OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filing Date
Global Rank
#4,688
/ 7,999
▼ 1220
· as of Jun 2025
Top Industry
Semiconductors
10.5%
3Y Alpha vs SPY
-0.2%
Period ended 1 year ago
Filed Jul 10, 2025 · 1y
14 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.5%
SPY
+75.2%
Annualised alpha
-0.2%
Max drawdown
−18.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
443 positions · as of Jun 30, 2025 · Δ vs Dec 31, 2024Top Position
9.2%
−33.5 pts
Top 5
23.9%
−32.0 pts
Top 10
36.2%
−28.3 pts
HHI
230
Diversified−1,673
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $40,603,654 |
| Unclassified | 19.1% | $27,899,800 |
| Industrials | 10.0% | $14,568,377 |
| Consumer Cyclical | 8.9% | $13,086,140 |
| Financial Services | 7.9% | $11,490,136 |
| Healthcare | 6.2% | $9,077,524 |
| Consumer Defensive | 5.3% | $7,747,143 |
| Communication Services | 5.1% | $7,481,687 |
| Utilities | 4.8% | $7,063,068 |
| Energy | 2.9% | $4,283,438 |
| Basic Materials | 1.3% | $1,913,616 |
| Real Estate | 0.7% | $1,081,024 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +16,442 | 24,384 | $13,451,189 | |
| TER | Teradyne, Inc | +8,506 | 9,588 | $862,152 | |
| MU | Micron Technology Inc | +7,958 | 8,060 | $993,395 | |
| ODFL | Old Dominion Freight Line, Inc. | +7,698 | 7,778 | $1,262,369 | |
| FTNT | Fortinet, Inc. | +6,233 | 7,439 | $786,451 | |
| MPC | Marathon Petroleum Corp | +6,043 | 6,578 | $1,092,671 | |
| CNM | Core & Main, Inc. | +5,767 | 23,128 | $1,395,774 | |
| VST | Vistra Corp. | +4,083 | 4,226 | $819,041 | |
| ORCL | Oracle Corp | +3,598 | 13,387 | $2,926,799 | |
| WCN | Waste Connections, Inc. | +3,420 | 9,564 | $1,785,790 | |
| AVGO | Broadcom Inc. | +2,900 | 12,870 | $3,547,615 | |
| JPM | Jpmorgan Chase & Co | +2,457 | 7,464 | $2,163,888 | |
| ABBV | AbbVie Inc. | +2,307 | 2,454 | $455,511 | |
| NVDA | Nvidia Corp | +2,115 | 24,468 | $3,865,699 | |
| PG | PROCTER & GAMBLE Co | +1,815 | 20,959 | $3,339,187 | |
| ISRG | Intuitive Surgical Inc | +1,643 | 2,298 | $1,248,756 | |
| IAU | Ishares Gold Trust | +1,253 | 2,677 | $166,937 | |
| ETN | Eaton Corp plc | +1,211 | 1,293 | $461,588 | |
| SGI | Somnigroup International Inc. | +1,095 | 3,055 | $207,892 | |
| PANW | Palo Alto Networks Inc | +1,009 | 10,059 | $2,058,473 | |
| RIV | Rivernorth Opportunities Fund, Inc. | +1,000 | 3,400 | $40,469 | |
| LKQ | Lkq Corp | +975 | 5,127 | $189,750 | |
| GPK | Graphic Packaging Holding Co | +893 | 5,384 | $113,440 | |
| IGD | Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | +883 | 5,863 | $34,005 | |
| OXY | Occidental Petroleum Corp /De/ | +629 | 3,122 | $131,155 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −183,331 | 1,596 | $986,088 | |
| IBIT | iShares Bitcoin Trust ETF | −133,236 | 81,510 | $4,989,227 | |
| AAAU | Goldman Sachs Physical Gold ETF | −77,790 | 172,548 | $5,638,868 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −23,288 | 66 | $29,082 | |
| PECO | Phillips Edison & Company, Inc. | −12,161 | 18,827 | $659,509 | |
| AEM | Agnico Eagle Mines Ltd | −11,408 | 6,074 | $722,380 | |
| NVO | Novo Nordisk A S | −10,353 | 14,067 | $970,904 | |
| AAPL | Apple Inc. | −7,954 | 15,760 | $3,233,479 | |
| HSY | Hershey Co | −7,315 | 42 | $6,969 | |
| DNP | Dnp Select Income Fund Inc | −6,895 | 6,488 | $63,517 | |
| GOOGL | Alphabet Inc. | −5,233 | 15,382 | $2,710,769 | |
| A | Agilent Technologies, Inc. | −5,100 | 7,399 | $873,155 | |
| AMD | Advanced Micro Devices Inc | −4,671 | 13,445 | $1,907,845 | |
| VLTO | Veralto Corp | −4,432 | 8,277 | $835,563 | |
| CVX | Chevron Corp | −3,516 | 8,992 | $1,287,564 | |
| UHAL | U-Haul Holding Co /NV/ | −3,160 | 10,324 | $625,221 | |
| NEE | Nextera Energy Inc | −3,103 | 20,412 | $1,417,001 | |
| ET | Energy Transfer LP | −2,995 | 5,022 | $91,048 | |
| GBTC | Grayscale Bitcoin Trust ETF | −2,855 | 3,811 | $323,287 | |
| AMH | American Homes 4 Rent | −2,342 | 1,291 | $46,566 | |
| LRCX | Lam Research Corp | −2,199 | 13,278 | $1,292,480 | |
| PAA | Plains All American Pipeline LP | −2,000 | 1,989 | $36,438 | |
| PEP | Pepsico Inc | −1,798 | 6,923 | $914,112 | |
| FISV | Fiserv Inc | −1,673 | 9,863 | $1,700,479 | |
| TXN | Texas Instruments Inc | −1,456 | 3,388 | $703,416 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FICO | Fair Isaac Corp | 226 | $413,118 | |
| SKY | Champion Homes, Inc. | 6,464 | $404,711 | |
| BABA | Alibaba Group Holding Ltd | 3,464 | $392,852 | |
| FAF | First American Financial Corp | 3,183 | $195,404 | |
| APPF | Appfolio Inc | 409 | $94,184 | |
| NET | Cloudflare, Inc. | 104 | $20,366 | |
| RC | Ready Capital Corp | 3,747 | $16,374 | |
| TKO | TKO Group Holdings, Inc. | 73 | $13,282 | |
| FMC | Fmc Corp | 300 | $12,525 | |
| VG | Venture Global, Inc. | 800 | $12,464 | |
| PINS | Pinterest, Inc. | 306 | $10,973 | |
| COHR | Coherent Corp. | 118 | $10,526 | |
| HLIT | Harmonic Inc. | 1,100 | $10,417 | |
| FLGT | Fulgent Genetics, Inc. | 420 | $8,349 | |
| TPG | TPG Inc. | 151 | $7,919 | |
| CLF | Cleveland-Cliffs Inc. | 1,027 | $7,805 | |
| GKOS | GLAUKOS Corp | 75 | $7,746 | |
| RLI | Rli Corp | 95 | $6,860 | |
| CRL | Charles River Laboratories International, Inc. | 40 | $6,069 | |
| STNG | Scorpio Tankers Inc. | 137 | $5,360 | |
| OKE | Oneok Inc /New/ | 61 | $4,979 | |
| PGNY | Progyny, Inc. | 200 | $4,400 | |
| CMTG | Claros Mortgage Trust, Inc. | 1,100 | $3,135 | |
| RBLX | Roblox Corp | 25 | $2,630 | |
| CVNA | Carvana Co. | 39 | $2,628 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PPG | Ppg Industries Inc | 996 | $118,972 | |
| AIN | Albany International Corp /De/ | 320 | $25,590 | |
| GS | Goldman Sachs Group Inc | 25 | $14,315 | |
| IAUM | iShares Gold Trust Micro | 541 | $14,157 | |
| WDC | Western Digital Corp | 300 | $13,521 | |
| AHR | American Healthcare REIT, Inc. | 387 | $10,998 | |
| MRNA | Moderna, Inc. | 260 | $10,810 | |
| TREX | Trex Co Inc | 139 | $9,595 | |
| CTLP | Cantaloupe, Inc. | 1,000 | $9,510 | |
| CMCO | Columbus Mckinnon Corp | 250 | $9,310 | |
| FPI | Farmland Partners Inc. | 750 | $8,820 | |
| CELH | Celsius Holdings, Inc. | 330 | $8,692 | |
| GTE | Gran Tierra Energy Inc. | 1,200 | $8,676 | |
| OUST | Ouster, Inc. | 700 | $8,554 | |
| BNTX | BioNTech SE | 71 | $8,090 | |
| DKNG | DraftKings Inc. | 215 | $7,998 | |
| FXF | Invesco CurrencyShares Swiss Franc Trust | 73 | $7,143 | |
| LMND | Lemonade, Inc. | 160 | $5,868 | |
| ZETA | Zeta Global Holdings Corp. | 300 | $5,397 | |
| DECK | Deckers Outdoor Corp | 24 | $4,874 | |
| FTAI | FTAI Aviation Ltd. | 30 | $4,321 | |
| AMLX | Amylyx Pharmaceuticals, Inc. | 1,100 | $4,158 | |
| ON | On Semiconductor Corp | 64 | $4,035 | |
| NRP | Natural Resource Partners LP | 35 | $3,885 | |
| CAVA | Cava Group, Inc. | 34 | $3,835 | |
| No positions match the current search. | ||||
443 positions ·
$146,295,607 total
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 443 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 24,384 | $13,451,189 | 9.19% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Reduced | 172,548 | $5,638,868 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 25,181 | $5,524,459 | 3.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,838 | $5,390,929 | 3.68% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 81,510 | $4,989,227 | 3.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,335 | $3,937,710 | 2.69% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,468 | $3,865,699 | 2.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 12,870 | $3,547,615 | 2.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 20,959 | $3,339,187 | 2.28% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 4,064 | $3,256,848 | 2.23% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 15,760 | $3,233,479 | 2.21% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 1,195 | $3,123,287 | 2.13% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Added | 8,101 | $3,024,913 | 2.07% | |
| ORCL |
Oracle Corp
Technology
|
Added | 13,387 | $2,926,799 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 15,382 | $2,710,769 | 1.85% | |
| AXP |
American Express Co
Financial Services
|
Held | 8,244 | $2,629,671 | 1.80% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 6,999 | $2,258,997 | 1.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,464 | $2,163,888 | 1.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,148 | $2,126,391 | 1.45% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 10,059 | $2,058,473 | 1.41% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 13,445 | $1,907,845 | 1.30% | |
| TYL |
Tyler Technologies Inc
Technology
|
Added | 3,023 | $1,792,155 | 1.23% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 9,564 | $1,785,790 | 1.22% | |
| FISV |
Fiserv Inc
|
Reduced | 9,863 | $1,700,479 | 1.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,965 | $1,531,776 | 1.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,075 | $1,493,742 | 1.02% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 3,702 | $1,432,229 | 0.98% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 20,412 | $1,417,001 | 0.97% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,505 | $1,407,659 | 0.96% | |
| CNM |
Core & Main, Inc.
Industrials
|
Added | 23,128 | $1,395,774 | 0.95% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 1,693 | $1,333,457 | 0.91% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 2,461 | $1,319,932 | 0.90% | |
| DT |
Dynatrace, Inc.
Technology
|
Held | 23,695 | $1,308,200 | 0.89% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 13,278 | $1,292,480 | 0.88% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 8,992 | $1,287,564 | 0.88% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Added | 7,778 | $1,262,369 | 0.86% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 2,298 | $1,248,756 | 0.85% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,449 | $1,245,292 | 0.85% | |
| DTE |
Dte Energy Co
Utilities
|
Added | 8,617 | $1,141,407 | 0.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,882 | $1,105,724 | 0.76% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 6,578 | $1,092,671 | 0.75% | |
| MU |
Micron Technology Inc
Technology
|
Added | 8,060 | $993,395 | 0.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,596 | $986,088 | 0.67% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 14,067 | $970,904 | 0.66% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 4,877 | $963,402 | 0.66% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,923 | $914,112 | 0.62% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 7,399 | $873,155 | 0.60% | |
| TER |
Teradyne, Inc
Technology
|
Added | 9,588 | $862,152 | 0.59% | |
| VLTO |
Veralto Corp
Industrials
|
Reduced | 8,277 | $835,563 | 0.57% | |
| VST |
Vistra Corp.
Utilities
|
Added | 4,226 | $819,041 | 0.56% |