VanderPol Investments L.L.C.

Q4 2025 13F-HR Holdings

Location
Caledonia, MI
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$57,533
Net value change ($000)
-190 (-0.3%)
New positions
4
Sold out positions
3
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHZ 1,157 37.4%
SPHY 509 29.4%
DXUV 345 34.7%
BSOL 242 NEW
VGT 219 NEW
WFC 214 NEW
JNJ 205 NEW
SCHX 146 1.9%
BWX 137 11.4%
IDEV 129 5.9%
Top Reduces (Value $000, Stocks/ETFs)
SPY -1,121 -20.2%
SCMB -647 -100.0%
HYMB -323 -100.0%
LIN -217 -100.0%
SCHP -192 -5.3%
BCD -162 -6.6%
META -134 -18.6%
IBND -120 -8.4%
ETH -80 -25.0%
MSFT -73 -7.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,122 (8.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type