VanderPol Investments L.L.C.
CIK
2015682
Location
CALEDONIA, MI
Portfolio Value
Micro
$23,685,716
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,702
/ 8,662
▼ 533
· as of Dec 2025
Top Industry
Semiconductors
15.3%
3Y Alpha vs SPY
-7.7%
Period ended 6 months ago
Filed Feb 4, 2026 · 5mo
9 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+31.7%
SPY
+54.1%
Annualised alpha
-7.6%
Max drawdown
−19.9%
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
33 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
44.3%
−5.7 pts
Top 5
60.6%
−4.6 pts
Top 10
73.0%
−4.1 pts
HHI
2,099
Moderately concentrated−521
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 47.6% | $11,283,872 |
| Technology | 18.2% | $4,300,070 |
| Financial Services | 9.2% | $2,170,208 |
| Consumer Cyclical | 7.9% | $1,865,821 |
| Healthcare | 6.7% | $1,578,134 |
| Communication Services | 5.2% | $1,221,907 |
| Industrials | 2.2% | $528,246 |
| Consumer Defensive | 2.1% | $488,421 |
| Energy | 1.1% | $249,037 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +2,371 | 2,627 | $246,307 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +325 | 7,763 | $300,660 | |
| NVDA | Nvidia Corp | +318 | 6,367 | $1,187,445 | |
| AAPL | Apple Inc. | +116 | 3,717 | $1,010,503 | |
| AMZN | Amazon Com Inc | +38 | 2,847 | $657,144 | |
| SYK | Stryker Corp | +28 | 2,084 | $732,463 | |
| JPM | Jpmorgan Chase & Co | +28 | 1,268 | $408,574 | |
| GOOGL | Alphabet Inc. | +27 | 1,240 | $388,120 | |
| GE | General Electric Co | +24 | 851 | $262,133 | |
| TSLA | Tesla, Inc. | +20 | 1,090 | $490,194 | |
| V | Visa Inc. | +8 | 1,235 | $433,126 | |
| BAC | Bank Of America Corp /De/ | +6 | 4,585 | $252,175 | |
| MSFT | Microsoft Corp | +6 | 1,898 | $917,910 | |
| AVGO | Broadcom Inc. | +5 | 2,060 | $712,966 | |
| MA | Mastercard Inc | +5 | 591 | $337,390 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −3,400 | 15,400 | $10,501,568 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | −3,197 | 11,871 | $188,274 | |
| CSCO | Cisco Systems, Inc. | −485 | 3,026 | $233,092 | |
| WMT | Walmart Inc. | −356 | 4,384 | $488,421 | |
| ETH | Grayscale Ethereum Staking Mini ETF | −99 | 8,544 | $239,744 | |
| META | Meta Platforms, Inc. | −86 | 890 | $587,480 | |
| TM | Toyota Motor Corp/ | −83 | 1,168 | $250,022 | |
| CRM | Salesforce, Inc. | −56 | 899 | $238,154 | |
| TMO | Thermo Fisher Scientific Inc. | −49 | 364 | $210,919 | |
| MCD | Mcdonalds Corp | −36 | 694 | $212,107 | |
| HD | Home Depot, Inc. | −36 | 745 | $256,354 | |
| CVX | Chevron Corp | −33 | 1,634 | $249,037 | |
| RTX | RTX Corp | −23 | 1,451 | $266,113 | |
| LLY | ELI LILLY & Co | −3 | 400 | $429,872 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LIN | Linde PLC | 487 | $231,325 | |
| No positions match the current search. | ||||
33 positions ·
$23,685,716 total
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 15,400 | $10,501,568 | 44.34% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,367 | $1,187,445 | 5.01% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,717 | $1,010,503 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,898 | $917,910 | 3.88% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 2,084 | $732,463 | 3.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,060 | $712,966 | 3.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,847 | $657,144 | 2.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 890 | $587,480 | 2.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,090 | $490,194 | 2.07% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,384 | $488,421 | 2.06% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,235 | $433,126 | 1.83% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 400 | $429,872 | 1.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,268 | $408,574 | 1.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,240 | $388,120 | 1.64% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 591 | $337,390 | 1.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 670 | $336,775 | 1.42% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 7,763 | $300,660 | 1.27% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,451 | $266,113 | 1.12% | |
| GE |
General Electric Co
Industrials
|
Added | 851 | $262,133 | 1.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 745 | $256,354 | 1.08% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 4,585 | $252,175 | 1.06% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Reduced | 1,168 | $250,022 | 1.06% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,634 | $249,037 | 1.05% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 2,627 | $246,307 | 1.04% | |
| BSOL |
Bitwise Solana Staking ETF
|
NEW | 14,750 | $241,900 | 1.02% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Reduced | 8,544 | $239,744 | 1.01% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 899 | $238,154 | 1.01% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,026 | $233,092 | 0.98% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 2,295 | $213,894 | 0.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 694 | $212,107 | 0.90% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 364 | $210,919 | 0.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 990 | $204,880 | 0.86% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Reduced | 11,871 | $188,274 | 0.79% |