Lavelle Capital

Lavelle Capital as of March 31, 2026

Portfolio Holdings for Lavelle Capital

Lavelle Capital holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 16.2 $26M 70k 371.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.3 $23M 35k 650.34
Meta Platforms Cl A (META) 10.3 $17M 29k 572.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $9.1M 15k 597.54
Alphabet Cap Stk Cl A (GOOGL) 4.2 $6.8M 24k 287.56
Alphabet Cap Stk Cl C (GOOG) 3.8 $6.0M 21k 286.87
Ishares Msci World Etf (URTH) 2.9 $4.6M 26k 180.02
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.5 $4.0M 79k 50.98
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $3.6M 5.00 718140.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.1 $3.4M 24k 138.32
Strategy Cl A New (MSTR) 1.9 $3.1M 25k 124.80
Spdr Gold Tr Gold Shs (GLD) 1.6 $2.5M 5.8k 430.29
Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $2.2M 22k 97.23
NVIDIA Corporation (NVDA) 1.3 $2.0M 12k 174.40
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.3 $2.0M 40k 49.99
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.2 $2.0M 40k 50.61
Circle Internet Group Com Cl A (CRCL) 1.2 $1.9M 20k 95.41
Bill Com Holdings Ord (BILL) 1.1 $1.7M 46k 38.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.7M 27k 64.08
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.7M 6.5k 261.93
Hubspot (HUBS) 1.0 $1.6M 6.4k 244.10
Apple (AAPL) 1.0 $1.5M 6.0k 253.81
Select Sector Spdr Tr State Street Hea (XLV) 0.9 $1.5M 10k 146.61
Toast Cl A (TOST) 0.9 $1.5M 55k 26.51
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $1.4M 4.0k 337.95
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.3M 14k 99.27
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.3M 2.0k 653.21
Freshworks Class A Com (FRSH) 0.8 $1.2M 152k 8.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.2M 2.5k 479.20
Kraneshares Trust Hang Seng Tech (KTEC) 0.7 $1.1M 83k 13.72
Energy Transfer Com Ut Ltd Ptn (ET) 0.7 $1.1M 54k 19.30
Jfrog Ord Shs (FROG) 0.6 $1.0M 22k 46.93
Microsoft Corporation (MSFT) 0.6 $1.0M 2.8k 370.12
salesforce (CRM) 0.6 $1.0M 5.4k 186.66
Klaviyo Com Ser A (KVYO) 0.6 $994k 51k 19.46
Enterprise Products Partners (EPD) 0.6 $960k 25k 37.84
Workday Cl A (WDAY) 0.6 $928k 7.1k 129.92
Workiva Com Cl A (WK) 0.5 $883k 15k 59.63
Goldman Sachs (GS) 0.5 $873k 1.0k 846.23
Pfizer (PFE) 0.5 $842k 30k 28.08
Alkami Technology (ALKT) 0.5 $763k 49k 15.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $751k 3.9k 191.90
Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $735k 11k 68.47
Spdr Series Trust State Street Spd (BIL) 0.4 $701k 7.7k 91.64
Ishares Tr S&p 100 Etf (OEF) 0.4 $698k 2.2k 318.08
Costco Wholesale Corporation (COST) 0.4 $631k 633.00 996.19
Sprout Social Com Cl A (SPT) 0.4 $630k 111k 5.70
Sprinklr Cl A (CXM) 0.4 $607k 101k 6.00
Blackline (BL) 0.4 $596k 16k 37.00
Visa Com Cl A (V) 0.3 $557k 1.8k 302.18
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.3 $553k 14k 40.74
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $550k 11k 49.37
Similarweb SHS (SMWB) 0.3 $529k 203k 2.61
Zoominfo Technologies Common Stock (GTM) 0.3 $497k 83k 5.98
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $457k 4.3k 106.01
Ishares Tr Russell 2000 Etf (IWM) 0.3 $448k 1.8k 248.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $420k 3.4k 125.46
Ishares Gold Tr Ishares New (IAU) 0.3 $419k 4.8k 88.16
Bank of America Corporation (BAC) 0.3 $405k 8.3k 48.75
McKesson Corporation (MCK) 0.2 $399k 460.00 866.29
Broadcom (AVGO) 0.2 $367k 1.2k 309.51
Pimco Dynamic Income SHS (PDI) 0.2 $359k 21k 17.11
Amazon (AMZN) 0.2 $355k 1.7k 208.27
Crowdstrike Hldgs Cl A (CRWD) 0.2 $281k 720.00 390.41
2023 Etf Series Trust Eagle Capital Se (EAGL) 0.2 $255k 8.4k 30.42
Banco Santander Sa Adr (SAN) 0.1 $231k 21k 11.28
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $227k 172.00 1320.83
Deere & Company (DE) 0.1 $218k 387.00 563.30
Ishares Tr Core Msci Eafe (IEFA) 0.1 $200k 2.2k 90.53
Expensify Com Cl A (EXFY) 0.0 $17k 20k 0.87