LAVACA CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OGN | 55 | $587 |
 | KD | 55 | $1.65K |
 | PANW | 54 | $10.99K |
 | VTRS | 37 | $366 |
 | CME | 35 | $9.46K |
 | ULTA | 33 | $18.04K |
 | CMI | 32 | $13.52K |
 | AMD | 32 | $5.18K |
 | ADSK | 25 | $7.94K |
 | ABR | 24 | $293 |
 | MKL | 18 | $34.40K |
 | PAYX | 18 | $2.28K |
 | GRAL | 16 | $946 |
 | SNPS | 16 | $7.89K |
 | GEV | 12 | $7.38K |
 | GM | 10 | $610 |
 | CTAS | 5 | $1.03K |
 | LW | 3 | $188 |
 | GEHC | 2 | $150 |
Organon & Co.
OGN
Shares Held
55
Value
$587
Kyndryl Holdings, Inc.
KD
Shares Held
55
Value
$1.65K
Palo Alto Networks, Inc.
PANW
Shares Held
54
Value
$10.99K
Viatris Inc.
VTRS
Shares Held
37
Value
$366
CME Group Inc.
CME
Shares Held
35
Value
$9.46K
Ulta Beauty, Inc.
ULTA
Shares Held
33
Value
$18.04K
Cummins Inc.
CMI
Shares Held
32
Value
$13.52K
Advanced Micro Devices, Inc.
AMD
Shares Held
32
Value
$5.18K
Autodesk, Inc.
ADSK
Shares Held
25
Value
$7.94K
Arbor Realty Trust, Inc.
ABR
Shares Held
24
Value
$293
Markel Corporation
MKL
Shares Held
18
Value
$34.40K
Paychex, Inc.
PAYX
Shares Held
18
Value
$2.28K
GRAIL, Inc.
GRAL
Shares Held
16
Value
$946
Synopsys, Inc.
SNPS
Shares Held
16
Value
$7.89K
GE Vernova Inc.
GEV
Shares Held
12
Value
$7.38K
General Motors Company
GM
Shares Held
10
Value
$610
Cintas Corporation
CTAS
Shares Held
5
Value
$1.03K
Lamb Weston Holdings, Inc.
LW
Shares Held
3
Value
$188
GE HealthCare Technologies Inc.
GEHC
Shares Held
2
Value
$150