Lavaca Capital LLC Hedge Fund

CIK: 0001641447 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $671,964 (100.0% shares, 0.0% debt)

Holdings (156)

SPY SPDR S&P 500 ETF TR 51.3%
Value ($000) $344,880 Shares 914,196 Est. Cost $439.56 Unrealized
SPY SPDR S&P 500 ETF TR 9.2%
Value ($000) $61,634 Shares 163,378 Est. Cost $439.56 Unrealized
SYY SYSCO CORP 2.9%
Value ($000) $19,297 Shares 227,799 Est. Cost $71.57 Unrealized +5.8%
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $16,525 Shares 42,877 Est. Cost $439.56 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $9,724 Shares 63,117 Est. Cost $105.62 Unrealized +40.7%
MCD MCDONALDS CORP 1.4%
Value ($000) $9,520 Shares 38,221 Est. Cost $175.28 Unrealized +29.1%
SBUX STARBUCKS CORP 1.0%
Value ($000) $6,739 Shares 89,969 Est. Cost $64.87 Unrealized +8.5%
MCD MCDONALDS CORP 1.0%
Value ($000) $6,493 Shares 26,300 Est. Cost $175.28 Unrealized +29.1%
PEP PEPSICO INC 0.9%
Value ($000) $5,996 Shares 34,925 Est. Cost $103.00 Unrealized +45.4%
MSFT MICROSOFT CORP 0.8%
Value ($000) $5,685 Shares 20,863 Est. Cost $225.48 Unrealized +16.8%
MRK MERCK & CO INC 0.8%
Value ($000) $5,615 Shares 63,092 Est. Cost $61.02 Unrealized +29.8%
MQ MARQETA INC 0.8%
Value ($000) $5,596 Shares 690,000 Est. Cost $14.24 Unrealized -31.0%
IWM ISHARES TR 0.8%
Value ($000) $5,386 Shares 31,800 Est. Cost $215.21 Unrealized
SBUX STARBUCKS CORP 0.7%
Value ($000) $4,958 Shares 64,900 Est. Cost $64.87 Unrealized +8.5%
INTC INTEL CORP 0.7%
Value ($000) $4,727 Shares 108,517 Est. Cost $44.10 Unrealized -7.9%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $4,041 Shares 30,560 Est. Cost $92.75 Unrealized +26.7%
MO ALTRIA GROUP INC 0.6%
Value ($000) $3,983 Shares 71,751 Est. Cost $31.68 Unrealized +21.4%
ABBV ABBVIE INC 0.6%
Value ($000) $3,886 Shares 26,021 Est. Cost $68.78 Unrealized +95.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $3,840 Shares 27,200 Est. Cost $92.75 Unrealized +26.7%
PEP PEPSICO INC 0.5%
Value ($000) $3,667 Shares 22,000 Est. Cost $103.00 Unrealized +45.4%
CNP CENTERPOINT ENERGY INC 0.5%
Value ($000) $3,145 Shares 106,315 Est. Cost $21.40 Unrealized +30.9%
HD HOME DEPOT INC 0.5%
Value ($000) $3,086 Shares 10,597 Est. Cost $222.36 Unrealized +21.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $2,940 Shares 26,556 Est. Cost $146.89 Unrealized -26.2%
WMT WALMART INC 0.4%
Value ($000) $2,645 Shares 20,291 Est. Cost $41.24 Unrealized +6.8%
EOG EOG RES INC 0.4%
Value ($000) $2,573 Shares 23,300 Est. Cost $64.53 Unrealized +63.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,347 Shares 50,671 Est. Cost $39.17 Unrealized +2.4%
CMI CUMMINS INC 0.3%
Value ($000) $2,274 Shares 11,909 Est. Cost $216.44 Unrealized -15.4%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,270 Shares 8,100 Est. Cost $312.51 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,197 Shares 24,100 Est. Cost $61.02 Unrealized +29.8%
AAPL APPLE INC 0.3%
Value ($000) $2,119 Shares 15,500 Est. Cost $105.62 Unrealized +40.7%
IWM ISHARES TR 0.3%
Value ($000) $2,100 Shares 12,400 Est. Cost $215.21 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,095 Shares 11,763 Est. Cost $130.13 Unrealized +22.9%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,075 Shares 11,430 Est. Cost $143.05 Unrealized +7.2%
ABT ABBOTT LABS 0.3%
Value ($000) $2,029 Shares 18,406 Est. Cost $83.30 Unrealized +27.4%
DOW DOW INC 0.3%
Value ($000) $2,016 Shares 30,719 Est. Cost $40.66 Unrealized +27.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,904 Shares 10,000 Est. Cost $43.35 Unrealized -48.9%
CRM SALESFORCE INC 0.3%
Value ($000) $1,857 Shares 10,560 Est. Cost $212.63 Unrealized -17.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,844 Shares 3,592 Est. Cost $313.06 Unrealized +50.5%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,809 Shares 27,465 Est. Cost $27.24 Unrealized -7.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,777 Shares 5,491 Est. Cost $181.27 Unrealized +60.5%
CRM SALESFORCE INC 0.2%
Value ($000) $1,667 Shares 10,100 Est. Cost $212.63 Unrealized -17.9%
INTC INTEL CORP 0.2%
Value ($000) $1,646 Shares 44,000 Est. Cost $44.10 Unrealized -7.9%
EOG EOG RES INC 0.2%
Value ($000) $1,555 Shares 14,079 Est. Cost $64.53 Unrealized +63.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,541 Shares 9,751 Est. Cost $127.58 Unrealized +18.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,511 Shares 4,835 Est. Cost $312.51 Unrealized
CTVA CORTEVA INC 0.2%
Value ($000) $1,488 Shares 25,803 Est. Cost $25.02 Unrealized +123.1%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,482 Shares 12,229 Est. Cost $68.49 Unrealized +68.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,453 Shares 3 Est. Cost $302764.90 Unrealized +55.6%
AVGO BROADCOM INC 0.2%
Value ($000) $1,449 Shares 2,976 Est. Cost $41.74 Unrealized +25.5%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,405 Shares 11,600 Est. Cost $68.49 Unrealized +68.4%
CC CHEMOURS CO 0.2%
Value ($000) $1,341 Shares 41,849 Est. Cost $22.32 Unrealized +44.3%
ABBV ABBVIE INC 0.2%
Value ($000) $1,317 Shares 8,600 Est. Cost $68.78 Unrealized +95.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,314 Shares 7,200 Est. Cost $143.05 Unrealized +7.2%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,272 Shares 4,980 Est. Cost $205.11 Unrealized +8.3%
IVV ISHARES TR 0.2%
Value ($000) $1,271 Shares 3,353 Est. Cost $338.42 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,253 Shares 10,981 Est. Cost $122.06 Unrealized -7.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,240 Shares 7,923 Est. Cost $83.73 Unrealized +70.4%
NFLX NETFLIX INC 0.2%
Value ($000) $1,224 Shares 7,000 Est. Cost $43.35 Unrealized -48.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,222 Shares 8,605 Est. Cost $145.36 Unrealized +8.4%
BIDU BAIDU INC 0.2%
Value ($000) $1,190 Shares 8,000 Est. Cost $177.28 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $1,188 Shares 12,417 Est. Cost $65.92 Unrealized +34.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,187 Shares 6,400 Est. Cost $19.51 Unrealized -3.4%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,137 Shares 10,000 Est. Cost $172.76 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,121 Shares 12,789 Est. Cost $215.88 Unrealized -59.9%
AVGO BROADCOM INC 0.2%
Value ($000) $1,117 Shares 2,300 Est. Cost $41.74 Unrealized +25.5%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,102 Shares 3,400 Est. Cost $181.27 Unrealized +60.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,088 Shares 12,718 Est. Cost $63.23 Unrealized +25.9%
IRM IRON MTN INC NEW 0.2%
Value ($000) $1,058 Shares 19,693 Est. Cost $23.17 Unrealized +97.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,049 Shares 3,483 Est. Cost $318.15 Unrealized -10.9%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,027 Shares 2,000 Est. Cost $313.06 Unrealized +50.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,014 Shares 6,629 Est. Cost $147.93 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $1,014 Shares 10,600 Est. Cost $65.92 Unrealized +34.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,010 Shares 6,600 Est. Cost $147.93 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,004 Shares 4,417 Est. Cost $205.05 Unrealized +10.4%
MS MORGAN STANLEY 0.1%
Value ($000) $996 Shares 13,083 Est. Cost $74.26 Unrealized -2.5%
BIDU BAIDU INC 0.1%
Value ($000) $993 Shares 8,000 Est. Cost $177.28 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $979 Shares 10,082 Est. Cost $172.76 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $978 Shares 9,000 Est. Cost $83.30 Unrealized +27.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $967 Shares 3,478 Est. Cost $284.60 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $959 Shares 5,489 Est. Cost $189.65 Unrealized -5.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $956 Shares 6,900 Est. Cost $145.36 Unrealized +8.4%
KLAC KLA CORP 0.1%
Value ($000) $954 Shares 2,991 Est. Cost $353.30 Unrealized -8.4%
GRMN GARMIN LTD 0.1%
Value ($000) $953 Shares 9,695 Est. Cost $121.73 Unrealized -20.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $943 Shares 6,114 Est. Cost $111.89 Unrealized +22.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $937 Shares 6,100 Est. Cost $127.58 Unrealized +18.3%
MS MORGAN STANLEY 0.1%
Value ($000) $936 Shares 12,300 Est. Cost $74.26 Unrealized -2.5%
PLD PROLOGIS INC. 0.1%
Value ($000) $914 Shares 7,767 Est. Cost $97.13 Unrealized +27.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $885 Shares 9,554 Est. Cost $92.00 Unrealized -6.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $882 Shares 6,400 Est. Cost $83.06 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $874 Shares 6,089 Est. Cost $186.35 Unrealized -8.7%
AMLP ALPS ETF TR 0.1%
Value ($000) $861 Shares 25,000 Est. Cost $34.44 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $859 Shares 2,300 Est. Cost $93.88 Unrealized +0.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $858 Shares 13,300 Est. Cost $36.85 Unrealized +55.3%
HD HOME DEPOT INC 0.1%
Value ($000) $850 Shares 3,100 Est. Cost $222.36 Unrealized +21.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $849 Shares 7,454 Est. Cost $109.73 Unrealized +2.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $848 Shares 3,300 Est. Cost $225.48 Unrealized +16.8%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $834 Shares 4,954 Est. Cost $145.74 Unrealized +3.0%
GRMN GARMIN LTD 0.1%
Value ($000) $825 Shares 8,400 Est. Cost $121.73 Unrealized -20.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $822 Shares 7,300 Est. Cost $122.06 Unrealized -7.4%
LOW LOWES COS INC 0.1%
Value ($000) $821 Shares 4,700 Est. Cost $189.65 Unrealized -5.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $818 Shares 3,200 Est. Cost $205.11 Unrealized +8.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $815 Shares 8,800 Est. Cost $92.00 Unrealized -6.6%
DCP MIDSTREAM LP 0.1%
Value ($000) $814 Shares 23,800 Est. Cost $22.46 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $806 Shares 8,833 Est. Cost $131.54 Unrealized -19.4%
BA BOEING CO 0.1%
Value ($000) $803 Shares 5,400 Est. Cost $208.12 Unrealized -29.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $771 Shares 6,480 Est. Cost $123.30 Unrealized +1.5%
PLD PROLOGIS INC. 0.1%
Value ($000) $765 Shares 6,500 Est. Cost $97.13 Unrealized +27.0%
PFE PFIZER INC 0.1%
Value ($000) $750 Shares 15,194 Est. Cost $28.78 Unrealized +45.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $749 Shares 2,160 Est. Cost $256.83 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $741 Shares 4,400 Est. Cost $145.74 Unrealized +3.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $725 Shares 24,500 Est. Cost $21.40 Unrealized +30.9%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $725 Shares 15,848 Est. Cost $50.76 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $720 Shares 5,100 Est. Cost $186.35 Unrealized -8.7%
MRNA MODERNA INC 0.1%
Value ($000) $714 Shares 5,000 Est. Cost $292.38 Unrealized -51.1%
NRG NRG ENERGY INC 0.1%
Value ($000) $706 Shares 18,500 Est. Cost $35.00 Unrealized +5.8%
WMT WALMART INC 0.1%
Value ($000) $705 Shares 5,800 Est. Cost $41.24 Unrealized +6.8%
NEM NEWMONT CORP 0.1%
Value ($000) $704 Shares 11,800 Est. Cost $61.68 Unrealized +2.6%
W WAYFAIR INC 0.1%
Value ($000) $692 Shares 9,000 Est. Cost $167.71 Unrealized -58.1%
CMI CUMMINS INC 0.1%
Value ($000) $677 Shares 3,500 Est. Cost $216.44 Unrealized -15.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $673 Shares 7,400 Est. Cost $131.54 Unrealized -19.4%
MRNA MODERNA INC 0.1%
Value ($000) $672 Shares 5,000 Est. Cost $292.38 Unrealized -51.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $643 Shares 6,700 Est. Cost $88.52 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value ($000) $624 Shares 10,611 Est. Cost $65.11 Unrealized
AEE AMEREN CORP 0.1%
Value ($000) $617 Shares 6,825 Est. Cost $67.02 Unrealized +23.5%
WMB WILLIAMS COS INC 0.1%
Value ($000) $587 Shares 18,800 Est. Cost $26.71 Unrealized +9.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $576 Shares 6,100 Est. Cost $146.89 Unrealized -26.2%
ETSY ETSY INC 0.1%
Value ($000) $531 Shares 5,700 Est. Cost $148.66 Unrealized -38.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $496 Shares 7,100 Est. Cost $215.88 Unrealized -59.9%
IEMG ISHARES INC 0.1%
Value ($000) $490 Shares 9,986 Est. Cost $50.95 Unrealized
V VISA INC 0.1%
Value ($000) $485 Shares 2,325 Est. Cost $165.91 Unrealized +21.2%
OPEN OPENDOOR TECHNOLOGIES INC 0.1%
Value ($000) $479 Shares 101,802 Est. Cost $10.83 Unrealized -37.1%
TRGP TARGA RES CORP 0.1%
Value ($000) $477 Shares 8,000 Est. Cost $66.31 Unrealized 0.0%
ROKU ROKU INC 0.1%
Value ($000) $465 Shares 5,000 Est. Cost $346.37 Unrealized -72.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $429 Shares 8,886 Est. Cost $37.80 Unrealized +13.3%
DGRW WISDOMTREE TR 0.1%
Value ($000) $413 Shares 7,199 Est. Cost $62.74 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $411 Shares 5,000 Est. Cost $346.37 Unrealized -72.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $405 Shares 5,280 Est. Cost $56.83 Unrealized +14.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $373 Shares 6,000 Est. Cost $36.85 Unrealized +55.3%
BIIB BIOGEN INC 0.0%
Value ($000) $322 Shares 1,576 Est. Cost $217.12 Unrealized -5.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $294 Shares 59,338 Est. Cost $15.74 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $279 Shares 7,007 Est. Cost $39.89 Unrealized -3.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $276 Shares 2,762 Est. Cost $59.36 Unrealized +43.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $274 Shares 2,053 Est. Cost $136.20 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $268 Shares 923 Est. Cost $232.34 Unrealized +35.0%
EFA ISHARES TR 0.0%
Value ($000) $250 Shares 4,000 Est. Cost $78.76 Unrealized
NKE NIKE INC 0.0%
Value ($000) $234 Shares 1,962 Est. Cost $131.94 Unrealized -15.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $231 Shares 1,300 Est. Cost $130.13 Unrealized +22.9%
EFA ISHARES TR 0.0%
Value ($000) $225 Shares 3,594 Est. Cost $78.76 Unrealized
UBS AG LONDON BRANCH 0.0%
Value ($000) $216 Shares 404 Est. Cost $551.98 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $215 Shares 1,020 Est. Cost $194.90 Unrealized +1.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $211 Shares 2,415 Est. Cost $31.29 Unrealized +175.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $208 Shares 1,227 Est. Cost $169.52 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $206 Shares 3,774 Est. Cost $72.68 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $203 Shares 60,000 Est. Cost $3.48 Unrealized +3.1%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $163 Shares 18,000 Est. Cost $7.65 Unrealized +4.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $59 Shares 109,136 Est. Cost $7.40 Unrealized