Oliver-Lagore-Vanvalin-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "HYT",
  "ALAB",
  null,
  "SE",
  "TREX",
  "JOBY",
  "FPI",
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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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  "PINE",
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  null,
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  null,
  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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  "KHC",
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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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  "AAPL",
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  "INTC",
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  "VZ",
  null,
  null,
  "MKC",
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  "AMGN",
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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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  "IBM",
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  null,
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  "VNQ",
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  "MET",
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  "SOUN",
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  "ALC",
  "AUST",
  "SPH",
  null,
  "LKQ",
  "ETV",
  "VRN.TO",
  "JBL",
  "BXMX",
  "SIVR",
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  "ACHR",
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  "SBAC",
  null,
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  "NRP",
  "TTE",
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  "MMT",
  null,
  "XLB",
  null,
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  "IEF",
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  null,
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  "CHPT",
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  "ETR",
  "BN.TO",
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  "AHR",
  null,
  "DD",
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  "TT",
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  null,
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  "PRI",
  null,
  "GM",
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  "UAA",
  "ACGL",
  null,
  "ALB",
  "AXON",
  "AMD",
  "SONY",
  "EL",
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  "FI",
  "NTRA",
  "WAB",
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  "F",
  "DECK",
  "WEC",
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  "FOUR",
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  "IDXX",
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  null,
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  "CMS",
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  "HBAN",
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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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  "KIM",
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  null,
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  null,
  "TER",
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  null,
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  null,
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  null,
  "MANH",
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  "JBGS",
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  null,
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  "GEV",
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  "TRI.TO",
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  null,
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  "ESGU",
  null,
  "UDR",
  "NRG",
  "FDX",
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  "AZO",
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  "BAC",
  "B",
  null,
  null,
  "BRK-B",
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  null,
  null,
  null,
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  "KO",
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  null,
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  "MO",
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  "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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Constellation Energy Corp

CEG|21037T109

Shares:8.2K

Value:$1.8M

CHEVRON CORP

CVX|166764100

Shares:12.5K

Value:$1.8M

NEXTERA ENERGY INC

NEE|65339F101

Shares:23.5K

Value:$1.7M

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:12.5K

Value:$1.7M

Palo Alto Networks Inc

PANW|697435105

Shares:9.1K

Value:$1.6M

ORACLE CORP

ORCL|68389X105

Shares:9.8K

Value:$1.6M

DEERE & CO

DE|244199105

Shares:3.8K

Value:$1.6M

87975E883

Shares:55.8K

Value:$1.6M

464287200

IVV|464287200

Shares:2.7K

Value:$1.6M

Mastercard Inc

MA|57636Q104

Shares:3.0K

Value:$1.6M

46138E784

Shares:79.9K

Value:$1.6M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.6K

Value:$1.6M

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:3.7K

Value:$1.5M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.6K

Value:$1.5M

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:2.6K

Value:$1.5M

46434V613

Shares:31.9K

Value:$1.4M

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:17.5K

Value:$1.4M

PEPSICO INC

PEP|713448108

Shares:8.7K

Value:$1.3M

DANAHER CORP /DE/

DHR|235851102

Shares:5.7K

Value:$1.3M

Veralto Corp

VLTO|92338C103

Shares:12.7K

Value:$1.3M

Instrument	Shares		Other Manager	Value
Constellation Energy Corp(CEGcusip21037T109)	8.2K	QoQ +5.47% (-427) YoY-	All Managers (Combined)	$1.8M	QoQ -9.25% (-$187.8K) YoY-
CHEVRON CORP(CVXcusip166764100)	12.5K	QoQ -0.62% (-79) YoY-	All Managers (Combined)	$1.8M	QoQ -2.26% (-$41.9K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	23.5K	QoQ +2.45% (-563) YoY-	All Managers (Combined)	$1.7M	QoQ -13.10% (-$254.3K) YoY-
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	12.5K	QoQ +7.00% (-818) YoY-	All Managers (Combined)	$1.7M	QoQ -3.18% (-$55.2K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	9.1K	QoQ +73.37% (-3.8K) YoY-	All Managers (Combined)	$1.6M	QoQ -7.69% (-$137.3K) YoY-
ORACLE CORP(ORCLcusip68389X105)	9.8K	QoQ -9.60% (-1.0K) YoY-	All Managers (Combined)	$1.6M	QoQ -11.59% (-$214.0K) YoY-
DEERE & CO(DEcusip244199105)	3.8K	QoQ -2.05% (-80) YoY-	All Managers (Combined)	$1.6M	QoQ -0.53% (-$8.8K) YoY-
(cusip87975E883)✕	55.8K	QoQ +20.88% (+9.6K) YoY-	All Managers (Combined)	$1.6M	QoQ +3.86% (+$60.0K) YoY-
(IVVcusip464287200)	2.7K	QoQ +2.89% (+77) YoY-	All Managers (Combined)	$1.6M	QoQ +5.00% (+$76.7K) YoY-
Mastercard Inc(MAcusip57636Q104)	3.0K	QoQ -2.33% (-72) YoY-	All Managers (Combined)	$1.6M	QoQ +4.15% (-$63.2K) YoY-
(cusip46138E784)✕	79.9K	QoQ -4.01% (-3.3K) YoY-	All Managers (Combined)	$1.6M	QoQ -11.51% (-$206.0K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	4.6K	QoQ +14.85% (+596) YoY-	All Managers (Combined)	$1.6M	QoQ +40.12% (+$451.4K) YoY-
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	3.7K	QoQ +29.45% (+838) YoY-	All Managers (Combined)	$1.5M	QoQ +5.93% (+$85.3K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.6K	QoQ -0.66% (-11) YoY-	All Managers (Combined)	$1.5M	QoQ +2.63% (-$38.3K) YoY-
TYLER TECHNOLOGIES INC(TYLcusip902252105)	2.6K	QoQ -8.33% (-235) YoY-	All Managers (Combined)	$1.5M	QoQ -9.46% (-$155.7K) YoY-
(cusip46434V613)✕	31.9K	QoQ -14.19% (-5.3K) YoY-	All Managers (Combined)	$1.4M	QoQ -17.68% (-$309.7K) YoY-
AGNICO EAGLE MINES LTD(AEMcusip008474108)	17.5K	QoQ +31.09% (+4.1K) YoY-	All Managers (Combined)	$1.4M	QoQ +27.27% (+$293.0K) YoY-
PEPSICO INC(PEPcusip713448108)	8.7K	QoQ +6.75% (-552) YoY-	All Managers (Combined)	$1.3M	QoQ -4.53% (-$63.0K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	5.7K	QoQ +9.05% (-472) YoY-	All Managers (Combined)	$1.3M	QoQ -9.97% (-$144.6K) YoY-
Veralto Corp(VLTOcusip92338C103)	12.7K	QoQ +15.06% (+1.7K) YoY-	All Managers (Combined)	$1.3M	QoQ +4.76% (+$58.9K) YoY-