Fort Vancouver Investment Management, LLC
Filing Date
Global Rank
#8,574
/ 8,586
▲ 70
Top Industry
Specialty Industrial Machinery
79.2%
3Y Alpha vs SPY
+11.5%
Period ended 3 months ago
Filed May 15, 2026 · 32d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.8%
SPY
+42.0%
Annualised alpha
+11.5%
Max drawdown
−21.0%
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
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
44.6%
−2.7 pts
Top 5
96.6%
−3.4 pts
Top 10
99.8%
−0.2 pts
HHI
3,957
Highly concentrated+836
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 45.3% | $16,228 |
| Unclassified | 44.6% | $15,956 |
| Consumer Cyclical | 6.3% | $2,272 |
| Financial Services | 2.2% | $773 |
| Basic Materials | 1.6% | $568 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | −12 | 18 | $15,712 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 181 | $15,956 | |
| RIVN | Rivian Automotive, Inc. / DE | 151 | $2,272 | |
| DAL | Delta Air Lines, Inc. | 5 | $332 | |
| CDE | Coeur Mining, Inc. | 16 | $300 | |
| HUT | Hut 8 Corp. | 6 | $281 | |
| SVM | Silvercorp Metals Inc | 25 | $268 | |
| CEF | Sprott Physical Gold & Silver Trust | 5 | $238 | |
| RIOT | Riot Platforms, Inc. | 16 | $197 | |
| UAL | United Airlines Holdings, Inc. | 2 | $184 | |
| HIVE | HIVE Digital Technologies Ltd. | 30 | $57 | |
| No positions match the current search. | ||||
2 positions ·
$568 total
· Basic Materials only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CDE |
Coeur Mining, Inc.
Basic Materials
|
NEW | 16 | $300 | 52.82% | |
| SVM |
Silvercorp Metals Inc
Basic Materials
|
NEW | 25 | $268 | 47.18% |