Narwhal Capital Management

All 13F Filings

Location
Marietta, GA
Most recent 13F
Q4 2025
Holdings value ($000)
1,376,240
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/30/2026 163 1,376,240 13F-HR Narwhal Capital Management
Q3 2025 10/24/2025 164 1,350,071 13F-HR Narwhal Capital Management
Q2 2025 7/23/2025 162 1,245,227 13F-HR Narwhal Capital Management
Q2 2014 7/29/2014 140 261,454 13F-HR Narwhal Capital Management
Q1 2014 4/24/2014 136 240,829 13F-HR Narwhal Capital Management
Q4 2013 2/4/2014 134 242,884 13F-HR Narwhal Capital Management
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 14 (0.0% of total reported value) · QoQ Δ: -1
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.117 M 81.1% 15.15 K 0 15.15 K
ETFs 259.7 K 18.9% 11.02 K 0 11.02 K
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Fund Snapshot

Q4 2025
Latest filed
1/30/2026
Total value ($000)
1,376,240
Holdings
163
QoQ value change ($000)
26,169 (1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.