Lavaca Capital LLC Hedge Fund

CIK: 0001641447 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $278,308 (100.0% shares, 0.0% debt)

Holdings (133)

SPY SPDR S&P 500 ETF TR 13.1%
Value ($000) $36,432 Shares 102,000 Est. Cost $439.56 Unrealized
SPY SPDR S&P 500 ETF TR 9.8%
Value ($000) $27,146 Shares 76,000 Est. Cost $439.56 Unrealized
SYY SYSCO CORP 5.8%
Value ($000) $16,118 Shares 227,799 Est. Cost $71.57 Unrealized +5.8%
AAPL APPLE INC 3.7%
Value ($000) $10,359 Shares 65,268 Est. Cost $107.22 Unrealized +43.9%
MCD MCDONALDS CORP 3.7%
Value ($000) $10,292 Shares 39,206 Est. Cost $176.81 Unrealized +33.6%
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $7,282 Shares 18,856 Est. Cost $439.56 Unrealized
SBUX STARBUCKS CORP 2.4%
Value ($000) $6,552 Shares 77,293 Est. Cost $64.87 Unrealized +20.8%
PEP PEPSICO INC 2.2%
Value ($000) $6,085 Shares 34,781 Est. Cost $103.00 Unrealized +49.9%
MCD MCDONALDS CORP 2.2%
Value ($000) $6,068 Shares 26,300 Est. Cost $176.81 Unrealized +33.6%
MSFT MICROSOFT CORP 2.2%
Value ($000) $5,984 Shares 22,180 Est. Cost $227.34 Unrealized +13.0%
MRK MERCK & CO INC 2.0%
Value ($000) $5,522 Shares 62,063 Est. Cost $61.02 Unrealized +31.8%
MQ MARQETA INC 1.8%
Value ($000) $4,913 Shares 690,000 Est. Cost $14.24 Unrealized -41.6%
SBUX STARBUCKS CORP 1.7%
Value ($000) $4,617 Shares 54,800 Est. Cost $64.87 Unrealized +20.8%
HD HOME DEPOT INC 1.5%
Value ($000) $4,051 Shares 13,485 Est. Cost $232.70 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $4,031 Shares 30,860 Est. Cost $92.75 Unrealized +24.7%
INTC INTEL CORP 1.4%
Value ($000) $3,920 Shares 108,069 Est. Cost $44.10 Unrealized -26.7%
PEP PEPSICO INC 1.3%
Value ($000) $3,592 Shares 22,000 Est. Cost $103.00 Unrealized +49.9%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $3,232 Shares 27,200 Est. Cost $92.75 Unrealized +24.7%
MO ALTRIA GROUP INC 1.1%
Value ($000) $3,128 Shares 71,359 Est. Cost $31.68 Unrealized +4.4%
CNP CENTERPOINT ENERGY INC 1.1%
Value ($000) $2,996 Shares 106,315 Est. Cost $21.40 Unrealized +33.5%
ABBV ABBVIE INC 1.0%
Value ($000) $2,920 Shares 20,794 Est. Cost $68.78 Unrealized +84.8%
WES WESTERN MIDSTREAM PARTNERS L 1.0%
Value ($000) $2,717 Shares 108,000 Est. Cost $25.16 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $2,424 Shares 100,538 Est. Cost $19.17 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $2,386 Shares 22,650 Est. Cost $146.89 Unrealized -28.8%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,328 Shares 50,434 Est. Cost $39.17 Unrealized -8.7%
IWM ISHARES TR 0.8%
Value ($000) $2,325 Shares 14,100 Est. Cost $215.21 Unrealized
NFLX NETFLIX INC 0.8%
Value ($000) $2,249 Shares 10,000 Est. Cost $43.35 Unrealized -48.8%
ET ENERGY TRANSFER L P 0.8%
Value ($000) $2,187 Shares 198,136 Est. Cost $9.04 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,087 Shares 15,100 Est. Cost $107.22 Unrealized +43.9%
MRK MERCK & CO INC 0.7%
Value ($000) $2,075 Shares 24,100 Est. Cost $61.02 Unrealized +31.8%
IWM ISHARES TR 0.7%
Value ($000) $2,045 Shares 12,400 Est. Cost $215.21 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $1,859 Shares 10,100 Est. Cost $212.63 Unrealized -21.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,828 Shares 3,604 Est. Cost $313.06 Unrealized +58.1%
TRGP TARGA RES CORP 0.6%
Value ($000) $1,702 Shares 28,200 Est. Cost $62.49 Unrealized -2.4%
NFLX NETFLIX INC 0.6%
Value ($000) $1,648 Shares 7,000 Est. Cost $43.35 Unrealized -48.8%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $1,635 Shares 26,732 Est. Cost $27.24 Unrealized -18.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,635 Shares 18,418 Est. Cost $68.84 Unrealized +18.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,629 Shares 9,809 Est. Cost $130.13 Unrealized +17.5%
WMT WALMART INC 0.5%
Value ($000) $1,526 Shares 11,655 Est. Cost $41.24 Unrealized +1.8%
DOW DOW INC 0.5%
Value ($000) $1,518 Shares 28,600 Est. Cost $40.66 Unrealized +2.0%
CTVA CORTEVA INC 0.5%
Value ($000) $1,485 Shares 25,803 Est. Cost $25.02 Unrealized +124.5%
CRM SALESFORCE INC 0.5%
Value ($000) $1,453 Shares 10,100 Est. Cost $212.63 Unrealized -21.2%
EOG EOG RES INC 0.5%
Value ($000) $1,444 Shares 12,921 Est. Cost $64.53 Unrealized +51.3%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,385 Shares 11,500 Est. Cost $68.49 Unrealized +56.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,355 Shares 3 Est. Cost $302764.90 Unrealized +41.4%
WMB WILLIAMS COS INC 0.5%
Value ($000) $1,354 Shares 47,300 Est. Cost $27.42 Unrealized +1.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,353 Shares 8,323 Est. Cost $86.09 Unrealized +54.3%
ABT ABBOTT LABS 0.5%
Value ($000) $1,322 Shares 12,923 Est. Cost $83.30 Unrealized +20.1%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,273 Shares 4,035 Est. Cost $312.51 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,203 Shares 3,353 Est. Cost $338.42 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,203 Shares 4,500 Est. Cost $312.51 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,134 Shares 44,000 Est. Cost $44.10 Unrealized -26.7%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,133 Shares 3,503 Est. Cost $181.27 Unrealized +70.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $1,106 Shares 15,300 Est. Cost $80.11 Unrealized 0.0%
BIDU BAIDU INC 0.4%
Value ($000) $1,093 Shares 8,000 Est. Cost $177.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,088 Shares 3,483 Est. Cost $318.15 Unrealized -6.6%
GOOG ALPHABET INC 0.4%
Value ($000) $1,085 Shares 11,060 Est. Cost $110.83 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,048 Shares 6,155 Est. Cost $143.05 Unrealized +12.2%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,029 Shares 11,889 Est. Cost $215.88 Unrealized -59.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $984 Shares 7,414 Est. Cost $115.17 Unrealized +13.4%
AVGO BROADCOM INC 0.4%
Value ($000) $978 Shares 2,194 Est. Cost $41.74 Unrealized +15.2%
BIDU BAIDU INC 0.3%
Value ($000) $940 Shares 8,000 Est. Cost $177.28 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $936 Shares 6,820 Est. Cost $145.36 Unrealized -0.3%
DCP MIDSTREAM LP 0.3%
Value ($000) $936 Shares 27,600 Est. Cost $24.04 Unrealized
IRM IRON MTN INC DEL 0.3%
Value ($000) $936 Shares 19,293 Est. Cost $23.17 Unrealized +92.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $926 Shares 4,417 Est. Cost $205.05 Unrealized +8.7%
AMLP ALPS ETF TR 0.3%
Value ($000) $914 Shares 25,000 Est. Cost $34.44 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $910 Shares 5,493 Est. Cost $127.58 Unrealized +18.9%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $899 Shares 3,484 Est. Cost $284.60 Unrealized -3.5%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $898 Shares 5,607 Est. Cost $147.93 Unrealized +5.8%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $894 Shares 10,000 Est. Cost $172.76 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $893 Shares 2,300 Est. Cost $93.88 Unrealized +5.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $890 Shares 14,000 Est. Cost $37.84 Unrealized +49.6%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $872 Shares 4,800 Est. Cost $19.51 Unrealized -19.1%
MRNA MODERNA INC 0.3%
Value ($000) $820 Shares 5,000 Est. Cost $292.38 Unrealized -48.1%
KLAC KLA CORP 0.3%
Value ($000) $817 Shares 2,701 Est. Cost $353.30 Unrealized -5.3%
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $803 Shares 19,008 Est. Cost $48.88 Unrealized -19.3%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $800 Shares 10,000 Est. Cost $172.76 Unrealized
CCI CROWN CASTLE INC 0.3%
Value ($000) $795 Shares 5,501 Est. Cost $145.42 Unrealized -2.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $785 Shares 7,000 Est. Cost $109.73 Unrealized +2.2%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $773 Shares 3,580 Est. Cost $205.11 Unrealized +11.5%
PFE PFIZER INC 0.3%
Value ($000) $760 Shares 15,202 Est. Cost $28.78 Unrealized +40.4%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $748 Shares 5,400 Est. Cost $83.06 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $709 Shares 2,160 Est. Cost $256.83 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $708 Shares 18,500 Est. Cost $35.00 Unrealized +4.3%
CC CHEMOURS CO 0.3%
Value ($000) $697 Shares 27,818 Est. Cost $22.32 Unrealized +30.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $662 Shares 5,120 Est. Cost $123.30 Unrealized +2.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $651 Shares 6,900 Est. Cost $146.89 Unrealized -28.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $602 Shares 7,000 Est. Cost $215.88 Unrealized -59.0%
MRNA MODERNA INC 0.2%
Value ($000) $591 Shares 5,000 Est. Cost $292.38 Unrealized -48.1%
ETSY ETSY INC 0.2%
Value ($000) $591 Shares 5,700 Est. Cost $148.66 Unrealized -31.4%
CEDAR FAIR L P 0.2%
Value ($000) $576 Shares 14,000 Est. Cost $41.14 Unrealized
ETSY ETSY INC 0.2%
Value ($000) $571 Shares 5,700 Est. Cost $148.66 Unrealized -31.4%
MSFT MICROSOFT CORP 0.2%
Value ($000) $559 Shares 2,400 Est. Cost $227.34 Unrealized +13.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $559 Shares 10,900 Est. Cost $49.79 Unrealized 0.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $559 Shares 2,820 Est. Cost $180.42 Unrealized -4.5%
AEE AMEREN CORP 0.2%
Value ($000) $553 Shares 6,860 Est. Cost $67.02 Unrealized +22.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $525 Shares 6,358 Est. Cost $88.52 Unrealized -5.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $505 Shares 12,500 Est. Cost $31.68 Unrealized +4.4%
NEM NEWMONT CORP 0.2%
Value ($000) $496 Shares 11,800 Est. Cost $61.68 Unrealized -31.6%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $496 Shares 5,000 Est. Cost $108.51 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $485 Shares 6,127 Est. Cost $74.26 Unrealized +1.3%
W WAYFAIR INC 0.2%
Value ($000) $485 Shares 9,000 Est. Cost $167.71 Unrealized -68.5%
AM ANTERO MIDSTREAM CORP 0.2%
Value ($000) $468 Shares 51,000 Est. Cost $7.73 Unrealized +0.5%
IEMG ISHARES INC 0.2%
Value ($000) $434 Shares 10,100 Est. Cost $50.86 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $418 Shares 1,571 Est. Cost $217.12 Unrealized -2.2%
IEFA ISHARES TR 0.1%
Value ($000) $415 Shares 7,888 Est. Cost $65.11 Unrealized
V VISA INC 0.1%
Value ($000) $401 Shares 1,934 Est. Cost $165.91 Unrealized +19.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $400 Shares 5,580 Est. Cost $57.13 Unrealized +9.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $379 Shares 3,780 Est. Cost $110.06 Unrealized 0.0%
ITOT ISHARES TR 0.1%
Value ($000) $376 Shares 4,731 Est. Cost $79.48 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $374 Shares 8,358 Est. Cost $37.80 Unrealized +6.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $349 Shares 3,762 Est. Cost $65.10 Unrealized +24.3%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $336 Shares 2,053 Est. Cost $136.20 Unrealized +11.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $329 Shares 6,000 Est. Cost $37.84 Unrealized +49.6%
ROKU ROKU INC 0.1%
Value ($000) $328 Shares 5,000 Est. Cost $346.37 Unrealized -78.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.1%
Value ($000) $317 Shares 101,802 Est. Cost $10.83 Unrealized -56.2%
CWEN CLEARWAY ENERGY INC 0.1%
Value ($000) $312 Shares 9,800 Est. Cost $30.36 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $305 Shares 10,000 Est. Cost Unrealized
EOG EOG RES INC 0.1%
Value ($000) $290 Shares 2,600 Est. Cost $64.53 Unrealized +51.3%
ROKU ROKU INC 0.1%
Value ($000) $282 Shares 5,000 Est. Cost $346.37 Unrealized -78.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $261 Shares 936 Est. Cost $233.06 Unrealized +22.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $251 Shares 2,177 Est. Cost $122.06 Unrealized -13.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $244 Shares 6,501 Est. Cost $39.89 Unrealized -15.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $242 Shares 1,500 Est. Cost $143.05 Unrealized +12.2%
QUAL ISHARES TR 0.1%
Value ($000) $241 Shares 2,318 Est. Cost $103.97 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $224 Shares 4,000 Est. Cost $78.76 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $221 Shares 2,415 Est. Cost $31.29 Unrealized +177.8%
ARISTA NETWORKS INC 0.1%
Value ($000) $217 Shares 1,920 Est. Cost $113.02 Unrealized
NKE NIKE INC 0.1%
Value ($000) $217 Shares 2,038 Est. Cost $130.80 Unrealized -22.3%
IJH ISHARES TR 0.1%
Value ($000) $207 Shares 945 Est. Cost $219.05 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $201 Shares 3,594 Est. Cost $78.76 Unrealized
BTG B2GOLD CORP 0.1%
Value ($000) $193 Shares 60,000 Est. Cost $3.48 Unrealized -17.8%