Narwhal Capital Management Incresed Positions in Q3 2025

Narwhal Capital Management

  • $1.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
8.42K
+ 1.68%
$153.3 - $186.58 $1.29M - $1.57M
508K $94.8M
IVV
Ishares Core S&P 500 ETF

ETFs
7.49K
+ 3.81%
$620.67 - $670.08 $4.65M - $5.02M
204K $136M
VMC
Vulcan Materials CO

Basic Materials
10.6K
+ 8.6%
$260.62 - $307.62 $2.75M - $3.25M
133K $41M
IAU
Ishares Gold Trust

ETFs
286
+ 0.04%
$61.62 - $72.77 $17.6K - $20.8K
672K $48.9M
ORCL
Oracle Corp

Technology
15.6K
+ 57.99%
$218.96 - $328.33 $3.42M - $5.13M
42.5K $12M
JNJ
Johnson & Johnson

Healthcare
15.8K
+ 19.54%
$155.17 - $185.42 $2.44M - $2.92M
96.4K $17.9M
RTX
Raytheon Technologies Corp

Industrials
19.1K
+ 31.04%
$144.19 - $167.33 $2.76M - $3.2M
80.7K $13.5M
LHX
L3 Harris Technologies, Inc.

Industrials
6.76K
+ 15.58%
$252.18 - $305.41 $1.7M - $2.06M
50.1K $15.3M
PEP
Pepsico Inc

Consumer Defensive
25.5K
+ 60.6%
$133.81 - $152.16 $3.42M - $3.89M
67.7K $9.51M
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 1.34%
$282.78 - $316.06 $478K - $534K
128K $40.4M
CINF
Cincinnati Financial Corp

Financial Services
17.3K
+ 62.39%
$145.8 - $158.1 $2.52M - $2.73M
45K $7.11M
V
Visa Inc.

Financial Services
9.65K
+ 19.2%
$332.09 - $358.86 $3.2M - $3.46M
59.9K $20.4M
SBUX
Starbucks Corp

Consumer Cyclical
30.8K
+ 94.22%
$81.9 - $96.86 $2.53M - $2.99M
63.6K $5.38M
DPZ
Dominos Pizza Inc

Consumer Cyclical
5.25K
+ 68.25%
$422.75 - $485.53 $2.22M - $2.55M
12.9K $5.58M
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
+ 32.79%
$293.94 - $444.72 $691K - $1.05M
9.52K $4.23M
XOM
Exxon Mobil Corp

Energy
11.9K
+ 12.95%
$105.83 - $117.22 $1.26M - $1.39M
104K $11.7M
CSCO
Cisco Systems, Inc.

Technology
27.1K
+ 19.65%
$66.2 - $71.79 $1.79M - $1.95M
165K $11.3M
ZTS
Zoetis Inc.

Healthcare
11.6K
+ 276.25%
$141.13 - $159.19 $1.64M - $1.85M
15.9K $2.32M
DE
Deere & CO

Industrials
3.55K
+ 423.89%
$457.26 - $524.37 $1.62M - $1.86M
4.39K $2.01M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.5K
+ 336.24%
$110.74 - $122.12 $1.17M - $1.29M
13.7K $1.66M
ADBE
Adobe Inc.

Technology
3.93K
+ 78.36%
$333.65 - $392.1 $1.31M - $1.54M
8.93K $3.15M
AVB
Avalonbay Communities Inc

Real Estate
6.92K
+ 12.84%
$182.72 - $204.51 $1.26M - $1.42M
60.8K $11.8M
SLB
Schlumberger Limited

Energy
19.4K
+ 16.52%
$32.37 - $37.31 $629K - $725K
137K $4.71M
ABT
Abbott Laboratories

Healthcare
6.03K
+ 9.19%
$120.51 - $136.62 $726K - $823K
71.6K $9.59M
META
Meta Platforms, Inc.

Communication Services
1.15K
+ 2.3%
$695.21 - $791.73 $801K - $912K
51.1K $37.6M
RELX
Relx PLC

Communication Services
28.6K
+ 22.89%
$45.13 - $54.19 $1.29M - $1.55M
154K $7.33M
NVS
Novartis Ag

Healthcare
1.17K
+ 2.3%
$113.5 - $129.73 $132K - $151K
51.9K $6.66M
NOW
Service Now, Inc.

Technology
572
+ 41.03%
$850.86 - $1044.69 $487K - $598K
1.97K $1.81M
TMUS
T Mobile Us, Inc.

Communication Services
875
+ 25.86%
$226.02 - $259.01 $198K - $227K
4.26K $1.02M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
6.24K
+ 16.66%
$30.55 - $34.72 $191K - $217K
43.7K $1.41M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
13.5K
+ 6.44%
$14.49 - $14.86 $195K - $200K
223K $3.23M
HAL
Halliburton CO

Energy
200
+ 1.23%
$20.5 - $25.11 $4.1K - $5.02K
16.4K $404K
KR
Kroger CO

Consumer Defensive
929
+ 8.85%
$64.52 - $74.35 $59.9K - $69.1K
11.4K $770K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
158
+ 1.19%
$49.05 - $49.99 $7.75K - $7.9K
13.5K $670K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
246
+ 0.94%
$8.46 - $9.02 $2.08K - $2.22K
26.3K $236K
SPSB
Spdr Portfolio Short Term Corp

ETFs
186
+ 2.04%
$30.02 - $30.29 $5.58K - $5.63K
9.33K $282K
Simplify Exchange Traded Fun
10.6K
+ 14.92%
N/A
81.9K $0
Ishares Bitcoin Trust ETF
360
+ 7.48%
N/A
5.17K $0
First Tr Exchange Traded Fd
7.52K
+ 22.44%
N/A
41K $0
MUSA
Murphy Usa Inc.

Consumer Cyclical
358
+ 4.34%
$361.83 - $435.43 $130K - $156K
8.6K $3.34M
T
At&T Inc.

Communication Services
125
+ 0.23%
$26.94 - $29.62 $3.37K - $3.7K
53.7K $1.52M
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Narwhal Capital Management Portfolio

Follow Narwhal Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Narwhal Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Narwhal Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email