3.15M
MU
Micron Technology Inc

Technology
68
+ 0.65%
$64.72 - $127.91 $4.4K - $8.7K
10.6K $1.3M
TMUS
T Mobile Us, Inc.

Communication Services
1.77K
+ 109.54%
$220.99 - $268.54 $391K - $475K
3.38K $806K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
52
+ 0.01%
$20.46 - $21.89 $1.06K - $1.14K
423K $9.27M
RH
Rh

Consumer Cyclical
4.78K
+ 33.67%
$145.66 - $249.35 $696K - $1.19M
19K $3.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
192
+ 9.61%
$496.48 - $617.85 $95.3K - $119K
2.19K $1.35M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.14K
+ 22.07%
$225.56 - $335.19 $935K - $1.39M
22.9K $5.45M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13.4K
+ 105.11%
$8.43 - $8.77 $113K - $117K
26.1K $226K
UPS
United Parcel Service Inc

Industrials
1.49K
+ 30.8%
$91.92 - $110.2 $137K - $165K
6.34K $640K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
253
+ 43.17%
$483.48 - $539.8 $122K - $137K
839 $407K
IWM
Ishares Russell 2000 ETF

ETFs
25
+ 0.86%
$174.82 - $215.79 $4.37K - $5.39K
2.94K $633K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
1.3K
+ 4.63%
$22.81 - $23.8 $29.6K - $30.9K
29.3K $684K
Simplify Exchange Traded Fun
12.9K
+ 22.17%
N/A
71.3K $0
Canadian Pacific Kansas City
4.93K
+ 3.42%
N/A
149K $0
Blackrock Inc
1.03K
+ 4.66%
N/A
23.2K $0
Atlanta Braves Hldgs Inc
5
+ 0.03%
N/A
17.4K $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
5.29K
+ 16.45%
$32.45 - $40.68 $172K - $215K
37.5K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
400
+ 1.11%
$24.32 - $27.87 $9.73K - $11.1K
36.5K $967K
XOM
Exxon Mobil Corp

Energy
497
+ 0.54%
$99.93 - $119.04 $49.7K - $59.2K
91.8K $9.89M
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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