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Ackerman Capital Advisors, LLC

13F filer · CIK 0001699506
Reported Jul 30, 2026
Net seller this quarter
13F portfolio value$497MU.S. long equity reported on 13F
Positions695 new · 1 closed
Net flow last quarter-$396KBuys minus sells
Top 10 positions weight7.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 30, 202669 positions
FNDFSchwab Strategic Trust$9.2M1.85%Not reported-0.3%Q2 2019
IAUIshares Gold Trust$7.95M1.60%0.01%0.0%Q1 2018
DJPBarclays Bank PLC$4.97M1.00%Not reported-0.1%Q4 2018
BSVNBank7 Corp.$3.64M0.73%0.49%-3.6%Q2 2017
ETEnergy Transfer LP$3.24M0.65%0.00%Not reportedQ2 2025
GOOGLAlphabet Inc.$3.19M0.64%0.00%Not reportedQ2 2017
XOMExxonMobil Holdings Corp$2.65M0.53%0.00%0.0%Q2 2017
AAPLApple Inc.$1.53M0.31%0.00%+0.7%Q2 2017
CVXChevron Corp$1.31M0.26%0.00%+0.9%Q2 2017
BRK.BBerkshire Hathaway Inc$1.3M0.26%Not reported-0.8%Q2 2017
VVisa Inc.$1.22M0.25%0.00%+1.1%Q2 2017
MSFTMicrosoft Corp$1.21M0.24%0.00%+1.5%Q2 2017
GSGoldman Sachs Group Inc$1.12M0.23%0.00%Not reportedQ1 2020
JPMJPMorgan Chase & Co$1.11M0.22%0.00%+1.9%Q2 2017
IBITiShares Bitcoin Trust ETF$886K0.18%0.00%+51.1%Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$852K0.17%Not reportedNot reportedQ2 2017
NUVNuveen Municipal Value Fund Inc$848K0.17%Not reported+64.8%Q2 2017
MMUWestern Asset Managed Municipals Fund Inc.$783K0.16%Not reported+75.4%Q4 2019
EOGEog Resources Inc$733K0.15%0.00%Not reportedQ2 2017
CRBNHeritage Global Inc.$721K0.15%Not reportedNot reportedQ2 2025
MMDNYLI MacKay DefinedTerm Muni Opportunities Fund$719K0.14%Not reported+6.2%Q4 2024
UNPUnion Pacific Corp$712K0.14%0.00%+0.7%Q2 2017
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.$685K0.14%Not reported-34.1%Q1 2020
MCDMcdonalds Corp$662K0.13%0.00%+1.0%Q2 2017
MHDBlackRock Muniholdings Fund, Inc.$612K0.12%Not reported-29.6%Q1 2019
NUWNuveen AMT-Free Municipal Value Fund$609K0.12%Not reported+96.9%Q4 2019
NBHNeuberger Municipal Fund Inc.$608K0.12%Not reported-16.6%Q2 2022
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$563K0.11%Not reported-23.0%Q1 2020
NFLXNetflix Inc$562K0.11%0.00%Not reportedQ1 2019
LEOBNY Mellon Strategic Municipals, Inc.$536K0.11%Not reported-26.8%Q2 2019
EOTEaton Vance National Municipal Opportunities Trust$520K0.10%Not reported-14.4%Q2 2020
JNJJohnson & Johnson$499K0.10%0.00%+2.8%Q2 2017
MYIBlackRock Muniyield Quality Fund III, Inc.$487K0.10%Not reported-28.4%Q1 2019
TXNTexas Instruments Inc$477K0.10%0.00%Not reportedQ4 2018
PCQPimco California Municipal Income Fund$446K0.09%Not reported-30.6%Q1 2023
MUABlackRock Muniassets Fund, Inc.$437K0.09%Not reported-13.8%Q4 2019
ABTAbbott Laboratories$426K0.09%0.00%+2.1%Q2 2017
UDRUDR, Inc.$401K0.08%0.00%Not reportedQ2 2017
COPConocophillips$379K0.08%0.00%Not reportedQ2 2017
PEPPepsico Inc$367K0.07%0.00%+1.7%Q2 2017
PMMFranklin Managed Municipal Income Trust$355K0.07%Not reported-28.4%Q3 2024
PMLPimco Municipal Income Fund II$343K0.07%Not reported-10.4%Q2 2017
LUVSouthwest Airlines Co$328K0.07%0.00%Not reportedQ2 2017
AVGOBroadcom Inc.$326K0.07%0.00%+9.1%Q2 2025
LLYELI LILLY & Co$323K0.06%0.00%Not reportedQ2 2024
FMNFederated Hermes Premier Municipal Income Fund$316K0.06%Not reported-5.3%Q2 2019
GLDSPDR Gold Trust$316K0.06%0.00%+0.2%Q1 2025
QCOMQualcomm Inc$313K0.06%0.00%Not reportedQ3 2018
AXPAmerican Express Co$311K0.06%0.00%Not reportedQ4 2018
MQYBlackRock Muniyield Quality Fund, Inc.$301K0.06%Not reported-64.1%Q1 2019
Q1 2026Reported May 5, 202665 positions
IAUIshares Gold Trust$9.28M1.90%0.01%Not reportedQ1 2018
FNDFSchwab Strategic Trust$8.56M1.75%Not reportedNot reportedQ2 2019
DJPBarclays Bank PLC$5.48M1.12%Not reportedNot reportedQ4 2018
BSVNBank7 Corp.$3.8M0.78%0.51%Not reportedQ2 2017
XOMExxonMobil Holdings Corp$3.28M0.67%0.00%Not reportedQ2 2017
ETEnergy Transfer LP$3.27M0.67%0.00%Not reportedQ2 2025
GOOGLAlphabet Inc.$2.56M0.52%0.00%Not reportedQ2 2017
CVXChevron Corp$1.62M0.33%0.00%Not reportedQ2 2017
AAPLApple Inc.$1.34M0.27%0.00%Not reportedQ2 2017
BRK.BBerkshire Hathaway Inc$1.25M0.26%Not reportedNot reportedQ2 2017
MSFTMicrosoft Corp$1.18M0.24%0.00%Not reportedQ2 2017
VVisa Inc.$1.07M0.22%0.00%Not reportedQ2 2017
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.$992K0.20%Not reportedNot reportedQ1 2020
JPMJPMorgan Chase & Co$981K0.20%0.00%Not reportedQ2 2017
GSGoldman Sachs Group Inc$939K0.19%0.00%Not reportedQ1 2020
MHDBlackRock Muniholdings Fund, Inc.$825K0.17%Not reportedNot reportedQ1 2019
EOGEog Resources Inc$817K0.17%0.00%Not reportedQ2 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$798K0.16%Not reportedNot reportedQ2 2017
MQYBlackRock Muniyield Quality Fund, Inc.$793K0.16%Not reportedNot reportedQ1 2019
NFLXNetflix Inc$757K0.15%0.00%Not reportedQ1 2019
MCDMcdonalds Corp$753K0.15%0.00%Not reportedQ2 2017
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$715K0.15%Not reportedNot reportedQ1 2020
LEOBNY Mellon Strategic Municipals, Inc.$713K0.15%Not reportedNot reportedQ2 2019
NBHNeuberger Municipal Fund Inc.$702K0.14%Not reportedNot reportedQ2 2022
IBITiShares Bitcoin Trust ETF$677K0.14%0.00%Not reportedQ1 2024
MMDNYLI MacKay DefinedTerm Muni Opportunities Fund$649K0.13%Not reportedNot reportedQ4 2024
MYIBlackRock Muniyield Quality Fund III, Inc.$643K0.13%Not reportedNot reportedQ1 2019
CRBNHeritage Global Inc.$635K0.13%Not reportedNot reportedQ2 2025
UNPUnion Pacific Corp$631K0.13%0.00%Not reportedQ2 2017
PCQPimco California Municipal Income Fund$615K0.13%Not reportedNot reportedQ1 2023
EOTEaton Vance National Municipal Opportunities Trust$590K0.12%Not reportedNot reportedQ2 2020
NUVNuveen Municipal Value Fund Inc$502K0.10%Not reportedNot reportedQ2 2017
MUABlackRock Muniassets Fund, Inc.$488K0.10%Not reportedNot reportedQ4 2019
COPConocophillips$482K0.10%0.00%Not reportedQ2 2017
ABTAbbott Laboratories$472K0.10%0.00%Not reportedQ2 2017
JNJJohnson & Johnson$468K0.10%0.00%Not reportedQ2 2017
PMMFranklin Managed Municipal Income Trust$466K0.10%Not reportedNot reportedQ3 2024
MMUWestern Asset Managed Municipals Fund Inc.$440K0.09%Not reportedNot reportedQ4 2019
PEPPepsico Inc$414K0.08%0.00%Not reportedQ2 2017
PMOFranklin Municipal Opportunities Trust$396K0.08%Not reportedNot reportedQ3 2025
PMLPimco Municipal Income Fund II$380K0.08%Not reportedNot reportedQ2 2017
GLDSPDR Gold Trust$368K0.08%0.00%Not reportedQ1 2025
PEWGrabAGun Digital Holdings Inc.$361K0.07%0.41%Not reportedQ3 2025
UDRUDR, Inc.$339K0.07%0.00%Not reportedQ2 2017
FMNFederated Hermes Premier Municipal Income Fund$317K0.06%Not reportedNot reportedQ2 2019
TXNTexas Instruments Inc$311K0.06%0.00%Not reportedQ4 2018
NUWNuveen AMT-Free Municipal Value Fund$308K0.06%Not reportedNot reportedQ4 2019
AXPAmerican Express Co$278K0.06%0.00%Not reportedQ4 2018
SBRSabine Royalty Trust$256K0.05%Not reportedNot reportedQ3 2019
LLYELI LILLY & Co$247K0.05%0.00%Not reportedQ2 2024
Q3 2025Reported Oct 22, 202566 positions
FNDFSchwab Strategic Trust$7.65M1.60%Not reported+0.1%Q2 2019
IAUIshares Gold Trust$7.51M1.57%0.01%-2.5%Q1 2018
DJPBarclays Bank PLC$4.12M0.86%Not reported+2.7%Q4 2018
BSVNBank7 Corp.$3.35M0.70%0.45%+3.4%Q2 2017
ETEnergy Transfer LP$2.91M0.61%0.00%Not reportedQ2 2025
IBITiShares Bitcoin Trust ETF$2.29M0.48%0.00%+2.3%Q1 2024
XOMExxonMobil Holdings Corp$2.21M0.46%0.00%+0.2%Q2 2017
GOOGLAlphabet Inc.$2.17M0.45%0.00%Not reportedQ2 2017
MSFTMicrosoft Corp$1.78M0.37%0.00%Not reportedQ2 2017
LEOBNY Mellon Strategic Municipals, Inc.$1.41M0.29%Not reported-12.5%Q2 2019
AAPLApple Inc.$1.36M0.29%0.00%Not reportedQ2 2017
BRK.BBerkshire Hathaway Inc$1.35M0.28%Not reportedNot reportedQ2 2017
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.$1.3M0.27%Not reported-13.0%Q1 2020
BLEBlackRock Municipal Income Trust II$1.25M0.26%Not reported-9.5%Q1 2019
CVXChevron Corp$1.21M0.25%0.00%Not reportedQ2 2017
VVisa Inc.$1.2M0.25%0.00%Not reportedQ2 2017
JPMJPMorgan Chase & Co$1.07M0.22%0.00%Not reportedQ2 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$992K0.21%Not reportedNot reportedQ2 2017
NFLXNetflix Inc$944K0.20%0.00%Not reportedQ1 2019
NBHNeuberger Municipal Fund Inc.$927K0.19%Not reported+25.0%Q2 2022
GSGoldman Sachs Group Inc$884K0.19%0.00%Not reportedQ1 2020
MHDBlackRock Muniholdings Fund, Inc.$821K0.17%Not reported-7.7%Q1 2019
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$752K0.16%Not reported-19.1%Q1 2020
MCDMcdonalds Corp$750K0.16%0.00%-0.9%Q2 2017
MMDNYLI MacKay DefinedTerm Muni Opportunities Fund$710K0.15%Not reported+34.4%Q4 2024
BFKBlackRock Municipal Income Trust$701K0.15%Not reported+14.1%Q2 2019
CRBNHeritage Global Inc.$646K0.14%Not reportedNot reportedQ2 2025
EOGEog Resources Inc$639K0.13%0.00%Not reportedQ2 2017
ABTAbbott Laboratories$616K0.13%0.00%Not reportedQ2 2017
UNPUnion Pacific Corp$615K0.13%0.00%Not reportedQ2 2017
PEPPepsico Inc$539K0.11%0.00%+0.3%Q2 2017
EOTEaton Vance National Municipal Opportunities Trust$528K0.11%Not reported+102.5%Q2 2020
COPConocophillips$518K0.11%0.00%Not reportedQ2 2017
MYIBlackRock Muniyield Quality Fund III, Inc.$461K0.10%Not reported-22.9%Q1 2019
BTTBlackRock Municipal 2030 Target Term Trust$453K0.09%Not reportedNot reportedQ2 2021
NUWNuveen AMT-Free Municipal Value Fund$398K0.08%Not reported+21.6%Q4 2019
PCQPimco California Municipal Income Fund$385K0.08%Not reported+261.1%Q1 2023
UDRUDR, Inc.$374K0.08%0.00%Not reportedQ2 2017
MMUWestern Asset Managed Municipals Fund Inc.$370K0.08%Not reported-15.2%Q4 2019
JNJJohnson & Johnson$355K0.07%0.00%Not reportedQ2 2017
BACBank of America Corp$347K0.07%0.00%Not reportedQ3 2018
AXPAmerican Express Co$306K0.06%0.00%Not reportedQ4 2018
FMNFederated Hermes Premier Municipal Income Fund$302K0.06%Not reported-7.2%Q2 2019
DISWalt Disney Co$296K0.06%0.00%Not reportedQ2 2017
TXNTexas Instruments Inc$294K0.06%0.00%Not reportedQ4 2018
QCOMQualcomm Inc$282K0.06%0.00%Not reportedQ3 2018
TSLATesla, Inc.$276K0.06%0.00%NewQ3 2025
SBRSabine Royalty Trust$271K0.06%Not reportedNot reportedQ3 2019
AVGOBroadcom Inc.$261K0.05%0.00%Not reportedQ2 2025
GLDSPDR Gold Trust$256K0.05%0.00%Not reportedQ1 2025
Q2 2025Reported Jul 25, 202560 positions
FNDFSchwab Strategic Trust$7.12M1.65%Not reported-10.0%Q2 2019
IAUIshares Gold Trust$6.6M1.53%0.01%-5.4%Q1 2018
DJPBarclays Bank PLC$3.84M0.89%Not reportedNot reportedQ4 2018
BSVNBank7 Corp.$3.23M0.75%0.43%+21.7%Q2 2017
ETEnergy Transfer LP$3.07M0.71%0.00%NewQ2 2025
IBITiShares Bitcoin Trust ETF$2.11M0.49%0.00%+24.3%Q1 2024
XOMExxonMobil Holdings Corp$2.11M0.49%0.00%+2.4%Q2 2017
MSFTMicrosoft Corp$1.71M0.40%0.00%+0.2%Q2 2017
GOOGLAlphabet Inc.$1.57M0.36%0.00%+1.3%Q2 2017
LEOBNY Mellon Strategic Municipals, Inc.$1.52M0.35%Not reported-13.3%Q2 2019
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.$1.42M0.33%Not reported-16.1%Q1 2020
BLEBlackRock Municipal Income Trust II$1.32M0.31%Not reported-10.1%Q1 2019
BRK.BBerkshire Hathaway Inc$1.3M0.30%Not reportedNot reportedQ2 2017
VVisa Inc.$1.25M0.29%0.00%+1.4%Q2 2017
CVXChevron Corp$1.12M0.26%0.00%Not reportedQ2 2017
AAPLApple Inc.$1.1M0.26%0.00%-1.8%Q2 2017
NFLXNetflix Inc$1.05M0.24%0.00%Not reportedQ1 2019
JPMJPMorgan Chase & Co$979K0.23%0.00%+2.2%Q2 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$938K0.22%Not reportedNot reportedQ2 2017
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$879K0.20%Not reported-8.7%Q1 2020
MHDBlackRock Muniholdings Fund, Inc.$848K0.20%Not reported-3.0%Q1 2019
GSGoldman Sachs Group Inc$786K0.18%0.00%Not reportedQ1 2020
MCDMcdonalds Corp$728K0.17%0.00%+0.9%Q2 2017
NBHNeuberger Municipal Fund Inc.$706K0.16%Not reported-19.8%Q2 2022
EOGEog Resources Inc$682K0.16%0.00%Not reportedQ2 2017
ABTAbbott Laboratories$626K0.15%0.00%0.0%Q2 2017
CRBNHeritage Global Inc.$603K0.14%Not reportedNewQ2 2025
UNPUnion Pacific Corp$598K0.14%0.00%0.0%Q2 2017
BFKBlackRock Municipal Income Trust$586K0.14%Not reported-3.4%Q2 2019
MYIBlackRock Muniyield Quality Fund III, Inc.$565K0.13%Not reported-9.4%Q1 2019
MMDNYLI MacKay DefinedTerm Muni Opportunities Fund$517K0.12%Not reported+10.5%Q4 2024
PEPPepsico Inc$505K0.12%0.00%+42.2%Q2 2017
COPConocophillips$492K0.11%0.00%+0.5%Q2 2017
MMUWestern Asset Managed Municipals Fund Inc.$418K0.10%Not reported+13.6%Q4 2019
UDRUDR, Inc.$410K0.10%0.00%Not reportedQ2 2017
TXNTexas Instruments Inc$332K0.08%0.00%Not reportedQ4 2018
DISWalt Disney Co$320K0.07%0.00%+0.7%Q2 2017
BACBank of America Corp$318K0.07%0.00%-1.4%Q3 2018
NUWNuveen AMT-Free Municipal Value Fund$316K0.07%Not reported-16.6%Q4 2019
FMNFederated Hermes Premier Municipal Income Fund$314K0.07%Not reported-28.7%Q2 2019
AXPAmerican Express Co$293K0.07%0.00%-2.8%Q4 2018
JNJJohnson & Johnson$292K0.07%0.00%+0.7%Q2 2017
QCOMQualcomm Inc$270K0.06%0.00%Not reportedQ3 2018
VMOInvesco Municipal Opportunity Trust$256K0.06%Not reported+173.4%Q4 2019
EOTEaton Vance National Municipal Opportunities Trust$254K0.06%Not reported-5.1%Q2 2020
DHRDanaher Corp$247K0.06%0.00%-0.1%Q3 2018
SBRSabine Royalty Trust$227K0.05%Not reportedNot reportedQ3 2019
TTTrane Technologies plc$222K0.05%0.00%NewQ2 2025
GLDSPDR Gold Trust$220K0.05%0.00%Not reportedQ1 2025
SBSISouthside Bancshares Inc$219K0.05%0.02%NewQ2 2025
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