StockDriftsStockDriftsTop 50 Lavaca Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | 42.1% | 2.92M | $226.5M | +16.94%(+423.57K) | $131.21(-12.95%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.16% | 108.9K | $70.8M | -6.70%(-7.82K) | $438.75(+70.52%) | 2026-03-31 | |
| CNK | CINEMARK HLDGS INC | 10.82% | 2.04M | $58.2M | -64.34%(-3.68M) | $25.63(+2.85%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.85% | 118.8K | $20.7M | -39.95%(-79.05K) | $133.25(+76.91%) | 2026-03-31 | |
| SYY | SYSCO CORP | 2.36% | 177.8K | $12.7M | +0.00%(+0) | $79.97(-8.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.27% | 48.1K | $12.2M | +8.76%(+3.88K) | $173.28(+72.10%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.8% | 57.2K | $9.7M | +2.64%(+1.47K) | $107.02(+42.76%) | 2026-03-31 | |
| KKR | KKR & CO INC | 1.45% | 84.5K | $7.8M | -4.28%(-3.78K) | $102.93(-3.27%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 1.34% | 75.3K | $7.2M | +0.41%(+310) | $84.44(+2.96%) | 2026-03-31 | |
| TRGP | TARGA RES CORP | 1.31% | 28.2K | $7.1M | +0.00%(+0) | $62.26(+329.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.87% | +8.85% |
| Top 20 Holdings Unweighted | +17.88% | +63.79% |
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