MondegarAI
Lavaca Capital LLC

Q4 2024 · 13F-HR

Lavaca Capital LLCholdings as filed

Filed 2025-02-14 · accession 0001420506-25-000523

$254.6M
Reported value
305
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$65.8M25.8%112,284CommonSOLE
871829107SYYSYSCO CORP$15.9M6.24%207,761CommonSOLE
48251W104KKRKKR & CO INC$13.7M5.39%92,800CommonSOLE
037833100AAPLAPPLE INC$10.3M4.04%41,091CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$9.0M3.54%15,400PUTSOLE
67066G104NVDANVIDIA CORPORATION$6.9M2.73%51,700CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.8M2.29%54,256CommonSOLE
46090E103QQQINVESCO QQQ TR$5.4M2.11%10,500PUTSOLE
87612G101TRGPTARGA RES CORP$5.0M1.98%28,200CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$4.2M1.63%108,000CommonSOLE
64110L106NFLXNETFLIX INC$4.1M1.60%4,564CommonSOLE
57142B104MQMARQETA INC$4.0M1.59%1,066,290CommonSOLE
29273V100ETENERGY TRANSFER L P$3.8M1.48%192,800CommonSOLE
46090E103QQQINVESCO QQQ TR$3.5M1.39%6,930CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$3.2M1.27%103,098CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.7M1.04%15,700CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.6M1.04%4,907CommonSOLE
969457100WMBWILLIAMS COS INC$2.6M1.01%47,300CommonSOLE
02079K107GOOGALPHABET INC$2.5M0.98%13,080CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.5M0.97%4,600PUTSOLE
464287200IVVISHARES TR$2.5M0.97%4,207CommonSOLE
594918104MSFTMICROSOFT CORP$2.4M0.96%5,789CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.4M0.94%14,200PUTSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.4M0.94%4,200CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.4M0.94%4,200PUTSOLE
11135F101AVGOBROADCOM INC$2.3M0.92%10,066CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2.2M0.87%70,000CommonSOLE
464287465EFAISHARES TR$1.9M0.75%25,300PUTSOLE
464287465EFAISHARES TR$1.9M0.75%25,300CommonSOLE
629377508NRGNRG ENERGY INC$1.7M0.66%18,500CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M0.64%3,123CommonSOLE
931142103WMTWALMART INC$1.6M0.62%17,351CommonSOLE
00162Q452AMLPALPS ETF TR$1.2M0.47%25,000CommonSOLE
464287234EEMISHARES TR$1.1M0.45%27,200PUTSOLE
464287234EEMISHARES TR$1.1M0.45%27,200CommonSOLE
58933Y105MRKMERCK & CO INC$1.1M0.44%11,225CommonSOLE
682680103OKEONEOK INC NEW$1.1M0.43%10,900CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.1M0.42%2,599CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.0M0.41%4,417CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$976,5840.38%4,200CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$974,8030.38%12,784CommonSOLE
532457108LLYELI LILLY & CO$968,8600.38%1,255CommonSOLE
464287721IYWISHARES TR$957,1200.38%6,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$938,4300.37%5,292CommonSOLE
464287440IEFISHARES TR$910,4210.36%9,848CommonSOLE
65339F101NEENEXTERA ENERGY INC$898,2040.35%12,529CommonSOLE
023135106AMZNAMAZON COM INC$866,5910.34%3,950CommonSOLE
02079K305GOOGLALPHABET INC$860,7470.34%4,547CommonSOLE
040413205ANETARISTA NETWORKS INC$848,8700.33%7,680CommonSOLE
58733R102MELIMERCADOLIBRE INC$833,2160.33%490CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$819,4930.32%1,620CommonSOLE
464287507IJHISHARES TR$787,2250.31%12,634CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$769,5900.30%51,000CommonSOLE
00162Q452AMLPALPS ETF TR$736,8480.29%15,300CALLSOLE
22052L104CTVACORTEVA INC$722,1380.28%12,678CommonSOLE
46432F842IEFAISHARES TR$715,0990.28%10,175CommonSOLE
00287Y109ABBVABBVIE INC$715,0650.28%4,024CommonSOLE
742718109PGPROCTER AND GAMBLE CO$680,8270.27%4,061CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$680,2730.27%1,188CommonSOLE
482480100KLACKLA CORP$674,8590.27%1,071CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$674,6600.26%14,000CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$664,0790.26%18,717CommonSOLE
025816109AXPAMERICAN EXPRESS CO$663,3260.26%2,235CommonSOLE
023608102AEEAMEREN CORP$648,1370.25%7,271CommonSOLE
02072L565BOXXEA SERIES TRUST$646,9020.25%5,866CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$615,0180.24%3,754CommonSOLE
464287614IWFISHARES TR$597,5510.23%1,488CommonSOLE
75513E101RTXRTX CORPORATION$595,8420.23%5,149CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$576,8770.23%7,376CommonSOLE
85208T107CXMSPRINKLR INC$571,6850.22%67,655CommonSOLE
85208T107CXMSPRINKLR INC$571,5100.22%67,000PUTSOLE
26875P101EOGEOG RES INC$562,3970.22%4,588CommonSOLE
5168062058LP1VITAL ENERGY INC$547,2840.21%17,700CALLSOLE
56585A102MPCMARATHON PETE CORP$541,4720.21%3,882CommonSOLE
260557103DOWDOW INC$524,9670.21%13,082CommonSOLE
78464A854SPYMSPDR SER TR$519,7390.20%7,539CommonSOLE
478160104JNJJOHNSON & JOHNSON$489,8280.19%3,387CommonSOLE
464287804IJRISHARES TR$445,2100.17%3,864CommonSOLE
172908105CTASCINTAS CORP$445,0570.17%2,436CommonSOLE
16411R208LNGCHENIERE ENERGY INC$441,1280.17%2,053CommonSOLE
651639106NEMNEWMONT CORP$439,1960.17%11,800CommonSOLE
855244109SBUXSTARBUCKS CORP$431,4300.17%4,728CommonSOLE
20825C104COPCONOCOPHILLIPS$425,0230.17%4,286CommonSOLE
002824100ABTABBOTT LABS$424,3890.17%3,752CommonSOLE
580135101MCDMCDONALDS CORP$393,9610.15%1,359CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$391,6000.15%22,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$382,8170.15%1,597CommonSOLE
94106L109WMWASTE MGMT INC DEL$379,3650.15%1,880CommonSOLE
88160R101TSLATESLA INC$369,5140.15%915CommonSOLE
704326107PAYXPAYCHEX INC$328,8160.13%2,345CommonSOLE
92826C839VVISA INC$326,4690.13%1,033CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$326,1090.13%927CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$308,0420.12%62CommonSOLE
46434G764EMXCISHARES INC$306,3610.12%5,525CommonSOLE
55336V100MPLXMPLX LP$306,3040.12%6,400CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$303,6980.12%670CommonSOLE
166764100CVXCHEVRON CORP NEW$302,4260.12%2,088CommonSOLE
80007P869SDSANDRIDGE ENERGY INC$292,7500.11%25,000CommonSOLE
464287226AGGISHARES TR$270,4020.11%2,791CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$258,3150.10%1,500CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$258,3000.10%1,175CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$257,0650.10%4,545CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$254,8000.10%9,800CommonSOLE
717081103PFEPFIZER INC$252,1090.10%9,503CommonSOLE
12740C103CADECADENCE BANK$246,4550.10%7,154CommonSOLE
060505104BACBANK AMERICA CORP$244,9770.10%5,574CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$236,4110.09%4,128CommonSOLE
617446448MSMORGAN STANLEY$231,0730.09%1,838CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$228,7120.09%1,247CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$227,9940.09%12,324CommonSOLE
45168D104IDXXIDEXX LABS INC$223,2580.09%540CommonSOLE
609207105MDLZMONDELEZ INTL INC$214,3710.08%3,589CommonSOLE
464288661IEIISHARES TR$199,9840.08%1,731CommonSOLE
437076102HDHOME DEPOT INC$188,2710.07%484CommonSOLE
718172109PMPHILIP MORRIS INTL INC$187,9870.07%1,562CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$183,5520.07%150CommonSOLE
882508104TXNTEXAS INSTRS INC$179,2600.07%956CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$168,4750.07%359CommonSOLE
163851108CCCHEMOURS CO$168,2730.07%9,957CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$166,2680.07%1,750CommonSOLE
22822V101CCICROWN CASTLE INC$165,0020.06%1,818CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$161,3100.06%1,279CommonSOLE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$160,6180.06%3,718CommonSOLE
78468R853SPSMSPDR SER TR$153,1770.06%3,410CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$148,6870.06%700CommonSOLE
375558103GILDGILEAD SCIENCES INC$137,5390.05%1,489CommonSOLE
75970E107RNSTRENASANT CORP$127,7350.05%3,573CommonSOLE
98954M200ZZILLOW GROUP INC$118,4800.05%1,600CommonSOLE
464287200IVVISHARES TR$117,7360.05%200CALLSOLE
713448108PEPPEPSICO INC$117,3900.05%772CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$115,7290.05%586CommonSOLE
46284V101IRMIRON MTN INC DEL$115,7260.05%1,101CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$115,1710.05%2,880CommonSOLE
92840M102VSTVISTRA CORP$114,9840.05%834CommonSOLE
244199105DEDEERE & CO$113,5520.04%268CommonSOLE
458140100INTCINTEL CORP$103,2370.04%5,149CommonSOLE
46090E103QQQINVESCO QQQ TR$102,2460.04%200CALLSOLE
17275R102CSCOCISCO SYS INC$100,6990.04%1,701CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$100,6340.04%1,992CommonSOLE
02209S103MOALTRIA GROUP INC$100,4760.04%1,922CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$89,4840.04%400CommonSOLE
548661107LOWLOWES COS INC$89,0950.03%361CommonSOLE
127097103CTRACOTERRA ENERGY INC$84,1540.03%3,295CommonSOLE
G54950103LINLINDE PLC$83,7340.03%200CommonSOLE
H1467J104CBCHUBB LIMITED$82,8900.03%300CommonSOLE
254687106DISDISNEY WALT CO$81,8420.03%735CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$80,9950.03%440CommonSOLE
670100205NVONOVO-NORDISK A S$79,8270.03%928CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$77,8830.03%85CommonSOLE
30303M102METAMETA PLATFORMS INC$77,2870.03%132CommonSOLE
46429B598INDAISHARES TR$76,7490.03%1,458CommonSOLE
G0403H108AONAON PLC$71,8320.03%200CommonSOLE
98954M101ZGZILLOW GROUP INC$70,8500.03%1,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$69,5470.03%2,990CommonSOLE
N07059210ASMLASML HOLDING N V$69,3080.03%100CommonSOLE
126408103CSXCSX CORP$68,9290.03%2,136CommonSOLE
969904101WSMWILLIAMS SONOMA INC$68,1460.03%368CommonSOLE
464287465EFAISHARES TR$68,0490.03%900CALLSOLE
876030107TPRTAPESTRY INC$67,8780.03%1,039CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$67,3620.03%834CommonSOLE
595112103MUMICRON TECHNOLOGY INC$67,3280.03%800CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$66,2520.03%1,207CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$64,2070.03%16,255CommonSOLE
464288646IGSBISHARES TR$60,5480.02%1,171CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$58,1890.02%205CommonSOLE
464286822EWWISHARES INC$57,7760.02%1,234CommonSOLE
210322202SOVFELEVATION SERIES TRUST$57,1830.02%1,860CommonSOLE
231021106CMICUMMINS INC$57,1700.02%164CommonSOLE
45073V108ITTITT INC$57,1520.02%400CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$52,5690.02%300CommonSOLE
872540109TJXTJX COS INC NEW$52,4320.02%434CommonSOLE
97717X669DGRWWISDOMTREE TR$52,2810.02%646CommonSOLE
629209305NMIHNMI HLDGS INC$51,4640.02%1,400CommonSOLE
464287242LQDISHARES TR$51,3740.02%481CommonSOLE
501044101KRKROGER CO$50,9990.02%834CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$50,5060.02%580CommonSOLE
907818108UNPUNION PAC CORP$49,9410.02%219CommonSOLE
291011104EMREMERSON ELEC CO$49,5720.02%400CommonSOLE
759509102RSRELIANCE INC$49,2750.02%183CommonSOLE
88339J105TTDTHE TRADE DESK INC$49,1280.02%418CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$49,0380.02%275CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$48,5940.02%100CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$48,3610.02%1,765CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$48,2630.02%375CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$48,1770.02%1,325CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$47,1300.02%161CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$46,8160.02%1,267CommonSOLE
64110D104NTAPNETAPP INC$46,4320.02%400CommonSOLE
149123101CATCATERPILLAR INC$46,0710.02%127CommonSOLE
23331A109DHID R HORTON INC$45,7210.02%327CommonSOLE
695156109PKGPACKAGING CORP AMER$45,0260.02%200CommonSOLE
56501R106MFCMANULIFE FINL CORP$45,0210.02%1,466CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$43,6180.02%639CommonSOLE
68389X105ORCLORACLE CORP$43,4930.02%261CommonSOLE
78409V104SPGIS&P GLOBAL INC$43,3290.02%87CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$42,0200.02%313CommonSOLE
833034101SNASNAP ON INC$41,7560.02%123CommonSOLE
464288588MBBISHARES TR$41,6230.02%454CommonSOLE
34959E109FTNTFORTINET INC$39,6820.02%420CommonSOLE
G5960L103MDTMEDTRONIC PLC$39,3010.02%492CommonSOLE
91879Q109MTNVAIL RESORTS INC$38,9900.02%208CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$38,4400.02%73CommonSOLE
512807306LRCXLAM RESEARCH CORP$38,2820.02%530CommonSOLE
00724F101ADBEADOBE INC$38,2420.02%86CommonSOLE
690742101OCOWENS CORNING NEW$37,6410.01%221CommonSOLE
92939U106WECWEC ENERGY GROUP INC$37,6160.01%400CommonSOLE
09290D101BLKBLACKROCK INC$36,9040.01%36CommonSOLE
036752103ELVELEVANCE HEALTH INC$36,8900.01%100CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$35,5500.01%670CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$35,3850.01%224CommonSOLE
461202103INTUINTUIT$35,1960.01%56CommonSOLE
464287804IJRISHARES TR$34,5660.01%300CALLSOLE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$34,3390.01%1,573CommonSOLE
29250N105ENBENBRIDGE INC$34,2830.01%808CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$33,9090.01%1,396CommonSOLE
369550108GDGENERAL DYNAMICS CORP$33,7270.01%128CommonSOLE
031162100AMGNAMGEN INC$32,5800.01%125CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$32,3240.01%415CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$32,2300.01%1,100CommonSOLE
98978V103ZTSZOETIS INC$32,0970.01%197CommonSOLE
570535104MKLMARKEL GROUP INC$31,0720.01%18CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$30,7320.01%400CommonSOLE
872590104TMUST-MOBILE US INC$30,6810.01%139CommonSOLE
191216100KOCOCA COLA CO$30,6320.01%492CommonSOLE
760759100RSGREPUBLIC SVCS INC$30,1770.01%150CommonSOLE
831865209AOSSMITH A O CORP$30,0120.01%440CommonSOLE
136385101CNQCANADIAN NAT RES LTD$29,8820.01%968CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29,8740.01%103CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$29,8020.01%200CommonSOLE
071813109BAXBAXTER INTL INC$29,1600.01%1,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$28,9390.01%412CommonSOLE
125523100CITHE CIGNA GROUP$28,4420.01%103CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$28,3110.01%165CommonSOLE
925652109VICIVICI PPTYS INC$27,9830.01%958CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$27,0230.01%143CommonSOLE
11777Q209BTGB2GOLD CORP$26,1080.01%10,700CommonSOLE
92204A504VHTVANGUARD WORLD FD$25,3690.01%100CommonSOLE
205887102CAGCONAGRA BRANDS INC$25,2900.01%911CommonSOLE
722304102PDDPDD HOLDINGS INC$25,2170.01%260CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$24,7750.01%432CommonSOLE
803054204SAPSAP SE$24,6210.01%100CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$24,0890.01%100CommonSOLE
438516106HONHONEYWELL INTL INC$22,5890.01%100CommonSOLE
59156R108METMETLIFE INC$22,5170.01%275CommonSOLE
235851102DHRDANAHER CORPORATION$21,3480.01%93CommonSOLE
718546104PSXPHILLIPS 66$20,9070.01%184CommonSOLE
92189H201ITMVANECK ETF TRUST$19,2700.01%418CommonSOLE
64110W102NTESNETEASE INC$18,7340.01%210CommonSOLE
29364G103ETRENTERGY CORP NEW$17,7420.01%234CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$17,7310.01%245CommonSOLE
816851109SRESEMPRA$17,5440.01%200CommonSOLE
15135B101CNCCENTENE CORP DEL$17,3260.01%286CommonSOLE
031100100AMEAMETEK INC$17,3050.01%96CommonSOLE
78468R721TFISPDR SER TR$16,9250.01%371CommonSOLE
78464A284HYMBSPDR SER TR$16,9080.01%661CommonSOLE
46434G764EMXCISHARES INC$16,6350.01%300CALLSOLE
03662Q105AKXANSYS INC$16,5290.01%49CommonSOLE
817565104SCISERVICE CORP INTL$16,2030.01%203CommonSOLE
00206R102TAT&T INC$15,9390.01%700CommonSOLE
744320102PRUPRUDENTIAL FINL INC$15,5270.01%131CommonSOLE
904767704UNILEVER PLC$14,9690.01%264CommonSOLE
278865100ECLECOLAB INC$14,7620.01%63CommonSOLE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$14,6570.01%450CommonSOLE
90384S303ULTAULTA BEAUTY INC$14,3530.01%33CommonSOLE
172967424CCITIGROUP INC$14,0780.01%200CommonSOLE
H42097107UBSUBS GROUP AG$13,9470.01%460CommonSOLE
452327109ILMNILLUMINA INC$13,3630.01%100CommonSOLE
20030N101CMCSACOMCAST CORP NEW$13,3230.01%355CommonSOLE
370334104GISGENERAL MLS INC$12,7540.01%200CommonSOLE
56035L104MAINMAIN STR CAP CORP$11,7160.00%200CommonSOLE
66987V109NVSNOVARTIS AG$11,5800.00%119CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$10,7740.00%100CommonSOLE
842587107SOSOUTHERN CO$10,0430.00%122CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9,8260.00%54CommonSOLE
78464A664SPTLSPDR SER TR$9,7160.00%371CommonSOLE
780259305SHELSHELL PLC$9,6480.00%154CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$9,3580.00%126CommonSOLE
500754106KHCKRAFT HEINZ CO$9,2130.00%300CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$8,3250.00%346CommonSOLE
052769106ADSKAUTODESK INC$7,3890.00%25CommonSOLE
767204100RIORIO TINTO PLC$6,4690.00%110CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6,3900.00%69CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$6,1460.00%63CommonSOLE
055622104BPBP PLC$5,9120.00%200CommonSOLE
30040W108ESEVERSOURCE ENERGY$5,7430.00%100CommonSOLE
37733W204GSKGSK PLC$5,2080.00%154CommonSOLE
427866108HSYHERSHEY CO$4,7420.00%28CommonSOLE
49446R109KIMKIMCO RLTY CORP$4,6860.00%200CommonSOLE
09062X103BIIBBIOGEN INC$4,2820.00%28CommonSOLE
36828A101GEVGE VERNOVA INC$3,9470.00%12CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,8650.00%32CommonSOLE
412822108HOGHARLEY DAVIDSON INC$3,0130.00%100CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$1,9030.00%55CommonSOLE
92556V106VTRSVIATRIS INC$1,7060.00%137CommonSOLE
55616P104MMACYS INC$1,6930.00%100CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1,4680.00%17CommonSOLE
369604301GEGE AEROSPACE$1,0010.00%6CommonSOLE
68622V106OGNORGANON & CO$8210.00%55CommonSOLE
87612E106TGTTARGET CORP$6760.00%5CommonSOLE
038222105AMATAPPLIED MATLS INC$6510.00%4CommonSOLE
37045V100GMGENERAL MTRS CO$5330.00%10CommonSOLE
038923108ABRARBOR REALTY TRUST INC$3320.00%24CommonSOLE
384747101GRALGRAIL INC$2860.00%16CommonSOLE
513272104LWLAMB WESTON HLDGS INC$2120.00%3CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1560.00%2CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.