Armor Advisors as of Sept. 30, 2025
Portfolio Holdings for Armor Advisors
Armor Advisors holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs Put Option (GLD) | 29.7 | $53M | 150k | 355.47 | |
| CRH Ord (CRH) | 14.3 | $26M | 213k | 119.90 | |
| Navios Maritime Partners Com Unit Lpi (NMM) | 12.8 | $23M | 512k | 45.05 | |
| Franco-Nevada Corporation (FNV) | 7.9 | $14M | 64k | 222.91 | |
| Royal Gold (RGLD) | 6.6 | $12M | 59k | 200.58 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 5.3 | $9.5M | 116k | 81.68 | |
| Icon SHS (ICLR) | 3.8 | $6.8M | 39k | 175.00 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 3.7 | $6.7M | 10k | 666.18 | |
| Star Bulk Carriers Corp Shs Par (SBLK) | 3.4 | $6.1M | 328k | 18.59 | |
| Ishares Silver Tr Ishares (SLV) | 2.9 | $5.2M | 123k | 42.37 | |
| Hafnia Ord Shs | 2.8 | $4.9M | 825k | 5.99 | |
| Frontline (FRO) | 2.7 | $4.8M | 210k | 22.79 | |
| Ferguson (FERG) | 1.9 | $3.5M | 15k | 224.58 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.5 | $2.7M | 1.5k | 1789.16 | |
| Seabridge Gold (SA) | 0.7 | $1.3M | 53k | 24.15 |
