GRAHAM CAPITAL WEALTH MANAGEMENT, LLC Quant / Systematic

CIK: 0001907528 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 9, 2022

Total Value ($000): $114,031 (100.0% shares, 0.0% debt)

Holdings (99)

TMPOQ ACE CONVERGENCE ACQUISITION CORP COM USD0.0001 CLASS A 3.7%
Value ($000) $4,215 Shares 415,251 Est. Cost $10.06 Unrealized
SILVER CREST ACQUISITION CORP ORD SHS CL A ISIN #KYG813551028 3.6%
Value ($000) $4,141 Shares 420,390 Est. Cost $9.83 Unrealized
B RILEY PRINCIPAL 150 MERGER COM CL A 3.4%
Value ($000) $3,920 Shares 393,607 Est. Cost $9.96 Unrealized
NOTE DUDDELL STREET ACQUISITION CORP COM USD0.0001 CL A 3.3%
Value ($000) $3,761 Shares 379,166 Est. Cost $118.98 Unrealized +0.2%
PERSHING SQUARE TONTINE HLDGS COM CL A 3.3%
Value ($000) $3,738 Shares 187,159 Est. Cost $19.81 Unrealized
MAGNUM OPUS ACQUISITION LTD CL A ISIN #KYG5S70A1049 3.2%
Value ($000) $3,621 Shares 369,825 Est. Cost $9.87 Unrealized
FAR PEAK ACQUISITION CORP COM USD0.0001 CL A 3.1%
Value ($000) $3,522 Shares 358,647 Est. Cost $9.87 Unrealized
AGBA ACQUISITION LIMITED COM USD0.001 3.0%
Value ($000) $3,458 Shares 304,653 Est. Cost $11.07 Unrealized
WALDENCAST ACQUISITION CORP CL A ISIN #KYG9460C1006 2.8%
Value ($000) $3,144 Shares 319,214 Est. Cost $9.85 Unrealized
VENUS ACQUISITION CORPORATION SHS 2.6%
Value ($000) $2,921 Shares 285,827 Est. Cost $10.20 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 2.5%
Value ($000) $2,808 Shares 81,852 Est. Cost $34.69 Unrealized
O REALTY INCOME CORP COM 2.3%
Value ($000) $2,656 Shares 38,904 Est. Cost $55.39 Unrealized +2.0%
FOUNDER SPAC CL A ORD SHS ISIN #KYG3661E1061 2.3%
Value ($000) $2,626 Shares 261,003 Est. Cost $10.05 Unrealized
REDBALL ACQUISITION CORP ORD SHS CL A ISIN #KYG7417R1056 2.2%
Value ($000) $2,511 Shares 252,127 Est. Cost $9.96 Unrealized
LIBERTY MEDIA ACQUISITION CORP COM SR A 2.1%
Value ($000) $2,378 Shares 241,694 Est. Cost $9.91 Unrealized
D DOMINION ENERGY INC COM 1.9%
Value ($000) $2,128 Shares 26,662 Est. Cost $62.13 Unrealized +11.6%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 1.8%
Value ($000) $2,064 Shares 17,599 Est. Cost $110.63 Unrealized +4.9%
CI CIGNA CORP NEW COM 1.8%
Value ($000) $2,032 Shares 7,712 Est. Cost $197.24 Unrealized +22.4%
FCNCA FIRST CITIZENS BANCSHARES INC (DELAWARE) 1.7%
Value ($000) $1,899 Shares 2,905 Est. Cost $643.52 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 1.5%
Value ($000) $1,766 Shares 2,988 Est. Cost $611.44 Unrealized +5.7%
MRK MERCK &CO. INC COM 1.5%
Value ($000) $1,764 Shares 19,347 Est. Cost $69.89 Unrealized +13.3%
BENESSERE CAPITAL ACQUSTN CORP COM CL A 1.5%
Value ($000) $1,734 Shares 167,813 Est. Cost $10.32 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 1.5%
Value ($000) $1,720 Shares 27,173 Est. Cost $55.02 Unrealized +9.1%
EMLC VANECK ETF TRUST JP MRGAN EM LOC 1.5%
Value ($000) $1,688 Shares 68,954 Est. Cost $26.99 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $1,688 Shares 33,261 Est. Cost $40.39 Unrealized -0.7%
CRI CARTERS INC COM 1.5%
Value ($000) $1,686 Shares 23,926 Est. Cost $68.34 Unrealized 0.0%
ADC AGREE RLTY CORP COM 1.5%
Value ($000) $1,660 Shares 23,013 Est. Cost $71.90 Unrealized
ASTL ALGOMA STEEL GROUP INC COM NPV ISIN #CA0156581070 SEDOL #BMDJZ80 1.4%
Value ($000) $1,592 Shares 177,292 Est. Cost $8.97 Unrealized -2.3%
T AT&T INC COM USD1 1.4%
Value ($000) $1,568 Shares 74,826 Est. Cost $14.83 Unrealized +9.9%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $1,388 Shares 637 Est. Cost $116.85 Unrealized 0.0%
CRM SALESFORCE INC COM 1.2%
Value ($000) $1,386 Shares 8,397 Est. Cost $212.13 Unrealized -17.7%
MODEL PERFORMANCE ACQUISITION CORP USD CL A ORD SHS ISIN #VGG6246M1059 1.2%
Value ($000) $1,365 Shares 133,966 Est. Cost $10.13 Unrealized
FISV FISERV INC 1.2%
Value ($000) $1,350 Shares 15,177 Est. Cost $103.04 Unrealized -5.9%
FLEETCOR TECHNOLOGIES INC COM USD0.001 1.2%
Value ($000) $1,335 Shares 6,353 Est. Cost $218.88 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 1.2%
Value ($000) $1,319 Shares 24,555 Est. Cost $72.59 Unrealized -15.5%
GILD GILEAD SCIENCES INC COM USD0.001 1.1%
Value ($000) $1,284 Shares 20,777 Est. Cost $58.80 Unrealized -8.0%
RMR RMR GROUP INC CL A 1.1%
Value ($000) $1,281 Shares 45,186 Est. Cost $21.21 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 1.1%
Value ($000) $1,264 Shares 13,439 Est. Cost $125.37 Unrealized -18.8%
MOUNTAIN CREST ACQUSITN CRP IV COM 1.1%
Value ($000) $1,236 Shares 125,455 Est. Cost $9.87 Unrealized
GPN GLOBAL PAYMENTS INC 1.1%
Value ($000) $1,208 Shares 10,921 Est. Cost $132.51 Unrealized -7.9%
AURORA ACQUISITION CORP CL A ISIN #KYG0698L1032 1.0%
Value ($000) $1,186 Shares 121,110 Est. Cost $9.79 Unrealized
G SQUARED ASCEND I INC COM USD0.0001 CL A 1.0%
Value ($000) $1,160 Shares 118,257 Est. Cost $9.81 Unrealized
LGIH LGI HOMES INC 0.9%
Value ($000) $1,065 Shares 12,251 Est. Cost $123.48 Unrealized -24.9%
ARCLIGHT CLEAN TRANSITION CORP II CL A ISIN #KYG0R21B1044 0.9%
Value ($000) $993 Shares 99,833 Est. Cost $9.95 Unrealized
GOLDEN PATH ACQUISITION CORP COM USD0.0001 0.9%
Value ($000) $974 Shares 96,323 Est. Cost $10.05 Unrealized
BROOKLINE CAP ACQUISITION CORP COM 0.8%
Value ($000) $929 Shares 91,416 Est. Cost $10.24 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $914 Shares 6,683 Est. Cost $154.71 Unrealized -3.9%
SOCIAL CAP SUVRETTA HLDGS CORP I ORD SHS CL A ISIN #KYG8253T1067 0.7%
Value ($000) $829 Shares 83,817 Est. Cost $9.89 Unrealized
PERIPHAS CAPITAL PARTNERING COM CL A 0.7%
Value ($000) $812 Shares 33,078 Est. Cost $24.42 Unrealized
CLEANTECH ACQUISITION CORP COM 0.7%
Value ($000) $811 Shares 80,550 Est. Cost $10.07 Unrealized
AEA BRIDGES IMPACT CORP COM USD0.0001 CL A 0.7%
Value ($000) $792 Shares 79,819 Est. Cost $9.92 Unrealized
JOFF FINTECH ACQUISITION CORP COM CL A 0.6%
Value ($000) $699 Shares 71,095 Est. Cost $9.78 Unrealized
JACK JACK IN THE BOX INC 0.6%
Value ($000) $687 Shares 12,258 Est. Cost $92.89 Unrealized -18.2%
MSFT MICROSOFT CORP 0.6%
Value ($000) $651 Shares 2,533 Est. Cost $313.41 Unrealized -15.9%
MDH ACQUISITION CORP COM CL A 0.5%
Value ($000) $623 Shares 63,420 Est. Cost $9.88 Unrealized
H.I.G. ACQUISITION CORP COM USD0.0001 CL A 0.5%
Value ($000) $600 Shares 60,636 Est. Cost $9.77 Unrealized
BWMX BETTERWARE DE MEXICO S A B DE CV SHS ISIN #MX00BW020002 0.5%
Value ($000) $572 Shares 66,184 Est. Cost $13.89 Unrealized -23.2%
DATA KNIGHTS ACQUISITION CORP CLASS A COM 0.5%
Value ($000) $540 Shares 52,713 Est. Cost $10.16 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.5%
Value ($000) $534 Shares 6,896 Est. Cost $77.35 Unrealized -11.0%
PMT PENNYMAC MORTGAGE INVESTMENT TRUST 0.5%
Value ($000) $532 Shares 38,434 Est. Cost $17.52 Unrealized
AUSTERLITZ ACQUISITION CORP I CL A ORD SHS ISIN #KYG0633D1097 0.5%
Value ($000) $523 Shares 53,606 Est. Cost $9.81 Unrealized
BULL HORN HLDGS CORP COM NPV 0.4%
Value ($000) $475 Shares 47,097 Est. Cost $10.09 Unrealized
HEALTHCARE SERVICES ACQU CORP COM CL A 0.4%
Value ($000) $474 Shares 48,172 Est. Cost $9.75 Unrealized
KHOSLA VENTURES ACQUISITION CO CL A 0.4%
Value ($000) $426 Shares 43,654 Est. Cost $9.81 Unrealized
PRIME IMPACT ACQUISITION I COM USD0.0001 CL A 0.4%
Value ($000) $425 Shares 42,503 Est. Cost $9.86 Unrealized
BERRY GLOBAL GROUP INC 0.4%
Value ($000) $402 Shares 7,352 Est. Cost $54.68 Unrealized
EQUITY DISTR ACQUISITION CORP COM CL A 0.3%
Value ($000) $397 Shares 39,986 Est. Cost $9.75 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $370 Shares 1,350 Est. Cost $343.18 Unrealized -21.6%
VY GLOBAL GROWTH USD0.0001 A ISIN #KYG9444H1002 0.3%
Value ($000) $352 Shares 35,602 Est. Cost $9.89 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $307 Shares 1,845 Est. Cost $143.45 Unrealized +4.4%
GO ACQUISITION CORP COM 0.3%
Value ($000) $291 Shares 29,123 Est. Cost $9.96 Unrealized
LEFTERIS ACQUISITION CORP COM CL A 0.3%
Value ($000) $290 Shares 29,330 Est. Cost $9.95 Unrealized
MEDTECH ACQUISITION CORP COM CL A 0.2%
Value ($000) $281 Shares 28,511 Est. Cost $9.92 Unrealized
FUTY FIDELITY MSCI UTILS INDEX ETF 0.2%
Value ($000) $260 Shares 5,754 Est. Cost $34.73 Unrealized
CARTESIAN GROWTH CORP CL A SHS ISIN #KYG192761073 0.2%
Value ($000) $250 Shares 25,441 Est. Cost $9.83 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.2%
Value ($000) $241 Shares 17,937 Est. Cost $18.55 Unrealized 0.0%
CF ACQUISITION CORP IV COM CL A 0.2%
Value ($000) $231 Shares 23,472 Est. Cost $9.75 Unrealized
HIGHLAND TRANSCEND PARTNERS I CORP ORD SHS CL A ISIN #KYG446901087 0.2%
Value ($000) $219 Shares 22,196 Est. Cost $9.83 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $214 Shares 1,488 Est. Cost $137.29 Unrealized 0.0%
TLG ACQUISITION ONE CORP COM CL A 0.2%
Value ($000) $199 Shares 20,330 Est. Cost $9.80 Unrealized
SCION TECH GROWTH I COM USD0.0001 A 0.2%
Value ($000) $198 Shares 20,000 Est. Cost $9.85 Unrealized
GOLDENBRIDGE ACQUISITION LTD COM NPV 0.2%
Value ($000) $196 Shares 19,357 Est. Cost $10.13 Unrealized
INTERPRIVATE III FINANCIAL PA COM CL A 0.2%
Value ($000) $196 Shares 20,000 Est. Cost $9.80 Unrealized
LIBERTY MEDIA ACQUISITION CORP UNIT EX 012226 0.2%
Value ($000) $184 Shares 18,513 Est. Cost $10.05 Unrealized
NORTH MOUNTAIN MERGER CORP COM CL A 0.2%
Value ($000) $179 Shares 18,000 Est. Cost $9.94 Unrealized
AEQUI ACQUISITION CORP COM CL A 0.2%
Value ($000) $176 Shares 17,859 Est. Cost $9.70 Unrealized
SOFTWARE ACQUISITN GRP INC III COM CL A 0.2%
Value ($000) $176 Shares 17,591 Est. Cost $10.01 Unrealized
OCEANTECH ACQUISITIONS I CORP CLASS A COM 0.1%
Value ($000) $171 Shares 16,937 Est. Cost $9.86 Unrealized
HPX CORP COM USD0.0001 CL A 0.1%
Value ($000) $166 Shares 16,595 Est. Cost $10.00 Unrealized
NORTH ATLANTIC ACQUISITION CORP COM USD0.0001 CL A 0.1%
Value ($000) $137 Shares 13,888 Est. Cost $9.82 Unrealized
CC NEUBERGER PRINCIPAL HOLDINGS II COM USD0.0001 CL A 0.1%
Value ($000) $116 Shares 11,600 Est. Cost $9.91 Unrealized
PIONEER MERGER COR USD0.0001 A ISIN #KYG7S24C1034 SEDOL #BNQP3L1 0.1%
Value ($000) $113 Shares 11,449 Est. Cost $9.70 Unrealized
ATLANTIC AVE ACQUISITION CORP COM CL A 0.1%
Value ($000) $105 Shares 10,582 Est. Cost $9.92 Unrealized
WARRIOR TECHNOLOGIES ACQUI CO COM CL A 0.1%
Value ($000) $101 Shares 10,205 Est. Cost $9.90 Unrealized
LIBERTY RES ACQUISITION CORP CLASS A COM 0.1%
Value ($000) $100 Shares 10,000 Est. Cost $10.00 Unrealized
ATLANTIC COASTAL ACQUISTN CORP CLASS A COM 0.1%
Value ($000) $98 Shares 10,000 Est. Cost $9.80 Unrealized
TWELVE SEAS INVESTMENT CO II COM CL A 0.1%
Value ($000) $98 Shares 10,000 Est. Cost $10.00 Unrealized
BIG SKY GROWTH PARTNERS INC CLASS A COM 0.1%
Value ($000) $97 Shares 10,000 Est. Cost $9.70 Unrealized
GABELLI EQUITY TRUST INC 0.1%
Value ($000) $69 Shares 11,283 Est. Cost $7.18 Unrealized