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

SEC FilingSEC DataHachi Filing

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
CIK: vanderpol-investments
Manager Name: Vanderpol-Investments

Data Enrichment

65% identified

34 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $47.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Tesla, Inc.

TSLA|88160R101

Shares:1.0K

Value:$263.0K

% of Portfolio:0.6% ($263.0K/$47.3M)

MCDONALDS CORP

MCD|580135101

Shares:833

Value:$260.2K

% of Portfolio:0.5% ($260.2K/$47.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:468

Value:$249.2K

% of Portfolio:0.5% ($249.2K/$47.3M)

25434V658

Shares:9.4K

Value:$247.6K

% of Portfolio:0.5% ($247.6K/$47.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.0K

Value:$247.1K

% of Portfolio:0.5% ($247.1K/$47.3M)

25434V542

Shares:4.8K

Value:$246.8K

% of Portfolio:0.5% ($246.8K/$47.3M)

46438R105

Shares:16.2K

Value:$224.6K

% of Portfolio:0.5% ($224.6K/$47.3M)

RTX Corp

RTX|75513E101

Shares:1.7K

Value:$221.5K

% of Portfolio:0.5% ($221.5K/$47.3M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:16.0K

Value:$218.0K

% of Portfolio:0.5% ($218.0K/$47.3M)

ADOBE INC.

ADBE|00724F101

Shares:546

Value:$209.4K

% of Portfolio:0.4% ($209.4K/$47.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3K

Value:$208.0K

% of Portfolio:0.4% ($208.0K/$47.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:410

Value:$204.0K

% of Portfolio:0.4% ($204.0K/$47.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$263.0K	0.6% ($263.0K/$47.3M)	QoQ -35.82% (-$146.9K) YoY NEW(+$263.0K)
MCDONALDS CORP(MCDcusip580135101)	833	QoQ 0.00% (+0) YoY NEW(+833)	All Managers (Combined)	$260.2K	0.5% ($260.2K/$47.3M)	QoQ +7.75% (+$18.7K) YoY NEW(+$260.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	468	QoQ -0.84% (-4) YoY NEW(+468)	All Managers (Combined)	$249.2K	0.5% ($249.2K/$47.3M)	QoQ +16.49% (-$35.3K) YoY NEW(+$249.2K)
(cusip25434V658)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$247.6K	0.5% ($247.6K/$47.3M)	QoQ NEW(+$247.6K) YoY NEW(+$247.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.0K	QoQ +5.06% (+193) YoY NEW(+4.0K)	All Managers (Combined)	$247.1K	0.5% ($247.1K/$47.3M)	QoQ +9.51% (+$21.5K) YoY NEW(+$247.1K)
(cusip25434V542)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$246.8K	0.5% ($246.8K/$47.3M)	QoQ NEW(+$246.8K) YoY NEW(+$246.8K)
(cusip46438R105)✕	16.2K	QoQ +21.68% (-2.9K) YoY NEW(+16.2K)	All Managers (Combined)	$224.6K	0.5% ($224.6K/$47.3M)	QoQ -33.50% (-$113.1K) YoY NEW(+$224.6K)
RTX Corp(RTXcusip75513E101)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$221.5K	0.5% ($221.5K/$47.3M)	QoQ NEW(+$221.5K) YoY NEW(+$221.5K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	16.0K	QoQ -16.87% (-3.2K) YoY -16.74% (-3.2K)	All Managers (Combined)	$218.0K	0.5% ($218.0K/$47.3M)	QoQ -3.32% (-$7.5K) YoY +10.93% (-$21.5K)
ADOBE INC.(ADBEcusip00724F101)	546	QoQ +5.20% (-27) YoY -18.87% (-127)	All Managers (Combined)	$209.4K	0.4% ($209.4K/$47.3M)	QoQ -9.26% (-$21.4K) YoY -38.33% (-$130.2K)
Alphabet Inc.(GOOGLcusip02079K305)	1.3K	QoQ -5.08% (-72) YoY -21.39% (-366)	All Managers (Combined)	$208.0K	0.4% ($208.0K/$47.3M)	QoQ -22.46% (-$60.2K) YoY -19.45% (-$50.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	410	QoQ +5.12% (+20) YoY NEW(+410)	All Managers (Combined)	$204.0K	0.4% ($204.0K/$47.3M)	QoQ +0.55% (+$1.1K) YoY NEW(+$204.0K)