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LAVACA CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX5.18K$983.75K
Salesforce, Inc.CRM5.65K$884.66K
Mondelez International, Inc.MDLZ5.84K$337.84K
MPLX LpMPLX6.4K$360.51K
DuPont de Nemours, Inc.DD6.45K$874.34K
Agnico Eagle Mines LimitedAEM6.81K$1.06M
Advanced Micro Devices, Inc.AMD7.33K$4.26M
Ameren CorporationAEE7.55K$853.52K
VAALCO Energy, Inc.EGY7.56K$38.4K
Arista Networks, Inc.ANET7.68K$1.3M
Alphabet Inc.GOOGL8.41K$3M
Bank of America CorporationBAC8.52K$485.7K
Altria Group, Inc.MO8.63K$620.76K
Qnity Electronics, Inc.Q8.88K$1.45M
Clearway Energy, Inc.CWEN9.8K$334.96K
Pfizer Inc.PFE10.87K$261.82K
Newmont CorporationNEM11.8K$1.1M
NextEra Energy, Inc.NEE12K$1.05M
ONEOK, Inc.OKE12.52K$1.09M
Plains GP Holdings LPPAGP12.98K$315.09K