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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001907568

OLIVER LAGORE VANVALIN INVESTMENT GROUP

FLINT, MI · File #028-22391

Latest AUM
$254.8M
Positions
661
Top-10 Concentration
50.4%
Filings
9

Sector Allocation

Financials
14.3%$36.5M
Technology
11.7%$29.9M
Materials
3.9%$9.9M
Industrials
3.8%$9.6M
Healthcare
2.6%$6.6M
Energy
1.8%$4.5M
Utilities
1.1%$2.9M
Real Estate
0.3%$774,575

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287432173,296$15.8M8.31%
2ISHARES TR464287440155,321$14.8M7.81%
3SPDR SER TR78468R663134,824$12.4M6.52%
4INVESCO QQQ TRIVZ24,384$11.4M6.03%
5SPDR SER TR78464A854146,105$9.6M5.06%
6INVESCO EXCH TRADED FD TR IIIVZ45,571$8.8M4.64%
7J P MORGAN EXCHANGE TRADED F46641Q837119,582$6.1M3.19%
8FIDELITY COMWLTH TR31591280887,425$6.0M3.14%
9SELECT SECTOR SPDR TR81369Y20938,290$5.6M2.95%
10GOLDMAN SACHS PHYSICAL GOLD38150K103172,548$5.3M2.81%
11AMAZON COM INCAMZN25,181$4.8M2.52%
12INVESCO EXCHANGE TRADED FD TIVZ25,013$4.3M2.28%
13MICROSOFT CORPMSFT10,838$4.1M2.14%
14ISHARES BITCOIN TRUST ETFIBIT81,510$3.8M2.01%
15PROCTER AND GAMBLE CO74271810920,959$3.6M1.88%
16GOLDMAN SACHS ETF TRNVGLF69,594$3.5M1.85%
17APPLE INCAAPL15,760$3.5M1.84%
18INNOVATOR ETFS TRUSTINHD109,187$3.4M1.81%
19INVESCO EXCH TRADED FD TR IIIVZ165,512$3.3M1.73%
20META PLATFORMS INCMETA5,335$3.1M1.62%