§ 13F · FUND PROFILE
OLIVER LAGORE VANVALIN INVESTMENT GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $255M (13F)Positions · 661Turnover · — · Q2Filed · Jul 10, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$255M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 10, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | 173K | $16M | 6.2% | NEW |
| 2 | IEF | ISHARES TR | 155K | $15M | 5.8% | NEW |
| 3 | BIL | SPDR SER TR | 135K | $12M | 4.9% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 24K | $11M | 4.5% | NEW |
| 5 | SPYM | SPDR SER TR | 146K | $10M | 3.8% | NEW |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 46K | $9M | 3.5% | NEW |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 120K | $6M | 2.4% | NEW |
| 8 | ONEQ | FIDELITY COMWLTH TR | 87K | $6M | 2.3% | NEW |
| 9 | XLV | SELECT SECTOR SPDR TR | 38K | $6M | 2.2% | NEW |
| 10 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 173K | $5M | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLIVER SIGNAL
AC read
OLIVER LAGORE VANVALIN INVESTMENT GROUP is a Other fund managing $255 million in assets. The fund runs a broad portfolio of 661 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed