Scott Phillips

Lavaca Capital Llc

Assets Managed

$564.369M

Holdings

277

Last Quarter

2026 - Q1

Filed Date

8d ago

Growth Rate

-8.77%(2Q avg: -1.03%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lavaca Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 277 positions.

Assets under management

The assets under management (AUM) of Lavaca Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 564.369M in assets, with a quarterly growth rate of -8.77% and a 2-quarter average growth rate of -1.03%. The portfolio is managed by Scott Phillips, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CRWV Coreweave Inc-cl A Recent Activity Increased 22.15%	41.92%	$236.56M 3.054M shares@ $77.47 avg price	Increased 22.15%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -6.56%	13.65%	$77.001M 118,401 shares@ $650.34 avg price	Decreased -6.56%
CNK Cinemark Holdings Inc Recent Activity Decreased -64.34%	10.32%	$58.221M 2.041M shares@ $28.53 avg price	Decreased -64.34%
NVDA Nvidia Corp Recent Activity Decreased -47.07%	4.49%	$25.307M 145,110 shares@ $174.41 avg price	Decreased -47.07%
SYY Sysco Corp Recent Activity	2.25%	$12.68M 177,761 shares@ $71.33 avg price
AAPL Apple Inc Recent Activity Increased 8.76%	2.17%	$12.214M 48,125 shares@ $253.8 avg price	Increased 8.76%
KKR Kkr & Co Inc Recent Activity Decreased -3.42%	1.75%	$9.853M 106,519 shares@ $92.51 avg price	Decreased -3.42%
XOM Exxon Mobil Corp Recent Activity Increased 2.64%	1.72%	$9.701M 57,177 shares@ $169.67 avg price	Increased 2.64%
NFLX Netflix Inc Recent Activity Increased 0.42%	1.29%	$7.235M 75,250 shares@ $96.16 avg price	Increased 0.42%
TRGP Targa Resources Corp Recent Activity	1.26%	$7.071M 28,200 shares@ $250.73 avg price

1-10 of 277