Jvl-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "BABA",
  "GOOGL",
  "AVGO",
  "DVAX",
  "MBWM",
  null,
  "HD",
  "META",
  "IJH",
  "ICF",
  "MA",
  "MDT",
  "MSFT",
  "IJR",
  "IWD",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GLD",
  null,
  "SYK",
  "SBUX",
  "VO",
  "IWV",
  "IWO",
  null,
  "IWR",
  "AMZN",
  null,
  "VUG",
  "VEA",
  "VB",
  "VOO",
  "VTV",
  "V",
  "GNTX",
  "MFC",
  null,
  "ADP",
  "BRK-A",
  "BRK-B",
  "CTAS",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-03
Total Holdings: 58
Total Value: 247754869
Accession Number: 0001915765-25-000002
Form Type: 13F-HR
CIK: jvl-associates
Manager Name: Jvl-Associates

Data Enrichment

91% identified

53 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $247.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287648

IWO|464287648

Shares:6.8K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$247.8M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:12.3K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$247.8M)

Alphabet Inc.

GOOG|02079K107

Shares:10.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$247.8M)

MICROSOFT CORP

MSFT|594918104

Shares:4.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$247.8M)

464287564

ICF|464287564

Shares:21.9K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$247.8M)

Accenture plc

ACN|G1151C101

Shares:4.0K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$247.8M)

NVIDIA CORP

NVDA|67066G104

Shares:10.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$247.8M)

CINTAS CORP

CTAS|172908105

Shares:4.1K

Value:$833.6K

% of Portfolio:0.3% ($833.6K/$247.8M)

Mastercard Inc

MA|57636Q104

Shares:1.5K

Value:$814.5K

% of Portfolio:0.3% ($814.5K/$247.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.3% ($798.4K/$247.8M)

AMAZON COM INC

AMZN|023135106

Shares:4.0K

Value:$751.9K

% of Portfolio:0.3% ($751.9K/$247.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.2K

Value:$684.7K

% of Portfolio:0.3% ($684.7K/$247.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.2K

Value:$639.4K

% of Portfolio:0.3% ($639.4K/$247.8M)

81369Y852

Shares:6.6K

Value:$639.0K

% of Portfolio:0.3% ($639.0K/$247.8M)

Meta Platforms, Inc.

META|30303M102

Shares:971

Value:$559.6K

% of Portfolio:0.2% ($559.6K/$247.8M)

HOME DEPOT, INC.

HD|437076102

Shares:1.5K

Value:$540.9K

% of Portfolio:0.2% ($540.9K/$247.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$504.8K

% of Portfolio:0.2% ($504.8K/$247.8M)

GENTEX CORP

GNTX|371901109

Shares:21.4K

Value:$498.9K

% of Portfolio:0.2% ($498.9K/$247.8M)

46438F101

Shares:10.4K

Value:$486.8K

% of Portfolio:0.2% ($486.8K/$247.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:790

Value:$420.7K

% of Portfolio:0.2% ($420.7K/$247.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWOcusip464287648)	6.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$247.8M)	QoQ -11.21% (-$218.0K) YoY -5.63% (-$103.1K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	12.3K	QoQ 0.00% (+0) YoY -1.14% (-143)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$247.8M)	QoQ +55.94% (+$584.4K) YoY +80.64% (-$727.2K)
Alphabet Inc.(GOOGcusip02079K107)	10.1K	QoQ +3.53% (-343) YoY +5.60% (+534)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$247.8M)	QoQ -15.06% (-$278.7K) YoY +8.36% (+$121.2K)
MICROSOFT CORP(MSFTcusip594918104)	4.1K	QoQ -3.21% (-135) YoY +5.54% (-214)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$247.8M)	QoQ -13.79% (-$244.6K) YoY -5.82% (-$94.5K)
(ICFcusip464287564)	21.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$247.8M)	QoQ +2.10% (+$27.8K) YoY +6.63% (+$83.9K)
Accenture plc(ACNcusipG1151C101)	4.0K	QoQ -0.15% (-6) YoY +0.78% (-31)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$247.8M)	QoQ -11.43% (-$159.6K) YoY -9.26% (-$126.2K)
NVIDIA CORP(NVDAcusip67066G104)	10.5K	QoQ -1.07% (-115) YoY +1051.58% (+9.6K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$247.8M)	QoQ -20.16% (-$288.5K) YoY +38.13% (+$315.2K)
CINTAS CORP(CTAScusip172908105)	4.1K	QoQ +0.29% (+12) YoY +297.64% (+3.0K)	All Managers (Combined)	$833.6K	0.3% ($833.6K/$247.8M)	QoQ +12.82% (+$94.8K) YoY +18.95% (+$132.9K)
Mastercard Inc(MAcusip57636Q104)	1.5K	QoQ +0.60% (+9) YoY +3.26% (+47)	All Managers (Combined)	$814.5K	0.3% ($814.5K/$247.8M)	QoQ +4.72% (+$36.8K) YoY +17.53% (+$121.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.3% ($798.4K/$247.8M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
AMAZON COM INC(AMZNcusip023135106)	4.0K	QoQ -0.15% (-6) YoY +23.38% (+749)	All Managers (Combined)	$751.9K	0.3% ($751.9K/$247.8M)	QoQ -13.40% (-$116.4K) YoY +30.14% (+$174.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.2K	QoQ -14.04% (-200) YoY -1.36% (-17)	All Managers (Combined)	$684.7K	0.3% ($684.7K/$247.8M)	QoQ -17.95% (-$149.9K) YoY +5.47% (-$35.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$639.4K	0.3% ($639.4K/$247.8M)	QoQ +19.00% (+$102.1K) YoY +40.06% (+$182.9K)
(cusip81369Y852)✕	6.6K	QoQ 0.00% (-0) YoY -10.69% (-793)	All Managers (Combined)	$639.0K	0.3% ($639.0K/$247.8M)	QoQ -0.37% (-$2.4K) YoY +5.48% (-$33.2K)
Meta Platforms, Inc.(METAcusip30303M102)	971	QoQ +0.93% (-9) YoY +24.96% (+194)	All Managers (Combined)	$559.6K	0.2% ($559.6K/$247.8M)	QoQ -0.64% (-$3.6K) YoY +48.33% (+$182.3K)
HOME DEPOT, INC.(HDcusip437076102)	1.5K	QoQ +1.30% (-19) YoY +4.53% (-64)	All Managers (Combined)	$540.9K	0.2% ($540.9K/$247.8M)	QoQ -4.55% (-$25.8K) YoY -0.12% (-$704)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ -11.82% (-276) YoY +7.69% (+147)	All Managers (Combined)	$504.8K	0.2% ($504.8K/$247.8M)	QoQ -9.76% (-$54.7K) YoY +31.88% (+$122.1K)
GENTEX CORP(GNTXcusip371901109)	21.4K	QoQ +0.50% (-108) YoY +0.78% (-167)	All Managers (Combined)	$498.9K	0.2% ($498.9K/$247.8M)	QoQ -18.48% (-$113.2K) YoY -34.98% (-$268.5K)
(cusip46438F101)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$486.8K	0.2% ($486.8K/$247.8M)	QoQ NEW(+$486.8K) YoY NEW(+$486.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	790	QoQ 0.00% (+0) YoY +11.58% (+82)	All Managers (Combined)	$420.7K	0.2% ($420.7K/$247.8M)	QoQ +17.49% (+$62.6K) YoY +41.31% (+$123.0K)