David Van Overeem Portfolio
Invests via RMR Capital Management, LLC | Managed by David Van Overeem
Invests via RMR Capital Management, LLC
Managed by David Van Overeem
Automatically Tracked
David Van Overeem Profile
Seasoned investor and operating executive focused on technology and growth-stage companies, specializing in scaling product and GTM teams and advising CEOs on fundraising and strategic partnerships. David Van Overeem has led investments and operational turnarounds, emphasizing growth equity, capital formation, M&A readiness and commercial scaling.
Seasoned investor and operating executive focused on technology and growth-stage companies, specializing in scaling product and GTM teams and advising CEOs on fundraising and strategic partnerships. David Van Overeem has led investments and operational turnarounds, emphasizing growth equity, capital formation, M&A readiness and commercial scaling.
Investment Philosophy & Strategy
Focuses on growth-stage technology businesses with a hands-on, operationally driven investing style that prioritizes scaling product and go-to-market capabilities. Capital allocation favors growth equity and follow-on rounds to fund commercial expansion, product-market fit acceleration, and M&A-ready transformations. Employs a CEO-advisor lens: underwriting concentrates on revenue efficiency, scalable GTM motion, and repeatable unit economics. Time horizon is multi-year with active board or operating involvement to de-risk execution, optimize fundraising cadence, and position companies for strategic exits or private-market liquidity events.
Focuses on growth-stage technology businesses with a hands-on, operationally driven investing style that prioritizes scaling product and go-to-market capabilities. Capital allocation favors growth equity and follow-on rounds to fund commercial expansion, product-market fit acceleration, and M&A-ready transformations. Employs a CEO-advisor lens: underwriting concentrates on revenue efficiency, scalable GTM motion, and repeatable unit economics. Time horizon is multi-year with active board or operating involvement to de-risk execution, optimize fundraising cadence, and position companies for strategic exits or private-market liquidity events.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
43.8%
Gain +0.83%
Monthly
1.09%
Yearly
13.91%
Drawdown
12.26%
$146.96M
Equity
Holdings
$146.96M
Investment
$113.02M
$37.86M
Profit +$1.06M
Realized
$3.92M
Unrealized
$33.94M
Dividends
$6.92M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$1.06M
Win %
67%
This Week
Compared To Last Week
Gain
1.2%
Profit
$1.75M
Win %
67%
This Month
Compared to last month
Gain
2.87%
Profit
$4.09M
Win %
67%
This Year
Compared to last year
Gain
1.25%
Profit
$1.82M
Win %
68%
AJG Arthur J. Gallagher & Co.
+5.9%
+$23,975.71 
BRO Brown & Brown Inc.
+4.83%
+$30,335.96 
JOE The St. Joe Company
+4.1%
+$116,002.8 
PAYX Paychex Inc.
+3.35%
+$12,747.47 
LQDA Liquidia Corporation
+3.29%
+$11,612.73 
TSLX Sixth Street Specialty Lending Inc.
+3.26%
+$158,804.24 
AMRZ Amrize Ltd.
+2.69%
+$5,024.18 
V Visa Inc. Class A
+2.67%
+$45,626.56 
SSD Simpson Manufacturing Co., Inc.
+2.64%
+$5,696.13 
HQI HireQuest Inc.
+2.28%
+$13,889.46 
AIG American International Group Inc.
+2.21%
+$6,978.34 
AXP American Express Company
+2.21%
+$42,380.2 
MCD McDonald's Corporation
+2%
+$28,775.83 
ABT Abbott Laboratories
+1.99%
+$13,490.52 
WMT Walmart Inc.
+1.82%
+$39,928.08 
CASH Pathward Financial, Inc.
+1.78%
+$49,151.05 
ISCV iShares Morningstar Small-Cap Value ETF
+1.59%
+$4,148.34 
MDLZ Mondelez International, Inc.
+1.57%
+$3,438.82 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.39%
+$33,293.7 
MKL Markel Group Inc.
+1.39%
+$4,640.7 
MGM MGM Resorts International
+1.36%
+$3,320.37 
NNI Nelnet, Inc.
+1.32%
+$7,010.18 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.29%
+$6,352.31 
GLD SPDR Gold Shares
+1.26%
+$15,331.09 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.26%
+$13,772.67 
VGK Vanguard FTSE Europe ETF
+1.26%
+$3,238.92 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.22%
+$12,027.12 
CNQ Canadian Natural Resources Limited
+1.15%
+$3,118.99 
RSP Invesco S&P 500 Equal Weight ETF
+1.13%
+$60,066.6 
MSFT Microsoft Corp.
+1.06%
+$23,266.15 
ABBV AbbVie Inc.
+1.05%
+$27,359.55 
RPV Invesco S&P 500 Pure Value ETF
+1.04%
+$19,004.18 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,574.99 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.94%
+$31,577.04 
CB Chubb Limited
+0.93%
+$4,293.01 
CSX CSX Corporation
+0.84%
+$9,399.24 
VOE Vanguard Mid-Cap Value ETF
+0.82%
+$21,590.06 
BFOR Barron's 400 ETF
+0.8%
+$8,282.71 
IWD iShares Russell 1000 Value ETF
+0.76%
+$2,456.89 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$1,413.65 
COST Costco Wholesale Corporation
+0.66%
+$23,348.09 
PFF iShares Preferred and Income Securities ETF
+0.64%
+$16,174 
VO Vanguard Mid-Cap ETF
+0.62%
+$13,458.21 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.61%
+$14,124.96 
DTD WisdomTree U.S. Total Dividend Fund
+0.59%
+$2,464 
GS The Goldman Sachs Group, Inc.
+0.58%
+$8,708.96 
GOOGL Alphabet Inc
+0.56%
+$32,570.68 
KO The Coca-Cola Company
+0.53%
+$3,374.14 
GOOG Alphabet Inc
+0.5%
+$9,108 
ITA iShares U.S. Aerospace & Defense ETF
+0.5%
+$1,897.2 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1,929.39 
QUAL iShares MSCI USA Quality Factor ETF
+0.44%
+$10,810.8 
GD General Dynamics Corporation
+0.43%
+$4,800.51 
NOC Northrop Grumman Corporation
+0.38%
+$754.11 
PYLD PIMCO Multisector Bond Active ETF
+0.37%
+$7,983.04 
SYFI AB Short Duration High Yield ETF
+0.36%
+$15,451.87 
BRK-A Berkshire Hathaway Inc.
+0.29%
+$11,549.95 
SCHB Schwab U.S. Broad Market ETF
+0.24%
+$566.16 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$62,628.75 
HYBB iShares BB Rated Corporate Bond ETF
+0.22%
+$1,889 
IVV iShares Core S&P 500 ETF
+0.17%
+$1,932.38 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$773.53 
BINC iShares Flexible Income Active ETF
+0.13%
+$4,157.47 
VOO Vanguard S&P 500 ETF
+0.13%
+$370.75 
AAPL Apple Inc.
+0.12%
+$2,152.58 
JNJ Johnson & Johnson
+0.06%
+$1,270.8 
AMZN Amazon.com Inc
+0.01%
+$153.87 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$608.02 
GLASF Glass House Brands Inc.
-8.64%
-$29,379.06 
SCHW Charles Schwab Corporation
-3.23%
-$52,724.85 
NVDA NVIDIA Corporation
-1.69%
-$13,023.94 
UTG Reaves Utility Income Fund
-1%
-$1,895.59 
PLTR Palantir Technologies Inc.
-0.66%
-$2,483.11 
RTX RTX Corporation
-0.34%
-$8,357.76 
JPM JPMorgan Chase & Co.
-0.3%
-$5,790.54 
SKYH Sky Harbour Group Corp.
-0.22%
-$2,629.36 Events
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Dividends
Dividend Analysis
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| Trades 429 | Longs Won 306/429 71% | Profit Factor 12.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,579.2 |
| Average Win $134,207.35 | Best Trade (Oct 15) $8.56M | Sharpe Ratio -10.5 |
| Average Loss -$26,040.3 | Worst Trade (Oct 14) -$368,787.98 | Z-Score 0.59 (44.81%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $88,262.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,650 | 5,085 | 4,520 | 3,955 | 3,390 | 2,825 | 2,260 | 1,695 | 1,130 | 565 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,006 | $963,805.21 | $1.72M | - | $755,205.13 | 78.36% | +0.125% |
| ABBV AbbVie Inc. | 9,212 | $1.43M | $2.64M | - | $1.21M | 84.84% | +1.048% |
| ABT Abbott Laboratories | 6,613 | $727,892.91 | $690,264.94 | - | -$37,627.97 | -5.17% | +1.993% |
| AIG American International Group Inc. | 4,069 | $275,675 | $322,041 | - | $46,366 | 16.82% | +2.215% |
| AJG Arthur J. Gallagher & Co. | 1,715 | $393,713 | $430,499.3 | - | $36,786.3 | 9.34% | +5.898% |
| AMRZ Amrize Ltd. | 5,153 | $273,124.14 | $192,000.78 | - | -$81,123.36 | -29.7% | +2.687% |
| AMZN Amazon.com Inc | 5,129 | $779,300.11 | $1.3M | - | $524,030.08 | 67.24% | +0.012% |
| AXP American Express Company | 6,260 | $1.17M | $1.96M | - | $791,138.68 | 67.46% | +2.206% |
| BFOR Barron's 400 ETF | 44,428 | $691,050.54 | $1.04M | - | $347,676.1 | 50.31% | +0.804% |
| BINC iShares Flexible Income Active ETF | 62,992 | $3.29M | $3.19M | - | -$101,190.69 | -3.07% | +0.13% |
| BRK-A Berkshire Hathaway Inc. | 5 | $2.71M | $3.96M | - | $1.25M | 45.94% | +0.293% |
| BRK-B Berkshire Hathaway Inc. | 50,103 | $17.87M | $26.43M | - | $8.56M | 47.93% | +0.237% |
| BRO Brown & Brown Inc. | 9,692 | $707,516.5 | $658,377.56 | - | -$49,138.94 | -6.95% | +4.83% |
| CASH Pathward Financial, Inc. | 39,077 | $2.14M | $2.81M | - | $672,006.72 | 31.39% | +1.779% |
| CB Chubb Limited | 1,325 | $299,450 | $468,241.76 | - | $168,791.76 | 56.37% | +0.925% |
| CNQ Canadian Natural Resources Limited | 5,242 | $255,443 | $274,759.43 | - | $19,316.43 | 7.56% | +1.148% |
| COST Costco Wholesale Corporation | 3,627 | $2.39M | $3.59M | - | $1.19M | 49.75% | +0.656% |
| CSX CSX Corporation | 23,208 | $804,621.15 | $1.13M | - | $325,260.33 | 40.42% | +0.839% |
| DTD WisdomTree U.S. Total Dividend Fund | 4,400 | $288,085.48 | $422,004 | - | $133,918.52 | 46.49% | +0.587% |
| FTA First Trust Large Cap Value AlphaDEX Fund | 11,090 | $798,407.4 | $1.11M | - | $307,820.1 | 38.55% | +1.261% |
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FAQ
Which stocks have generated the highest profits for David Van Overeem?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $1.44M, Sixth Street Specialty Lending Inc - $1.1M, Berkshire Hathaway Inc - $652,902.95, Walmart Inc - $548,061.7, and JPMorgan Chase & Co - $473,969.15. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: HireQuest Inc - $180,569.49, Fidelity Wise Origin Bitcoin Index Fund - $113,854.63, Brown & Brown Inc - $75,204.18, Northrop Grumman Corporation - $22,695.2, and Mondelez International, Inc - $20,036.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Van Overeem's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.92M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.44M, Sixth Street Specialty Lending Inc - $981,395.42, AB Short Duration High Yield ETF - $445,834.21, iShares Preferred and Income Securities ETF - $342,075.5, and iShares Flexible Income Active ETF - $279,276.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Van Overeem's monthly returns?
David Van Overeem's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David Van Overeem's strategy be considered aggressive or moderate?
David Van Overeem's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Van Overeem's strategy?
David Van Overeem's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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