Oliver-Lagore-Vanvalin-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "HYT",
  "ALAB",
  null,
  "SE",
  "TREX",
  "JOBY",
  "FPI",
  "GFL.TO",
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  "NVR",
  null,
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  null,
  null,
  null,
  "NLY",
  "FTAI",
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  "RBA.TO",
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  "MU",
  "SCHL",
  "MPLX",
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  null,
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  "AIN",
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  null,
  "AXP",
  "JQC",
  "PINE",
  "AU",
  null,
  "AMRC",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "KHC",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  "IEMG",
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  null,
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  "IVV",
  null,
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
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  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
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  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
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  "AMGN",
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  "PARA",
  null,
  "PPG",
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  "ROK",
  null,
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  null,
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  null,
  null,
  "NOW",
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  "O",
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  null,
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  null,
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  null,
  null,
  "SPLG",
  "IBM",
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  "TMO",
  "TJX",
  null,
  "TWLO",
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  "MET",
  "DTM",
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  "SOUN",
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  "ALC",
  "AUST",
  "SPH",
  null,
  "LKQ",
  "ETV",
  "VRN.TO",
  "JBL",
  "BXMX",
  "SIVR",
  null,
  "ACHR",
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  "SBAC",
  null,
  null,
  null,
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  "NRP",
  "TTE",
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  "MMT",
  null,
  "XLB",
  null,
  null,
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  null,
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  "CHPT",
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  "ETR",
  "BN.TO",
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  null,
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  null,
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  null,
  "GM",
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  null,
  "ALB",
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  "SONY",
  "EL",
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  "FI",
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  "F",
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  null,
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  null,
  "IDXX",
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  null,
  null,
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  "HBAN",
  null,
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  null,
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  "BNDX",
  null,
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  "V",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "MANH",
  null,
  null,
  null,
  "JBGS",
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  null,
  null,
  "GEV",
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  "TRI.TO",
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  null,
  "UPST",
  "ESGU",
  null,
  "UDR",
  "NRG",
  "FDX",
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  "B",
  null,
  null,
  "BRK-B",
  "BJ",
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  null,
  null,
  null,
  "BA",
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  "BMY",
  "BRCC",
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  "CELH",
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  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "KO",
  "COIN",
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  "CMCSA",
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  "ED",
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  "CTVA",
  "CNM",
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  null,
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  null,
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  "LLY",
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  "PM",
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  "AWK",
  null,
  null,
  "MO",
  "XLK",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-04-01
Total Holdings: 681
Total Value: 390432936
Accession Number: 0001398344-25-006386
Form Type: 13F-HR
CIK: oliver-lagore-vanvalin-investment-group
Manager Name: Oliver-Lagore-Vanvalin-Investment-Group

Data Enrichment

72% identified

491 identified190 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

681 positions • $390,432.936K total value

681 positions

Manager:

SEC FilingSEC DataHachi Filing

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COLUMBUS MCKINNON CORP

CMCO|199333105

Shares:150

Value:$5.6K

808524870

Shares:216

Value:$5.6K

78468R556

Shares:42

Value:$5.6K

UBS Group AG

UBS|H42097107

Shares:180

Value:$5.5K

HARLEY-DAVIDSON, INC.

HOG|412822108

Shares:181

Value:$5.5K

Vista Energy, S.A.B. de C.V.

VIST|92837L109

Shares:100

Value:$5.4K

TWILIO INC

TWLO|90138F102

Shares:50

Value:$5.4K

00214Q401

Shares:50

Value:$5.4K

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:300

Value:$5.4K

HSBC HOLDINGS PLC

HSBC|404280406

Shares:108

Value:$5.3K

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:400

Value:$5.3K

Nuveen Credit Strategies Income Fund

JQC|67073D102

Shares:933

Value:$5.3K

AeroVironment Inc

AVAV|008073108

Shares:34

Value:$5.2K

464287101

Shares:18

Value:$5.2K

Trane Technologies plc

TT|G8994E103

Shares:14

Value:$5.2K

Haleon plc

HLN|405552100

Shares:523

Value:$5.0K

Booking Holdings Inc.

BKNG|09857L108

Shares:1

Value:$5.0K

DECKERS OUTDOOR CORP

DECK|243537107

Shares:24

Value:$4.9K

316092600

Shares:74

Value:$4.8K

PUTNAM MUNICIPAL OPPORTUNITIES TRUST

PMO|746922103

Shares:476

Value:$4.8K

Instrument	Shares		Other Manager	Value
COLUMBUS MCKINNON CORP(CMCOcusip199333105)	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$5.6K	QoQ NEW(+$5.6K) YoY-
(cusip808524870)✕	216	QoQ +292.72% (+161) YoY-	All Managers (Combined)	$5.6K	QoQ +89.11% (+$2.6K) YoY-
(cusip78468R556)✕	42	QoQ NEW(+42) YoY-	All Managers (Combined)	$5.6K	QoQ NEW(+$5.6K) YoY-
UBS Group AG(UBScusipH42097107)	180	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.5K	QoQ -1.90% (-$106) YoY-
HARLEY-DAVIDSON, INC.(HOGcusip412822108)	181	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.5K	QoQ -21.79% (-$1.5K) YoY-
Vista Energy, S.A.B. de C.V.(VISTcusip92837L109)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.4K	QoQ +22.47% (+$993) YoY-
TWILIO INC(TWLOcusip90138F102)	50	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.4K	QoQ +65.71% (+$2.1K) YoY-
(cusip00214Q401)✕	50	QoQ +35.13% (+13) YoY-	All Managers (Combined)	$5.4K	QoQ +71.39% (+$2.2K) YoY-
Zeta Global Holdings Corp.(ZETAcusip98956A105)	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$5.4K	QoQ NEW(+$5.4K) YoY-
HSBC HOLDINGS PLC(HSBCcusip404280406)	108	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.3K	QoQ +9.44% (+$461) YoY-
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	400	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.3K	QoQ +18.53% (+$832) YoY-
Nuveen Credit Strategies Income Fund(JQCcusip67073D102)	933	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.3K	QoQ -1.72% (-$93) YoY-
AeroVironment Inc(AVAVcusip008073108)	34	QoQ NEW(+34) YoY-	All Managers (Combined)	$5.2K	QoQ NEW(+$5.2K) YoY-
(cusip464287101)✕	18	QoQ -18.18% (-4) YoY-	All Managers (Combined)	$5.2K	QoQ -14.61% (-$890) YoY-
Trane Technologies plc(TTcusipG8994E103)	14	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.2K	QoQ -4.97% (-$271) YoY-
Haleon plc(HLNcusip405552100)	523	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.0K	QoQ -9.83% (-$544) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	1	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.0K	QoQ +17.94% (+$756) YoY-
DECKERS OUTDOOR CORP(DECKcusip243537107)	24	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$4.9K	QoQ +27.35% (+$1.0K) YoY-
(cusip316092600)✕	74	QoQ -44.77% (-60) YoY-	All Managers (Combined)	$4.8K	QoQ -50.42% (-$4.9K) YoY-
PUTNAM MUNICIPAL OPPORTUNITIES TRUST(PMOcusip746922103)	476	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.8K	QoQ -7.05% (-$366) YoY-