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FORT VANCOUVER INVESTMENT MANAGEMENT, LLC 13F portfolio summary

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC of FORT VANCOUVER INVESTMENT MANAGEMENT, LLC has 59 current stock holdings with a reported portfolio value of $197.0M. The portfolio 1 year return is +19.36%. Top holdings include BGRN (0.00%), AGZ (0.00%), DFLV (14.18%), VOO (12.19%), AVUV (10.79%).

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FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-03-31

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC runs FORT VANCOUVER INVESTMENT MANAGEMENT, LLC and currently holds 59 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $196.96M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FORT VANCOUVER INVESTMENT MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FORT VANCOUVER INVESTMENT MANAGEMENT, LLC's portfolio at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC has delivered returns of +19.36%. Their 3-year annualized return is +23.62%. Looking at the 5-year horizon, FORT VANCOUVER INVESTMENT MANAGEMENT, LLC has achieved +23.62% annualized returns at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.36%
#0/1000
3 Year
+23.62%
#0/1000
5 Year
+23.62%
#0/1000

Portfolio Value

$196.96M

Alpha Score

20.6

#0 of 1000

Holdings

59

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change