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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Vivaldi Capital Management LP

Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001682021-25-000013

Total Value
$707.3M
Positions
279
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL152,777$38.9M5.50%
2SPDR SERIES TRUST78464A854299,053$23.4M3.31%
3NVIDIA CORPORATIONNVDA119,844$22.4M3.16%
4BANK NEW YORK MELLON CORP064058100194,423$21.2M3.00%
5APPLIED MATLS INC03822210594,358$19.3M2.73%
6ALPHABET INCGOOG72,862$17.7M2.50%
7BORGWARNER INCBWA389,625$17.1M2.42%
8SCHWAB CHARLES CORPSCHW-PJ179,023$17.1M2.42%
9SPDR INDEX SHS FDS78463X889370,444$15.9M2.24%
10MEDTRONIC PLCMDT162,642$15.5M2.19%
11AMGEN INCAMGN52,054$14.7M2.08%
12SCHWAB STRATEGIC TR808524201536,902$14.1M2.00%
13GOLDMAN SACHS ETF TRNVGLF140,445$14.1M1.99%
14ISHARES SILVER TRSLV320,953$13.6M1.92%
15SCHWAB STRATEGIC TR808524862500,122$12.2M1.73%
16SPDR S&P 500 ETF TRSPY17,150$11.4M1.62%
17SCHWAB STRATEGIC TR808524805487,123$11.3M1.60%
18TESLA INCTSLA21,952$9.8M1.38%
19MICROSOFT CORPMSFT18,778$9.7M1.38%
20ISHARES GOLD TRIAU121,239$8.8M1.25%
21VANGUARD INDEX FDS92290876925,880$8.5M1.20%
22CVS HEALTH CORPCVS107,839$8.1M1.15%
23MARVELL TECHNOLOGY INCMRVL94,370$7.9M1.12%
24ELI LILLY & COLLY9,967$7.6M1.08%
25SPDR GOLD TRGLD20,503$7.3M1.03%
26VISA INCV20,617$7.0M1.00%
27ON SEMICONDUCTOR CORPON140,743$6.9M0.98%
28SPDR SERIES TRUST78464A847119,512$6.8M0.97%
29CATERPILLAR INCCAT14,139$6.7M0.95%
30SCHWAB STRATEGIC TR808524607236,964$6.6M0.93%
31ISHARES TR46428716845,869$6.5M0.92%
32ZIMMER BIOMET HOLDINGS INCZBH65,895$6.5M0.92%
33SPDR SERIES TRUST78468R853136,314$6.3M0.89%
34ROBERT HALF INC.RHI185,057$6.3M0.89%
35DEERE & CODE13,339$6.1M0.86%
36SCHWAB STRATEGIC TR808524102230,552$5.9M0.84%
37INTEL CORPINTC162,669$5.5M0.77%
38PEPSICO INCPEP38,803$5.4M0.77%
39FIRST TR EXCHANGE-TRADED FD33739Q200108,243$5.4M0.76%
40ISHARES TR4642872007,562$5.1M0.72%
41ISHARES TR46428825736,534$5.1M0.71%
42PENTAIR PLCPNR43,473$4.8M0.68%
43COINBASE GLOBAL INCCOIN14,132$4.8M0.67%
44WARNER BROS DISCOVERY INCWBD240,931$4.7M0.67%
45AMAZON COM INCAMZN21,329$4.7M0.66%
46GAMING & LEISURE PPTYS INC36467J108100,026$4.7M0.66%
47VANGUARD INDEX FDS9229083637,524$4.6M0.65%
48VANGUARD INDEX FDS92290874423,902$4.5M0.63%
49NUCOR CORPNUE31,964$4.3M0.61%
50UNITED PARCEL SERVICE INCUPS50,836$4.2M0.60%
51ALPHABET INCGOOG17,149$4.2M0.59%
52GOLDMAN SACHS PHYSICAL GOLD38150K103109,524$4.2M0.59%
53SCHWAB STRATEGIC TR808524706118,999$4.0M0.56%
54FIDELITY WISE ORIGIN BITCOINFBTC38,774$3.9M0.55%
55SCHWAB STRATEGIC TR808524508127,820$3.8M0.54%
56LULULEMON ATHLETICA INCLULU20,467$3.6M0.51%
57VANGUARD TAX-MANAGED FDS92194385860,753$3.6M0.51%
58ISHARES TR46428715023,714$3.5M0.49%
59SPDR INDEX SHS FDS78463X50970,257$3.3M0.46%
60TIDAL TRUST I886364231129,090$3.2M0.46%
61SCHWAB STRATEGIC TR80852475573,844$3.2M0.45%
62META PLATFORMS INCMETA4,261$3.1M0.44%
63BERKSHIRE HATHAWAY INC DELBRK-A5,912$3.0M0.42%
64JPMORGAN CHASE & CO.VYLD9,380$3.0M0.42%
65AT&T INCT-PC101,220$2.9M0.40%
66KELLANOVABEKE32,901$2.7M0.38%
67PALMER SQUARE CAPITAL BDC INPSBD215,336$2.6M0.37%
68SPDR SERIES TRUST78468R10185,540$2.5M0.35%
69SCHLUMBERGER LTDSLB71,792$2.5M0.35%
70HALOZYME THERAPEUTICS INCHALO33,141$2.4M0.34%
71WALMART INCWMT23,395$2.4M0.34%
72LENZ THERAPEUTICS INCLENZ51,752$2.4M0.34%
73SELECT SECTOR SPDR TR81369Y8038,498$2.4M0.34%
74SCHWAB STRATEGIC TR80852473065,279$2.4M0.33%
75ISHARES TR46435G32629,410$2.4M0.33%
76VANGUARD INDEX FDS9229087518,606$2.2M0.31%
77VANGUARD INDEX FDS9229086297,405$2.2M0.31%
78ORACLE CORPORCL-PD7,409$2.1M0.29%
79ISHARES TR46432F84223,290$2.0M0.29%
80ISHARES TR46428840624,665$2.0M0.28%
81SCHWAB STRATEGIC TR80852484791,622$2.0M0.28%
82COSTCO WHSL CORP NEW22160K1052,083$1.9M0.27%
83ABBVIE INCABBV8,044$1.9M0.26%
84BROADCOM INCAVGO5,592$1.8M0.26%
85GE AEROSPACE3696043015,723$1.7M0.24%
86PROCTER AND GAMBLE CO74271810911,191$1.7M0.24%
87ISHARES TR4642877218,715$1.7M0.24%
88AMERICAN CENTY ETF TR02507280218,513$1.6M0.23%
89VANGUARD INDEX FDS92290855317,914$1.6M0.23%
90VANGUARD WORLD FD92204A5046,271$1.6M0.23%
91VANGUARD SPECIALIZED FUNDS9219088447,381$1.6M0.23%
92DNP SELECT INCOME FD INC23325P104152,219$1.5M0.22%
93ISHARES INC46428660823,795$1.5M0.21%
94VANGUARD INTL EQUITY INDEX F92204274210,694$1.5M0.21%
95HOME DEPOT INCHD3,631$1.5M0.21%
96ISHARES TR46428780412,272$1.5M0.21%
97AMERICAN CENTY ETF TR02507287714,575$1.5M0.21%
98ISHARES TR46428749914,463$1.4M0.20%
99BOEING COBA-PA6,276$1.4M0.19%
100THERMO FISHER SCIENTIFIC INCTMO2,465$1.2M0.17%
101VANGUARD WORLD FD92204A4058,833$1.2M0.16%
102VANGUARD INTL EQUITY INDEX F92204285820,858$1.1M0.16%
103ABBOTT LABSABLZF8,317$1.1M0.16%
104ANGEL OAK MORTGAGE REIT INCAOMN118,779$1.1M0.16%
105AVERY DENNISON CORPAVY6,684$1.1M0.15%
106GALECTIN THERAPEUTICS INCGALT255,752$1.1M0.15%
107NETFLIX INCNFLX898$1.1M0.15%
108ISHARES INC46428642611,463$1.1M0.15%
109ARK 21SHARES BITCOIN ETFARKB27,465$1.0M0.15%
110VANGUARD WORLD FD92204A7021,395$1.0M0.15%
111SELECT SECTOR SPDR TR81369Y60518,815$1.0M0.14%
112ISHARES TR4642876554,111$994,6510.14%
113ISHARES TR4642876142,046$958,2130.14%
114EXXON MOBIL CORPXOM8,043$906,8480.13%
115PRA GROUP INCPRAA58,636$905,3400.13%
116ISHARES TR4642871012,590$862,0560.12%
117MORGAN STANLEYMS-PQ5,142$817,3720.12%
118UNITEDHEALTH GROUP INCUNH2,362$815,4490.12%
119ISHARES TR46428776213,799$810,2770.11%
120ISHARES TR4642881587,506$801,4910.11%
121INVESCO QQQ TRIVZ1,301$780,9300.11%
122ISHARES TR4642874658,360$780,6060.11%
123SELECT SECTOR SPDR TR81369Y7045,040$777,3900.11%
124BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.11%
125ISHARES INC46434G8228,968$719,3230.10%
126CME GROUP INCCME2,582$697,6310.10%
127VANECK ETF TRUST92189F1068,856$676,5980.10%
128ISHARES TR4642875983,320$676,0190.10%
129NORFOLK SOUTHN CORP6558441082,226$668,7130.09%
130TJX COS INC NEW8725401094,489$648,8120.09%
131JOHNSON & JOHNSONJNJ3,492$647,4080.09%
132RTX CORPORATIONRTX3,845$643,4310.09%
133SELECT SECTOR SPDR TR81369Y8867,351$641,0810.09%
134REAVES UTIL INCOME FD75615810115,950$631,9390.09%
135NORTHERN TR CORPNTRSO4,656$626,6980.09%
136FIRST TR EXCHANGE TRADED FD33737A1084,121$622,6010.09%
137VANGUARD WORLD FD92204A8843,247$609,5590.09%
138ISHARES TR4642877544,132$602,7560.09%
139NEXTERA ENERGY INCNEE-PW7,937$599,1640.08%
140ISHARES TR46434V3818,288$596,2260.08%
141SELECT SECTOR SPDR TR81369Y2094,283$596,0650.08%
142FIRST TR EXCHANGE TRADED FD33738R72011,118$588,0310.08%
143ISHARES TR46428723410,942$584,2760.08%
144GLOBAL X FDS37954Y46716,471$577,2080.08%
145UBER TECHNOLOGIES INCUBER5,877$575,7700.08%
146FIRST TR EXCHANGE TRADED FD33734X1924,210$565,9080.08%
147ISHARES TR4642875805,388$564,6620.08%
148CONSTELLATION ENERGY CORPCEG1,715$564,3550.08%
149VANGUARD INDEX FDS9229087361,145$549,1530.08%
150MCDONALDS CORPMCD1,797$546,0900.08%
151ALTRIA GROUP INCMO8,223$543,2300.08%
152FIRST TR EXCHANGE TRADED FD33734X8467,049$535,7940.08%
153SPDR INDEX SHS FDS78463X2028,451$524,9760.07%
154SCHWAB STRATEGIC TR80852477119,584$515,0500.07%
155SERVICENOW INCNOW557$512,5960.07%
156MASTERCARD INCORPORATEDMA890$506,2410.07%
157LAM RESEARCH CORPLRCX3,775$505,4730.07%
158REDDIT INCRDDT2,193$504,3680.07%
159DISNEY WALT CO2546871064,404$504,2380.07%
160ALMONTY INDS INC02039870783,400$502,9020.07%
161ALLSPRING EXCHANGE TRADED FU01989A80319,800$497,0790.07%
162SPDR DOW JONES INDL AVERAGE78467X1091,065$493,8830.07%
163BLACKROCK CALIF MUN INCOME TBLK44,373$485,8830.07%
164J P MORGAN EXCHANGE TRADED F46641Q3328,340$476,2140.07%
165DIMENSIONAL ETF TRUST25434V72410,470$467,9120.07%
166PALANTIR TECHNOLOGIES INCPLTR2,514$458,6060.06%
167APOLLO GLOBAL MGMT INC03769M1063,436$457,9160.06%
168ISHARES TR4642875493,595$452,7900.06%
169ARK ETF TR00214Q1045,210$449,6550.06%
170AGNICO EAGLE MINES LTDAEM2,644$445,6730.06%
171PARKER-HANNIFIN CORPPH585$443,5180.06%
172ADVANCED MICRO DEVICES INCAMD2,695$436,0240.06%
173PAN AMERN SILVER CORP69790010811,186$433,2340.06%
174VANGUARD WORLD FD92204A2071,985$424,2540.06%
175EATON VANCE CALIF MUN BD FDETN44,672$423,9410.06%
176MERCK & CO INCMRK5,001$419,7340.06%
177NORTHROP GRUMMAN CORPNOC688$419,2120.06%
178MOTOROLA SOLUTIONS INCMSI909$415,7470.06%
179ISHARES TR46435G3349,859$413,7820.06%
180ISHARES TR4642877968,689$412,9010.06%
181ISHARES BITCOIN TRUST ETFIBIT6,339$412,0350.06%
182CISCO SYS INCCSCO5,996$410,2700.06%
183TAIWAN SEMICONDUCTOR MFG LTD8740391001,450$404,9710.06%
184BANK AMERICA CORP0605051047,829$403,9150.06%
185EATON VANCE CALIF MUN INCOMETN39,599$399,1550.06%
186US BANCORP DELUSB-PS8,244$398,4330.06%
187AMERICAN EXPRESS COAXP1,191$395,6030.06%
188CHEVRON CORP NEWCVX2,531$393,0390.06%
189ISHARES TR46435G4252,647$385,4030.05%
190DATADOG INCDDOG2,689$382,9140.05%
191ISHARES TR4642885134,711$382,4860.05%
192PHILIP MORRIS INTL INC7181721092,330$377,9260.05%
193INVESCO CALIF VALUE MUN INCOIVZ35,236$373,1500.05%
194PHILLIPS EDISON & CO INCPECO10,790$370,4210.05%
195BROOKFIELD INFRAST PARTNERSG1625210111,250$370,0130.05%
196ISHARES TR46434V4078,219$355,8830.05%
197LYFT INCLYFT16,128$354,9770.05%
198VANGUARD INTL EQUITY INDEX F9220427754,973$354,9210.05%
199WEYERHAEUSER CO MTN BEWY14,235$352,8920.05%
200ISHARES TR4642877882,785$352,6920.05%
201ISHARES TR4642875075,366$350,1820.05%
202FIRST TR EXCHNG TRADED FD VI33740F8397,315$342,4880.05%
203SCHWAB STRATEGIC TR80852430010,685$340,9600.05%
204ISHARES INC4642865096,624$334,8430.05%
205TEXAS INSTRS INC8825081041,816$333,6540.05%
206SEMPRASREA3,691$332,1220.05%
207VANECK ETF TRUST92189F6433,314$328,4530.05%
208REALTY INCOME CORPO5,370$326,4420.05%
209ISHARES TR4642881823,564$325,1080.05%
210MICRON TECHNOLOGY INCMU1,940$324,6450.05%
211RPM INTL INC7496851032,741$323,1090.05%
212INSMED INCINSM2,238$322,2940.05%
213FIRST TR EXCH TRADED FD III33740J20315,519$315,0350.04%
214ISHARES TR4642878382,109$312,5750.04%
215UROGEN PHARMA LTDURGN15,661$312,4370.04%
216INTERNATIONAL BUSINESS MACHSINTR1,103$311,2690.04%
217FRANKLIN TEMPLETON ETF TRFGDL10,609$306,3580.04%
218PROGRESSIVE CORP7433151031,194$294,8580.04%
219COCA COLA COKO4,445$294,7750.04%
220ISHARES TR4642874081,427$294,6420.04%
221AUTOMATIC DATA PROCESSING INADP997$292,6200.04%
222EXELON CORPEXC6,485$291,8900.04%
223VANGUARD INDEX FDS9229086111,382$288,5100.04%
224ISHARES INC46434G1034,370$288,0600.04%
225SCHWAB STRATEGIC TR80852479710,380$283,3810.04%
226FIRST TR EXCHANGE TRADED FD33734X1432,575$282,4030.04%
227FIRST TR EXCHANGE TRADED FD33738R8379,790$279,2350.04%
228SELECT SECTOR SPDR TR81369Y4071,148$275,1070.04%
229WELLS FARGO CO NEW9497461013,265$273,6720.04%
230KAYNE ANDERSON ENERGY INFRST48660610622,034$272,5610.04%
231SELECT SECTOR SPDR TR81369Y8522,287$270,7120.04%
232ISHARES TR4642872262,696$270,2740.04%
233PIMCO CALIF MUN INCOME FD72200N10630,849$269,0040.04%
234WISDOMTREE TRWT2,664$268,3980.04%
235INDEPENDENCE RLTY TR INC45378A10616,160$264,8620.04%
236ISHARES TR46429B7472,562$264,8080.04%
237ISHARES TR4642872752,135$263,8650.04%
238EA SERIES TRUST02072L3757,935$262,4100.04%
239FRANKLIN TEMPLETON ETF TRFGDL6,764$259,4050.04%
240METLIFE INCMET-PF3,126$257,4890.04%
241VANGUARD WORLD FD92204A8761,352$256,0820.04%
242VANGUARD INTL EQUITY INDEX F9220428743,191$254,6260.04%
243ROBINHOOD MKTS INC7707001021,774$254,0010.04%
244SPDR SERIES TRUST78464A5813,214$253,1230.04%
245STRYKER CORPORATIONSYK682$252,1150.04%
246BLACKROCK MUNIHLDNGS CALI QLBLK23,162$251,3120.04%
247UNION PAC CORPUNP1,059$250,3160.04%
248NORWEGIAN CRUISE LINE HLDG LNCLH10,144$249,8470.04%
249ISHARES TR4642873092,040$246,2160.03%
250SPDR SERIES TRUST78468R7395,051$243,5590.03%
251GOLDMAN SACHS GROUP INCGSCE300$238,9050.03%
252BOSTON SCIENTIFIC CORPBSX2,432$237,4360.03%
253GRAYSCALE ETHEREUM TRUST ETF3896381076,921$237,1830.03%
254FIRST TR EXCHANGE TRADED FD33734X1845,130$233,1590.03%
255FEDEX CORPFDX974$229,6790.03%
256SPDR S&P MIDCAP 400 ETF TRMDY385$229,4210.03%
257CORNING INCGLW2,790$228,8640.03%
258CROWDSTRIKE HLDGS INCCRWD459$225,0840.03%
259EA SERIES TRUST02072L5087,820$224,8620.03%
260LINDE PLCLIN473$224,7450.03%
261INVESCO EXCHANGE TRADED FD TIVZ5,040$224,6830.03%
262SPROUTS FMRS MKT INC85208M1022,064$224,5630.03%
263CSX CORPCSX6,289$223,3220.03%
264TEXAS PACIFIC LAND CORPORATITPL235$219,4050.03%
265MCKESSON CORPMCK284$219,4010.03%
266VERIZON COMMUNICATIONS INCVZ4,756$209,0460.03%
267SALESFORCE INCCRM880$208,5600.03%
268VANGUARD INTL EQUITY INDEX F9220428662,347$206,1360.03%
269LOWES COS INC548661107815$204,8180.03%
270EATON CORP PLCETN540$202,0950.03%
271BROOKFIELD CORP11271J1072,946$202,0390.03%
272ISHARES TR46428822412,636$195,6050.03%
273BLACKROCK ENHANCED GLOBAL DIBLK12,950$149,8320.02%
274PIMCO DYNAMIC INCOME OPRNTS69355M10710,100$142,6120.02%
275BLAIZE HLDGS INCBZAIW37,439$129,1650.02%
276DOUBLELINE INCOME SOLUTIONSDSL10,100$124,0280.02%
277KORU MEDICAL SYSTEMS INCKRMD19,713$75,5010.01%
278PLATINUM GROUP METALS LTDPLG24,000$63,6000.01%
279NORTHERN DYNASTY MINERALS LT66510M20432,000$38,4000.01%