Fund HoldingsVivaldi Capital Management LP

Total Portfolio Value
$735.39M
Total Bought
$83.56M
Total Sold
$101.60M
Net Transaction
-$18.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0335,360+335,360026,9033.66%+26,903
SPDR SERIES TRUST
ST STR P400MID
0132,527+132,52707,6751.04%+7,675
SPDR SERIES TRUST
ST STR SP600 SML
0153,188+153,18807,1780.98%+7,178
META PLATFORMS INC(META)014,200+14,20009,3741.27%+9,374
ALPHABET INC(GOOG)72,86271,967-89517,71322,5263.06%+4,813
ISHARES SILVER TR(SLV)320,953285,723-35,23013,59918,4062.50%+4,808
SPDR INDEX SHS FDS
ST STR PO EX ETF
370,444441,270+70,82615,85119,5972.66%+3,746
APPLIED MATLS INC94,35888,620-5,73819,31922,7753.10%+3,456
ELI LILLY & CO(LLY)09,735+9,735010,4621.42%+10,462
SELECT SECTOR SPDR TR
ST STR TECHN ETF
017,943+17,94302,5830.35%+2,583
SPDR SERIES TRUST
ST SHO TREAS ETF
085,053+85,05302,4900.34%+2,490
APPLE INC(AAPL)152,777150,554-2,22338,90240,9305.57%+2,028
GOLDMAN SACHS ETF TR140,445159,721+19,27614,07715,9632.17%+1,886
WARNER BROS DISCOVERY INC(WBD)240,931224,171-16,7604,7056,4610.88%+1,755
AMGEN INC(AMGN)048,996+48,996016,0372.18%+16,037
ALPHABET INC(GOOG)17,14917,391+2424,1775,4570.74%+1,281
SPDR GOLD TR(GLD)20,50321,057+5547,2888,3451.13%+1,057
SCHWAB STRATEGIC TR500,122543,040+42,91812,20313,2341.80%+1,031
SELECT SECTOR SPDR TR
ST STR FINL ETF
017,099+17,09909360.13%+936
ISHARES GOLD TR(IAU)121,239120,212-1,0278,8239,7581.33%+935
SPDR INDEX SHS FDS
ST PORT MARK ETF
70,25789,933+19,6763,2894,2100.57%+921
ISHARES INC
MSCI JAPAN ETF
09,847+9,84707950.11%+795
SCHWAB STRATEGIC TR487,123503,059+15,93611,34012,0941.64%+753
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,832+4,83207480.10%+748
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,747+4,74707360.10%+736
UNITED PARCEL SERVICE INC(UPS)049,996+49,99604,9590.67%+4,959
CATERPILLAR INC(CAT)14,13912,997-1,1426,7467,4461.01%+699
NUCOR CORP(NUE)030,330+30,33004,9470.67%+4,947
SELECT SECTOR SPDR TR
ST STR UTIL ETF
014,006+14,00605980.08%+598
VANGUARD INDEX FDS026,349+26,34905,0320.68%+5,032
GOLDMAN SACHS ETF TR
DYNA CAL MUN ETF
010,879+10,87905540.08%+554
VANGUARD WORLD FD
INF TECH ETF
1,3952,049+6541,0421,5440.21%+503
SCHWAB STRATEGIC TR536,902543,124+6,22214,14214,6151.99%+473
SCHWAB STRATEGIC TR73,84480,045+6,2013,1723,6190.49%+446
SPDR S&P 500 ETF TR(SPY)17,15017,269+11911,42511,7761.60%+351
THERMO FISHER SCIENTIFIC INC(TMO)2,4652,658+1931,1961,5400.21%+345
ALLIANCEBERNSTEIN HLDG L P(AB)08,630+8,63003320.05%+332
ISHARES TR
CORE MSCI INTL
032,506+32,50602,6810.36%+2,681
SPDR SERIES TRUST
ST STR SP HCEQ
03,601+3,60103180.04%+318
CITIGROUP INC(C)02,659+2,65903100.04%+310
VANGUARD WORLD FD
INDUSTRIAL ETF
01,028+1,02803070.04%+307
DANAHER CORPORATION(DHR)01,320+1,32003020.04%+302
VANECK ETF TRUST
JUNIOR GOLD MINE
02,540+2,54002890.04%+289
ISHARES TR027,542+27,54202,2680.31%+2,268
PEPSICO INC(PEP)38,80339,928+1,1255,4495,7300.78%+281
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,344+2,34402800.04%+280
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,353+2,35302770.04%+277
ON SEMICONDUCTOR CORP(ON)0133,244+133,24407,2150.98%+7,215
AMERICAN CENTY ETF TR016,756+16,75601,7090.23%+1,709
ADOBE INC(ADBE)0737+73702580.04%+258
ISHARES TR36,53437,497+9635,0505,3050.72%+255
ISHARES INC11,46313,776+2,3131,0521,2950.18%+243
SPDR SERIES TRUST
ST NUVE TERM ETF
05,051+5,05102420.03%+242
MICRON TECHNOLOGY INC(MU)1,9401,964+243255610.08%+236
SPDR INDEX SHS FDS
ST STR EU 50 ETF
011,795+11,79507590.10%+759
ALMONTY INDS INC83,40083,40005037350.10%+232
SPROTT ASSET MANAGEMENT LP(CEF)04,855+4,85502220.03%+222
ILLINOIS TOOL WKS INC(ITW)0901+90102220.03%+222
VANGUARD WORLD FD
HEALTH CAR ETF
6,2716,414+1431,6281,8460.25%+218
FREEPORT-MCMORAN INC(FCX)04,289+4,28902180.03%+218
INTUITIVE SURGICAL INC0380+38002150.03%+215
SCHWAB STRATEGIC TR91,622104,881+13,2591,9762,1910.30%+215
ANALOG DEVICES INC(ADI)0785+78502130.03%+213
SCHWAB STRATEGIC TR65,27971,178+5,8992,3602,5670.35%+206
WALMART INC(WMT)23,39523,491+962,4112,6170.36%+206
ISHARES TR04,249+4,24905480.07%+548
AMERICAN CENTY ETF TR18,51319,528+1,0151,6481,8350.25%+187
AMAZON COM INC(AMZN)021,012+21,01204,8500.66%+4,850
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
108,243111,046+2,8035,3895,5510.75%+162
SCHWAB STRATEGIC TR236,964237,611+6476,6116,7670.92%+156
PAN AMERN SILVER CORP(PAAS)11,18611,18604335800.08%+146
PRA GROUP INC058,636+58,63601,0370.14%+1,037
SCHWAB STRATEGIC TR127,820130,378+2,5583,7893,9200.53%+132
CHICAGO ATLANTIC REAL ESTATE010,095+10,09501240.02%+124
SCHWAB STRATEGIC TR118,999124,943+5,9443,9714,0920.56%+121
NVIDIA CORPORATION(NVDA)119,844120,485+64122,36122,4713.06%+110
MERCK & CO INC(MRK)05,025+5,02505290.07%+529
LAM RESEARCH CORP(LRCX)3,7753,572-2035056110.08%+106
GOLDMAN SACHS GROUP INC(GS)0389+38903420.05%+342
SCHWAB STRATEGIC TR230,552229,880-6725,9276,0300.82%+102
SLB LIMITED(SLB)066,852+66,85202,5660.35%+2,566
SCHWAB STRATEGIC TR013,820+13,82003790.05%+379
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,644+1,64405000.07%+500
VANECK ETF TRUST
GOLD MINERS ETF
8,8568,981+1256777700.10%+94
MORGAN STANLEY(MS)5,1425,127-158179100.12%+93
ISHARES TR013,763+13,76308960.12%+896
FEDEX CORP(FDX)01,077+1,07703110.04%+311
BROADCOM INC(AVGO)5,5925,558-341,8451,9240.26%+79
FIRST TR EXCHANGE TRADED FD
NASDQ PHRMTCLS
010,849+10,84903570.05%+357
SCHWAB CHARLES CORP(SCHW)0171,810+171,810017,1662.33%+17,166
ISHARES INC07,476+7,47604030.05%+403
ISHARES TR
MSCI UK ETF NEW
010,960+10,96004820.07%+482
PARKER-HANNIFIN CORP(PH)0582+58205120.07%+512
VANGUARD INTL EQUITY INDEX F10,69410,899+2051,4741,5370.21%+64
INVESCO QQQ TR1,3011,366+657818390.11%+58
AVERY DENNISON CORP06,276+6,27601,1410.16%+1,141
CISCO SYS INC(CSCO)06,050+6,05004660.06%+466
UROGEN PHARMA LTD(URGN)15,66115,66103123670.05%+54
EXXON MOBIL CORP07,954+7,95409570.13%+957
VANGUARD WORLD FD
CONSUM STP ETF
02,245+2,24504740.06%+474
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