Vanderpol-Investments
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ADBE", "GOOGL", null, null, "AVGO", null, null, "HD", "MCD", "META", "LIN", "MA", null, "MSFT", "MUFG", null, "IEMG", "AAPL", "SPY", null, "NVDA", null, "SCHX", null, "RTX", "GLD", "SYK", "TM", "TMO", null, null, "AMZN", null, null, null, null, null, "BNDX", "VTEB", "V", "WMT", "CRM", null, "BRK-B", "CVX", "CSCO", "DFAC", "XOM", "LLY", "TSLA", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 52
- Total Value
- 47332799
- Accession Number
- 0002015682-25-000002
- Form Type
- 13F-HR
- Manager Name
- Vanderpol-Investments
Data Enrichment
65% identified34 identified18 unidentified
Holdings
52 positions • $47.3M total value
Manager:
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25434V302
Shares:15.3K
Value:$395.5K
% of Portfolio:0.8% ($395.5K/$47.3M)
921910709
Shares:5.1K
Value:$360.4K
% of Portfolio:0.8% ($360.4K/$47.3M)
25434V732
Shares:10.2K
Value:$269.2K
% of Portfolio:0.6% ($269.2K/$47.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 964 | QoQ -3.98% (-40)YoY -3.40% (-34) | All Managers (Combined) | $555.6K | 1.2% ($555.6K/$47.3M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 4.9K | All Managers (Combined) | $534.7K | 1.1% ($534.7K/$47.3M) | ||
AMAZON COM INC(AMZNcusip023135106) | 2.6K | QoQ -4.46% (-120)YoY +8.77% (+207) | All Managers (Combined) | $488.2K | 1.0% ($488.2K/$47.3M) | |
| 9.0K | QoQ 0.00% (-0) | All Managers (Combined) | $448.2K | 0.9% ($448.2K/$47.3M) | ||
| 1.3K | QoQ -0.23% (-3) | All Managers (Combined) | $439.8K | 0.9% ($439.8K/$47.3M) | ||
Walmart Inc.(WMTcusip931142103) | 4.8K | QoQ +0.50% (-24)YoY NEW(+4.8K) | All Managers (Combined) | $420.6K | 0.9% ($420.6K/$47.3M) | YoY NEW(+$420.6K) |
(cusip25434V302)✕ | 15.3K | All Managers (Combined) | $395.5K | 0.8% ($395.5K/$47.3M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 2.2K | All Managers (Combined) | $365.8K | 0.8% ($365.8K/$47.3M) | ||
(cusip921910709)✕ | 5.1K | All Managers (Combined) | $360.4K | 0.8% ($360.4K/$47.3M) | ||
Salesforce, Inc.(CRMcusip79466L302) | 1.2K | QoQ +1.62% (-19) | All Managers (Combined) | $318.8K | 0.7% ($318.8K/$47.3M) | |
ELI LILLY & Co(LLYcusip532457108) | 382 | QoQ +0.26% (+1)YoY NEW(+382) | All Managers (Combined) | $315.5K | 0.7% ($315.5K/$47.3M) | YoY NEW(+$315.5K) |
EXXON MOBIL CORP(XOMcusip30231G102) | 2.6K | QoQ +3.57% (+90)YoY NEW(+2.6K) | All Managers (Combined) | $309.7K | 0.7% ($309.7K/$47.3M) | YoY NEW(+$309.7K) |
Mastercard Inc(MAcusip57636Q104) | 564 | QoQ +0.53% (+3)YoY NEW(+564) | All Managers (Combined) | $309.1K | 0.7% ($309.1K/$47.3M) | YoY NEW(+$309.1K) |
SPDR GOLD TRUST(GLDcusip78463V107) | 1.1K | QoQ 0.00% (+0)YoY NEW(+1.1K) | All Managers (Combined) | $306.8K | 0.6% ($306.8K/$47.3M) | YoY NEW(+$306.8K) |
CHEVRON CORP(CVXcusip166764100) | 1.8K | QoQ +3.97% (+69)YoY NEW(+1.8K) | All Managers (Combined) | $301.6K | 0.6% ($301.6K/$47.3M) | YoY NEW(+$301.6K) |
| 1.1K | QoQ +0.90% (+10)YoY NEW(+1.1K) | All Managers (Combined) | $275.0K | 0.6% ($275.0K/$47.3M) | YoY NEW(+$275.0K) | |
(cusip25434V732)✕ | 10.2K | All Managers (Combined) | $269.2K | 0.6% ($269.2K/$47.3M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 730 | QoQ +1.24% (-9)YoY NEW(+730) | All Managers (Combined) | $267.5K | 0.6% ($267.5K/$47.3M) | YoY NEW(+$267.5K) |
| 573 | QoQ +1.95% (+11) | All Managers (Combined) | $266.8K | 0.6% ($266.8K/$47.3M) | ||
| 1.5K | QoQ -1.44% (-22) | All Managers (Combined) | $265.5K | 0.6% ($265.5K/$47.3M) |