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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 Q4 2025 · Filed February 13, 2026 · Accession 0001682021-26-000003

Total Value
$735.4M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL150,554$40.9M5.57%
2SPDR SERIES TRUST78464A854335,360$26.9M3.66%
3APPLIED MATLS INC03822210588,620$22.8M3.10%
4ALPHABET INCGOOG71,967$22.5M3.06%
5NVIDIA CORPORATIONNVDA120,485$22.5M3.06%
6SPDR INDEX SHS FDS78463X889441,270$19.6M2.66%
7BANK NEW YORK MELLON CORP064058100162,833$18.9M2.57%
8ISHARES SILVER TRSLV285,723$18.4M2.50%
9SCHWAB CHARLES CORPSCHW-PJ171,810$17.2M2.33%
10BORGWARNER INCBWA368,413$16.6M2.26%
11AMGEN INCAMGN48,996$16.0M2.18%
12GOLDMAN SACHS ETF TRNVGLF159,721$16.0M2.17%
13MEDTRONIC PLCMDT157,259$15.1M2.05%
14SCHWAB STRATEGIC TR808524201543,124$14.6M1.99%
15SCHWAB STRATEGIC TR808524862543,040$13.2M1.80%
16SCHWAB STRATEGIC TR808524805503,059$12.1M1.64%
17SPDR S&P 500 ETF TRSPY17,269$11.8M1.60%
18ELI LILLY & COLLY9,735$10.5M1.42%
19TESLA INCTSLA21,763$9.8M1.33%
20ISHARES GOLD TRIAU120,212$9.8M1.33%
21META PLATFORMS INCMETA14,200$9.4M1.27%
22MICROSOFT CORPMSFT18,876$9.1M1.24%
23VANGUARD INDEX FDS92290876924,979$8.4M1.14%
24SPDR GOLD TRGLD21,057$8.3M1.13%
25CVS HEALTH CORPCVS99,452$7.9M1.07%
26MARVELL TECHNOLOGY INCMRVL92,713$7.9M1.07%
27SPDR SERIES TRUST78464A847132,527$7.7M1.04%
28CATERPILLAR INCCAT12,997$7.4M1.01%
29ON SEMICONDUCTOR CORPON133,244$7.2M0.98%
30SPDR SERIES TRUST78468R853153,188$7.2M0.98%
31VISA INCV19,948$7.0M0.95%
32SCHWAB STRATEGIC TR808524607237,611$6.8M0.92%
33WARNER BROS DISCOVERY INCWBD224,171$6.5M0.88%
34ISHARES TR46428716845,661$6.4M0.88%
35SCHWAB STRATEGIC TR808524102229,880$6.0M0.82%
36DEERE & CODE12,636$5.9M0.80%
37ZIMMER BIOMET HOLDINGS INCZBH64,203$5.8M0.79%
38PEPSICO INCPEP39,928$5.7M0.78%
39FIRST TR EXCHANGE-TRADED FD33739Q200111,046$5.6M0.75%
40ALPHABET INCGOOG17,391$5.5M0.74%
41ISHARES TR46428825737,497$5.3M0.72%
42ISHARES TR4642872007,406$5.1M0.69%
43VANGUARD INDEX FDS92290874426,349$5.0M0.68%
44UNITED PARCEL SERVICE INCUPS49,996$5.0M0.67%
45NUCOR CORPNUE30,330$4.9M0.67%
46AMAZON COM INCAMZN21,012$4.9M0.66%
47GAMING & LEISURE PPTYS INC36467J108100,128$4.5M0.61%
48SPDR INDEX SHS FDS78463X50989,933$4.2M0.57%
49PENTAIR PLCPNR39,731$4.1M0.56%
50VANGUARD INDEX FDS9229083636,587$4.1M0.56%
51SCHWAB STRATEGIC TR808524706124,943$4.1M0.56%
52SCHWAB STRATEGIC TR808524508130,378$3.9M0.53%
53GOLDMAN SACHS PHYSICAL GOLD38150K10388,119$3.7M0.51%
54LULULEMON ATHLETICA INCLULU17,738$3.7M0.50%
55SCHWAB STRATEGIC TR80852475580,045$3.6M0.49%
56VANGUARD TAX-MANAGED FDS92194385856,310$3.5M0.48%
57TIDAL TRUST I886364231131,868$3.3M0.44%
58ROBERT HALF INC.RHI119,040$3.2M0.44%
59COINBASE GLOBAL INCCOIN14,125$3.2M0.43%
60BERKSHIRE HATHAWAY INC DELBRK-A5,880$3.0M0.40%
61JPMORGAN CHASE & CO.VYLD9,101$2.9M0.40%
62ISHARES TR46428715019,547$2.9M0.40%
63FIDELITY WISE ORIGIN BITCOINFBTC37,860$2.9M0.39%
64ISHARES TR46435G32632,506$2.7M0.36%
65PALMER SQUARE CAPITAL BDC INPSBD215,336$2.6M0.36%
66WALMART INCWMT23,491$2.6M0.36%
67SELECT SECTOR SPDR TR81369Y80317,943$2.6M0.35%
68SCHWAB STRATEGIC TR80852473071,178$2.6M0.35%
69SLB LIMITEDSLB66,852$2.6M0.35%
70SPDR SERIES TRUST78468R10185,053$2.5M0.34%
71AT&T INCT-PC97,279$2.4M0.33%
72ISHARES TR46428840627,542$2.3M0.31%
73SCHWAB STRATEGIC TR808524847104,881$2.2M0.30%
74VANGUARD INDEX FDS9229087518,224$2.1M0.29%
75VANGUARD INDEX FDS9229086297,175$2.1M0.28%
76ISHARES TR46432F84223,139$2.1M0.28%
77BROADCOM INCAVGO5,558$1.9M0.26%
78HALOZYME THERAPEUTICS INCHALO27,689$1.9M0.25%
79VANGUARD WORLD FD92204A5046,414$1.8M0.25%
80AMERICAN CENTY ETF TR02507280219,528$1.8M0.25%
81AMERICAN CENTY ETF TR02507287716,756$1.7M0.23%
82ISHARES TR4642877218,528$1.7M0.23%
83COSTCO WHSL CORP NEW22160K1051,967$1.7M0.23%
84VANGUARD INDEX FDS92290855318,722$1.7M0.23%
85VANGUARD SPECIALIZED FUNDS9219088447,295$1.6M0.22%
86VANGUARD WORLD FD92204A7022,049$1.5M0.21%
87ABBVIE INCABBV6,759$1.5M0.21%
88THERMO FISHER SCIENTIFIC INCTMO2,658$1.5M0.21%
89VANGUARD INTL EQUITY INDEX F92204274210,899$1.5M0.21%
90DNP SELECT INCOME FD INC23325P104152,219$1.5M0.21%
91PROCTER AND GAMBLE CO74271810910,133$1.5M0.20%
92ISHARES INC46428660822,641$1.5M0.20%
93ISHARES TR46428780411,913$1.4M0.19%
94ISHARES TR46428749914,464$1.4M0.19%
95BOEING COBA-PA6,311$1.4M0.19%
96ORACLE CORPORCL-PD6,929$1.4M0.18%
97GE AEROSPACE3696043014,209$1.3M0.18%
98ISHARES INC46428642613,776$1.3M0.18%
99HOME DEPOT INCHD3,546$1.2M0.17%
100VANGUARD WORLD FD92204A4058,843$1.2M0.16%
101AVERY DENNISON CORPAVY6,276$1.1M0.16%
102VANGUARD INTL EQUITY INDEX F92204285819,869$1.1M0.15%
103PRA GROUP INCPRAA58,636$1.0M0.14%
104LENZ THERAPEUTICS INCLENZ64,052$1.0M0.14%
105ANGEL OAK MORTGAGE REIT INCAOMN118,779$1.0M0.14%
106ISHARES TR4642876554,112$1.0M0.14%
107ISHARES TR4642876142,046$968,3750.13%
108EXXON MOBIL CORPXOM7,954$957,1840.13%
109SELECT SECTOR SPDR TR81369Y60517,099$936,4980.13%
110MORGAN STANLEYMS-PQ5,127$910,1960.12%
111ISHARES TR46428776213,763$895,9710.12%
112ARK 21SHARES BITCOIN ETFARKB30,750$892,9800.12%
113ISHARES TR4642871012,586$886,9200.12%
114ABBOTT LABSABLZF7,046$882,7930.12%
115GALECTIN THERAPEUTICS INCGALT204,070$848,9310.12%
116NETFLIX INCNFLX9,053$848,8090.12%
117INVESCO QQQ TRIVZ1,366$839,3740.11%
118ISHARES INC46434G8229,847$795,0470.11%
119UNITEDHEALTH GROUP INCUNH2,340$772,3160.11%
120VANECK ETF TRUST92189F1068,981$770,3000.10%
121SPDR INDEX SHS FDS78463X20211,795$759,4800.10%
122BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.10%
123SELECT SECTOR SPDR TR81369Y2094,832$747,9940.10%
124ISHARES TR4642874657,730$742,3360.10%
125SELECT SECTOR SPDR TR81369Y7044,747$736,2940.10%
126ALMONTY INDS INC02039870783,400$734,7540.10%
127CME GROUP INCCME2,582$705,0930.10%
128ISHARES TR4642875983,328$699,9290.10%
129TJX COS INC NEW8725401094,430$680,4620.09%
130JOHNSON & JOHNSONJNJ3,167$655,3990.09%
131NORTHERN TR CORPNTRSO4,661$636,6460.09%
132FIRST TR EXCHANGE TRADED FD33738R72012,191$632,3050.09%
133FIRST TR EXCHANGE TRADED FD33737A1084,121$630,5950.09%
134VANGUARD WORLD FD92204A8843,243$627,9420.09%
135RTX CORPORATIONRTX3,418$626,8610.09%
136CONSTELLATION ENERGY CORPCEG1,737$613,6300.08%
137ISHARES TR4642877544,132$612,2380.08%
138LAM RESEARCH CORPLRCX3,572$611,4550.08%
139ISHARES TR46434V3818,740$609,5540.08%
140ISHARES TR46428723411,128$608,8010.08%
141ISHARES TR4642881585,639$601,6810.08%
142SELECT SECTOR SPDR TR81369Y88614,006$597,9160.08%
143NORFOLK SOUTHN CORP6558441082,027$585,2350.08%
144VANGUARD INDEX FDS9229087361,191$581,0410.08%
145PAN AMERN SILVER CORP69790010811,186$579,5470.08%
146REAVES UTIL INCOME FD75615810115,750$576,1350.08%
147NEXTERA ENERGY INCNEE-PW7,155$574,4030.08%
148FIRST TR EXCHANGE TRADED FD33734X1924,366$567,9290.08%
149MICRON TECHNOLOGY INCMU1,964$560,6370.08%
150GLOBAL X FDS37954Y46717,085$555,0690.08%
151GOLDMAN SACHS ETF TRNVGLF10,879$553,8160.08%
152ISHARES TR4642877884,249$547,8240.07%
153MCDONALDS CORPMCD1,774$542,1880.07%
154SCHWAB STRATEGIC TR80852477119,592$533,1100.07%
155FIRST TR EXCHANGE TRADED FD33734X8467,448$532,1600.07%
156MERCK & CO INCMRK5,025$528,9320.07%
157ISHARES TR4642875805,068$522,6630.07%
158MASTERCARD INCORPORATEDMA915$522,3550.07%
159SPDR DOW JONES INDL AVERAGE78467X1091,065$511,8070.07%
160PARKER-HANNIFIN CORPPH582$511,5550.07%
161REDDIT INCRDDT2,203$506,4040.07%
162DISNEY WALT CO2546871064,428$503,7540.07%
163TAIWAN SEMICONDUCTOR MFG LTD8740391001,644$499,5950.07%
164APOLLO GLOBAL MGMT INC03769M1063,446$498,8430.07%
165ALLSPRING EXCHANGE TRADED FU01989A80319,800$496,8850.07%
166DIMENSIONAL ETF TRUST25434V72410,482$488,3430.07%
167ISHARES TR46435G33410,960$482,0210.07%
168VANGUARD WORLD FD92204A2072,245$474,2340.06%
169BLACKROCK CALIF MUN INCOME TBLK44,146$474,1240.06%
170PALANTIR TECHNOLOGIES INCPLTR2,657$472,2840.06%
171CISCO SYS INCCSCO6,050$466,0580.06%
172ADVANCED MICRO DEVICES INCAMD2,173$465,3700.06%
173ISHARES TR4642875493,595$464,3300.06%
174ALTRIA GROUP INCMO7,988$460,5880.06%
175UBER TECHNOLOGIES INCUBER5,583$456,1870.06%
176AGNICO EAGLE MINES LTDAEM2,644$448,2370.06%
177US BANCORP DELUSB-PS8,398$448,1170.06%
178BANK AMERICA CORP0605051048,013$440,7360.06%
179ISHARES TR4642877968,974$426,5340.06%
180SERVICENOW INCNOW2,697$413,1530.06%
181ISHARES INC4642865097,476$403,1810.05%
182J P MORGAN EXCHANGE TRADED F46641Q3327,040$402,9700.05%
183ARK ETF TR00214Q1045,210$400,7820.05%
184DATADOG INCDDOG2,931$398,5870.05%
185AMERICAN EXPRESS COAXP1,076$398,0660.05%
186ISHARES TR46435G4252,647$394,3500.05%
187EATON VANCE CALIF MUN INCOMETN39,079$392,3550.05%
188BROOKFIELD INFRAST PARTNERSG1625210111,250$390,8250.05%
189PHILLIPS EDISON & CO INCPECO10,835$385,4010.05%
190INVESCO CALIF VALUE MUN INCOIVZ34,534$384,3600.05%
191ISHARES TR4642885134,711$379,8480.05%
192SCHWAB STRATEGIC TR80852479713,820$379,0880.05%
193PHILIP MORRIS INTL INC7181721092,290$367,3160.05%
194UROGEN PHARMA LTDURGN15,661$366,7810.05%
195FIRST TR EXCHANGE TRADED FD33738R83710,849$357,3570.05%
196FIRST TR EXCHNG TRADED FD VI33740F8397,315$357,2490.05%
197ISHARES TR4642875075,354$353,3620.05%
198ISHARES TR46434V4078,219$352,3490.05%
199ISHARES TR4642878382,269$349,3350.05%
200SCHWAB STRATEGIC TR80852430010,689$348,6780.05%
201GOLDMAN SACHS GROUP INCGSCE389$341,9310.05%
202MOTOROLA SOLUTIONS INCMSI879$336,8900.05%
203INTERNATIONAL BUSINESS MACHSINTR1,123$332,6920.05%
204ALLIANCEBERNSTEIN HLDG L P01881G1068,630$332,0710.05%
205NORTHROP GRUMMAN CORPNOC582$331,8620.05%
206SEMPRASREA3,723$328,6820.04%
207FIRST TR EXCHANGE TRADED FD33734X1432,854$324,8520.04%
208CHEVRON CORP NEWCVX2,108$321,2800.04%
209SPDR SERIES TRUST78464A5813,601$317,7180.04%
210FRANKLIN TEMPLETON ETF TRFGDL10,609$314,3450.04%
211FIRST TR EXCH TRADED FD III33740J20315,159$312,8760.04%
212LYFT INCLYFT16,128$312,3990.04%
213FEDEX CORPFDX1,077$311,1020.04%
214CITIGROUP INCC-PR2,659$310,2780.04%
215WISDOMTREE TRWT3,047$310,2460.04%
216VANGUARD WORLD FD92204A6031,028$306,7350.04%
217COCA COLA COKO4,350$304,0910.04%
218ISHARES TR4642874081,430$303,3320.04%
219DANAHER CORPORATION2358511021,320$302,1740.04%
220WELLS FARGO CO NEW9497461013,159$294,4190.04%
221ISHARES INC46434G1034,376$294,1610.04%
222VANGUARD INDEX FDS9229086111,383$292,8690.04%
223TEXAS INSTRS INC8825081041,669$289,5550.04%
224VANECK ETF TRUST92189F7912,540$288,9960.04%
225WEYERHAEUSER CO MTN BEWY12,057$285,6240.04%
226RPM INTL INC7496851032,741$285,0640.04%
227INDEPENDENCE RLTY TR INC45378A10616,182$282,8610.04%
228EXELON CORPEXC6,467$281,8970.04%
229FRANKLIN TEMPLETON ETF TRFGDL6,764$280,5710.04%
230SELECT SECTOR SPDR TR81369Y4072,344$279,8970.04%
231SELECT SECTOR SPDR TR81369Y8522,353$276,9640.04%
232VANGUARD INTL EQUITY INDEX F9220427753,736$274,8330.04%
233KAYNE ANDERSON ENERGY INFRST48660610622,034$272,7810.04%
234PROGRESSIVE CORP7433151031,196$272,3530.04%
235ISHARES TR4642872752,233$270,6840.04%
236PIMCO CALIF MUN INCOME FD72200N10630,866$269,4620.04%
237VANGUARD INTL EQUITY INDEX F9220428743,201$267,6540.04%
238ISHARES TR4642881822,830$263,5300.04%
239ADOBE INCADBE737$257,9430.04%
240ISHARES TR4642873092,040$251,3990.03%
241VANGUARD WORLD FD92204A8761,352$250,1740.03%
242METLIFE INCMET-PF3,118$246,1350.03%
243ISHARES TR46429B7472,398$245,5310.03%
244VANECK ETF TRUST92189F6432,360$244,3620.03%
245AUTOMATIC DATA PROCESSING INADP949$244,1110.03%
246BLACKROCK MUNIHLDNGS CALI QLBLK23,025$244,0650.03%
247SPDR SERIES TRUST78468R7395,051$242,3970.03%
248SPDR S&P MIDCAP 400 ETF TRMDY391$236,0050.03%
249UNION PAC CORPUNP1,017$235,2520.03%
250STRYKER CORPORATIONSYK665$233,7280.03%
251SALESFORCE INCCRM872$231,0020.03%
252FIRST TR EXCHANGE TRADED FD33734X1845,130$230,9010.03%
253INVESCO EXCHANGE TRADED FD TIVZ5,040$229,3700.03%
254NORWEGIAN CRUISE LINE HLDG LNCLH10,232$228,3780.03%
255CSX CORPCSX6,278$227,5780.03%
256ISHARES TR4642872262,267$226,4280.03%
257SPROTT ASSET MANAGEMENT LPSII4,855$222,3590.03%
258MCKESSON CORPMCK271$222,2990.03%
259ILLINOIS TOOL WKS INC452308109901$221,9160.03%
260BOSTON SCIENTIFIC CORPBSX2,311$220,3540.03%
261FREEPORT-MCMORAN INCFCX4,289$217,8150.03%
262INTUITIVE SURGICAL INCISRG380$215,2170.03%
263CROWDSTRIKE HLDGS INCCRWD459$215,1610.03%
264VANGUARD INTL EQUITY INDEX F9220428662,363$213,6600.03%
265ANALOG DEVICES INCADI785$212,8920.03%
266ISHARES BITCOIN TRUST ETFIBIT4,256$211,3100.03%
267ROBINHOOD MKTS INC7707001021,858$210,1400.03%
268ISHARES TR46428822412,636$207,6090.03%
269TEXAS PACIFIC LAND CORPORATITPL714$205,0750.03%
270BROOKFIELD CORP11271J1074,430$203,2950.03%
271BLACKROCK ENHANCED GLOBAL DIBLK12,950$151,6450.02%
272CHICAGO ATLANTIC REAL ESTATEREFI10,095$123,7650.02%
273KORU MEDICAL SYSTEMS INCKRMD19,713$114,5330.02%
274DOUBLELINE INCOME SOLUTIONSDSL10,100$113,8270.02%
275BLAIZE HLDGS INCBZAIW37,439$73,0060.01%
276NORTHERN DYNASTY MINERALS LT66510M20429,000$57,1300.01%
277PLATINUM GROUP METALS LTDPLG24,000$56,6400.01%
278XTI AEROSPACE INCXTIA10,000$12,4000.00%