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Home > Institutional Investor > Vivaldi Capital Management, Llc > Profile

Instuitional Investor - Vivaldi Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Vivaldi Capital Management, Llc
Portfolio Value $620,935,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 155,856 $34,620,323 5.58%
2.
Bank Of New York Mellon Corp
 BK 267,138 $22,404,881 3.61%
3.
Amgen Inc
 AMGN 58,602 $18,257,473 2.94%
4.
Spdr Series Trust
 263,565 $17,332,020 2.79%
5.
Medtronic Plc
 MDT 178,670 $16,055,298 2.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)