Lavaca Capital LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$579.8B

Holdings

263

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (263 positions)

#StockSharesValue% PortfolioType
101
MTDMETTLER TOLEDO INTERNATIONAL
150$184.1M0.03%
102
IBITISHARES BITCOIN TRUST ETF
2,629$170.9M0.03%
103
INTCINTEL CORP
5,019$168.4M0.03%
104
NOCNORTHROP GRUMMAN CORP
276$168.2M0.03%
105
GILDGILEAD SCIENCES INC
1,489$165.3M0.03%
106
HDHOME DEPOT INC
360$145.9M0.03%
107
MRSHMARSH & MCLENNAN COS INC
700$141.1M0.02%
108
VLUEISHARES TR
1,114$139.3M0.02%
109
MUMICRON TECHNOLOGY INC
800$133.9M0.02%
110
BUTIDAL TRUST II
9,500$132.6M0.02%
111
CEGCONSTELLATION ENERGY CORP
400$131.6M0.02%
112
BACVERIZON COMMUNICATIONS INC
2,880$126.6M0.02%
113
JVALJ P MORGAN EXCHANGE TRADED F
2,619$124.4M0.02%
114
NDAQNASDAQ INC
1,400$123.8M0.02%
115
ADMARCHER DANIELS MIDLAND CO
2,059$123.0M0.02%
116
JQUAJ P MORGAN EXCHANGE TRADED F
1,939$122.0M0.02%
117
TTWOTAKE-TWO INTERACTIVE SOFTWAR
440$113.7M0.02%
118
IRMIRON MTN INC DEL
1,101$112.2M0.02%
119
ZZILLOW GROUP INC
1,425$109.8M0.02%
120
KLACKLA CORP
101$108.9M0.02%
121
PEPPEPSICO INC
772$108.4M0.02%
122
GQ9SPDR GOLD TR
300$106.6M0.02%
123
RNSTRENASANT CORP
2,827$104.3M0.02%
124
LOWLOWES COS INC
400$100.5M0.02%
125
MAMASTERCARD INCORPORATED
173$98.4M0.02%
126
ASMLASML HOLDING N V
100$96.8M0.02%
127
LINLINDE PLC
200$95.0M0.02%
128
DEDEERE & CO
200$91.5M0.02%
129
CSCOCISCO SYS INC
1,270$86.9M0.01%
130
CBCHUBB LIMITED
300$84.7M0.01%
131
DISDISNEY WALT CO
735$84.2M0.01%
132
TSMTAIWAN SEMICONDUCTOR MFG LTD
300$83.8M0.01%
133
BBJPJ P MORGAN EXCHANGE TRADED F
1,199$79.5M0.01%
134
COSTCOSTCO WHSL CORP NEW
85$78.7M0.01%
135
ETNEATON CORP PLC
200$74.8M0.01%
136
ZGZILLOW GROUP INC
1,000$74.4M0.01%
137
ITTITT INC
400$71.5M0.01%
138
AONAON PLC
200$71.3M0.01%
139
SHWSHERWIN WILLIAMS CO
200$69.3M0.01%
140
MOALTRIA GROUP INC
1,038$68.5M0.01%
141
VLOVALERO ENERGY CORP
400$68.1M0.01%
142
ICEINTERCONTINENTAL EXCHANGE IN
400$67.4M0.01%
143
MDTMEDTRONIC PLC
692$65.9M0.01%
144
SPSMSPDR SERIES TRUST
1,420$65.8M0.01%
145
AJGGALLAGHER ARTHUR J & CO
205$63.5M0.01%
146
BIIBBIOGEN INC
447$62.6M0.01%
147
SPLVINVESCO EXCH TRADED FD TR II
808$59.4M0.01%
148
DHRDANAHER CORPORATION
293$58.1M0.01%
149
TMUST-MOBILE US INC
239$57.2M0.01%
150
RSPINVESCO EXCHANGE TRADED FD T
300$56.9M0.01%
151
COPCONOCOPHILLIPS
600$56.8M0.01%
152
ETRENTERGY CORP NEW
600$55.9M0.01%
153
EWWISHARES INC
811$55.3M0.01%
154
FISFIDELITY NATL INFORMATION SV
834$55.0M0.01%
155
FANGDIAMONDBACK ENERGY INC
381$54.5M0.01%
156
NMIHNMI HLDGS INC
1,400$53.7M0.01%
157
BTOB2GOLD CORP
10,700$53.0M0.01%
158
SQMSOCIEDAD QUIMICA Y MINERA DE
1,225$52.7M0.01%
159
EMREMERSON ELEC CO
400$52.5M0.01%
160
WFCWELLS FARGO CO NEW
612$51.3M0.01%
161
ORCLORACLE CORP
181$50.9M0.01%
162
CARRCARRIER GLOBAL CORPORATION
839$50.1M0.01%
163
LMTLOCKHEED MARTIN CORP
100$49.9M0.01%
164
MCOMOODYS CORP
100$47.6M0.01%
165
CTRACOTERRA ENERGY INC
2,000$47.3M0.01%
166
NVONOVO-NORDISK A S
840$46.6M0.01%
167
WECWEC ENERGY GROUP INC
400$45.8M0.01%
168
BKBANK NEW YORK MELLON CORP
400$43.6M0.01%
169
CSXCSX CORP
1,200$42.6M0.01%
170
SPGIS&P GLOBAL INC
87$42.3M0.01%
171
INDAISHARES TR
810$42.2M0.01%
172
KOCOCA COLA CO
592$39.3M0.01%
173
SYKSTRYKER CORPORATION
100$37.0M0.01%
174
FTNTFORTINET INC
420$35.3M0.01%
175
RSGREPUBLIC SVCS INC
150$34.4M0.01%
176
MKLMARKEL GROUP INC
18$34.4M0.01%
177
GDGENERAL DYNAMICS CORP
100$34.1M0.01%
178
QCOMQUALCOMM INC
200$33.3M0.01%
179
RSPHINVESCO EXCHANGE TRADED FD T
1,100$32.3M0.01%
180
ELVELEVANCE HEALTH INC FORMERLY
100$32.3M0.01%
181
NTESNETEASE INC
210$31.9M0.01%
182
GEGE AEROSPACE
106$31.9M0.01%
183
UPSUNITED PARCEL SERVICE INC
380$31.7M0.01%
184
WCNWASTE CONNECTIONS INC
165$29.0M0.01%
185
TJXTJX COS INC NEW
200$28.9M0.00%
186
ZTSZOETIS INC
197$28.8M0.00%
187
TRVTRAVELERS COMPANIES INC
100$27.9M0.00%
188
RNSTRENASANT CORP
746$27.5M0.00%
189
SAPSAP SE
100$26.7M0.00%
190
UNPUNION PAC CORP
112$26.5M0.00%
191
ADBEADOBE INC
74$26.1M0.00%
192
VHTVANGUARD WORLD FD
100$26.0M0.00%
193
EOGEOG RES INC
230$25.8M0.00%
194
CPCANADIAN PACIFIC KANSAS CITY
345$25.7M0.00%
195
LENLENNAR CORP
200$25.2M0.00%
196
GLWCORNING INC
300$24.6M0.00%
197
ADIANALOG DEVICES INC
100$24.6M0.00%
198
EVRGEVERGY INC
300$22.8M0.00%
199
BAXBAXTER INTL INC
1,000$22.8M0.00%
200
METMETLIFE INC
275$22.7M0.00%
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