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LAVACA CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Allstate CorporationALL203$48.3K
Service Corporation InternationalSCI203$15.42K
FedEx CorporationFDX207$64.82K
NetEase, Inc.NTES210$26.91K
Black Stone Minerals, L.P.BSM212$2.96K
Cohu, Inc.COHU223$16.48K
EOG Resources, Inc.EOG230$29.84K
SPS Commerce, Inc.SPSC230$13.15K
T-Mobile US, Inc.TMUS239$40.09K
Take-Two Interactive Software, Inc.TTWO240$59.99K
Tapestry, Inc.TPR250$36.59K
MetLife, Inc.MET252$21.32K
United Parcel Service, Inc.UPS254$27.3K
Danaos CorporationDAC254$31.08K
Mastercard IncorporatedMA275$141.24K
Capital One Financial CorporationCOF275$55.17K
Novartis AGNVS278$43.57K
American Superconductor CorporationAMSC280$11.62K
Centene Corp.CNC286$18.36K
Danaher CorporationDHR293$55.81K