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Showing Q2 2025 data
OLIVER LAGORE VANVALIN INVESTMENT GROUP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
OLIVER LAGORE VANVALIN INVESTMENT GROUP
•CIK: 1907568•Filing: Q2 2025
**OLIVER LAGORE VANVALIN INVESTMENT GROUP** manages $255M across a diversified portfolio of 652 positions. The strategy exhibits a notable allocation toward fixed income and technology exposure, highlighted by top holdings in TLT ($15.8M) and IEF ($14.8M). Significant weight is also placed on short-duration treasuries (BIL at $12.4M) and key sector/index plays, including NDQ ($11.4M) and QQQM ($8.8M). This structure suggests a tactical approach balancing interest rate sensitivity with growth-oriented market exposure.
Total AUM
$254.8M
+ $823 in options
QoQ Performance
-32.8%
Positions
506
+ 4 options
Top 10 Concentration
38.8%
Latest Filing
Q2 2025
Top Holdings Allocation
TLT
IEF
TLT6.2%
IEF5.8%
BIL4.9%
NDQ4.5%
SPYM3.8%
QQQM3.5%
JPST2.4%
ONEQ2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.0%
Technology10.4%
Consumer3.6%
Financial3.1%
Healthcare1.5%
ETF0.9%
Energy0.8%
Utilities0.8%
🚪 Exited Positionssold since Q1 2025
+478 more exited positions
Changes from Q1 2025
NEW6 new positions
↑86 increased
↓75 decreased
Historical Filings
Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023