Vivaldi Capital Management, LLC

CIK
0001682021
City
Chicago
State / Country
IL

Top Portfolio Positions

149 positions · $451,998,911 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
150,554 $40,929,610 9.06%
AMAT
Applied Materials Inc /De
Technology
88,620 $22,774,453 5.04%
GOOGL
Alphabet Inc.
Communication Services
71,967 $22,525,671 4.98%
NVDA
Nvidia Corp
Technology
120,485 $22,470,452 4.97%
BK
Bank of New York Mellon Corp
Financial Services
162,833 $18,903,282 4.18%
SLV
iShares Silver Trust
285,723 $18,406,275 4.07%
SCHW
Schwab Charles Corp
Financial Services
171,810 $17,165,537 3.80%
BWA
Borgwarner Inc
Consumer Cyclical
368,413 $16,600,689 3.67%
AMGN
Amgen Inc
Healthcare
48,996 $16,036,880 3.55%
MDT
Medtronic plc
Healthcare
157,259 $15,106,299 3.34%

Portfolio Trend

24 quarters · across all stocks

Holdings in CEV

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2025-12-31 $392,353 39,079
2025-09-30 $399,157 39,599
2025-06-30 $383,472 39,574
2025-03-31 $396,291 39,550
2024-12-31 $396,931 39,535
2024-09-30 $429,419 39,505
2024-06-30 $525,373 48,288
2024-03-31 $512,208 48,276
2023-12-31 $502,482 48,596
2023-09-30 $468,305 51,125
2023-06-30 $515,324 51,584
2023-03-31 $529,576 51,767
2022-12-31 $209,919 21,034