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Lavaca Capital LLC

Q3 2025 · 13F-HR

Lavaca Capital LLCholdings as filed

Filed 2025-11-13 · accession 0001420506-25-003207

$579.8M
Reported value
269
Positions
2025-09-30
Period end
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The Brief · Lavaca Capital LLC · Q3 2025

AI · grounded in 13F

Lavaca Capital LLC established a new position in CoreWeave Inc CRWV valued at $273.7M. The fund also initiated new stakes in the SPDR S&P 500 ETF TR SPY for $85.1M and NVIDIA CORPORATION NVDA for $36.8M. Additional new positions include Sysco Corp SYY at $17.1M and KKR & Co Inc KKR at $11.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
21873S108CRWVCOREWEAVE INC$273.7M47.2%2,000,000CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$78.1M13.5%117,257CommonNONE
67066G104NVDANVIDIA CORPORATION$36.8M6.34%197,090CommonNONE
871829107SYYSYSCO CORP$17.1M2.95%207,761CommonNONE
67066G954NVDANVIDIA CORPORATION$14.2M2.46%76,300PUTNONE
48251W104KKRKKR & CO INC$11.5M1.98%88,300CommonNONE
037833100AAPLAPPLE INC$11.0M1.89%43,036CommonNONE
64110L106NFLXNETFLIX INC$9.0M1.55%7,494CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.0M1.21%10,500PUTNONE
30231G102XOMEXXON MOBIL CORP$6.1M1.05%54,101CommonNONE
57142B104MQMARQETA INC$5.6M0.97%1,066,290CommonNONE
87612G101TRGPTARGA RES CORP$4.7M0.81%28,200CommonNONE
594918104MSFTMICROSOFT CORP$4.6M0.79%8,839CommonNONE
29273V100ETENERGY TRANSFER L P$4.5M0.77%260,400CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$4.2M0.73%108,000CommonNONE
02079K107GOOGALPHABET INC$3.8M0.66%15,680CommonNONE
46090E953QQQINVESCO QQQ TR$3.3M0.57%5,500PUTNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.2M0.56%103,098CommonNONE
46090E103QQQINVESCO QQQ TR$3.0M0.52%5,000CommonNONE
023135106AMZNAMAZON COM INC$3.0M0.52%13,650CommonNONE
969457100WMBWILLIAMS COS INC$3.0M0.52%47,300CommonNONE
629377508NRGNRG ENERGY INC$3.0M0.52%18,500CommonNONE
922908744VTVVANGUARD INDEX FDS$2.8M0.48%14,912CommonNONE
464287465EFAISHARES TR$2.4M0.41%25,300CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.3M0.41%3,942CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.2M0.38%12,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.34%4,423CommonNONE
464287234EEMISHARES TR$1.8M0.32%27,200CommonNONE
931142103WMTWALMART INC$1.8M0.31%17,558CommonNONE
922908363VOOVANGUARD INDEX FDS$1.8M0.31%2,953CommonNONE
58733R102MELIMERCADOLIBRE INC$1.8M0.31%760CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.29%6,860CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.28%4,860CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.5M0.26%40,061CommonNONE
53566V106LINELINEAGE INC$1.4M0.25%37,000CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.3M0.23%4,417CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.20%4,200CommonNONE
464287721IYWISHARES TR$1.2M0.20%6,000CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.1M0.20%6,808CommonNONE
464287200IVVISHARES TR$1.1M0.20%1,712CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.20%8,000CommonNONE
040413205ANETARISTA NETWORKS INC$1.1M0.19%7,680CommonNONE
594918904MSFTMICROSOFT CORP$1.0M0.18%2,000CALLNONE
26614N102DDDUPONT DE NEMOURS INC$996,1730.17%12,788CommonNONE
651639106NEMNEWMONT CORP$994,8580.17%11,800CommonNONE
03676B102AMANTERO MIDSTREAM CORP$991,4400.17%51,000CommonNONE
58933Y105MRKMERCK & CO INC$909,2980.16%10,834CommonNONE
65339F101NEENEXTERA ENERGY INC$905,8800.16%12,000CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$875,9850.15%1,100CommonNONE
75513E101RTXRTX CORPORATION$867,6060.15%5,185CommonNONE
253868103DLRDIGITAL RLTY TR INC$864,4000.15%5,000CommonNONE
22052L104CTVACORTEVA INC$857,4670.15%12,679CommonNONE
682680103OKEONEOK INC NEW$804,6400.14%11,027CommonNONE
023608102AEEAMEREN CORP$771,2950.13%7,389CommonNONE
56585A102MPCMARATHON PETE CORP$730,1170.13%3,788CommonNONE
617446448MSMORGAN STANLEY$708,1670.12%4,455CommonNONE
742718109PGPROCTER AND GAMBLE CO$615,5220.11%4,006CommonNONE
78464A854SPYMSPDR SERIES TRUST$586,8450.10%7,491CommonNONE
24703L902DELLDELL TECHNOLOGIES INC$567,0800.10%4,000CALLNONE
00162Q452AMLPALPS ETF TR$558,4670.10%11,900CALLNONE
46432F842IEFAISHARES TR$536,5200.09%6,145CommonNONE
722304102PDDPDD HOLDINGS INC$523,1290.09%3,958CommonNONE
85208T107CXMSPRINKLR INC$522,2970.09%67,655CommonNONE
16411R208LNGCHENIERE ENERGY INC$482,4140.08%2,053CommonNONE
88160R101TSLATESLA INC$451,3910.08%1,015CommonNONE
609207105MDLZMONDELEZ INTL INC$444,7860.08%7,120CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$443,8100.08%1,407CommonNONE
00287Y109ABBVABBVIE INC$413,2990.07%1,785CommonNONE
580135101MCDMCDONALDS CORP$412,9870.07%1,359CommonNONE
92826C839VVISA INC$407,6080.07%1,194CommonNONE
060505104BACBANK AMERICA CORP$406,2200.07%7,874CommonNONE
855244109SBUXSTARBUCKS CORP$399,9890.07%4,728CommonNONE
02072L565BOXXEA SERIES TRUST$378,1290.07%3,321CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$370,0170.06%736CommonNONE
45168D104IDXXIDEXX LABS INC$345,0010.06%540CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$334,7550.06%62CommonNONE
55336V100MPLXMPLX LP$319,6800.06%6,400CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$318,0800.05%14,000CommonNONE
30303M102METAMETA PLATFORMS INC$317,2520.05%432CommonNONE
002824100ABTABBOTT LABS$307,3920.05%2,295CommonNONE
260557103DOWDOW INC$300,6360.05%13,111CommonNONE
5168062058LP1VITAL ENERGY INC$298,9530.05%17,700CALLNONE
166764100CVXCHEVRON CORP NEW$296,1380.05%1,907CommonNONE
532457108LLYELI LILLY & CO$295,2810.05%387CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$289,0160.05%837CommonNONE
046353108AZNNASTRAZENECA PLC$287,0860.05%3,742CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$281,5050.05%1,500CommonNONE
478160104JNJJOHNSON & JOHNSON$278,5010.05%1,502CommonNONE
18539C204CWENCLEARWAY ENERGY INC$276,8500.05%9,800CommonNONE
718172109PMPHILIP MORRIS INTL INC$269,5760.05%1,662CommonNONE
12740C103CADECADENCE BANK$268,5610.05%7,154CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$266,9230.05%946CommonNONE
46434G764EMXCISHARES INC$240,8760.04%3,568CommonNONE
717081103PFEPFIZER INC$238,5180.04%9,361CommonNONE
65341B106XIFRXPLR INFRASTRUCTURE LP$223,7400.04%22,000CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$211,5450.04%9,087CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$204,9800.04%4,545CommonNONE
025816109AXPAMERICAN EXPRESS CO$195,9740.03%590CommonNONE
464287507IJHISHARES TR$194,1490.03%2,975CommonNONE
14040H105COFCAPITAL ONE FINL CORP$191,5350.03%901CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$184,1420.03%150CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$170,8850.03%2,629CommonNONE
458140100INTCINTEL CORP$168,3870.03%5,019CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$168,1720.03%276CommonNONE
375558103GILDGILEAD SCIENCES INC$165,2790.03%1,489CommonNONE
464287804IJRISHARES TR$156,7370.03%1,319CommonNONE
437076102HDHOME DEPOT INC$145,8680.03%360CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$141,0710.02%700CommonNONE
46432F388VLUEISHARES TR$139,3060.02%1,114CommonNONE
464287200IVVISHARES TR$133,8600.02%200CALLNONE
595112103MUMICRON TECHNOLOGY INC$133,8560.02%800CommonNONE
88634T493TIDAL TRUST II$132,6200.02%9,500CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$131,6280.02%400CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$126,5760.02%2,880CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$124,4030.02%2,619CommonNONE
631103108NDAQNASDAQ INC$123,8300.02%1,400CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$122,9920.02%2,059CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$121,9820.02%1,939CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$113,6780.02%440CommonNONE
46284V101IRMIRON MTN INC DEL$112,2360.02%1,101CommonNONE
98954M200ZZILLOW GROUP INC$109,7960.02%1,425CommonNONE
482480100KLACKLA CORP$108,9390.02%101CommonNONE
713448108PEPPEPSICO INC$108,4200.02%772CommonNONE
78463V107GLDSPDR GOLD TR$106,6410.02%300CommonNONE
75970E907RNSTRENASANT CORP$104,2880.02%2,827CommonNONE
548661107LOWLOWES COS INC$100,5240.02%400CommonNONE
57636Q104MAMASTERCARD INCORPORATED$98,4040.02%173CommonNONE
N07059210ASMLASML HOLDING N V$96,8090.02%100CommonNONE
G54950103LINLINDE PLC$95,0000.02%200CommonNONE
244199105DEDEERE & CO$91,4520.02%200CommonNONE
17275R102CSCOCISCO SYS INC$86,8930.01%1,270CommonNONE
H1467J104CBCHUBB LIMITED$84,6750.01%300CommonNONE
254687106DISDISNEY WALT CO$84,1580.01%735CommonNONE
464287465EFAISHARES TR$84,0330.01%900CALLNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$83,7870.01%300CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$79,5180.01%1,199CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$78,6790.01%85CommonNONE
G29183103ETNEATON CORP PLC$74,8500.01%200CommonNONE
98954M101ZGZILLOW GROUP INC$74,4400.01%1,000CommonNONE
45073V108ITTITT INC$71,5040.01%400CommonNONE
G0403H108AONAON PLC$71,3160.01%200CommonNONE
824348106SHWSHERWIN WILLIAMS CO$69,2520.01%200CommonNONE
02209S103MOALTRIA GROUP INC$68,5490.01%1,038CommonNONE
91913Y100VLOVALERO ENERGY CORP$68,1040.01%400CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$67,3920.01%400CommonNONE
G5960L103MDTMEDTRONIC PLC$65,9060.01%692CommonNONE
78468R853SPSMSPDR SERIES TRUST$65,7740.01%1,420CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$63,4970.01%205CommonNONE
09062X103BIIBBIOGEN INC$62,6160.01%447CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$59,3720.01%808CommonNONE
235851102DHRDANAHER CORPORATION$58,0900.01%293CommonNONE
872590104TMUST-MOBILE US INC$57,2120.01%239CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$56,9100.01%300CommonNONE
20825C104COPCONOCOPHILLIPS$56,7540.01%600CommonNONE
922908744VTVVANGUARD INDEX FDS$55,9470.01%300CALLNONE
29364G103ETRENTERGY CORP NEW$55,9140.01%600CommonNONE
464286822EWWISHARES INC$55,3180.01%811CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$54,9940.01%834CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$54,5210.01%381CommonNONE
629209305NMIHNMI HLDGS INC$53,6760.01%1,400CommonNONE
11777Q209BTGB2GOLD CORP$52,9650.01%10,700CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$52,6510.01%1,225CommonNONE
291011104EMREMERSON ELEC CO$52,4720.01%400CommonNONE
949746101WMT2WELLS FARGO CO NEW$51,2980.01%612CommonNONE
68389X105ORCLORACLE CORP$50,9040.01%181CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$50,0880.01%839CommonNONE
539830109LMTLOCKHEED MARTIN CORP$49,9210.01%100CommonNONE
615369105MCOMOODYS CORP$47,6480.01%100CommonNONE
127097103CTRACOTERRA ENERGY INC$47,3000.01%2,000CommonNONE
670100205NVONOVO-NORDISK A S$46,6120.01%840CommonNONE
92939U106WECWEC ENERGY GROUP INC$45,8360.01%400CommonNONE
064058100BKBANK NEW YORK MELLON CORP$43,5840.01%400CommonNONE
126408103CSXCSX CORP$42,6120.01%1,200CommonNONE
78409V104SPGIS&P GLOBAL INC$42,3440.01%87CommonNONE
46429B598INDAISHARES TR$42,1690.01%810CommonNONE
191216100KOCOCA COLA CO$39,2610.01%592CommonNONE
863667101SYKSTRYKER CORPORATION$36,9670.01%100CommonNONE
464287804IJRISHARES TR$35,6490.01%300CALLNONE
34959E109FTNTFORTINET INC$35,3140.01%420CommonNONE
760759100RSGREPUBLIC SVCS INC$34,4220.01%150CommonNONE
570535104MKLMARKEL GROUP INC$34,4040.01%18CommonNONE
369550108GDGENERAL DYNAMICS CORP$34,1000.01%100CommonNONE
747525103QCOMQUALCOMM INC$33,2720.01%200CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$32,3290.01%1,100CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$32,3120.01%100CommonNONE
64110W102NTESNETEASE INC$31,9180.01%210CommonNONE
369604301GEGE AEROSPACE$31,8870.01%106CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$31,7340.01%380CommonNONE
94106B101WCNWASTE CONNECTIONS INC$29,0070.01%165CommonNONE
872540109TJXTJX COS INC NEW$28,9080.00%200CommonNONE
98978V103ZTSZOETIS INC$28,8250.00%197CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$27,9220.00%100CommonNONE
75970E107RNSTRENASANT CORP$27,5200.00%746CommonNONE
803054204SAPSAP SE$26,7210.00%100CommonNONE
907818108UNPUNION PAC CORP$26,4730.00%112CommonNONE
464287507IJHISHARES TR$26,1040.00%400CALLNONE
00724F101ADBEADOBE INC$26,1040.00%74CommonNONE
92204A504VHTVANGUARD WORLD FD$25,9600.00%100CommonNONE
26875P101EOGEOG RES INC$25,7880.00%230CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$25,6990.00%345CommonNONE
526057104LENLENNAR CORP$25,2080.00%200CommonNONE
219350105GLWCORNING INC$24,6090.00%300CommonNONE
032654105ADIANALOG DEVICES INC$24,5700.00%100CommonNONE
30034W106EVRGEVERGY INC$22,8060.00%300CommonNONE
071813109BAXBAXTER INTL INC$22,7700.00%1,000CommonNONE
59156R108METMETLIFE INC$22,6520.00%275CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$22,5000.00%200CommonNONE
163851108CCCHEMOURS CO$21,3050.00%1,345CommonNONE
438516106HONHONEYWELL INTL INC$21,0500.00%100CommonNONE
172967424CCITIGROUP INC$20,3000.00%200CommonNONE
00206R102TAT&T INC$19,7680.00%700CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$19,5950.00%500CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$19,3120.00%242CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$19,2320.00%100CommonNONE
H42097107UBSUBS GROUP AG$18,8600.00%460CommonNONE
031100100AMEAMETEK INC$18,0480.00%96CommonNONE
90384S303ULTAULTA BEAUTY INC$18,0430.00%33CommonNONE
816851109SRESEMPRA$17,9960.00%200CommonNONE
205887102CAGCONAGRA BRANDS INC$17,4920.00%955CommonNONE
278865100ECLECOLAB INC$17,2530.00%63CommonNONE
817565104SCISERVICE CORP INTL$16,8940.00%203CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$15,4520.00%169CommonNONE
66987V109NVSNOVARTIS AG$15,2610.00%119CommonNONE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$14,7380.00%450CommonNONE
758849103REGREGENCY CTRS CORP$14,5800.00%200CommonNONE
231021106CMICUMMINS INC$13,5160.00%32CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13,4620.00%200CommonNONE
56035L104MAINMAIN STR CAP CORP$12,7180.00%200CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$12,3750.00%100CommonNONE
706327103PBAPEMBINA PIPELINE CORP$12,1380.00%300CommonNONE
842587107SOSOUTHERN CO$11,5620.00%122CommonNONE
20030N101CMCSACOMCAST CORP NEW$11,1540.00%355CommonNONE
780259305SHELSHELL PLC$11,0160.00%154CommonNONE
697435105PANWPALO ALTO NETWORKS INC$10,9950.00%54CommonNONE
74348A467NOBLPROSHARES TR$10,7190.00%104CommonNONE
744320102PRUPRUDENTIAL FINL INC$10,3740.00%100CommonNONE
15135B101CNCCENTENE CORP DEL$10,2040.00%286CommonNONE
370334104GISGENERAL MLS INC$10,0840.00%200CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$9,7970.00%100CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$9,7630.00%100CommonNONE
22822V101CCICROWN CASTLE INC$9,6490.00%100CommonNONE
452327109ILMNILLUMINA INC$9,4970.00%100CommonNONE
12572Q105CMECME GROUP INC$9,4570.00%35CommonNONE
718546104PSXPHILLIPS 66$8,9770.00%66CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$8,4070.00%100CommonNONE
052769106ADSKAUTODESK INC$7,9420.00%25CommonNONE
871607107SNPSSYNOPSYS INC$7,8940.00%16CommonNONE
929089100VOYAVOYA FINANCIAL INC$7,4800.00%100CommonNONE
36828A101GEVGE VERNOVA INC$7,3790.00%12CommonNONE
767204100RIORIO TINTO PLC$7,2610.00%110CommonNONE
30040W108ESEVERSOURCE ENERGY$7,1140.00%100CommonNONE
055622104BPBP PLC$6,8920.00%200CommonNONE
37733W204GSKGSK PLC$6,6470.00%154CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5,2500.00%63CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5,1770.00%32CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4,9040.00%100CommonNONE
49446R109KIMKIMCO RLTY CORP$4,3700.00%200CommonNONE
704326107PAYXPAYCHEX INC$2,2820.00%18CommonNONE
55616P104MMACYS INC$1,7930.00%100CommonNONE
50155Q100KDKYNDRYL HLDGS INC$1,6520.00%55CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1,5690.00%18CommonNONE
172908105CTASCINTAS CORP$1,0260.00%5CommonNONE
384747101GRALGRAIL INC$9460.00%16CommonNONE
37045V100GMGENERAL MTRS CO$6100.00%10CommonNONE
68622V106OGNORGANON & CO$5870.00%55CommonNONE
92556V106VTRSVIATRIS INC$3660.00%37CommonNONE
038923108ABRARBOR REALTY TRUST INC$2930.00%24CommonNONE
513272104LWLAMB WESTON HLDGS INC$1880.00%3CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1500.00%2CommonNONE

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.