BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

Vivaldi Capital Management LP

· CIK 0001682021
13F Portfolio $723M AUM 290 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 70 Added 117 Reduced 13 Exited
Page 9 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFUV DIMENSIONAL ETF TRUST 10,494.0 $509K 0.07% $48.46 +7.8%
162 VDC VANGUARD WORLD FD 2,252.0 $506K 0.07% $224.59 +3.9%
163 CIBR FIRST TR EXCHANGE-TRADED FD 8,035.0 $504K 0.07% +587.0 +7.9% $62.68 +27.7%
164 EWU ISHARES TR 10,981.0 $500K 0.07% $45.56 +2.1%
165 EBIZ GLOBAL X FDS 18,546.0 $496K 0.07% +1K +8.6% $26.76 +0.7%
166 DIA STATE STR SPDR DOW JONES IND Financial Services 1,065.0 $493K 0.07% $463.19 +6.4%
167 IYC ISHARES TR 5,064.0 $491K 0.07% $96.92 +2.9%
168 CEG CONSTELLATION ENERGY CORP Utilities 1,731.0 $483K 0.07% $279.25 -2.1%
169 AEM AGNICO EAGLE MINES LTD Basic Materials 2,276.0 $462K 0.06% -368.0 -13.9% $202.98 -14.2%
170 CVX CHEVRON CORPORATION Energy 2,198.0 $455K 0.06% +90.0 +4.3% $206.90 -4.6%
171 CSCO CISCO SYS INC Technology 5,844.0 $453K 0.06% -206.0 -3.4% $77.59 +49.8%
172 AMD ADVANCED MICRO DEVICES INC Technology 2,168.0 $441K 0.06% $203.43 +112.6%
173 USB US BANCORP Financial Services 8,403.0 $437K 0.06% $52.01 +2.1%
174 JEPI J P MORGAN EXCHANGE TRADED F 7,655.0 $434K 0.06% +615.0 +8.7% $56.68 -1.3%
175 FTXH FIRST TR EXCHANGE TRADED FD 12,590.0 $433K 0.06% +2K +16.1% $34.36 -0.5%
176 VUG VANGUARD INDEX FDS 990.0 $432K 0.06% -201.0 -16.9% $436.79 -80.2%
177 IGM ISHARES TR 3,595.0 $426K 0.06% $118.51 +28.4%
178 MA MASTERCARD INCORPORATED Financial Services 846.0 $423K 0.06% -69.0 -7.5% $499.66 -1.4%
179 GRNJ TIDAL TRUST III 16,690.0 $417K 0.06% NEW $25.01 +17.8%
180 EWC ISHARES INC 7,476.0 $410K 0.06% $54.79 +5.3%
Page 9 of 15  ·  290 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 26.2%
Healthcare 13.8%
Communication Services 8.6%
Consumer Cyclical 8.3%
Industrials 7.6%
Consumer Defensive 3.2%
Basic Materials 1.6%
Real Estate 1.4%
Energy 1.3%