OLIVER LAGORE VANVALIN INVESTMENT GROUP

CIK

1907568

Location

FLINT, MI

Portfolio Value

Micro $7,747,143

Diversification

Diversified

Filing Date

Global Rank

#4,660 / 7,994 ▼ 1212

Top Industry

Software - Infrastructure 11.7%

3Y Alpha vs SPY

-0.1%

Period ended 12 months ago

Filed Jul 10, 2025 · 11mo

14 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.6%

SPY

+78.1%

Annualised alpha

-0.1%

Max drawdown

−18.3%

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, 2024

Top Position

9.1%

−33.4 pts

Top 5

23.6%

−32.1 pts

Top 10

35.7%

−28.5 pts

HHI

227

Diversified−1,659

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	28.7%	$42,551,923	67
Unclassified	18.8%	$27,899,800	17
Industrials	9.8%	$14,565,070	61
Consumer Cyclical	8.8%	$13,102,211	45
Financial Services	7.8%	$11,491,590	78
Healthcare	6.1%	$9,077,524	40
Consumer Defensive	5.2%	$7,747,143	26
Communication Services	5.0%	$7,481,687	24
Utilities	4.8%	$7,063,068	21
Energy	2.9%	$4,283,438	30
Basic Materials	1.3%	$1,905,752	14
Real Estate	0.7%	$1,081,024	20

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
CVNA	Carvana Co.	39	$13,141
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $7,747,143 total · Consumer Defensive only · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,959	+1,815	$3,339,187	+4.0%	43.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,148	+515	$2,126,391	+42.1%	27.45%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,923	-1,798	$914,112	−31.1%	11.80%
WMT	Walmart Inc. Consumer Defensive	Added	4,617	+15	$451,450	+8.6%	5.83%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,125	0	$204,896	+51.3%	2.64%
TGT	Target Corp Consumer Defensive	Held	1,353	0	$133,473	−27.0%	1.72%
KO	Coca Cola Co Consumer Defensive	Held	1,853	0	$131,099	+13.6%	1.69%
MO	Altria Group, Inc. Consumer Defensive	Held	1,468	0	$86,068	+12.1%	1.11%
KR	Kroger Co Consumer Defensive	Reduced	873	-124	$62,620	+2.7%	0.81%
GIS	General Mills Inc Consumer Defensive	Held	1,004	0	$52,017	−18.8%	0.67%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	644	0	$43,431	+12.9%	0.56%
SJM	J M SMUCKER Co Consumer Defensive	Held	400	0	$39,280	−10.8%	0.51%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	231	-27	$24,908	+8.1%	0.32%
KHC	Kraft Heinz Co Consumer Defensive	Held	839	0	$21,662	−15.9%	0.28%
KMB	Kimberly Clark Corp Consumer Defensive	Held	165	0	$21,271	−1.6%	0.27%
DG	Dollar General Corp Consumer Defensive	Held	175	0	$20,016	+50.9%	0.26%
EL	Estee Lauder Companies Inc Consumer Defensive	Reduced	237	-121	$19,149	−28.7%	0.25%
CL	Colgate Palmolive Co Consumer Defensive	Held	150	0	$13,635	−0.0%	0.18%
MNST	Monster Beverage Corp Consumer Defensive	Held	186	0	$11,651	+19.2%	0.15%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Held	165	0	$8,555	−22.4%	0.11%
HSY	Hershey Co Consumer Defensive	Reduced	42	-7,315	$6,969	−99.4%	0.09%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	61	0	$5,862	−8.2%	0.08%
DEO	Diageo PLC Consumer Defensive	Held	53	0	$5,344	−20.7%	0.07%
MKC	Mccormick & Co Inc Consumer Defensive	Held	36	0	$2,729	−0.5%	0.04%
NWL	Newell Brands Inc. Consumer Defensive	Held	200	0	$1,080	−45.8%	0.01%
BRCC	BRC Inc. Consumer Defensive	Held	220	0	$288	−58.7%	0.00%