Lavaca Capital LLC

Institutional manager (13F) · CIK 1641447

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $510M

#	Issuer	Value	Shares
1	COREWEAVE INC	$226M	2,923,566
2	STATE STR SPDR S&P 500 ETF T	$71M	108,901
3	CINEMARK HLDGS INC	$58M	2,041,403
4	NVIDIA CORPORATION	$21M	118,810
5	SYSCO CORP	$13M	177,761
6	APPLE INC	$12M	48,125
7	EXXON MOBIL CORP	$10M	57,177
8	KKR & CO INC	$8M	84,519
9	NETFLIX INC.	$7M	75,250
10	TARGA RES CORP	$7M	28,200
11	ALPHABET INC	$5M	16,788
12	WESTERN MIDSTREAM PARTNERS L	$4M	108,000
13	MARQETA INC	$4M	1,055,139
14	ENTERPRISE PRODS PARTNERS L	$4M	103,098
15	ENERGY TRANSFER L P	$4M	192,800
16	WILLIAMS COS INC	$3M	47,300
17	AMAZON COM INC	$3M	14,395
18	INVESCO QQQ TR	$3M	5,050
19	NRG ENERGY INC	$3M	18,500
20	VANGUARD INDEX FDS	$2M	12,700
21	WALMART INC	$2M	19,936
22	ISHARES TR	$2M	25,300
23	MICROSOFT CORP	$2M	6,498
24	ALPHABET INC	$2M	8,258
25	STATE STR SPDR S&P MIDCAP 40	$2M	3,500
26	INTUITIVE SURGICAL INC	$2M	4,423
27	MERCK & CO INC	$2M	14,014
28	ISHARES TR	$2M	27,200
29	AGNICO EAGLE MINES LTD	$1M	6,808
30	CHEVRON CORPORATION	$1M	6,556
31	MERCADOLIBRE INC	$1M	760
32	NEWMONT CORP	$1M	11,800
33	NORFOLK SOUTHN CORP	$1M	4,417
34	LINEAGE INC	$1M	37,000
35	ANTERO MIDSTREAM CORP	$1M	51,000
36	SELECT SECTOR SPDR TR	$1M	8,400
37	NEXTERA ENERGY INC	$1M	12,000
38	CORTEVA INC	$1M	13,149
39	ISHARES TR	$1M	6,059
40	ISHARES TR	$1M	1,677
41	AUTOZONE INC	$1M	308
42	GOLDMAN SACHS GROUP INC	$1M	1,195
43	BROADCOM INC	$1M	3,260
44	RTX CORPORATION	$1M	5,185
45	ONEOK INC NEW	$997k	11,027
46	INTERNATIONAL BUSINESS MACHS	$972k	4,009
47	ARISTA NETWORKS INC	$943k	7,680
48	MARATHON PETE CORP	$925k	3,788
49	DIGITAL RLTY TR INC	$901k	5,000
50	PEPSICO INC	$900k	5,796

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.