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Latest OLIVER LAGORE VANVALIN INVESTMENT GROUP Stock Portfolio

OLIVER LAGORE VANVALIN INVESTMENT GROUP Performance:
2025 Q2: 6.05%YTD: 5.56%2024: 7.14%
Performance for 2025 Q2 is 6.05%, and YTD is 5.56%, and 2024 is 7.14%.

About OLIVER LAGORE VANVALIN INVESTMENT GROUP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, OLIVER LAGORE VANVALIN INVESTMENT GROUP reported an equity portfolio of $254.8 Millions as of 30 Jun, 2025.

The top stock holdings of OLIVER LAGORE VANVALIN INVESTMENT GROUP are IJR, IJR, BIL. The fund has invested 6.2% of it's portfolio in ISHARES TR and 5.8% of portfolio in ISHARES TR.

The fund managers got completely rid off FIDELITY COVINGTON TRUST (FBCG), SCHWAB STRATEGIC TR (FNDA) and BONDBLOXX ETF TRUST (XHYC) stocks. OLIVER LAGORE VANVALIN INVESTMENT GROUP opened new stock positions in ISHARES TR (IJR), SPDR SER TR (BIL) and INVESCO QQQ TR (QQQ).

OLIVER LAGORE VANVALIN INVESTMENT GROUP Annual Return Estimates Vs S&P 500

Our best estimate is that OLIVER LAGORE VANVALIN INVESTMENT GROUP made a return of 6.05% in the last quarter. In trailing 12 months, it's portfolio return was 7.98%.

New Buys

Ticker$ Bought
ishares tr15,775,200
ishares tr14,813,000
spdr ser tr12,367,400
invesco qqq tr11,434,100
spdr ser tr9,607,850
invesco exch traded fd tr ii8,796,170
j p morgan exchange traded f6,054,460
fidelity comwlth tr5,950,600
New stocks bought by OLIVER LAGORE VANVALIN INVESTMENT GROUP

Additions

No additions were made to existing positions by OLIVER LAGORE VANVALIN INVESTMENT GROUP

Reductions

None of the existing positions were reduced by OLIVER LAGORE VANVALIN INVESTMENT GROUP

Sold off

None of the stocks were completely sold off by OLIVER LAGORE VANVALIN INVESTMENT GROUP

Sector Distribution

OLIVER LAGORE VANVALIN INVESTMENT GROUP has about 62.1% of it's holdings in Others sector.

Sector%
Others62.1
Technology11.9
Industrials4.9
Consumer Cyclical4.2
Healthcare3.1
Consumer Defensive3.1
Financial Services2.8
Communication Services2.8
Utilities2.3
Energy1.7

Market Cap. Distribution

OLIVER LAGORE VANVALIN INVESTMENT GROUP has about 36.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED62.2
LARGE-CAP18.1
MEGA-CAP18
MID-CAP1.5

Stocks belong to which Index?

About 31% of the stocks held by OLIVER LAGORE VANVALIN INVESTMENT GROUP either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others68.3
S&P 50031
Top 5 Winners (%)%
AVAV
aerovironment inc
72.2 %
QS
quantumscape corp
68.4 %
SMR
nuscale pwr corp
63.7 %
JOBY
joby aviation inc
55.4 %
HOOD
robinhood mkts inc
51.6 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
0.9 M
IJR
ishares tr
0.8 M
IJR
ishares tr
0.7 M
ORCL
oracle corp
0.5 M
META
meta platforms inc
0.5 M
Top 5 Losers (%)%
ORLY
oreilly automotive inc
-93.4 %
BRCC
brc inc
-28.8 %
FTV
fortive corp
-25.1 %
SKY
champion homes inc
-23.6 %
AUR
aurora innovation inc
-13.2 %
Top 5 Losers ($)$
ORLY
oreilly automotive inc
-0.2 M
SKY
champion homes inc
-0.2 M
WCN
waste connections inc
-0.1 M
PG
procter and gamble co
-0.1 M
MCD
mcdonalds corp
0.0 M

OLIVER LAGORE VANVALIN INVESTMENT GROUP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of OLIVER LAGORE VANVALIN INVESTMENT GROUP

OLIVER LAGORE VANVALIN INVESTMENT GROUP has 651 stocks in it's portfolio. About 37.6% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for OLIVER LAGORE VANVALIN INVESTMENT GROUP last quarter.

Last Reported on: 10 Jul, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions