LAVELLE CAPITAL LP
70 holdingsFiling period: 2026-03-31Current AUM: $168.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 70.0K | $26.0M | $21.8M | 12.94% | -- | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 35.4K | $23.0M | $26.5M | 15.71% | -268 | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 28.9K | $16.5M | $16.1M | 9.56% | +22.3K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 15.3K | $9.1M | $10.5M | 6.23% | -- | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 23.6K | $6.8M | $8.4M | 4.98% | -6,389 | 2026-03-31 |
| 6 | GOOG | ALPHABET INC | 21.1K | $6.0M | $7.5M | 4.46% | -- | 2026-03-31 |
| 7 | URTH | ISHARES INC | 25.7K | $4.6M | $5.2M | 3.10% | -- | 2026-03-31 |
| 8 | JMST | J P MORGAN EXCHANGE TRADED F | 78.5K | $4.0M | $4.0M | 2.37% | -- | 2026-03-31 |
| 9 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 5 | $3.6M | $3.6M | 2.13% | -- | 2026-03-31 |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 24.4K | $3.4M | $3.8M | 2.26% | +10.2K | 2026-03-31 |
| 11 | MSTR | STRATEGY INC | 24.9K | $3.1M | $2.3M | 1.38% | -75,110 | 2026-03-31 |
| 12 | GLD | SPDR GOLD TR | 5.8K | $2.5M | $2.2M | 1.28% | +90 | 2026-03-31 |
| 13 | IWR | ISHARES TR | 22.2K | $2.2M | $2.4M | 1.44% | -- | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 11.6K | $2.0M | $2.3M | 1.38% | -270 | 2026-03-31 |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | 40.3K | $2.0M | $2.0M | 1.19% | -- | 2026-03-31 |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | 39.6K | $2.0M | $2.0M | 1.19% | -23,635 | 2026-03-31 |
| 17 | CRCL | CIRCLE INTERNET GROUP INC | 20.0K | $1.9M | $1.3M | 0.74% | -- | 2026-03-31 |
| 18 | BILL | BILL HOLDINGS INC | 45.6K | $1.7M | $2.1M | 1.22% | -- | 2026-03-31 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | 26.9K | $1.7M | $1.9M | 1.13% | +220 | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 6.5K | $1.7M | $1.9M | 1.13% | +5 | 2026-03-31 |
| 21 | HUBS | HUBSPOT INC | 6.4K | $1.6M | $1.5M | 0.90% | +4.3K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 6.0K | $1.5M | $1.9M | 1.11% | -1,403 | 2026-03-31 |
| 23 | XLV | SELECT SECTOR SPDR TR | 10.1K | $1.5M | $1.6M | 0.97% | -- | 2026-03-31 |
| 24 | TOST | TOAST INC | 55.0K | $1.5M | $1.8M | 1.05% | -- | 2026-03-31 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.0K | $1.4M | $1.6M | 0.97% | -988 | 2026-03-31 |
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