Vanderpol Investments L.l.c.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002015682

Type: FundHoldings: 52Value: $47.3MLatest: 2025Q1

VanderPol Investments L.L.C. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 52 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:13.8K

Value:$7.7M

% of Portfolio:16.3% ($7.7M/$47.3M)

808524201

SCHX|808524201

Shares:254.2K

Value:$5.6M

% of Portfolio:11.9% ($5.6M/$47.3M)

808524839

Shares:164.6K

Value:$3.8M

% of Portfolio:8.1% ($3.8M/$47.3M)

003261203

Shares:77.1K

Value:$2.6M

% of Portfolio:5.6% ($2.6M/$47.3M)

808524649

Shares:86.4K

Value:$2.2M

% of Portfolio:4.6% ($2.2M/$47.3M)

46435G326

Shares:27.9K

Value:$1.9M

% of Portfolio:4.1% ($1.9M/$47.3M)

92203J407

BNDX|92203J407

Shares:35.7K

Value:$1.7M

% of Portfolio:3.7% ($1.7M/$47.3M)

46429B747

Shares:13.1K

Value:$1.4M

% of Portfolio:2.9% ($1.4M/$47.3M)

78468R606

Shares:53.7K

Value:$1.3M

% of Portfolio:2.7% ($1.3M/$47.3M)

46434G103

IEMG|46434G103

Shares:22.6K

Value:$1.2M

% of Portfolio:2.6% ($1.2M/$47.3M)

92206C565

Shares:17.6K

Value:$1.2M

% of Portfolio:2.6% ($1.2M/$47.3M)

78464A284

Shares:42.0K

Value:$1.1M

% of Portfolio:2.2% ($1.1M/$47.3M)

25434V708

DFAC|25434V708

Shares:25.6K

Value:$845.8K

% of Portfolio:1.8% ($845.8K/$47.3M)

808524870

Shares:28.7K

Value:$770.5K

% of Portfolio:1.6% ($770.5K/$47.3M)

STRYKER CORP

SYK|863667101

Shares:2.0K

Value:$730.7K

% of Portfolio:1.5% ($730.7K/$47.3M)

25434V104

Shares:17.6K

Value:$677.6K

% of Portfolio:1.4% ($677.6K/$47.3M)

MICROSOFT CORP

MSFT|594918104

Shares:1.8K

Value:$674.6K

% of Portfolio:1.4% ($674.6K/$47.3M)

Apple Inc.

AAPL|037833100

Shares:3.0K

Value:$665.5K

% of Portfolio:1.4% ($665.5K/$47.3M)

25434V559

Shares:12.5K

Value:$628.2K

% of Portfolio:1.3% ($628.2K/$47.3M)

808524862

Shares:24.3K

Value:$592.5K

% of Portfolio:1.3% ($592.5K/$47.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	13.8K	QoQ -0.71% (-100) YoY NEW(+13.8K)	All Managers (Combined)	$7.7M	16.3% ($7.7M/$47.3M)	QoQ -5.24% (-$426.9K) YoY NEW(+$7.7M)
(SCHXcusip808524201)	254.2K	QoQ +17.71% (+38.2K) YoY +445.76% (+207.6K)	All Managers (Combined)	$5.6M	11.9% ($5.6M/$47.3M)	QoQ +12.12% (+$607.0K) YoY +94.17% (+$2.7M)
(cusip808524839)✕	164.6K	QoQ +2.23% (+3.6K) YoY +220.82% (+113.3K)	All Managers (Combined)	$3.8M	8.1% ($3.8M/$47.3M)	QoQ +4.31% (+$157.6K) YoY +61.52% (+$1.5M)
(cusip003261203)✕	77.1K	QoQ +12.44% (+8.5K) YoY +42.21% (+22.9K)	All Managers (Combined)	$2.6M	5.6% ($2.6M/$47.3M)	QoQ +22.49% (+$483.0K) YoY +53.84% (+$920.7K)
(cusip808524649)✕	86.4K	QoQ +7.75% (+6.2K) YoY +104.99% (-44.3K)	All Managers (Combined)	$2.2M	4.6% ($2.2M/$47.3M)	QoQ +6.45% (+$132.9K) YoY -0.08% (-$1.8K)
(cusip46435G326)✕	27.9K	QoQ +10.41% (+2.6K) YoY +16.69% (+4.0K)	All Managers (Combined)	$1.9M	4.1% ($1.9M/$47.3M)	QoQ +17.99% (+$293.3K) YoY +19.75% (+$317.3K)
(BNDXcusip92203J407)	35.7K	QoQ +5.96% (+2.0K) YoY +102.45% (+18.1K)	All Managers (Combined)	$1.7M	3.7% ($1.7M/$47.3M)	QoQ +5.47% (+$90.6K) YoY +100.93% (+$876.5K)
(cusip46429B747)✕	13.1K	QoQ +3.00% (+381) YoY +342.11% (+10.1K)	All Managers (Combined)	$1.4M	2.9% ($1.4M/$47.3M)	QoQ +5.94% (+$75.8K) YoY +360.08% (+$1.1M)
(cusip78468R606)✕	53.7K	QoQ +14.07% (+6.6K) YoY +293.20% (+40.0K)	All Managers (Combined)	$1.3M	2.7% ($1.3M/$47.3M)	QoQ +13.83% (+$152.8K) YoY +292.52% (+$936.8K)
(IEMGcusip46434G103)	22.6K	QoQ +4.52% (+977) YoY +30.56% (+5.3K)	All Managers (Combined)	$1.2M	2.6% ($1.2M/$47.3M)	QoQ +8.02% (+$90.5K) YoY +36.56% (+$326.2K)
(cusip92206C565)✕	17.6K	QoQ -5.88% (-1.1K) YoY -3.97% (-729)	All Managers (Combined)	$1.2M	2.6% ($1.2M/$47.3M)	QoQ -5.02% (-$64.2K) YoY -3.69% (-$46.5K)
(cusip78464A284)✕	42.0K	QoQ +50.10% (+14.0K) YoY +63.57% (+16.3K)	All Managers (Combined)	$1.1M	2.2% ($1.1M/$47.3M)	QoQ +47.99% (+$343.7K) YoY +60.58% (+$399.8K)
(DFACcusip25434V708)	25.6K	QoQ +12.93% (+2.9K) YoY -78.37% (-92.9K)	All Managers (Combined)	$845.8K	1.8% ($845.8K/$47.3M)	QoQ +7.70% (+$60.5K) YoY -77.67% (-$2.9M)
(cusip808524870)✕	28.7K	QoQ +97.84% (+14.2K) YoY NEW(+28.7K)	All Managers (Combined)	$770.5K	1.6% ($770.5K/$47.3M)	QoQ +105.96% (+$396.4K) YoY NEW(+$770.5K)
STRYKER CORP(SYKcusip863667101)	2.0K	QoQ +0.20% (+4) YoY +0.92% (+18)	All Managers (Combined)	$730.7K	1.5% ($730.7K/$47.3M)	QoQ +3.60% (+$25.4K) YoY +4.95% (+$34.5K)
(cusip25434V104)✕	17.6K	QoQ -4.88% (-905) YoY -71.74% (-44.8K)	All Managers (Combined)	$677.6K	1.4% ($677.6K/$47.3M)	QoQ -9.69% (-$72.8K) YoY -70.27% (-$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	1.8K	QoQ +0.22% (-4) YoY +12.45% (+199)	All Managers (Combined)	$674.6K	1.4% ($674.6K/$47.3M)	QoQ -10.74% (-$81.2K) YoY +0.33% (+$2.3K)
Apple Inc.(AAPLcusip037833100)	3.0K	QoQ +0.20% (-6) YoY -3.16% (-98)	All Managers (Combined)	$665.5K	1.4% ($665.5K/$47.3M)	QoQ -11.08% (-$83.0K) YoY +25.43% (-$134.9K)
(cusip25434V559)✕	12.5K	QoQ +19.19% (+2.0K) YoY NEW(+12.5K)	All Managers (Combined)	$628.2K	1.3% ($628.2K/$47.3M)	QoQ +13.35% (+$74.0K) YoY NEW(+$628.2K)
(cusip808524862)✕	24.3K	QoQ +2.09% (+499) YoY +432.41% (+19.8K)	All Managers (Combined)	$592.5K	1.3% ($592.5K/$47.3M)	QoQ +3.28% (+$18.8K) YoY +168.80% (+$372.1K)