Narwhal Capital Management
•CIK: 1461287•Filing: Q4 2025
**Narwhal Capital Management** manages $1.3B across a diversified portfolio of 162 positions. The fund maintains significant exposure to mega-cap technology and financial names, notably holding IVV at $144.2M and GOOG at $89.3M. Further top allocations include MSFT ($78.1M), AAPL ($75.1M), and AMZN ($50.0M). This concentration suggests a core strategy focused on established market leaders and key sector indices.
Total AUM
$1.3B
+ $14.1K in options
QoQ Performance
-4.9%
Positions
130
+ 1 option
Top 10 Concentration
48.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
GOOG
MSFT
AAPL
IVV11.2%
GOOG7.0%
MSFT6.1%
AAPL5.8%
IAU*4.3%
AMZN3.9%
JPM3.3%
VMC3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.6%
Technology25.1%
ETF11.3%
Financial10.3%
Consumer7.6%
Healthcare5.2%
Industrial3.4%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW8 new positions
↑52 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023