🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Ackerman Capital Advisors, LLC 13F Filings, Portfolio & Analysis

CIK: 0001699506
Dallas 5956 Sherry Lane, Suite 1600
Zip Code: 75225
Latest Portfolio Value
$498.23 M
+4.30%
Total Holdings
121
4
Latest Report Date
Q4 2025
Top 10 Concentration
60.11%

Ackerman Capital Advisors, LLC — Portfolio Overview & Company Profile

Ackerman Capital Advisors, LLC (CIK: 0001699506) is a financial institution headquartered at 5956 Sherry Lane, Suite 1600, , Dallas, Texas 75225. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $498,230,744, comprising 121 distinct securities. Over its filing history, it has submitted 34 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 60.1%. Quarterly turnover: 7.7%. ▲ 9 new, +31 added, −45 reduced, ×4 exited.

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
763,821 $81.5 M 16.36% ▲ 57,349 Add 8.1%
980,932 $49.33 M 9.90% ▼ 7,418 Reduce -0.8%
300,270 $32.16 M 6.46% ▲ 13,616 Add 4.8%
313,137 $28.64 M 5.75% ▲ 43,434 Add 16.1%
417,135 $23.7 M 4.76% ▼ 140,116 Reduce -25.1%
261,073 $23.5 M 4.72% ▲ 658 Add 0.3%
617,691 $20.15 M 4.04% ▲ 12,663 Add 2.1%
129,734 $15.41 M 3.09% ▼ 43,429 Reduce -25.1%
378,319 $14.4 M 2.89% ▼ 10,746 Reduce -2.8%
147,766 $9.93 M 1.99% ▼ 2,584 Reduce -1.7%

Historical Portfolio Charts